MSDL — MORGAN STANLEY DIRECT LENDIN

Ownership history in Activest Wealth Management  ·  6 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in MORGAN STANLEY DIRECT LENDIN (MSDL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.95% (2024 Q4)
Avg. % of fund
0.68%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 195,621 +70,334 +56.1% 0.60% $3.2M $16.48
2025 Q3 REDUCED 125,287 -46,275 -27.0% 0.41% $2.0M $15.61
2025 Q2 ADDED 171,562 +16,179 +10.4% 0.77% $3.2M $17.62
2025 Q1 REDUCED 155,383 -8,677 -5.3% 0.83% $3.1M $18.30
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% of Fund (quarterly)    MSDL price (monthly, adj. close)

Other funds also holding MSDL

As of 2025 Q4 — sorted by position size

Muzinich & Co., Inc. 3Y 7Y 3.97% AMERICAN FINANCIAL GROUP INC 3Y 7Y 3.18% GraniteShares Advisors LLC 3Y 1.59% LM Advisors LLC 1.34% Fosun International Ltd 3Y 7Y 0.85% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.6% Liberty Mutual Group Asset Management Inc. 3Y 7Y 0.56% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 0.54% OBSIDIAN CIO, LLC 3Y 0.42% Legacy Capital Wealth Partners, LLC 3Y 0.27%
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