Institutional Ownership
Morgan Stanley 4.250 Dp Pfd O
CUSIP 61762V861Preferred StockMS.4.25.PERP.OQ1 2026
Institutional Holders
5
13F filers
Shares Held
34.6K
Aggregate institutional
Institutional Value
$593.9K
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased2
Sold out2
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Atlas Wealth LLC | 25.2K | $432.5K | −7.5K | Reduced |
| 2 | Mcmillan Office, Inc. | 7.0K | $120.2K | 0 | Held |
| 3 | Thompson Investment Management, Inc. | 1.0K | $17.2K | 0 | Held |
| 4 | Pnc Financial Services Group, Inc. | 801 | $13.8K | −164 | Reduced |
| 5 | First Command Advisory Services, Inc. | 593 | $10.3K | +593 | New |