MSDL — MORGAN STANLEY DIRECT LENDIN

Ownership history in Obermeyer Wealth Partners  ·  1 quarter on record

This page tracks every 13F SEC filing in which Obermeyer Wealth Partners 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
0.02% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 26,000 — — 0.02% $418K $15.61
% 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% Activest Wealth Management 3Y 0.6% 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%
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