13FBOX
MORGAN STANL 4.875 PFD · 13F Institutional Holdings
Options Calculator Rankings
M

MORGAN STANL 4.875 PFD

Institutions
5
Combined AUM (Q2 2026)
$858,064
Combined Shares (Q2 2026)
43,959
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+360
1 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-76
1 · 0 Exit · ≈
⚖️ Net
+284
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$858,064
Institutions
5
New Buys
0
Adds
1
Reduces
1
Exits
0
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Sterling Capital Management LLC
0.01%0.01%#2$601,78630,845$607,95530,84500.00%Unchanged
WHALEROCK POINT PARTNERS, LLC
0.04%0.05%#1$234,36012,000$237,12012,00000.00%Unchanged
First Command Advisory Services, Inc.
<0.01%<0.01%#4$10,512530$3,411170+360+211.76%Add
Byrne Asset Management LLC
<0.01%<0.01%#3$7,812400$7,90440000.00%Unchanged
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#5$3,594184$5,138260-76-29.23%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow