Vault-13

Morgan Stanley MS F PERP +A

PREFERRED STOCK · PUBLIC · CUSIP 61747S504

8 institutional holders +1 vs Q1 2026
517,378517.4k shares reported held*
$9.7mreported value*
1 new 4 added 1 reduced 1 sold out net bought ≈ $1.5m (+79.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $18.81.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 4Q4 22: 5Q1 23: 6Q2 23: 4Q3 23: 5Q4 23: 7Q1 24: 7Q2 24: 8Q3 24: 9Q4 24: 8Q1 25: 9Q2 25: 8Q3 25: 8Q4 25: 8Q1 26: 7Q2 26: 88Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20224
Q4 20225
Q1 20236
Q2 20234
Q3 20235
Q4 20237
Q1 20247
Q2 20248
Q3 20249
Q4 20248
Q1 20259
Q2 20258
Q3 20258
Q4 20258
Q1 20267
Q2 20268

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q3 24: 1 bought or addedQ3 24: 3 cut or sold outQ4 24: 1 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 5 cut or sold outQ2 25: 1 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 3 cut or sold outQ4 25: 0 bought or addedQ4 25: 5 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 5 cut or sold outQ2 26: 5 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202413
Q4 202413
Q1 202515
Q2 202514
Q3 202523
Q4 202505
Q1 202615
Q2 202652

Biggest buyers

PNC Financial Services Group, Inc. Added +58,980+59.0k
Moran Wealth Management, LLC New +49,412+49.4k
DELTA CAPITAL MANAGEMENT LLC Added +1,000+1.0k
First Command Advisory Services, Inc. Added +275+275
Ethos Financial Group, LLC Added +250+250

Biggest sellers

Atlas Wealth LLC Reduced -29,140-29.1k
Hurley Capital, LLC Sold out -1,000-1.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 291,944291.9k $5.5m $5.5m 0.00% Added +59.0k +58,980
2 Atlas Wealth LLC 0.32% of their portfolio CINCINNATI, OH 120,500120.5k $2.3m $2.3m 0.32% Reduced -29.1k -29,140
3 Moran Wealth Management, LLC 0.03% of their portfolio NAPLES, FL 49,41249.4k $928.9k $928.9k 0.03% New
4 Ethos Financial Group, LLC 0.04% of their portfolio KING OF PRUSSIA, PA 28,08628.1k $534.2k $534.2k 0.04% Added +250 +250
5 DELTA CAPITAL MANAGEMENT LLC 0.21% of their portfolio RED BANK, NJ 24,60524.6k $463.0k $463.0k 0.21% Added +1.0k +1,000
6 Estabrook Capital Management 0.00% of their portfolio NEW YORK, NY 1,3551.4k $25.5k $25.5k 0.00% Unchanged
7 VIMA LLC 0.02% of their portfolio TROY, MI 1,0811.1k $20.3k $20.3k 0.02% First filing
8 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 395395 $7.5k $7.5k 0.00% Added +275 +275