5 institutions reported holding $722,031 of MORGAN STANLE 5.85 PFDPFD SER K (MSPRK) in SEC 13F filings for 2026-06-30. Largest institutional holders: WHALEROCK POINT PARTNERS, LLC ($479,446), Vermillion Wealth Management, Inc. ($215,414), First Command Advisory Services, Inc. ($20,480), PNC Financial Services Group, Inc. ($6,691), Golden State Equity Partners ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WHALEROCK POINT PARTNERS, LLC | $479,446 | 20,350 | Hold |
| 2 | Vermillion Wealth Management, Inc. | $215,414 | 9,143 | New |
| 3 | First Command Advisory Services, Inc. | $20,480 | 856 | Added |
| 4 | PNC Financial Services Group, Inc. | $6,691 | 284 | Trimmed |
| 5 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30