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MORGAN STANLEY CAP TR V 5.75%
MORGAN STANLEY CAP TR V 5.75%. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 10 Institutional holders with a total value of $1,828,169.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SHIKIAR ASSET MANAGEMENT INC 29,200 739,000 40.42%
2 ROOSEVELT INVESTMENT GROUP LLC 13,550 343,000 18.76%
3 AMERIPRISE FINANCIAL INC 13,049 330,000 18.05%
4 PARAMETRIC PORTFOLIO ASSOCIATES LLC 10,347 262,000 14.33%
5 TRUST DEPARTMENT MB FINANCIAL BANK N A 2,000 51,000 2.79%
6 Estabrook Capital Management 1,350 34,169 1.87%
7 REILLY FINANCIAL ADVISORS, LLC 1,000 25,000 1.37%
8 PNC FINANCIAL SERVICES GROUP, INC. 806 20,000 1.09%
9 Apriem Advisors 500 13,000 0.71%
10 Highlander Capital Management, LLC 419 11,000 0.60%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.