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Morgan Stanley 4.250 DP PFD O (MS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Atlas Wealth LLC
INCREASED
Shares84,126 from 21,715
Change+62,411 (+287%)
Value$1.3M (+$927.9K)
Filed 2026-11-10
First Command Advisory Services, Inc.
INCREASED
Shares3,680 from 1,849
Change+1,831 (+99%)
Value$57.7K (+$25.8K)
Filed 2026-11-05
Thompson Investment Management, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$15.4K (-$1.6K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
DECREASED
Shares512 from 791
Change-279 (-35%)
Value$7.9K (-$5.5K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-14
McMillan Office, Inc.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Status
Atlas Wealth LLC
INCREASED84,12621,715+62,411+287%$368.5K$1.3M+$927.9K2026-11-10
First Command Advisory Services, Inc.
INCREASED3,6801,849+1,831+99%$31.9K$57.7K+$25.8K2026-11-05
Thompson Investment Management, Inc.
UNCHANGED1,0001,00000%$17.0K$15.4K-$1.6K2026-10-14
PNC Financial Services Group, Inc.
DECREASED512791-279-35%$13.4K$7.9K-$5.5K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0750-750-100%$12.7K$0-$12.7K2026-10-14
McMillan Office, Inc.
N/A—7,000-7,000-100%$118.8K———
Showing 6 of 6 institutions