How many institutions own MSIF 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 MSIF shares is 36, representing 6.32% of the company's common stock.

Who are the major shareholders selling MSC Income Fund, Inc. stock?

KESTRA ADVISORY SERVICES, LLC, in the last quarter, reduced its stake in MSIF by -21.92% restricting it's holding to 42.92 thousand shares of worth nearly $563.47K. HIGHTOWER ADVISORS, LLC also lessened -21.59% of the MSIF shares from its portfolio, reducing its holding to 11.75 thousand shares of worth $154.26K. ACADIAN ASSET MANAGEMENT LLC also shunned MSIF shares holding by -77.56% last quarter which brought its holding to 5.26 thousand shares worth $69.00K.

Investors who are buying MSIF stock?

As per its latest 13F filing, PRIVATE ADVISOR GROUP, LLC increased its stake in MSIF by 100% in the last quarter. The institutional holder raised its holding to 33.73 thousand shares having worth more than $442.87K. J.W. COLE ADVISORS, INC. also added 100% more shares of MSIF to its portfolio, raising its holding to 89.39 thousand shares of worth $1.17M. LEGACY WEALTH MANAGMENT, LLC/ID also increased its MSIF shares holding by 100% which brought its holding to 140.82 thousand shares worth $1.85M.

MSIF's major insiders: who are they?

The insider with the most stakes in MSIF is Hyzak Dwayne L. , CEO, SMD at the company. Additionally, MSIF stock is highly held by PRESIDENT, CIO AND SMD Magdol David L. and director Niemann John O. Jr. among others.

Did an insider recently sell MSIF stock?

Company executives, directors, and other insiders own 0.41% percent of MSC Income Fund, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which MSIF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased MSIF stock?

There have been 11 transaction(s) during the past 6-months in which MSC Income Fund, Inc. insiders have bought stock, totalling 24860 shares

How much of MSIF does insiders own?

Around 314.16K MSC Income Fund, Inc. shares are held by insiders, which represents about 0.41% of MSIF stock.

Who is the insider with the largest stake?

MSIF CEO, SMD, Hyzak Dwayne L. holds the largest portfolio of the company's shares. MSIF shares owned by Hyzak total nearly 59.78 thousand.

Which institution holds the most shares in MSIF?

PRIVATE ADVISOR GROUP, LLC is the largest institutional owner in MSIF which holds 33.73 thousand shares worth $442.87K or 0.07% of the total MSIF shares outstanding followed by KESTRA ADVISORY SERVICES, LLC with ownership of 42.92 thousand shares representing 0.09% of the MSIF ownership. J.W. COLE ADVISORS, INC. is the third largest stakeholder with 89.39 thousand shares or 0.19% of the ownership worth more than $1.17M.

Is MSC Income Fund, Inc. 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 MSIF is concerned, it is a stock which is not optionable.

Is there a short position on MSIF's shares?

Number of MSIF 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 MSIF shares are there?

As of today, null shares of MSIF are outstanding.

Is there many float in MSIF 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, MSIF has null shares in float.

MSIF 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 MSIF is null.

MSC Income Fund (MSIF) 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

OptionableNo

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

0.41% Percentage of Shares held by All Insiders

6.32% Percentage of Shares held by All Institutions

6.35% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 6.32% of MSIF shares are held by financial institutions. PRIVATE ADVISOR GROUP, LLC is the top corporate investor, holding 33.73K shares valued at $442.87K. A 0.07% stake in MSC Income Fund, Inc. is owned by the company. KESTRA ADVISORY SERVICES, LLC owns 42.92K shares valued at $563.47K, which translates its holding of 0.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	33.73K	442.87K	33.73K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	42.92K	563.47K	-12.05K	-21.92%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.19%	89.39K	1.17M	89.39K	+100.00%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.3%	140.82K	1.85M	140.82K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.33%	156.64K	2.06M	142.23K	+987.11%
Sep 30, 2025	NORTH GROUND CAPITAL	0.68%	319.78K	4.2M	319.78K	+100.00%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.23%	110.34K	1.45M	3.35K	+3.13%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	105.06K	1.38M	105.06K	+100.00%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.19%	87.43K	1.11M	87.43K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	57.81K	769.63K	56.57K	+4,536.09%
Sep 30, 2025	SIGMA PLANNING CORP	0.12%	54.97K	721.76K	54.97K	+100.00%
Sep 30, 2025	ROCKPORT WEALTH LLC	0.11%	52.75K	692.64K	52.75K	+100.00%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.11%	50.78K	667K	50.78K	+100.00%
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.07%	33.93K	445.53K	6.69K	+24.57%
Sep 30, 2025	JOEL ISAACSON & CO., LLC	0.07%	32.5K	426.73K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.06%	28K	368K	24.47K	+692.92%
Sep 30, 2025	CWM, LLC	0.05%	25.47K	334K	25.47K	+100.00%
Sep 30, 2025	MARINER, LLC	0.04%	17.21K	225.92K	17.21K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	16.49K	220.03K	16.49K	+100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.03%	14.99K	196.85K	14.99K	+100.00%
Sep 30, 2025	SANDERS MORRIS HARRIS LLC	2.42%	1.14M	14.95M	78.14K	+7.37%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.29%	137.41K	1.8M	137.41K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	126.91K	1.67M	126.91K	+100.00%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.09%	40.09K	526.42K	40.09K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	34.36K	451K	34.36K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	19.39K	254.55K	6.5K	+50.47%
Sep 30, 2025	BOS ASSET MANAGEMENT, LLC	0.04%	18.41K	241.74K	18.41K	+100.00%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.03%	12.13K	159.28K	1.53K	+14.42%
Sep 30, 2025	QUAKER WEALTH MANAGEMENT, LLC	0.03%	12.13K	159.23K	12.13K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.03%	11.93K	156.6K	11.93K	+100.00%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.03%	11.89K	156.1K	11.89K	+100.00%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.03%	11.85K	155.58K	11.85K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	11.75K	154.26K	-3.24K	-21.59%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.01%	5.26K	69K	-18.19K	-77.56%
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.01%	5K	65.59K	5K	+100.00%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	3.15K	41.31K	2.76K	+708.74%
Sep 30, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	0.01%	2.91K	38.25K	2.91K	+100.00%
Sep 30, 2025		0.01%	2.79K	36.57K	2.79K	+100.00%
Sep 30, 2025	CX INSTITUTIONAL	0.01%	2.62K	34K	2.04K	+348.38%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.36%	168.7K	2.21M	168.7K	+100.00%
Sep 30, 2025	MARSHALL WACE, LLP	0.45%	211.1K	2.77M	211.1K	+100.00%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.66%	309.58K	4.06M	155.85K	+101.37%
Sep 30, 2025	BLACKROCK, INC.	0.69%	325.63K	4.28M	77.53K	+31.25%
Sep 30, 2025	ARES MANAGEMENT LLC	0.87%	408.39K	5.36M	0	0
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.06%	30.16K	395.98K	30.16K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.03%	15.25K	200.21K	15.25K	+100.00%
Sep 30, 2025	ALMITAS CAPITAL LLC	0.06%	30.15K	395.82K	30.15K	+100.00%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.11%	51.4K	674.84K	51.4K	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	13.88K	182.18K	13.88K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	2.06K	27.05K	729	+54.77%
Sep 30, 2025	TSFG, LLC	0%	2.06K	27K	2.06K	+100.00%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.09%	41.28K	490.05K	24.23K	+142.01%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.06%	28.94K	380.01K	28.94K	+100.00%
Sep 30, 2025	MAREX GROUP PLC	0.05%	21.42K	281.28K	21.42K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	25.09K	329.43K	24.09K	+2,409.00%
Sep 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.04%	20K	262.6K	20K	+100.00%
Sep 30, 2025	HIGHPOINT ADVISOR GROUP LLC	0.06%	26.99K	354.38K	26.99K	+100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.05%	23.45K	307.91K	23.45K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.05%	22.84K	299.93K	21.16K	+1,254.06%
Sep 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.04%	16.8K	217.32K	16.8K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	14.96K	196.48K	-17.84K	-54.38%
Sep 30, 2025	MORGAN STANLEY	0.03%	14.66K	192.54K	4.22K	+40.34%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.03%	16.38K	215.02K	16.38K	+100.00%
Sep 30, 2025	COOPER FINANCIAL GROUP	0.04%	18.69K	245.43K	18.69K	+100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.03%	13.77K	180.86K	13.77K	+100.00%
Sep 30, 2025	BEACON FINANCIAL ADVISORY LLC	0.04%	19.86K	260.73K	19.86K	+100.00%
Sep 30, 2025	STRATEGIC FINANCIAL PARTNERS, LTD.	0.05%	25.16K	330.3K	25.16K	+100.00%
Sep 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.07%	32.07K	421.01K	32.07K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.03%	14.41K	236.75K	14.41K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.02%	10.45K	171.68M	-1.93K	-15.60%
Jun 30, 2025	CX INSTITUTIONAL	0%	585	10K	585	+100.00%
Jun 30, 2025	SANDERS MORRIS HARRIS LLC	2.37%	1.06M	17.42M	1.06M	+100.00%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.24%	106.99K	1.76M	18.09K	+20.35%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	12.88K	211.68K	1.57K	+13.91%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.25K	20.49K	0	0
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-19.24K	-100.00%
Jun 30, 2025	ARES MANAGEMENT LLC	0.91%	408.39K	6.71M	-111.61K	-21.46%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.37%	163.88K	2.69M	-149.7K	-47.74%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.07%	32.8K	538.9K	-24K	-42.25%
Jun 30, 2025	JANE STREET GROUP, LLC	0.03%	12.15K	199.67K	12.15K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0.53%	248.1K	4.08M	62.89K	+33.96%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	1.33K	21.87K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	1K	16.43K	1K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	54.96K	903.61K	-4.77K	-7.98%
Jun 30, 2025		0%	0	-	-622	-100.00%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.04%	17.06K	280.29K	1.69K	+11.01%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.02%	10.6K	174.19K	10.6K	+100.00%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0%	1.39K	22.69K	1.39K	+100.00%
Jun 30, 2025	ARCHER INVESTMENT CORP	0%	25	411	25	+100.00%
Jun 30, 2025	JOEL ISAACSON & CO., LLC	0.07%	32.5K	533.98K	32.5K	+100.00%
Jun 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.06%	27.24K	441.27K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0%	389	6.39K	389	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	10	1	+100.00%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0%	0	-	-16.08K	-100.00%
Jun 30, 2025	MOISAND FITZGERALD TAMAYO, LLC	0%	0	-	-1.61K	-100.00%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.33%	153.73K	2.53M	22.9K	+17.50%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.05%	23.45K	384K	23.45K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.04%	18K	295.74M	2.08K	+13.04%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	14.98K	246.16K	1.09K	+7.86%
Jun 30, 2025	HHM WEALTH ADVISORS, LLC	0%	128	2.1K	128	+100.00%
Jun 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	0	-	-2.79K	-100.00%
Jun 30, 2025	HFM INVESTMENT ADVISORS, LLC	0%	0	-	-622	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	3.53K	58K	336	+10.52%
Jun 30, 2025	UBS GROUP AG	0%	1.69K	27.72K	1.69K	+100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	300	4.93K	-548	-64.62%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	218	3.58K	218	+100.00%
Jun 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0%	0	-	-64.39K	-100.00%
Mar 31, 2025		0%	622	9.67K	622	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.41%	185.2K	3.05M	185.2K	+100.00%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.03%	15.37K	253.1K	15.37K	+100.00%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.04%	16.08K	250.17K	16.08K	+100.00%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.04%	19.24K	317K	19.24K	+100.00%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.2%	88.9K	1.46M	88.9K	+100.00%
Mar 31, 2025	ARES MANAGEMENT LLC	1.16%	520K	8.56M	520K	+100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	848	13.97K	848	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.25K	20.54K	1.25K	+100.00%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0%	1.33K	21.92K	1.33K	+100.00%
Mar 31, 2025	MOISAND FITZGERALD TAMAYO, LLC	0%	1.61K	24.8K	1.61K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	3.2K	53K	3.2K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	11.31K	186.29K	11.31K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.03%	12.38K	203.92K	12.38K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.03%	13.89K	228.77K	13.89K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.04%	15.92K	262.25K	15.92K	+100.00%
Mar 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.06%	27.24K	448.63K	27.24K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	56.8K	935.5K	56.8K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.13%	59.73K	1.01M	59.73K	+100.00%
Mar 31, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.14%	64.39K	1.06M	64.39K	+100.00%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.29%	130.83K	2.15M	130.83K	+100.00%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.7%	313.58K	5.17M	313.58K	+100.00%

Insiders

Among the MSIF insiders holding of 0.41% of the stake in company, HYZAK DWAYNE L., CEO, SMD, holds the largest shares of 59.78K. MAGDOL DAVID L., PRESIDENT, CIO AND SMD, is the second largest MSIF insider with ownership of 45.63K shares. NIEMANN JOHN O. JR., director, stands third with possession of 36.08K shares of that stake.

Insiders	Designation	Shares Held
HYZAK DWAYNE L.	CEO, SMD	59.78K
MAGDOL DAVID L.	PRESIDENT, CIO AND SMD	45.63K
NIEMANN JOHN O. JR.	director	36.08K
WALKER JEFFREY B.	director	20.59K
GILBERT CORY	CFO and Treasurer	4.35K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 30, 2025	HYZAK DWAYNE L.	PURCHASE	13.43	3.71K	49.85K	59.78K
Sep 30, 2025	MAGDOL DAVID L.	PURCHASE	13.25	3.5K	46.38K	45.63K
Sep 30, 2025	GILBERT CORY	PURCHASE	13.15	500	6.58K	4.35K
Sep 29, 2025	HYZAK DWAYNE L.	PURCHASE	13.49	3.7K	49.85K	55.73K
Sep 26, 2025	NIEMANN JOHN O. JR.	PURCHASE	13.50	1.71K	23.13K	36.08K
Sep 26, 2025	WALKER JEFFREY B.	PURCHASE	13.55	2.25K	30.42K	20.59K
Sep 25, 2025	WALKER JEFFREY B.	PURCHASE	13.55	1.46K	19.72K	18.34K
Sep 23, 2025	NIEMANN JOHN O. JR.	PURCHASE	13.75	2K	27.5K	34.37K
Sep 09, 2025	NIEMANN JOHN O. JR.	PURCHASE	13.92	4.24K	59.02K	32.37K
Aug 29, 2025	GILBERT CORY	PURCHASE	14.09	750	10.57K	3.85K
Aug 28, 2025	GILBERT CORY	PURCHASE	13.98	1.05K	14.68K	3.1K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE24.86K11

SALES00

NET SHARES24.86K11

SHARES HELD314.16K11

% NET SHARES-92.09%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

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

0.41% Percentage of Shares held by All Insiders

6.32% Percentage of Shares held by All Institutions

6.35% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	33.73K	442.87K	33.73K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	42.92K	563.47K	-12.05K	-21.92%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.19%	89.39K	1.17M	89.39K	+100.00%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.3%	140.82K	1.85M	140.82K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.33%	156.64K	2.06M	142.23K	+987.11%
Sep 30, 2025	NORTH GROUND CAPITAL	0.68%	319.78K	4.2M	319.78K	+100.00%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.23%	110.34K	1.45M	3.35K	+3.13%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	105.06K	1.38M	105.06K	+100.00%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.19%	87.43K	1.11M	87.43K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	57.81K	769.63K	56.57K	+4,536.09%
Sep 30, 2025	SIGMA PLANNING CORP	0.12%	54.97K	721.76K	54.97K	+100.00%
Sep 30, 2025	ROCKPORT WEALTH LLC	0.11%	52.75K	692.64K	52.75K	+100.00%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.11%	50.78K	667K	50.78K	+100.00%
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.07%	33.93K	445.53K	6.69K	+24.57%
Sep 30, 2025	JOEL ISAACSON & CO., LLC	0.07%	32.5K	426.73K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.06%	28K	368K	24.47K	+692.92%
Sep 30, 2025	CWM, LLC	0.05%	25.47K	334K	25.47K	+100.00%
Sep 30, 2025	MARINER, LLC	0.04%	17.21K	225.92K	17.21K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	16.49K	220.03K	16.49K	+100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.03%	14.99K	196.85K	14.99K	+100.00%
Sep 30, 2025	SANDERS MORRIS HARRIS LLC	2.42%	1.14M	14.95M	78.14K	+7.37%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.29%	137.41K	1.8M	137.41K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	126.91K	1.67M	126.91K	+100.00%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.09%	40.09K	526.42K	40.09K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	34.36K	451K	34.36K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	19.39K	254.55K	6.5K	+50.47%
Sep 30, 2025	BOS ASSET MANAGEMENT, LLC	0.04%	18.41K	241.74K	18.41K	+100.00%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.03%	12.13K	159.28K	1.53K	+14.42%
Sep 30, 2025	QUAKER WEALTH MANAGEMENT, LLC	0.03%	12.13K	159.23K	12.13K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.03%	11.93K	156.6K	11.93K	+100.00%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.03%	11.89K	156.1K	11.89K	+100.00%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.03%	11.85K	155.58K	11.85K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	11.75K	154.26K	-3.24K	-21.59%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.01%	5.26K	69K	-18.19K	-77.56%
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.01%	5K	65.59K	5K	+100.00%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	3.15K	41.31K	2.76K	+708.74%
Sep 30, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	0.01%	2.91K	38.25K	2.91K	+100.00%
Sep 30, 2025		0.01%	2.79K	36.57K	2.79K	+100.00%
Sep 30, 2025	CX INSTITUTIONAL	0.01%	2.62K	34K	2.04K	+348.38%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.36%	168.7K	2.21M	168.7K	+100.00%
Sep 30, 2025	MARSHALL WACE, LLP	0.45%	211.1K	2.77M	211.1K	+100.00%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.66%	309.58K	4.06M	155.85K	+101.37%
Sep 30, 2025	BLACKROCK, INC.	0.69%	325.63K	4.28M	77.53K	+31.25%
Sep 30, 2025	ARES MANAGEMENT LLC	0.87%	408.39K	5.36M	0	0
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.06%	30.16K	395.98K	30.16K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.03%	15.25K	200.21K	15.25K	+100.00%
Sep 30, 2025	ALMITAS CAPITAL LLC	0.06%	30.15K	395.82K	30.15K	+100.00%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.11%	51.4K	674.84K	51.4K	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	13.88K	182.18K	13.88K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	2.06K	27.05K	729	+54.77%
Sep 30, 2025	TSFG, LLC	0%	2.06K	27K	2.06K	+100.00%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.09%	41.28K	490.05K	24.23K	+142.01%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.06%	28.94K	380.01K	28.94K	+100.00%
Sep 30, 2025	MAREX GROUP PLC	0.05%	21.42K	281.28K	21.42K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	25.09K	329.43K	24.09K	+2,409.00%
Sep 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.04%	20K	262.6K	20K	+100.00%
Sep 30, 2025	HIGHPOINT ADVISOR GROUP LLC	0.06%	26.99K	354.38K	26.99K	+100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.05%	23.45K	307.91K	23.45K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.05%	22.84K	299.93K	21.16K	+1,254.06%
Sep 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.04%	16.8K	217.32K	16.8K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	14.96K	196.48K	-17.84K	-54.38%
Sep 30, 2025	MORGAN STANLEY	0.03%	14.66K	192.54K	4.22K	+40.34%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.03%	16.38K	215.02K	16.38K	+100.00%
Sep 30, 2025	COOPER FINANCIAL GROUP	0.04%	18.69K	245.43K	18.69K	+100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.03%	13.77K	180.86K	13.77K	+100.00%
Sep 30, 2025	BEACON FINANCIAL ADVISORY LLC	0.04%	19.86K	260.73K	19.86K	+100.00%
Sep 30, 2025	STRATEGIC FINANCIAL PARTNERS, LTD.	0.05%	25.16K	330.3K	25.16K	+100.00%
Sep 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.07%	32.07K	421.01K	32.07K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.03%	14.41K	236.75K	14.41K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.02%	10.45K	171.68M	-1.93K	-15.60%
Jun 30, 2025	CX INSTITUTIONAL	0%	585	10K	585	+100.00%
Jun 30, 2025	SANDERS MORRIS HARRIS LLC	2.37%	1.06M	17.42M	1.06M	+100.00%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.24%	106.99K	1.76M	18.09K	+20.35%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	12.88K	211.68K	1.57K	+13.91%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.25K	20.49K	0	0
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-19.24K	-100.00%
Jun 30, 2025	ARES MANAGEMENT LLC	0.91%	408.39K	6.71M	-111.61K	-21.46%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.37%	163.88K	2.69M	-149.7K	-47.74%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.07%	32.8K	538.9K	-24K	-42.25%
Jun 30, 2025	JANE STREET GROUP, LLC	0.03%	12.15K	199.67K	12.15K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0.53%	248.1K	4.08M	62.89K	+33.96%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	1.33K	21.87K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	1K	16.43K	1K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	54.96K	903.61K	-4.77K	-7.98%
Jun 30, 2025		0%	0	-	-622	-100.00%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.04%	17.06K	280.29K	1.69K	+11.01%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.02%	10.6K	174.19K	10.6K	+100.00%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0%	1.39K	22.69K	1.39K	+100.00%
Jun 30, 2025	ARCHER INVESTMENT CORP	0%	25	411	25	+100.00%
Jun 30, 2025	JOEL ISAACSON & CO., LLC	0.07%	32.5K	533.98K	32.5K	+100.00%
Jun 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.06%	27.24K	441.27K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0%	389	6.39K	389	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	10	1	+100.00%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0%	0	-	-16.08K	-100.00%
Jun 30, 2025	MOISAND FITZGERALD TAMAYO, LLC	0%	0	-	-1.61K	-100.00%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.33%	153.73K	2.53M	22.9K	+17.50%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.05%	23.45K	384K	23.45K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.04%	18K	295.74M	2.08K	+13.04%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	14.98K	246.16K	1.09K	+7.86%
Jun 30, 2025	HHM WEALTH ADVISORS, LLC	0%	128	2.1K	128	+100.00%
Jun 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	0	-	-2.79K	-100.00%
Jun 30, 2025	HFM INVESTMENT ADVISORS, LLC	0%	0	-	-622	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	3.53K	58K	336	+10.52%
Jun 30, 2025	UBS GROUP AG	0%	1.69K	27.72K	1.69K	+100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	300	4.93K	-548	-64.62%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	218	3.58K	218	+100.00%
Jun 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0%	0	-	-64.39K	-100.00%
Mar 31, 2025		0%	622	9.67K	622	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.41%	185.2K	3.05M	185.2K	+100.00%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.03%	15.37K	253.1K	15.37K	+100.00%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.04%	16.08K	250.17K	16.08K	+100.00%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.04%	19.24K	317K	19.24K	+100.00%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.2%	88.9K	1.46M	88.9K	+100.00%
Mar 31, 2025	ARES MANAGEMENT LLC	1.16%	520K	8.56M	520K	+100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	848	13.97K	848	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.25K	20.54K	1.25K	+100.00%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0%	1.33K	21.92K	1.33K	+100.00%
Mar 31, 2025	MOISAND FITZGERALD TAMAYO, LLC	0%	1.61K	24.8K	1.61K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	3.2K	53K	3.2K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	11.31K	186.29K	11.31K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.03%	12.38K	203.92K	12.38K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.03%	13.89K	228.77K	13.89K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.04%	15.92K	262.25K	15.92K	+100.00%
Mar 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.06%	27.24K	448.63K	27.24K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	56.8K	935.5K	56.8K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.13%	59.73K	1.01M	59.73K	+100.00%
Mar 31, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.14%	64.39K	1.06M	64.39K	+100.00%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.29%	130.83K	2.15M	130.83K	+100.00%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.7%	313.58K	5.17M	313.58K	+100.00%

Insiders

Insiders	Designation	Shares Held
HYZAK DWAYNE L.	CEO, SMD	59.78K
MAGDOL DAVID L.	PRESIDENT, CIO AND SMD	45.63K
NIEMANN JOHN O. JR.	director	36.08K
WALKER JEFFREY B.	director	20.59K
GILBERT CORY	CFO and Treasurer	4.35K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 30, 2025	HYZAK DWAYNE L.	PURCHASE	13.43	3.71K	49.85K	59.78K
Sep 30, 2025	MAGDOL DAVID L.	PURCHASE	13.25	3.5K	46.38K	45.63K
Sep 30, 2025	GILBERT CORY	PURCHASE	13.15	500	6.58K	4.35K
Sep 29, 2025	HYZAK DWAYNE L.	PURCHASE	13.49	3.7K	49.85K	55.73K
Sep 26, 2025	NIEMANN JOHN O. JR.	PURCHASE	13.50	1.71K	23.13K	36.08K
Sep 26, 2025	WALKER JEFFREY B.	PURCHASE	13.55	2.25K	30.42K	20.59K
Sep 25, 2025	WALKER JEFFREY B.	PURCHASE	13.55	1.46K	19.72K	18.34K
Sep 23, 2025	NIEMANN JOHN O. JR.	PURCHASE	13.75	2K	27.5K	34.37K
Sep 09, 2025	NIEMANN JOHN O. JR.	PURCHASE	13.92	4.24K	59.02K	32.37K
Aug 29, 2025	GILBERT CORY	PURCHASE	14.09	750	10.57K	3.85K
Aug 28, 2025	GILBERT CORY	PURCHASE	13.98	1.05K	14.68K	3.1K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE24.86K11

SALES00

NET SHARES24.86K11

SHARES HELD314.16K11

% NET SHARES-92.09%0%

MSIF Stock Ownership Breakdown

MSC Income Fund

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions