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Morgan Stanley Direct Lendin (MSDL)

CUSIP: 61774A103 | NYSE | Financial Services · Asset Management | Small Cap | 244 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Generali Asset Management SPA SGR1,829,964
0.4% of portfolio›$24.9M
Lunate Capital Ltd1,319,110
2.5% of portfolio›$18.0M
Muzinich & Co., Inc.885,128
4.0% of portfolio›$12.1M
Sumitomo Mitsui Trust Group, Inc.626,116
0.0% of portfolio›$8.5M
TT Capital Management LLC411,059
4.1% of portfolio›$5.6M
Hennion & Walsh Asset Management, Inc.326,802
0.1% of portfolio›$4.5M
Americana Partners, LLC260,714
0.1% of portfolio›$3.6M
Cullen T Bankers, Inc.184,080
0.0% of portfolio›$2.5M
GraniteShares Advisors LLC166,952
1.5% of portfolio›$2.3M
Adams Asset Advisors, LLC145,210
0.2% of portfolio›$2.0M
Legacy Capital Wealth Partners, LLC116,535
0.3% of portfolio›$1.6M
Pension & Wealth Management Advisors, Inc.99,857
0.3% of portfolio›$1.4M
Shikiar Asset Management Inc90,850
0.0% of portfolio›$1.2K
Arlington Capital Management Inc73,829
0.6% of portfolio›$1.0M
Confluence Investment Management LLC68,882
0.0% of portfolio›$938.9K
Activest Wealth Management68,455
0.2% of portfolio›$933.0K
Lido Advisors, LLC55,982
0.0% of portfolio›$763.0K
Hourglass Capital, LLC48,672
0.1% of portfolio›$663.4K
Truist Financial Corp42,113
0.0% of portfolio›$574.0K
Closed-End Fund Advisors, Inc.32,921
0.5% of portfolio›$448.7K
Commonwealth Equity Services, LLC28,726
0.0% of portfolio›$391.5K
BI Asset Management Fondsmaeglerselskab A/S26,574
0.0% of portfolio›$362
Park Avenue Securities LLC24,416
0.0% of portfolio›$333
Cambridge Investment Research Advisors, Inc.24,352
0.0% of portfolio›$332
Global Strategic Investment Solutions, LLC23,060
0.0% of portfolio›$314.3K
Cowa, LLC20,852
0.1% of portfolio›$284.2K
Generali Investments CEE, investicni spolecnost, a.s.20,722
0.0% of portfolio›$313.3K
Obsidian CIO, LLC18,810
0.2% of portfolio›$256.4K
Creekside Partners17,969
0.1% of portfolio›$244.9K
Oppenheimer & Co Inc17,780
0.0% of portfolio›$242.3K
Eagle Global Advisors LLC15,795
0.0% of portfolio›$215.3K
Clear Harbor Asset Management, LLC15,610
0.0% of portfolio›$212.8K
Commerce Advisors, LLC12,991
0.1% of portfolio›$177.1K
Sapient Capital LLC12,987
0.0% of portfolio›$182.9K
Simplex Trading, LLC12,685
0.0% of portfolio›$172.9K
True North Advisors, LLC11,514
0.0% of portfolio›$162.1K
GFS Advisors, LLC11,050
0.0% of portfolio›$151.0K
Sweeney & Michel, LLC10,500
0.0% of portfolio›$147.8K
Larson Financial Group LLC10,340
0.0% of portfolio›$140.9K
Reicon Wealth Advisors, LLC10,192
0.1% of portfolio›$138.9K
Kelleher Financial Advisors7,131
0.0% of portfolio›$97.2K
Creative Financial Designs Inc3,555
0.0% of portfolio›$48.5K
State of Alaska, Department of Revenue3,359
0.0% of portfolio›$45
Clayton Financial Group LLC2,073
0.0% of portfolio›$28.3K
Parallel Advisors, LLC1,713
0.0% of portfolio›$23.4K
Golden State Wealth Management, LLC1,209
0.0% of portfolio›$16.5K
Latitude Advisors, LLC1,020
0.0% of portfolio›$13.9K
Citigroup Inc482
0.0% of portfolio›$6.6K
Nova Financial LLC460
0.0% of portfolio›$6.3K
Avion Wealth300
0.0% of portfolio›$4
Roxbury Financial LLC163
0.0% of portfolio›$2.2K
StyleTurnoverLocationFiled
Generali Asset Management SPA SGR
1,829,964$24.9M0.4%CoreLowTrieste, Latvia2026-10-26
Lunate Capital Ltd
1,319,110$18.0M2.5%YieldMediumAl Maryah Island, Abu Dhabi, Canada2026-11-05
Muzinich & Co., Inc.
885,128$12.1M4.0%YieldVery LowNew York, NY2026-10-22
Sumitomo Mitsui Trust Group, Inc.
626,116$8.5M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
TT Capital Management LLC
411,059$5.6M4.1%YieldMediumGilbert, AZ2026-10-15
Hennion & Walsh Asset Management, Inc.
326,802$4.5M0.1%ValueMediumParsippany, NJ2026-10-13
Americana Partners, LLC
260,714$3.6M0.1%CoreMediumHouston, TX2026-10-28
Cullen T Bankers, Inc.
184,080$2.5M0.0%GrowthLowSan Antonio, TX2026-10-28
GraniteShares Advisors LLC
166,952$2.3M1.5%YieldMediumNew York, NY2026-10-29
Adams Asset Advisors, LLC
145,210$2.0M0.2%YieldMediumDallas, TX2026-10-08
Legacy Capital Wealth Partners, LLC
116,535$1.6M0.3%CoreMediumLittle Rock, AR2026-10-21
Pension & Wealth Management Advisors, Inc.
99,857$1.4M0.3%ETFLowWaltham, MA2026-10-16
Shikiar Asset Management Inc
90,850$1.2K0.0%CoreMediumNew York, NY2026-10-20
Arlington Capital Management Inc
73,829$1.0M0.6%GARPHighArlington Heights, IL2026-10-30
Confluence Investment Management LLC
68,882$938.9K0.0%ValueMediumSt. Louis, MO2026-10-01
Activest Wealth Management
68,455$933.0K0.2%ETFLowAventura, FL2026-10-15
Lido Advisors, LLC
55,982$763.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Hourglass Capital, LLC
48,672$663.4K0.1%ValueMediumHouston, TX2026-10-26
Truist Financial Corp
42,113$574.0K0.0%CoreLowCharlotte, NC2026-10-30
Closed-End Fund Advisors, Inc.
32,921$448.7K0.5%YieldMediumRichmond, VA2026-11-04
Commonwealth Equity Services, LLC
28,726$391.5K0.0%ETFLowWaltham, MA2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
26,574$3620.0%CoreMediumKobenhavn, Greece2026-10-22
Park Avenue Securities LLC
24,416$3330.0%ETFMediumNew York, NY2026-10-26
Cambridge Investment Research Advisors, Inc.
24,352$3320.0%ETFLowFairfield, IA2026-11-02
Global Strategic Investment Solutions, LLC
23,060$314.3K0.0%ETFLowScottsdale, AZ2026-10-16
Cowa, LLC
20,852$284.2K0.1%ETFMediumTulsa, OK2026-10-30
Generali Investments CEE, investicni spolecnost, a.s.
20,722$313.3K0.0%CoreLowPrague, Bahrain2026-10-15
Obsidian CIO, LLC
18,810$256.4K0.2%GrowthMediumNew York, NY2026-11-05
Creekside Partners
17,969$244.9K0.1%ETFVery LowPetaluma, CA2026-11-04
Oppenheimer & Co Inc
17,780$242.3K0.0%CoreLowNew York, NY2026-10-26
Eagle Global Advisors LLC
15,795$215.3K0.0%CoreLowHouston, TX2026-11-02
Clear Harbor Asset Management, LLC
15,610$212.8K0.0%CoreLowStamford, CT2026-11-05
Commerce Advisors, LLC
12,991$177.1K0.1%ETFLowMemphis, TN2026-10-19
Sapient Capital LLC
12,987$182.9K0.0%GrowthMediumIndianapolis, IN2026-10-08
Simplex Trading, LLC
12,685$172.9K0.0%CoreVery HighChicago, IL2026-11-04
True North Advisors, LLC
11,514$162.1K0.0%CoreMediumDallas, TX2026-10-22
GFS Advisors, LLC
11,050$151.0K0.0%CoreLowHouston, TX2026-11-03
Sweeney & Michel, LLC
10,500$147.8K0.0%ETFVery LowChico, CA2026-10-16
Larson Financial Group LLC
10,340$140.9K0.0%GrowthLowSt Louis, MO2026-11-05
Reicon Wealth Advisors, LLC
10,192$138.9K0.1%ETFLowAtlanta, GA2026-11-04
Kelleher Financial Advisors
7,131$97.2K0.0%CoreMediumNew York, NY2026-10-30
Creative Financial Designs Inc
3,555$48.5K0.0%ETFMediumKokomo, IN2026-11-04
State of Alaska, Department of Revenue
3,359$450.0%CoreVery LowJuneau, AK2026-10-15
Clayton Financial Group LLC
2,073$28.3K0.0%ETFLowSt. Louis, MO2026-10-13
Parallel Advisors, LLC
1,713$23.4K0.0%IndexLowSan Francisco, CA2026-11-03
Golden State Wealth Management, LLC
1,209$16.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Latitude Advisors, LLC
1,020$13.9K0.0%ETFLowYorkville, IL2026-10-27
Citigroup Inc
482$6.6K0.0%CoreMediumNew York, NY2026-11-04
Nova Financial LLC
460$6.3K0.0%N/AN/ATucson, AZ2026-11-04
Avion Wealth
300$40.0%ETFLowThe Woodlands, TX2026-11-04
Roxbury Financial LLC
163$2.2K0.0%CoreVery LowMount Arlington, NJ2026-10-01