SEC 13F Intelligence

MORGAN STANLEY PFD A 1/1000

CUSIP 61747S504

Morgan Stanley Pfd A 1/1000 has 7 institutional holders in Filings Flow’s 13F database, together reporting 436.5K shares worth $8M as of Q1 2026. The largest reported holders are Pnc Financial Services Group, Inc., Atlas Wealth LLC, and Tower Bridge Advisors.

Institutional Holders
7
Q1 2026
Reported Value
$8M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 7Q4 ’18Q1 ’19: 7Q2 ’19: 4Q2 ’19Q3 ’19: 5Q2 ’21: 7Q2 ’21Q4 ’21: 4Q4 ’22: 4Q4 ’22Q4 ’25: 8Q1 ’26: 7Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $147MQ4 ’18Q1 ’19: $145MQ2 ’19: $146MQ2 ’19Q3 ’19: $160MQ2 ’21: $1.2BQ2 ’21Q4 ’21: $2.9BQ4 ’22: $6MQ4 ’22Q4 ’25: $9MQ1 ’26: $8MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Atlas Wealth LLC$334M AUM0.85%$3M149.6KQ1 2026
1620 INVESTMENT ADVISORS, INC.$148M AUM0.21%$301,60614.1KQ2 2025OLDER
TOWER BRIDGE ADVISORS$1.0B AUM0.07%$652,24433.8KQ4 2025OLDER
Ethos Financial Group, LLC$1.4B AUM0.04%$534,99727.8KQ1 2026
Hurley Capital, LLC$187M AUM0.01%$18,9301.0KQ1 2026
Estabrook Capital Management$685M AUM0.00%$25,6501.4KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$4M233.0KQ1 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$21211Q4 2025OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$2,306120Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.