How many institutions own MSDL stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own MSDL shares is 120, representing 21.46% of the company's common stock.

Who are the major shareholders selling Morgan Stanley Direct Lending Fund stock?

BANK OF AMERICA CORP /DE/, in the last quarter, reduced its stake in MSDL by -12.8% restricting it's holding to 84.53 thousand shares of worth nearly $1.36M. CUBIST SYSTEMATIC STRATEGIES, LLC also lessened -50.92% of the MSDL shares from its portfolio, reducing its holding to 54.97 thousand shares of worth $883.97K. DENALI ADVISORS LLC also shunned MSDL shares holding by -16.88% last quarter which brought its holding to 71.97 thousand shares worth $1.16M.

Investors who are buying MSDL stock?

As per its latest 13F filing, FRANKLIN RESOURCES INC increased its stake in MSDL by 7.04% in the last quarter. The institutional holder raised its holding to 374.76 thousand shares having worth more than $6.03M. HENNION & WALSH ASSET MANAGEMENT, INC. also added 32.23% more shares of MSDL to its portfolio, raising its holding to 198.54 thousand shares of worth $3.19M. GOLDMAN SACHS GROUP INC also increased its MSDL shares holding by 311.47% which brought its holding to 157.87 thousand shares worth $2.54M.

MSDL's major insiders: who are they?

The insider with the most stakes in MSDL is Binstock Joan , director at the company. Additionally, MSDL stock is highly held by director Shannon Kevin and director Metz Adam S among others.

Did an insider recently sell MSDL stock?

Company executives, directors, and other insiders own 0.24% percent of Morgan Stanley Direct Lending Fund's stock. Within the last six months, there have been 0 transaction(s) in which MSDL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased MSDL stock?

There have been 10 transaction(s) during the past 6-months in which Morgan Stanley Direct Lending Fund insiders have bought stock, totalling 84587 shares

How much of MSDL does insiders own?

Around 215.89K Morgan Stanley Direct Lending Fund shares are held by insiders, which represents about 0.24% of MSDL stock.

Who is the insider with the largest stake?

MSDL director, Binstock Joan holds the largest portfolio of the company's shares. MSDL shares owned by Binstock total nearly 50.04 thousand.

Which institution holds the most shares in MSDL?

FRANKLIN RESOURCES INC is the largest institutional owner in MSDL which holds 374.76 thousand shares worth $6.03M or 0.43% of the total MSDL shares outstanding followed by HENNION & WALSH ASSET MANAGEMENT, INC. with ownership of 198.54 thousand shares representing 0.23% of the MSDL ownership. GOLDMAN SACHS GROUP INC is the third largest stakeholder with 157.87 thousand shares or 0.18% of the ownership worth more than $2.54M.

Is Morgan Stanley Direct Lending Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the MSDL is concerned, it is a stock which is optionable.

Is there a short position on MSDL's shares?

Number of MSDL shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding MSDL shares are there?

As of today, null shares of MSDL are outstanding.

Is there many float in MSDL stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, MSDL has null shares in float.

MSDL short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for MSDL is null.

Morgan Stanley Direct Lending Fund (MSDL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.24% Percentage of Shares held by All Insiders

21.46% Percentage of Shares held by All Institutions

21.51% Percentage of Float held by Institutions

120

Number of Institutions Holding Shares

Institutional Ownership

About 21.46% of MSDL shares are held by financial institutions. FRANKLIN RESOURCES INC is the top corporate investor, holding 374.76K shares valued at $6.03M. A 0.43% stake in Morgan Stanley Direct Lending Fund is owned by the company. HENNION & WALSH ASSET MANAGEMENT, INC. owns 198.54K shares valued at $3.19M, which translates its holding of 0.23% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	FRANKLIN RESOURCES INC	0.43%	374.76K	6.03M	24.64K	+7.04%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.23%	198.54K	3.19M	48.4K	+32.23%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.18%	157.87K	2.54M	119.5K	+311.47%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	97.86K	1.57M	23.38K	+31.39%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.1%	84.53K	1.36M	-12.4K	-12.80%
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.06%	54.97K	883.97K	-57.03K	-50.92%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	69.7K	1.12M	43.7K	+168.08%
Sep 30, 2025	DENALI ADVISORS LLC	0.08%	71.97K	1.16M	-14.61K	-16.88%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.25%	213.62K	3.43M	2.58K	+1.22%
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.14%	125.29K	2.01M	-46.28K	-26.97%
Sep 30, 2025	MAREX GROUP PLC	0.06%	49.6K	797.58K	49.6K	+100.00%
Sep 30, 2025	CENTIVA CAPITAL, LP	0.17%	150.96K	2.43M	150.96K	+100.00%
Sep 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.05%	46K	739.68K	2K	+4.55%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.05%	43.45K	698.72M	-132	-0.30%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	42.78K	688K	13.98K	+48.52%
Sep 30, 2025	QUEST PARTNERS LLC	0.05%	40.11K	644.89K	40.11K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	35.84K	607.95K	2.7K	+8.14%
Sep 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.04%	32.32K	520K	15.53K	+92.50%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	32.12K	516.47K	28.87K	+888.28%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.08%	70.85K	1.14M	-16.1K	-18.51%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.2%	175.73K	2.83M	85.83K	+95.48%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.21%	185.21K	2.98M	-76.56K	-29.25%
Sep 30, 2025	INVESCO LTD.	0.08%	68.37K	1.1M	17.87K	+35.38%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.13%	989.13K	15.91M	781.96K	+377.44%
Sep 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	2.1%	1.83M	29.43M	68.01K	+3.86%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	2.26%	1.97M	31.64M	48.25K	+2.51%
Sep 30, 2025	MORGAN STANLEY	18.24%	15.9M	255.72M	289.18K	+1.85%
Sep 30, 2025	OPAL WEALTH ADVISORS, LLC	0.02%	14.63K	235.25K	-3.21K	-18.01%
Sep 30, 2025	SCIENCAST MANAGEMENT LP	0.02%	14.74K	236.96K	3.5K	+31.15%
Sep 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.02%	18.36K	295.23K	1.13K	+6.53%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.02%	18.71K	300.81K	460	+2.52%
Sep 30, 2025	GENERALI INVESTMENTS CEE, INVESTICNI SPOLECNOST, A.S.	0.02%	20.72K	333.21K	-1.2K	-5.47%
Sep 30, 2025	JPMORGAN CHASE & CO	0.03%	22.67K	364.6K	-51.05K	-69.24%
Sep 30, 2025	OPPENHEIMER & CO INC	0.03%	23.08K	371.13K	4.87K	+26.72%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.03%	23.39K	376.05K	0	0
Sep 30, 2025	NORDWAND ADVISORS, LLC	0.03%	24.34K	391.32K	0	0
Sep 30, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.08%	70.83K	1.14M	-264	-0.37%
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.06%	50.7K	814.73K	50.7K	+100.00%
Sep 30, 2025	FIDUCIARY GROUP LLC	0.03%	24.36K	391.63K	13.73K	+129.14%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.03%	24.39K	394.66K	6.37K	+35.34%
Sep 30, 2025	TRUEMARK INVESTMENTS, LLC	0.03%	24.98K	401.61K	24.98K	+100.00%
Sep 30, 2025	EVERPAR ADVISORS LLC	0.03%	25.13K	404.09K	-3.48K	-12.16%
Sep 30, 2025	EAGLE GLOBAL ADVISORS LLC	0.03%	25.8K	414.86K	0	0
Sep 30, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.03%	26K	418.08K	26K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.09%	74.86K	1.2M	-84.83K	-53.12%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.03%	29.86K	482.61K	-7.38K	-19.81%
Sep 30, 2025	FOUNTAINHEAD AM, LLC	0.07%	59.06K	949.74K	-167	-0.28%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.06%	52.07K	837.33K	11.88K	+29.55%
Sep 30, 2025	NAVITER WEALTH, LLC	0.19%	161.33K	2.67M	-19K	-10.53%
Sep 30, 2025	LM ADVISORS LLC	0.06%	55.78K	925K	-1.06K	-1.86%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.11%	91.8K	1.48M	53.7K	+140.94%
Sep 30, 2025	ADAMS ASSET ADVISORS, LLC	0.13%	109.63K	1.76M	19.12K	+21.12%
Sep 30, 2025	LPL FINANCIAL LLC	0.14%	120.7K	1.94M	-50.75K	-29.60%
Sep 30, 2025	SHIKIAR ASSET MANAGEMENT INC	0.14%	120.9K	1.94M	-38.2K	-24.01%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	139.43K	2.24M	9.44K	+7.26%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.27%	236.75K	3.81M	95.26K	+67.32%
Sep 30, 2025	SFMG, LLC	0.3%	259.35K	4.17M	900	+0.35%
Sep 30, 2025	CITADEL ADVISORS LLC	0.05%	47.9K	770.23K	-900	-1.84%
Sep 30, 2025	TT CAPITAL MANAGEMENT LLC	0.34%	297.56K	4.78M	59.8K	+25.15%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.39%	341.31K	5.49M	188.11K	+122.79%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.4%	351.47K	5.65M	-1.06K	-0.30%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.6%	522.79K	8.41M	487.17K	+1,367.68%
Sep 30, 2025	AMERICANA PARTNERS, LLC	0.62%	538.98K	8.67M	160.83K	+42.53%
Sep 30, 2025	MARSHALL WACE, LLP	0.62%	543.18K	8.73M	450.68K	+487.22%
Sep 30, 2025	UBS GROUP AG	1.11%	964.3K	15.51M	143.47K	+17.48%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.58%	505.06K	8.12M	134.3K	+36.22%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.41%	356.64K	5.73M	42.57K	+13.55%
Sep 30, 2025	JANE STREET GROUP, LLC	0.11%	95.23K	1.53M	-43.56K	-31.39%
Sep 30, 2025	TORONTO DOMINION BANK	0.65%	565.62K	9.1M	565.62K	+100.00%
Sep 30, 2025	MUZINICH & CO., INC.	0.67%	584.62K	9.4M	128.99K	+28.31%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.06%	49.35K	793.47K	0	0
Sep 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.06%	53.89K	866K	25.04K	+86.81%
Jun 30, 2025	INVESCO LTD.	0.06%	50.5K	945.36K	13.19K	+35.34%
Jun 30, 2025	SFMG, LLC	0.3%	258.45K	4.84M	1.63K	+0.63%
Jun 30, 2025	ASB CONSULTORES, LLC	0.09%	80.31K	1.5M	0	0
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.04%	37.23K	699.53K	1.68K	+4.73%
Jun 30, 2025	MQS MANAGEMENT LLC	0.03%	29.73K	556.58K	29.73K	+100.00%
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.03%	29.41K	550.48K	29.41K	+100.00%
Jun 30, 2025	EVERPAR ADVISORS LLC	0.03%	28.61K	535.56K	-7.42K	-20.59%
Jun 30, 2025	LIDO ADVISORS, LLC	0.03%	27.41K	526.87K	11.78K	+75.39%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.03%	26.18K	490.09K	11.92K	+83.63%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.02%	20.38K	381.51K	-755	-3.57%
Jun 30, 2025	ACCREDITED INVESTORS INC.	0.02%	20K	374.4K	10K	+100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.02%	17.11K	320K	-5.97K	-25.88%
Jun 30, 2025	AMERICANA PARTNERS, LLC	0.43%	378.15K	7.08M	11.35K	+3.09%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.13%	112.01K	2.1M	-9.46K	-7.79%
Jun 30, 2025	JPMORGAN CHASE & CO	0.08%	73.72K	1.38M	-35.16K	-32.29%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.06%	49.35K	923.74K	880	+1.82%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.05%	40.2K	752.45K	16.95K	+72.90%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.04%	38.37K	718.21K	38.37K	+100.00%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.17%	150.14K	2.81M	61.47K	+69.31%
Jun 30, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.03%	23.42K	438.46K	23.42K	+100.00%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.03%	23.39K	437.79K	0	0
Jun 30, 2025	BRYN MAWR TRUST CO	0.02%	20K	374.4K	0	0
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.02%	18.02K	339.82K	5.44K	+43.21%
Jun 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.02%	17.23K	322.62K	17.23K	+100.00%
Jun 30, 2025	MORGAN STANLEY	17.91%	15.61M	292.29M	192.52K	+1.25%
Jun 30, 2025	MUZINICH & CO., INC.	0.52%	455.63K	8.53M	242.93K	+114.21%
Jun 30, 2025	NAVITER WEALTH, LLC	0.21%	180.33K	3.46M	6.01K	+3.45%
Jun 30, 2025	HRT FINANCIAL LP	0.2%	176.4K	3.3M	97.28K	+122.95%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	74.48K	1.39M	233	+0.31%
Jun 30, 2025	FOUNTAINHEAD AM, LLC	0.07%	59.23K	1.11M	206	+0.35%
Jun 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.05%	44K	823.68K	0	0
Jun 30, 2025	DENALI ADVISORS LLC	0.1%	86.58K	1.62M	-2.68K	-3.00%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.24%	207.17K	3.88M	207.17K	+100.00%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	2.2%	1.92M	35.93M	40.98K	+2.18%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.43%	370.76K	6.94M	170.47K	+85.11%
Jun 30, 2025	ROYAL BANK OF CANADA	0.18%	159.69K	2.99M	4.46K	+2.87%
Jun 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.03%	28.85K	540K	7.22K	+33.39%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	28.8K	539K	1.13K	+4.09%
Jun 30, 2025	EAGLE GLOBAL ADVISORS LLC	0.03%	25.8K	482.98K	0	0
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.1%	86.94K	1.63M	60.02K	+222.96%
Jun 30, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.08%	71.09K	1.33M	-3.74K	-4.99%
Jun 30, 2025	NORDWAND ADVISORS, LLC	0.03%	24.34K	455.57K	-6.85K	-21.97%
Jun 30, 2025		0.27%	237.76K	4.45M	38.99K	+19.62%
Jun 30, 2025	OPAL WEALTH ADVISORS, LLC	0.02%	17.84K	334.04K	-4.06K	-18.55%
Jun 30, 2025	SHIKIAR ASSET MANAGEMENT INC	0.18%	159.1K	2.98M	-14.75K	-8.48%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.16%	141.49K	2.65M	141.49K	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.11%	97.92K	1.83M	-1.4K	-1.41%
Jun 30, 2025	MARSHALL WACE, LLP	0.11%	92.5K	1.73M	92.5K	+100.00%
Jun 30, 2025	ADAMS ASSET ADVISORS, LLC	0.1%	90.52K	1.69M	27.52K	+43.69%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.1%	89.9K	1.68M	-10.89K	-10.80%
Jun 30, 2025	LM ADVISORS LLC	0.07%	56.84K	1.06M	-15.92K	-21.87%
Jun 30, 2025	CITADEL ADVISORS LLC	0.06%	48.8K	913.54K	-14.9K	-23.39%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.05%	43.59K	760.67K	1.02K	+2.40%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.05%	40.73K	762.48K	16.26K	+66.43%
Jun 30, 2025	UBS GROUP AG	0.94%	820.83K	15.37M	196.05K	+31.38%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.4%	352.53K	6.6M	153.85K	+77.43%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.4%	350.12K	6.55M	26.65K	+8.24%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.36%	314.07K	5.88M	14.8K	+4.94%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.3%	261.77K	4.9M	20.21K	+8.37%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	211.04K	3.95M	3.14K	+1.51%
Jun 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.2%	171.56K	3.21M	16.18K	+10.41%
Jun 30, 2025	LPL FINANCIAL LLC	0.2%	171.45K	3.21M	49.81K	+40.95%
Jun 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	2.02%	1.76M	32.98M	880.37K	+99.86%
Jun 30, 2025	TT CAPITAL MANAGEMENT LLC	0.27%	237.76K	4.45M	38.99K	+19.62%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.18%	153.2K	2.87M	-86.1K	-35.98%
Jun 30, 2025	JANE STREET GROUP, LLC	0.16%	138.79K	2.6M	138.79K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.15%	129.99K	2.43M	666	+0.52%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.11%	96.93K	1.81M	53.97K	+125.61%
Mar 31, 2025	DENALI ADVISORS LLC	0.1%	89.26K	1.78M	-3.57K	-3.85%
Mar 31, 2025	SHIKIAR ASSET MANAGEMENT INC	0.2%	173.85K	3.47M	87.7K	+101.80%
Mar 31, 2025	BLACK SWIFT GROUP, LLC	0.19%	170.66K	3.41M	146.19K	+597.41%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	207.9K	4.15M	60.24K	+40.80%
Mar 31, 2025		0.22%	198.77K	3.97M	152.79K	+332.30%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	74.24K	1.48M	33.89K	+84.00%
Mar 31, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.08%	74.83K	1.49M	74.83K	+100.00%
Mar 31, 2025	HRT FINANCIAL LP	0.09%	79.12K	1.58M	-79.51K	-50.12%
Mar 31, 2025	ASB CONSULTORES, LLC	0.09%	80.31K	1.6M	0	0
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.1%	85.87K	1.71M	85.87K	+100.00%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.11%	99.32K	1.98M	62.84K	+172.29%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.14%	121.47K	2.42M	68.73K	+130.32%
Mar 31, 2025	LPL FINANCIAL LLC	0.14%	121.65K	2.43M	65.48K	+116.59%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.15%	129.32K	2.58M	58.84K	+83.47%
Mar 31, 2025	ROYAL BANK OF CANADA	0.18%	155.23K	3.1M	53.9K	+53.19%
Mar 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.18%	155.38K	3.1M	-8.68K	-5.29%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.22%	198.68K	3.97M	173.29K	+682.47%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.23%	200.29K	4M	98.17K	+96.14%
Mar 31, 2025	MORGAN STANLEY	17.44%	15.42M	307.81M	2.25M	+17.06%
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.04%	36.1K	721K	-4.9K	-11.95%
Mar 31, 2025	INVESCO LTD.	0.04%	37.31K	744.79K	3.15K	+9.23%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.05%	42.56K	851.91K	42.56K	+100.00%
Mar 31, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.05%	44K	878.24K	8K	+22.22%
Mar 31, 2025	CITADEL ADVISORS LLC	0.05%	47.6K	950.1K	31K	+186.75%
Mar 31, 2025	ADAMS ASSET ADVISORS, LLC	0.07%	62.99K	1.26M	0	0
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.27%	239.3K	4.78M	239.3K	+100.00%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.27%	241.56K	4.82M	210.36K	+674.41%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.37%	323.47K	6.46M	85.72K	+36.05%
Mar 31, 2025	AMERICANA PARTNERS, LLC	0.41%	366.8K	7.32M	230.35K	+168.81%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	42.7K	852.29K	42.7K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.05%	42.96K	857.56K	32.11K	+295.73%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.05%	47.38K	945.65K	36.31K	+328.21%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.05%	48.47K	967.36K	16.48K	+51.52%
Mar 31, 2025	FOUNTAINHEAD AM, LLC	0.07%	59.03K	1.18M	32.27K	+120.57%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.1%	88.68K	1.77M	67.25K	+313.86%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.11%	100.78K	2.01M	82.08K	+438.76%
Mar 31, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.12%	106.93K	2.13M	38.14K	+55.45%
Mar 31, 2025	JPMORGAN CHASE & CO	0.12%	108.88K	2.17M	-16.54K	-13.18%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.13%	111.7K	2.23M	87.8K	+367.36%
Mar 31, 2025	NAVITER WEALTH, LLC	0.2%	174.31K	3.6M	12.75K	+7.89%
Mar 31, 2025	CLIFFWATER LLC	0.27%	242.2K	4.83M	-1.2M	-83.25%
Mar 31, 2025	SFMG, LLC	0.29%	256.82K	5.13M	118.2K	+85.27%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.34%	299.27K	5.97M	269.95K	+920.81%
Mar 31, 2025	UBS GROUP AG	0.71%	624.78K	12.47M	463.5K	+287.41%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	2.12%	1.88M	37.49M	-43.71K	-2.27%
Mar 31, 2025	LM ADVISORS LLC	0.08%	72.76K	1.45M	51.11K	+236.06%
Mar 31, 2025	MUZINICH & CO., INC.	0.24%	212.7K	4.25M	108.2K	+103.54%

Insiders

Among the MSDL insiders holding of 0.24% of the stake in company, BINSTOCK JOAN, director, holds the largest shares of 50.04K. SHANNON KEVIN, director, is the second largest MSDL insider with ownership of 29.08K shares. METZ ADAM S, director, stands third with possession of 28.25K shares of that stake.

Insiders	Designation	Shares Held
BINSTOCK JOAN	director	50.04K
SHANNON KEVIN	director	29.08K
METZ ADAM S	director	28.25K
OCCI MICHAEL JR.	Chief Executive Officer	21.5K
DAY JEFF M.	Co-President	17.82K
MILLER DAVID N	director	17.17K
PESSAH DAVID	Chief Financial Officer	5.4K
FRANK BRUCE D	director	4.39K
KRISHNAN ASHWIN	Chief Investment Officer	3K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 11, 2025	KRISHNAN ASHWIN	PURCHASE	16.72	3K	50.16K	3K
Nov 10, 2025	FRANK BRUCE D	PURCHASE	16.41	600	9.84K	4.39K
Oct 06, 2025	BINSTOCK JOAN	PURCHASE	16.64	9.03K	150.23K	50.04K
Aug 14, 2025	SHANNON KEVIN	PURCHASE	17.70	5K	88.5K	29.08K
Aug 14, 2025	PESSAH DAVID	PURCHASE	17.72	3.4K	60.25K	5.4K
Aug 13, 2025	METZ ADAM S	PURCHASE	17.67	28.25K	499.12K	28.25K
Aug 12, 2025	MILLER DAVID N	PURCHASE	17.69	10K	176.9K	17.17K
Aug 12, 2025	DAY JEFF M.	PURCHASE	17.70	5.65K	100.01K	17.82K
Aug 12, 2025	OCCI MICHAEL JR.	PURCHASE	17.78	14K	248.85K	21.5K
Aug 11, 2025	BINSTOCK JOAN	PURCHASE	17.68	5.66K	100.08K	39.25K
Jun 06, 2025	SHANNON KEVIN	PURCHASE	19.43	2K	38.86K	2K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE84.59K10

SALES00

NET SHARES84.59K10

SHARES HELD215.89K10

% NET SHARES-60.82%0%

Frequently Asked Questions