9 institutions reported holding $8.3M of Morgan Stanley 4 Pfd Pfd Ser A (MS-PA) in SEC 13F filings for 2026-03-31. Largest institutional holders: PNC Financial Services Group, Inc. ($4.4M), Atlas Wealth LLC ($2.8M), Ethos Financial Group, LLC ($534,997), DELTA CAPITAL MANAGEMENT LLC ($447,000), Estabrook Capital Management ($25,650). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PNC Financial Services Group, Inc. | $4.4M | 232,964 | Trimmed |
| 2 | Atlas Wealth LLC | $2.8M | 149,640 | Trimmed |
| 3 | Ethos Financial Group, LLC | $534,997 | 27,836 | Hold |
| 4 | DELTA CAPITAL MANAGEMENT LLC | $447,000 | 23,605 | Trimmed |
| 5 | Estabrook Capital Management | $25,650 | 1,355 | Hold |
| 6 | Hurley Capital, LLC | $18,930 | 1,000 | Hold |
| 7 | First Command Advisory Services, Inc. | $2,306 | 120 | New |
| 8 | TOWER BRIDGE ADVISORS | $0 | 0 | Exited |
| 9 | NBC SECURITIES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31