MORGAN STANLEY 4.250 DP PFD O (MSPRO)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
6
Reporting holders
$562.3K
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Atlas Wealth LLC | $368.5K | 21,715 | 0.05% | 8q | -13.8%-$58.9K |
| McMillan Office, Inc. | $118.8K | 7,000 | 0.01% | 3q | HELD |
| First Command Advisory Services, Inc. | $31.9K | 1,849 | 0.00% | 2q | +211.8%+$21.6K |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $17.0K | 1,000 | 0.00% | 10q | HELD |
| PNC Financial Services Group, Inc. | $13.4K | 791 | 0.00% | 15q | -1.2% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $12.7K | 750 | 0.00% | new | NEW |
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 | 6 | $562.3K | 33,105 | 1 | 1 | 2 | 0.0% |
| Q1 2026 | 5 | $593.9K | 34,581 | 1 | 0 | 2 | 0.0% |
| Q4 2025 | 6 | $749.1K | 42,465 | 1 | 0 | 2 | 0.0% |
| Q3 2025 | 4 | $655.1K | 35,526 | 0 | 1 | 1 | 0.0% |
| Q2 2025 | 4 | $501.2K | 28,869 | 1 | 0 | 2 | 0.0% |
| Q1 2025 | 5 | $4.3M | 241,620 | 2 | 1 | 1 | 0.0% |
| Q4 2024 | 4 | $481.2K | 41,123 | 0 | 2 | 1 | 0.0% |
| Q3 2024 | 4 | $475.7K | 22,983 | 1 | 0 | 1 | 0.0% |
| Q2 2024 | 4 | $67.8K | 28,517 | 1 | 1 | 0 | 0.0% |
| Q1 2024 | 3 | $53.0K | 27,607 | 1 | 1 | 0 | 0.0% |
| Q4 2023 | 2 | $13.0K | 25,655 | 0 | 1 | 0 | 0.0% |
| Q3 2023 | 2 | $7.9K | 25,436 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 3 | $16.0K | 25,836 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $7.0K | 25,343 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 2 | $2.4K | 25,113 | 1 | 0 | 0 | 0.0% |
| Q3 2022 | 2 | $740.0K | 41,175 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 2 | $743.0K | 41,175 | 1 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $538.0K | 25,000 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $631.0K | 25,000 | 1 | 0 | 0 | 0.0% |