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Morgan Stanl 4.875 Pfdpfd SER L (MS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Sterling Capital Management LLC
UNCHANGED
Shares30,845 from 30,845
Change0 (0%)
Value$548.1K (-$53.7K)
Filed 2026-10-22
First Command Advisory Services, Inc.
INCREASED
Shares1,297 from 530
Change+767 (+145%)
Value$23.5K (+$13.0K)
Filed 2026-11-05
Byrne Asset Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$7.1K (-$684)
Filed 2026-10-06
Ascentis Wealth Management, LLC
NEW
Shares330
Change+330
Value$5.9K
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares126 from 184
Change-58 (-32%)
Value$2.2K (-$1.3K)
Filed 2026-11-06
Whalerock Point Partners, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Status
Sterling Capital Management LLC
UNCHANGED30,84530,84500%$601.8K$548.1K-$53.7K2026-10-22
First Command Advisory Services, Inc.
INCREASED1,297530+767+145%$10.5K$23.5K+$13.0K2026-11-05
Byrne Asset Management LLC
UNCHANGED40040000%$7.8K$7.1K-$6842026-10-06
Ascentis Wealth Management, LLC
NEW330—+330——$5.9K—2026-11-03
PNC Financial Services Group, Inc.
DECREASED126184-58-32%$3.6K$2.2K-$1.3K2026-11-06
Whalerock Point Partners, LLC
N/A—12,000-12,000-100%$234.4K———
Showing 6 of 6 institutions