MORGAN STANL 4.875 PFD (MSPRL)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
5
Reporting holders
$858.1K
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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | $601.8K | 30,845 | 0.01% | 8q | HELD |
| WHALEROCK POINT PARTNERS, LLC | $234.4K | 12,000 | 0.04% | 3q | HELD |
| First Command Advisory Services, Inc. | $10.5K | 530 | 0.00% | 2q | +211.8%+$7.1K |
| Byrne Asset Management LLC | $7.8K | 400 | 0.00% | 19q | HELD |
| PNC Financial Services Group, Inc. | $3.6K | 184 | 0.00% | 8q | -29.2%-$1.5K |
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 | 5 | $858.1K | 43,959 | 0 | 1 | 1 | 0.0% |
| Q1 2026 | 5 | $861.5K | 43,675 | 1 | 0 | 1 | 0.0% |
| Q4 2025 | 6 | $1.2M | 57,202 | 1 | 0 | 3 | 0.0% |
| Q3 2025 | 5 | $964.0K | 44,872 | 1 | 1 | 1 | 0.0% |
| Q2 2025 | 5 | $1.4M | 71,183 | 0 | 0 | 2 | 0.0% |
| Q1 2025 | 5 | $1.6M | 77,303 | 0 | 1 | 1 | 0.0% |
| Q4 2024 | 5 | $1.7M | 80,253 | 0 | 2 | 0 | 0.0% |
| Q3 2024 | 5 | $1.5M | 62,608 | 4 | 0 | 0 | 0.0% |
| Q2 2024 | 1 | $9.1K | 400 | 0 | 0 | 0 | 0.0% |
| Q1 2024 | 2 | $382.4K | 16,400 | 1 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $9.3K | 400 | 0 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $8.0K | 400 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 1 | $9 | 400 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 2 | $633 | 28,480 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 2 | $8.4K | 28,480 | 1 | 0 | 1 | 0.0% |
| Q3 2022 | 1 | $12.0K | 600 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $13.0K | 600 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $14.0K | 600 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $16.0K | 600 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $874.0K | 32,361 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 2 | $1.2M | 42,194 | 1 | 0 | 0 | 0.0% |
| Q1 2021 | 2 | $881.0K | 33,513 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 2 | $892.0K | 33,484 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 2 | $829.0K | 33,584 | 1 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $798.0K | 32,384 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 2 | $809.0K | 34,319 | 2 | 0 | 0 | 0.0% |