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Morgan Stanley Direct Lending (MSDL) Institutional Ownership

Morgan Stanley Direct Lending logo
$21.11 -0.16 (-0.75%)
(As of 11:31 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$196.61M
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
11/27/2024 Franklin Resources Inc.77,218$1.56M0.0%N/A0.087%
11/15/2024 Jane Street Group LLC14,930$295K0.0%N/A0.017%
11/15/2024 Stifel Financial Corp38,625$764K0.0%+11.6%0.044%
11/15/2024 Quadrature Capital Ltd22,112$437K0.0%N/A0.025%
11/15/2024 HighTower Advisors LLC15,900$315K0.0%+4.4%0.018%
11/15/2024 Centiva Capital LP10,761$213K0.0%N/A0.012%
11/14/2024 Captrust Financial Advisors15,993$316K0.0%N/A0.018%
11/14/2024 Rockefeller Capital Management L.P.17,383$344K0.0%N/A0.020%
11/12/2024 Activest Wealth Management80,843$1.60M0.5%N/A0.090%
11/7/2024 Caprock Group LLC12,046$245K0.0%N/A0.013%
11/6/2024 Muzinich & Co. Inc.3,422$68K0.0%N/A0.004%
11/5/2024 Fountainhead AM LLC26,031$515K0.1%N/A0.029%
10/31/2024 Confluence Investment Management LLC25,777$510K0.0%N/A0.029%
10/30/2024 ASB Consultores LLC80,310$1.59M0.6%N/A0.090%
10/29/2024 Van ECK Associates Corp1,850,319$36.19M0.0%+3.9%2.070%
10/23/2024 Allworth Financial LP1,606$32K0.0%N/A0.002%
10/18/2024Raymond James & Associates123,822$2.45M0.0%+377.5%0.138%
10/7/2024 Everpar Advisors LLC19,068$377K0.2%N/A0.021%
7/31/2024 Van ECK Associates Corp1,780,243$38.90M0.1%+16.3%1.991%
7/9/2024 Kingswood Wealth Advisors LLC30,713$671K0.1%+64.8%0.034%
5/20/2024 Virtu Financial LLC10,363$223K0.0%N/A0.012%
5/15/2024 Quadrature Capital Ltd10,334$223K0.0%N/A0.012%
5/11/2024 Cliffwater LLC2,182,590$47.04M12.7%N/A2.455%
5/1/2024 Capstone Investment Advisors LLC30,000$646K0.0%N/A0.034%
4/30/2024 Van 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, 22 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 Stifel Financial Corp ($764K).Learn more on MSDL's institutional investors.

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

Of the 22 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 Quadrature Capital Ltd ($32.45K).

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

Institutional investors have bought a total of 4,605,769 shares in the last 24 months. This purchase volume represents approximately $196.61M in transactions.



This page (NYSE:MSDL) was last updated on 12/3/2024 by MarketBeat.com Staff
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