Morgan Stanley 6.625 Perp Pfd (MSPRQ)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
3
Reporting holders
$1.7M
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 | $1.7M | 65,000 | 0.28% | 3q | HELD |
| PNC Financial Services Group, Inc. | $12.8K | 503 | 0.00% | 5q | -4.9% |
| First Command Advisory Services, Inc. | $4.7K | 183 | 0.00% | 2q | +226.8%+$3.3K |
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 | 3 | $1.7M | 65,686 | 0 | 1 | 1 | 0.0% |
| Q1 2026 | 3 | $1.7M | 65,585 | 1 | 2 | 0 | 0.0% |
| Q4 2025 | 3 | $1.3M | 50,122 | 1 | 0 | 2 | 0.0% |
| Q3 2025 | 2 | $3.8K | 148 | 1 | 0 | 1 | 0.0% |
| Q2 2025 | 3 | $378.7K | 14,651 | 1 | 1 | 0 | 0.0% |
| Q1 2025 | 2 | $361.6K | 14,180 | 0 | 0 | 0 | 0.0% |
| Q4 2024 | 2 | $375.9K | 14,180 | 0 | 0 | 0 | 0.0% |
| Q3 2024 | 3 | $1.0M | 37,730 | 3 | 0 | 0 | 0.0% |