Filing Research | MORGAN STANLEY DIRECT LENDIN Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Lunate Capital Ltd	Shares	1.1MSH	$16.7M
2	Hennion & Walsh Asset Management, Inc.	Shares	315.8KSH	$4.8M
3	Adams Asset Advisors, LLC	Shares	148.7KSH	$2.2M
4	Activest Wealth Management	Shares	88.9KSH	$1.3M
5	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	67.5KSH	$1.0M
6	Generali Investments CEE, investicni spolecnost, a.s.	Shares	20.7KSH	$313.3K
7	EVERPAR ADVISORS LLC	Shares	18.5KSH	$280.4K
8	SAPIENT CAPITAL LLC	Shares	13.0KSH	$202.2K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.1KSH	$17.2K
10	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	900SH	$14.0K
11	Roxbury Financial LLC	Shares	163SH	$2.5K
12	Allied Private Wealth LLC	Shares	120SH	$1.8K
13	SHIKIAR ASSET MANAGEMENT INC	Shares	112.8KSH	$1.7K
14	PARK AVENUE SECURITIES LLC	Shares	15.3KSH	$231
15	JFS WEALTH ADVISORS, LLC	Shares	3SH	$47

Manager changes2026-06-30 vs 2026-03-31

17 / 17 loaded

#		Instrument
1	Lunate Capital Ltd new	Shares	+1.1M	+$16.7M	$16.7M
2	Hennion & Walsh Asset Management, Inc. added	Shares	+28.4K	+$763.0K	$4.8M
3	Adams Asset Advisors, LLC added	Shares	+34.3K	+$650.8K	$2.2M
4	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+192	+$81.0K	$1.0M
5	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	+$24.0K	$313.3K
6	EVERPAR ADVISORS LLC unchanged	Shares	0	+$21.5K	$280.4K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+1.1K	+$17.2K	$17.2K
8	SAPIENT CAPITAL LLC unchanged	Shares	0	+$15.1K	$202.2K
9	Roxbury Financial LLC new	Shares	+163	+$2.5K	$2.5K
10	SHIKIAR ASSET MANAGEMENT INC added	Shares	+8.2K	+$245	$1.7K
11	PARK AVENUE SECURITIES LLC new	Shares	+15.3K	+$231	$231
12	JFS WEALTH ADVISORS, LLC new	Shares	+3	+$47	$47
13	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$162	$14.0K
14	AdvisorNet Financial, Inc exited	Shares	-288	-$4.0K	$0
15	Sound Income Strategies, LLC exited	Shares	-4.0K	-$55.4K	$0
16	TrueMark Investments, LLC exited	Shares	-26.0K	-$362.8K	$0
17	Activest Wealth Management trimmed	Shares	-115.8K	-$1.5M	$1.3M

Filing Research | MORGAN STANLEY DIRECT LENDIN Institutional Holdings