Morgan Stanley 5.85 PFD PFD Ser K (MSPRK)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
4
Reporting holders
$722.0K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WHALEROCK POINT PARTNERS, LLC | $479.4K | 20,350 | 0.08% | 3q | HELD |
| Vermillion Wealth Management, Inc. | $215.4K | 9,143 | 0.05% | new | NEW |
| First Command Advisory Services, Inc. | $20.5K | 856 | 0.00% | 2q | +207.9%+$13.8K |
| PNC Financial Services Group, Inc. | $6.7K | 284 | 0.00% | 15q | -2.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4 | $722.0K | 30,633 | 1 | 1 | 1 | 0.0% |
| Q1 2026 | 4 | $489.5K | 20,943 | 2 | 0 | 1 | 0.0% |
| Q4 2025 | 4 | $791.9K | 32,297 | 1 | 0 | 2 | 0.0% |
| Q3 2025 | 4 | $600.3K | 24,513 | 1 | 0 | 1 | 0.0% |
| Q2 2025 | 4 | $489.1K | 35,696 | 1 | 0 | 1 | 0.0% |
| Q1 2025 | 5 | $701.1K | 29,521 | 2 | 0 | 1 | 0.0% |
| Q4 2024 | 3 | $513.8K | 21,110 | 0 | 1 | 0 | 0.0% |
| Q3 2024 | 4 | $529.6K | 21,259 | 1 | 0 | 0 | 0.0% |
| Q2 2024 | 3 | $22.5K | 908 | 1 | 1 | 0 | 0.0% |
| Q1 2024 | 4 | $499.2K | 19,977 | 3 | 0 | 1 | 0.0% |
| Q4 2023 | 3 | $29.3K | 1,800 | 0 | 1 | 0 | 0.0% |
| Q3 2023 | 4 | $27.9K | 1,791 | 1 | 0 | 0 | 0.0% |
| Q2 2023 | 3 | $27.6K | 1,766 | 0 | 1 | 0 | 0.0% |
| Q1 2023 | 3 | $26.6K | 1,662 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 4 | $100.8K | 4,362 | 1 | 0 | 0 | 0.0% |
| Q3 2022 | 3 | $2.2M | 88,320 | 1 | 0 | 0 | 0.0% |
| Q2 2022 | 2 | $30.1K | 1,200 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 2 | $31.9K | 1,200 | 2 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $284.0K | 9,633 | 1 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $1.0K | 55 | 1 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $751.0K | 26,463 | 0 | 1 | 0 | 0.0% |
| Q3 2019 | 1 | $689.0K | 25,240 | 1 | 0 | 0 | 0.0% |
| Q1 2019 | 2 | $3.0M | 117,087 | 1 | 1 | 0 | 0.0% |
| Q4 2018 | 1 | $1.2M | 47,500 | 0 | 0 | 0 | 0.0% |