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Morgan Stanley Direct Lending (MSDL) Institutional Ownership

$21.05 +0.12 (+0.57%)
As of 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Morgan Stanley Direct Lending (NYSE:MSDL)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$199.03M
Number of
Institutional Sellers
(last 12 months)
0
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MSDL Institutional Buying and Selling by Quarter

Morgan Stanley Direct Lending Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/13/2025 Adams Asset Advisors LLC62,992$1.30M0.2%+152.0%0.071%
12/26/2024JPMorgan Chase & Co.28,872$571K0.0%+3,509.0%0.033%
12/13/2024B. Riley Wealth Advisors Inc.13,252$271K0.0%N/A0.015%
11/27/2024Franklin Resources Inc.77,218$1.56M0.0%N/A0.087%
11/15/2024Jane Street Group LLC14,930$295K0.0%N/A0.017%
11/15/2024Stifel Financial Corp38,625$764K0.0%+11.6%0.044%
11/15/2024Quadrature Capital Ltd22,112$437K0.0%N/A0.025%
11/15/2024HighTower Advisors LLC15,900$315K0.0%+4.4%0.018%
11/15/2024Centiva Capital LP10,761$213K0.0%N/A0.012%
11/14/2024Captrust Financial Advisors15,993$316K0.0%N/A0.018%
11/14/2024Rockefeller Capital Management L.P.17,383$344K0.0%N/A0.020%
11/12/2024Activest Wealth Management80,843$1.60M0.5%N/A0.090%
11/7/2024Caprock Group LLC12,046$245K0.0%N/A0.013%
11/6/2024Muzinich & Co. Inc.3,422$68K0.0%N/A0.004%
11/5/2024Fountainhead AM LLC26,031$515K0.1%N/A0.029%
10/31/2024 Confluence Investment Management LLC25,777$510K0.0%N/A0.029%
10/30/2024ASB Consultores LLC80,310$1.59M0.6%N/A0.090%
10/29/2024Van ECK Associates Corp1,850,319$36.19M0.0%+3.9%2.070%
10/23/2024Allworth Financial LP1,606$32K0.0%N/A0.002%
10/18/2024Raymond James & Associates123,822$2.45M0.0%+377.5%0.138%
10/7/2024Everpar Advisors LLC19,068$377K0.2%N/A0.021%
7/31/2024Van ECK Associates Corp1,780,243$38.90M0.1%+16.3%1.991%
7/9/2024Kingswood Wealth Advisors LLC30,713$671K0.1%+64.8%0.034%
5/20/2024Virtu Financial LLC10,363$223K0.0%N/A0.012%
5/15/2024Quadrature Capital Ltd10,334$223K0.0%N/A0.012%
5/11/2024Cliffwater LLC2,182,590$47.04M12.7%N/A2.455%
5/1/2024Capstone Investment Advisors LLC30,000$646K0.0%N/A0.034%
4/30/2024Van ECK Associates Corp1,530,076$32.97M0.0%N/A1.721%
(Data available from 1/1/2016 forward)

MSDL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSDL shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Morgan Stanley Direct Lending. The most heavily invested institutionals were Cliffwater LLC ($47.04M), Van ECK Associates Corp ($36.19M), Raymond James & Associates ($2.45M), Activest Wealth Management ($1.60M), ASB Consultores LLC ($1.59M), Franklin Resources Inc. ($1.56M), and Adams Asset Advisors LLC ($1.30M).Learn more on MSDL's institutional investors.

Which institutional investors have been buying Morgan Stanley Direct Lending stock?

Of the 25 institutional investors that purchased Morgan Stanley Direct Lending stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cliffwater LLC ($2.18M), Van ECK Associates Corp ($1.85M), Raymond James & Associates ($97.89K), Activest Wealth Management ($80.84K), ASB Consultores LLC ($80.31K), Franklin Resources Inc. ($77.22K), and Adams Asset Advisors LLC ($37.99K).

How much institutional buying is happening at Morgan Stanley Direct Lending?

Institutional investors have bought a total of 4,685,085 shares in the last 24 months. This purchase volume represents approximately $199.03M in transactions.



This page (NYSE:MSDL) was last updated on 1/14/2025 by MarketBeat.com Staff
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