IIF
Morgan Stanley India Investment Fund, Inc.
1W: -3.3%
1M: -7.8%
3M: -7.5%
YTD: -15.3%
1Y: -13.4%
3Y: +29.5%
5Y: +27.6%
$21.27
+0.00 (+0.00%)
Weekly Expected Move ±1.8%
$21
$21
$21
$22
$22
Institutional Ownership — IIF
49
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
95M
Total Invested
10
New Positions
10
Increased
14
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (57 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CITY OF LONDON INVESTMENT MANAGEMENT C | 1,041,724 | $22M | +92,096 | +9.7% | 5Q | SEC ↗ |
| 2 | Saba Capital Management, L.P. | 782,728 | $17M | +26,831 | +3.5% | 8Q | SEC ↗ |
| 3 | LAZARD ASSET MANAGEMENT LLC | 606,913 | $13M | -2,446 | -0.4% | 51Q | SEC ↗ |
| 4 | Karpus Management, Inc. | 477,621 | $10M | +81,933 | +20.7% | 45Q | SEC ↗ |
| 5 | UBS Group AG | 154,451 | $3M | -7,839 | -4.8% | 47Q | SEC ↗ |
| 6 | EVERGREEN CAPITAL MANAGEMENT LLC | 140,787 | $3M | +6,607 | +4.9% | 6Q | SEC ↗ |
| 7 | MORGAN STANLEY | 99,074 | $2M | +1,339 | +1.4% | 51Q | SEC ↗ |
| 8 | Allspring Global Investments Holdings, | 90,022 | $2M | — | +0.0% | 19Q | SEC ↗ |
| 9 | Verition Fund Management LLC | 87,630 | $2M | -1,258 | -1.4% | 5Q | SEC ↗ |
| 10 | Altium Capital Management LLC | 79,031 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 11 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF | 73,672 | $2M | — | +0.0% | 6Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 70,942 | $2M | -3,689 | -4.9% | 13Q | SEC ↗ |
| 13 | CARY STREET PARTNERS FINANCIAL LLC NEW | 59,097 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | STRS OHIO | 54,716 | $1M | — | +0.0% | 58Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC NEW | 43,129 | $917K | — | +0.0% | 1Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 38,070 | $810K | +2,362 | +6.6% | 67Q | SEC ↗ |
| 17 | BANK OF MONTREAL /CAN NEW | 28,060 | $597K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Financial Solutions Advisory Group, In | 19,423 | $413K | +3,635 | +23.0% | 2Q | SEC ↗ |
| 19 | GP Brinson Investments LLC | 18,000 | $383K | — | +0.0% | 22Q | SEC ↗ |
| 20 | XTX Topco Ltd NEW | 17,615 | $375K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Calamos Advisors LLC | 15,043 | $320K | -1,165 | -7.2% | 5Q | SEC ↗ |
| 22 | JONES FINANCIAL COMPANIES LLLP | 14,709 | $313K | -5,960 | -28.8% | 10Q | SEC ↗ |
| 23 | GOULD ASSET MANAGEMENT LLC /CA | 13,624 | $290K | — | +0.0% | 28Q | SEC ↗ |
| 24 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 12,667 | $269K | — | +0.0% | 51Q | SEC ↗ |
| 25 | Samalin Investment Counsel, LLC | 12,134 | $258K | -1,944 | -13.8% | 27Q | SEC ↗ |
| 26 | Maridea Wealth Management LLC | 12,096 | $257K | +862 | +7.7% | 7Q | SEC ↗ |
| 27 | 1607 Capital Partners, LLC | 11,206 | $238K | -500 | -4.3% | 31Q | SEC ↗ |
| 28 | HRT FINANCIAL LP NEW | 11,164 | $237K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Dakota Wealth Management NEW | 10,355 | $220K | — | +0.0% | 1Q | SEC ↗ |
| 30 | NORTH STAR ASSET MANAGEMENT INC | 10,286 | $219K | -1 | -0.0% | 59Q | SEC ↗ |
| 31 | LPL Financial LLC | 9,199 | $196K | -3,111 | -25.3% | 2Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 8,863 | $189K | — | +0.0% | 1Q | SEC ↗ |
| 33 | PNC Financial Services Group, Inc. | 7,835 | $167K | +1,875 | +31.5% | 15Q | SEC ↗ |
| 34 | Allworth Financial LP | 3,990 | $85K | -500 | -11.1% | 22Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 3,770 | $80K | +873 | +30.1% | 26Q | SEC ↗ |
| 36 | Vanguard National Trust Co | 3,167 | $67K | — | +0.0% | 2Q | SEC ↗ |
| 37 | WELLS FARGO & COMPANY/MN | 1,908 | $41K | -17 | -0.9% | 83Q | SEC ↗ |
| 38 | Arax Advisory Partners NEW | 1,641 | $35K | — | +0.0% | 1Q | SEC ↗ |
| 39 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,546 | $33K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Steward Partners Investment Advisory, | 350 | $7K | — | +0.0% | 8Q | SEC ↗ |
| 41 | BlackRock, Inc. | 250 | $5K | — | +0.0% | 7Q | SEC ↗ |
| 42 | TRUST CO OF VERMONT NEW | 179 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 43 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 150 | $3K | — | +0.0% | 10Q | SEC ↗ |
| 44 | NATIONAL BANK OF CANADA /FI | 115 | $2K | — | +0.0% | 19Q | SEC ↗ |
| 45 | GHP Investment Advisors, Inc. | 100 | $2K | — | +0.0% | 18Q | SEC ↗ |
| 46 | HOLLENCREST CAPITAL MANAGEMENT | 72 | $2K | — | +0.0% | 15Q | SEC ↗ |
| 47 | SOA Wealth Advisors, LLC. | 42 | $1K | — | +0.0% | 15Q | SEC ↗ |
| 48 | Cresset Asset Management, LLC | 0 | $0K | -11,251 | -100.0% | 1Q | SEC ↗ |
| 49 | Thomas J. Herzfeld Advisors, Inc. | 0 | $0K | -391 | -100.0% | 61Q | SEC ↗ |
| 50 | CIBC WORLD MARKET INC. | 0 | $0K | -11,350 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 59,097 | $1M |
| RAYMOND JAMES FINANCIAL INC | 43,129 | $917K |
| BANK OF MONTREAL /CAN | 28,060 | $597K |
| XTX Topco Ltd | 17,615 | $375K |
| HRT FINANCIAL LP | 11,164 | $237K |
| Dakota Wealth Management | 10,355 | $220K |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,863 | $189K |
| Arax Advisory Partners | 1,641 | $35K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,546 | $33K |
| TRUST CO OF VERMONT | 179 | $4K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bulldog Investors, LLP | 144,096 | $3M |
| Equitable Holdings, Inc. | 24,684 | $525K |
| WOLVERINE ASSET MANAGEMENT LLC | 13,622 | $290K |
| CIBC WORLD MARKET INC. | 11,350 | $241K |
| Cresset Asset Management, LLC | 11,251 | $239K |
| EVOLVE PRIVATE WEALTH, LLC | 9,171 | $195K |
| BANK OF AMERICA CORP /DE | 8,940 | $190K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,923 | $190K |
| SeaCrest Wealth Management, LLC | 8,700 | $185K |
| Thomas J. Herzfeld Advisors, Inc. | 391 | $8K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMEN | +92,096 | +9.7% | 1,041,724 |
| Karpus Management, Inc. | +81,933 | +20.7% | 477,621 |
| Saba Capital Management, L.P. | +26,831 | +3.5% | 782,728 |
| EVERGREEN CAPITAL MANAGEMENT LLC | +6,607 | +4.9% | 140,787 |
| Financial Solutions Advisory Group, | +3,635 | +23.0% | 19,423 |
| ROYAL BANK OF CANADA | +2,362 | +6.6% | 38,070 |
| PNC Financial Services Group, Inc. | +1,875 | +31.5% | 7,835 |
| MORGAN STANLEY | +1,339 | +1.4% | 99,074 |
| OSAIC HOLDINGS, INC. | +873 | +30.1% | 3,770 |
| Maridea Wealth Management LLC | +862 | +7.7% | 12,096 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -7,839 | -4.8% | 154,451 |
| JONES FINANCIAL COMPANIES LLLP | -5,960 | -28.8% | 14,709 |
| STIFEL FINANCIAL CORP | -3,689 | -4.9% | 70,942 |
| LPL Financial LLC | -3,111 | -25.3% | 9,199 |
| LAZARD ASSET MANAGEMENT LLC | -2,446 | -0.4% | 606,913 |
| Samalin Investment Counsel, LLC | -1,944 | -13.8% | 12,134 |
| Verition Fund Management LLC | -1,258 | -1.4% | 87,630 |
| Calamos Advisors LLC | -1,165 | -7.2% | 15,043 |
| Allworth Financial LP | -500 | -11.1% | 3,990 |
| 1607 Capital Partners, LLC | -500 | -4.3% | 11,206 |
| WELLS FARGO & COMPANY/MN | -17 | -0.9% | 1,908 |
| NORTH STAR ASSET MANAGEMENT INC | -1 | -0.0% | 10,286 |