9 institutions reported holding $9.7M of MORGAN STANLEY PFD A 1/1000 (MS-PA) in SEC 13F filings for 2026-06-30. Largest institutional holders: PNC Financial Services Group, Inc. ($5.5M), Atlas Wealth LLC ($2.3M), Moran Wealth Management, LLC ($928,946), Ethos Financial Group, LLC ($534,193), DELTA CAPITAL MANAGEMENT LLC ($463,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PNC Financial Services Group, Inc. | $5.5M | 291,944 | Added |
| 2 | Atlas Wealth LLC | $2.3M | 120,500 | Trimmed |
| 3 | Moran Wealth Management, LLC | $928,946 | 49,412 | New |
| 4 | Ethos Financial Group, LLC | $534,193 | 28,086 | Added |
| 5 | DELTA CAPITAL MANAGEMENT LLC | $463,000 | 24,605 | Added |
| 6 | Estabrook Capital Management | $25,474 | 1,355 | Hold |
| 7 | VIMA LLC | $20,323 | 1,081 | New |
| 8 | First Command Advisory Services, Inc. | $7,542 | 395 | Added |
| 9 | Hurley Capital, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30