MSD
Morgan Stanley Emerging Markets Debt Fund, Inc.
1W: -2.3%
1M: -8.0%
3M: -8.1%
YTD: -9.2%
1Y: -7.6%
3Y: +33.0%
5Y: +8.6%
$6.71
-0.06 (-0.89%)
Weekly Expected Move ±2.2%
$6
$7
$7
$7
$7
Institutional Ownership — MSD
71
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
50M
Total Invested
13
New Positions
22
Increased
25
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (77 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Pathstone Holdings, LLC | 1,045,009 | $7M | +581,460 | +125.4% | 3Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 518,310 | $3M | +4,431 | +0.9% | 26Q | SEC ↗ |
| 3 | Shaker Financial Services, LLC | 428,074 | $3M | +124,460 | +41.0% | 4Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 391,027 | $3M | -61,439 | -13.6% | 87Q | SEC ↗ |
| 5 | LPL Financial LLC | 342,818 | $2M | +33,255 | +10.7% | 30Q | SEC ↗ |
| 6 | Rareview Capital LLC | 312,755 | $2M | +42,128 | +15.6% | 2Q | SEC ↗ |
| 7 | Everstar Asset Management, LLC | 297,003 | $2M | +40,465 | +15.8% | 8Q | SEC ↗ |
| 8 | MORGAN STANLEY | 287,914 | $2M | +16,812 | +6.2% | 60Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 286,970 | $2M | +173,730 | +153.4% | 92Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 274,039 | $2M | -29,383 | -9.7% | 14Q | SEC ↗ |
| 11 | Invesco Ltd. | 248,166 | $2M | -3,191 | -1.3% | 66Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 220,699 | $1M | +32,047 | +17.0% | 15Q | SEC ↗ |
| 13 | HOURGLASS CAPITAL, LLC | 191,500 | $1M | -4,100 | -2.1% | 2Q | SEC ↗ |
| 14 | Fiera Capital Corp | 164,723 | $1M | +4,420 | +2.8% | 28Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 128,430 | $862K | -75,098 | -36.9% | 3Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 107,930 | $724K | +90 | +0.1% | 3Q | SEC ↗ |
| 17 | Calamos Advisors LLC | 95,072 | $638K | +32,440 | +51.8% | 3Q | SEC ↗ |
| 18 | Comprehensive Money Management Service | 95,050 | $638K | +8,725 | +10.1% | 7Q | SEC ↗ |
| 19 | Kovack Advisors, Inc. | 92,986 | $624K | -5,072 | -5.2% | 9Q | SEC ↗ |
| 20 | Wealthstar Advisors, LLC | 87,993 | $590K | +5,107 | +6.2% | 7Q | SEC ↗ |
| 21 | Bramshill Investments, LLC | 85,048 | $571K | +932 | +1.1% | 8Q | SEC ↗ |
| 22 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 82,702 | $555K | -12,576 | -13.2% | 4Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 78,847 | $529K | -16,797 | -17.6% | 7Q | SEC ↗ |
| 24 | Smith Asset Management Co., LLC | 71,002 | $476K | -945 | -1.3% | 7Q | SEC ↗ |
| 25 | Whipplewood Advisors, LLC | 69,383 | $466K | -145,403 | -67.7% | 7Q | SEC ↗ |
| 26 | Capital Analysts, LLC | 66,245 | $445K | — | +0.0% | 35Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 60,941 | $409K | -6,139 | -9.2% | 7Q | SEC ↗ |
| 28 | Valeo Financial Advisors, LLC | 58,055 | $390K | — | +0.0% | 9Q | SEC ↗ |
| 29 | Dynamic Advisor Solutions LLC | 49,899 | $335K | +1,633 | +3.4% | 12Q | SEC ↗ |
| 30 | IHT Wealth Management, LLC | 40,550 | $272K | -150 | -0.4% | 12Q | SEC ↗ |
| 31 | WOLVERINE ASSET MANAGEMENT LLC | 39,441 | $265K | -120,280 | -75.3% | 4Q | SEC ↗ |
| 32 | &PARTNERS | 37,377 | $251K | -1,657 | -4.2% | 5Q | SEC ↗ |
| 33 | INDEPENDENT FINANCIAL GROUP, LLC | 35,253 | $237K | +11,629 | +49.2% | 3Q | SEC ↗ |
| 34 | Quad-Cities Investment Group, LLC | 24,257 | $163K | +768 | +3.3% | 34Q | SEC ↗ |
| 35 | Logan Stone Capital, LLC NEW | 24,223 | $163K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Marex Group Ltd NEW | 23,751 | $159K | — | +0.0% | 1Q | SEC ↗ |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 23,290 | $156K | — | +0.0% | 1Q | SEC ↗ |
| 38 | UHLMANN PRICE SECURITIES, LLC NEW | 21,958 | $147K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Cetera Investment Advisers | 21,616 | $145K | +3,176 | +17.2% | 3Q | SEC ↗ |
| 40 | XTX Topco Ltd NEW | 20,382 | $137K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Cullen/Frost Bankers, Inc. | 20,000 | $134K | — | +0.0% | 25Q | SEC ↗ |
| 42 | JONES FINANCIAL COMPANIES LLLP | 17,799 | $119K | — | +0.0% | 9Q | SEC ↗ |
| 43 | Virtu Financial LLC | 16,759 | $112K | -33,722 | -66.8% | 2Q | SEC ↗ |
| 44 | Harbour Capital Advisors, LLC | 16,478 | $111K | -340 | -2.0% | 16Q | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 14,775 | $99K | -3,095 | -17.3% | 4Q | SEC ↗ |
| 46 | MONECO ADVISORS, LLC | 14,544 | $98K | — | +0.0% | 10Q | SEC ↗ |
| 47 | Csenge Advisory Group | 14,232 | $95K | +745 | +5.5% | 2Q | SEC ↗ |
| 48 | SMITH, MOORE & CO. | 13,000 | $87K | — | +0.0% | 2Q | SEC ↗ |
| 49 | EVOLVE PRIVATE WEALTH, LLC | 12,848 | $86K | -1,089 | -7.8% | 3Q | SEC ↗ |
| 50 | 49 WEALTH MANAGEMENT, LLC NEW | 11,153 | $75K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Logan Stone Capital, LLC | 24,223 | $163K |
| Marex Group Ltd | 23,751 | $159K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 23,290 | $156K |
| UHLMANN PRICE SECURITIES, LLC | 21,958 | $147K |
| XTX Topco Ltd | 20,382 | $137K |
| 49 WEALTH MANAGEMENT, LLC | 11,153 | $75K |
| ALONGSIDE, LLC | 11,153 | $75K |
| MERCER GLOBAL ADVISORS INC /ADV | 7,534 | $51K |
| Integrated Wealth Concepts LLC | 6,260 | $42K |
| Noble Wealth Management PBC | 4,600 | $31K |
| IFG Advisory, LLC | 3,655 | $25K |
| JFS WEALTH ADVISORS, LLC | 1,320 | $9K |
| Institute for Wealth Management, LL | 57 | $0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CHOREO, LLC | 21,784 | $146K |
| Brookstone Capital Management | 18,605 | $125K |
| CITADEL ADVISORS LLC | 18,449 | $124K |
| Private Advisor Group, LLC | 12,651 | $85K |
| NOMURA HOLDINGS INC | 12,187 | $82K |
| Maridea Wealth Management LLC | 11,850 | $80K |
| MILLENNIUM MANAGEMENT LLC | 11,276 | $76K |
| Fortitude Family Office, LLC | 9,000 | $60K |
| CoreCap Advisors, LLC | 2,500 | $17K |
| Longview Financial Advisors LLC | 1,104 | $7K |
| Tower Research Capital LLC (TRC) | 270 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Pathstone Holdings, LLC | +581,460 | +125.4% | 1,045,009 |
| WELLS FARGO & COMPANY/MN | +173,730 | +153.4% | 286,970 |
| Shaker Financial Services, LLC | +124,460 | +41.0% | 428,074 |
| Rareview Capital LLC | +42,128 | +15.6% | 312,755 |
| Everstar Asset Management, LLC | +40,465 | +15.8% | 297,003 |
| LPL Financial LLC | +33,255 | +10.7% | 342,818 |
| Calamos Advisors LLC | +32,440 | +51.8% | 95,072 |
| BANK OF AMERICA CORP /DE | +32,047 | +17.0% | 220,699 |
| MORGAN STANLEY | +16,812 | +6.2% | 287,914 |
| INDEPENDENT FINANCIAL GROUP, LLC | +11,629 | +49.2% | 35,253 |
| Comprehensive Money Management Serv | +8,725 | +10.1% | 95,050 |
| Wealthstar Advisors, LLC | +5,107 | +6.2% | 87,993 |
| OSAIC HOLDINGS, INC. | +4,431 | +0.9% | 518,310 |
| Fiera Capital Corp | +4,420 | +2.8% | 164,723 |
| Cetera Investment Advisers | +3,176 | +17.2% | 21,616 |
| Dynamic Advisor Solutions LLC | +1,633 | +3.4% | 49,899 |
| Bramshill Investments, LLC | +932 | +1.1% | 85,048 |
| Osbon Capital Management LLC | +899 | +719.2% | 1,024 |
| Quad-Cities Investment Group, LLC | +768 | +3.3% | 24,257 |
| Csenge Advisory Group | +745 | +5.5% | 14,232 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | -171,004 | -99.2% | 1,412 |
| Whipplewood Advisors, LLC | -145,403 | -67.7% | 69,383 |
| WOLVERINE ASSET MANAGEMENT LLC | -120,280 | -75.3% | 39,441 |
| ENVESTNET ASSET MANAGEMENT INC | -75,098 | -36.9% | 128,430 |
| ROYAL BANK OF CANADA | -61,439 | -13.6% | 391,027 |
| Virtu Financial LLC | -33,722 | -66.8% | 16,759 |
| AMERIPRISE FINANCIAL INC | -29,383 | -9.7% | 274,039 |
| STIFEL FINANCIAL CORP | -16,797 | -17.6% | 78,847 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | -12,576 | -13.2% | 82,702 |
| RAYMOND JAMES FINANCIAL INC | -6,139 | -9.2% | 60,941 |
| UBS Group AG | -5,465 | -38.1% | 8,885 |
| Kovack Advisors, Inc. | -5,072 | -5.2% | 92,986 |
| HOURGLASS CAPITAL, LLC | -4,100 | -2.1% | 191,500 |
| Invesco Ltd. | -3,191 | -1.3% | 248,166 |
| Rockefeller Capital Management L.P. | -3,095 | -17.3% | 14,775 |
| &PARTNERS | -1,657 | -4.2% | 37,377 |
| EVOLVE PRIVATE WEALTH, LLC | -1,089 | -7.8% | 12,848 |
| Smith Asset Management Co., LLC | -945 | -1.3% | 71,002 |
| Harbour Capital Advisors, LLC | -340 | -2.0% | 16,478 |
| IHT Wealth Management, LLC | -150 | -0.4% | 40,550 |