Vault-13

MORGAN STANLEY MS 4.25 PERP O

PFD · PUBLIC · CUSIP 61762V861

6 institutional holders +2 vs Q4 2024
256,620256.6k shares reported held*
$4.6mreported value*
2 new 1 added 1 reduced 0 sold out net bought ≈ $3.9m (+215.5k 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 ≈ $17.93.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 2Q4 22: 2Q1 23: 2Q2 23: 3Q3 23: 2Q4 23: 2Q1 24: 3Q2 24: 4Q3 24: 5Q4 24: 4Q1 25: 66Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20222
Q4 20222
Q1 20232
Q2 20233
Q3 20232
Q4 20232
Q1 20243
Q2 20244
Q3 20245
Q4 20244
Q1 20256

Buyers vs sellers

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

Bought or addedCut or sold out
404Q2 23: 2 bought or addedQ2 23: 0 cut or sold outQ3 23: 0 bought or addedQ3 23: 1 cut or sold outQ3 23Q4 23: 1 bought or addedQ4 23: 0 cut or sold outQ1 24: 2 bought or addedQ1 24: 0 cut or sold outQ1 24Q2 24: 2 bought or addedQ2 24: 0 cut or sold outQ3 24: 1 bought or addedQ3 24: 1 cut or sold outQ3 24Q4 24: 2 bought or addedQ4 24: 2 cut or sold outQ1 25: 3 bought or addedQ1 25: 1 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202320
Q3 202301
Q4 202310
Q1 202420
Q2 202420
Q3 202411
Q4 202422
Q1 202531

Biggest buyers

MARSHALL WACE, LLP New +200,000+200.0k
Atlas Wealth LLC Added +14,845+14.8k
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. New +750+750

Biggest sellers

PNC Financial Services Group, Inc. Reduced -98-98

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 200,000200.0k $3.6m $3.6m 0.00% New
2 Atlas Wealth LLC 0.27% of their portfolio CINCINNATI, OH 38,13638.1k $683.8k $683.8k 0.27% Added +14.8k +14,845
3 ROANOKE ASSET MANAGEMENT CORP/ NY 0.09% of their portfolio JERSEY CITY, NJ 15,00015.0k $269.0k $269.0k 0.09% Unchanged
4 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,7341.7k $31.1k $31.1k 0.00% Reduced -98 -98
5 THOMPSON INVESTMENT MANAGEMENT, INC. 0.00% of their portfolio MADISON, WI 1,0001.0k $17.9k $17.9k 0.00% Unchanged
6 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 750750 $13.4k $13.4k 0.00% New