CUSIP 61762V606
MORGAN STANLE 5.85 PFD
10 institutions · $1.1M total · 45,904 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WHALEROCK POINT PARTNERS, LLC | 20,350 | $499.0K | 44.33% | 2025-12-31 |
| 2 | NBC SECURITIES, INC. | 11,552 | $283.3K | 25.16% | 2025-12-31 |
| 3 | Vermillion Wealth Management, Inc. | 9,212 | $225.6K | 20.06% | 2025-09-30 |
| 4 | Register Financial Advisors LLC | 3,450 | $79.4K | 7.51% | 2023-03-31 |
| 5 | PNC Financial Services Group, Inc. | 370 | $9.1K | 0.80% | 2025-12-31 |
| 6 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 200 | $4.8K | 0.43% | 2025-03-31 |
| 7 | Cornerstone Planning Group LLC | 125 | $3.1K | 0.27% | 2023-03-31 |
| 8 | ORG Partners LLC | 25 | $613 | 0.05% | 2025-12-31 |
| 9 | Financial Gravity Asset Management, Inc. | 20 | $500 | 0.04% | 2024-03-31 |
| 10 | Bartlett & Co. LLC | 600 | $14 | 1.30% | 2023-12-31 |