Vault-13

MORGAN STANLEY MS 6.625 PERP Q

PFD · PUBLIC · CUSIP 61762V838

3 institutional holders +0 vs Q1 2026
65,68665.7k shares reported held*
$1.7mreported value*
0 new 1 added 1 reduced 0 sold out net bought ≈ $2.6k (+101 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 ≈ $25.40.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0123Q3 24: 3Q4 24: 2Q1 25: 2Q2 25: 3Q3 25: 2Q4 25: 3Q1 26: 3Q2 26: 33Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20243
Q4 20242
Q1 20252
Q2 20253
Q3 20252
Q4 20253
Q1 20263
Q2 20263

Buyers vs sellers

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

Bought or addedCut or sold out
404Q4 24: 0 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 0 bought or addedQ1 25: 0 cut or sold outQ2 25: 2 bought or addedQ2 25: 0 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 3 cut or sold outQ4 25: 1 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 1 cut or sold outQ2 26: 1 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202401
Q1 202500
Q2 202520
Q3 202513
Q4 202512
Q1 202631
Q2 202611

Biggest buyers

First Command Advisory Services, Inc. Added +127+127

Biggest sellers

PNC Financial Services Group, Inc. Reduced -26-26

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WHALEROCK POINT PARTNERS, LLC 0.28% of their portfolio West Palm Beach, FL 65,00065.0k $1.7m $1.7m 0.28% Unchanged
2 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 503503 $12.8k $12.8k 0.00% Reduced -26 -26
3 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 183183 $4.7k $4.7k 0.00% Added +127 +127