MSDL Smart Money
Morgan Stanley Direct Lending Fund
1W: -2.2%
1M: -11.3%
3M: -12.0%
YTD: -17.7%
1Y: -14.4%
$13.53
-0.18 (-1.31%)
Weekly Expected Move ±2.4%
$13
$13
$14
$14
$14
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🏦 Institutional Activity
Latest: Q2 2026163
Institutions Holding
+4 vs prior
51.0%
Ownership
+9.20%
25
New
49
Increased
63
Reduced
21
Closed
👔 Insider Trades
18 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-03-05 | Day Jeff M. | officer: co-president | P-Purchase | 5,000 | $14.89 | $74K | Filing |
| 2026-03-03 | MILLER DAVID N | director | P-Purchase | 5,000 | $14.69 | $73K | Filing |
| 2026-03-03 | Mizrachi Orit | officer: see remarks | P-Purchase | 1,000 | $14.49 | $14K | Filing |
| 2026-03-02 | MILLER DAVID N | director | P-Purchase | 5,000 | $14.68 | $73K | Filing |
| 2026-03-02 | Occi Michael Jr. | officer: chief executive officer | P-Purchase | 7,000 | $14.87 | $104K | Filing |
| 2025-11-11 | Krishnan Ashwin | officer: chief investment officer | P-Purchase | 3,000 | $16.72 | $50K | Filing |
| 2025-11-10 | FRANK BRUCE D | director | P-Purchase | 600 | $16.41 | $10K | Filing |
| 2025-10-06 | Binstock Joan | director | P-Purchase | 9,030 | $16.64 | $150K | Filing |
| 2025-08-14 | Pessah David | officer: chief financial officer | P-Purchase | 3,400 | $17.72 | $60K | Filing |
| 2025-08-14 | Shannon Kevin | director | P-Purchase | 5,000 | $17.70 | $88K | Filing |
| 2025-08-13 | Metz Adam S | director | P-Purchase | 28,248 | $17.67 | $499K | Filing |
| 2025-08-12 | Day Jeff M. | officer: co-president | P-Purchase | 5,650 | $17.70 | $100K | Filing |
| 2025-08-12 | MILLER DAVID N | director | P-Purchase | 10,000 | $17.69 | $177K | Filing |
| 2025-08-12 | Occi Michael Jr. | officer: chief executive officer | P-Purchase | 14,000 | $17.78 | $249K | Filing |
| 2025-08-11 | Binstock Joan | director | P-Purchase | 5,659 | $17.68 | $100K | Filing |
| 2025-06-06 | Shannon Kevin | director | P-Purchase | 5,700 | $19.43 | $111K | Filing |
| 2025-06-06 | Shannon Kevin | director | P-Purchase | 2,300 | $19.44 | $45K | Filing |
| 2025-06-06 | Shannon Kevin | director | P-Purchase | 2,000 | $19.43 | $39K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| MORGAN STANLEY | 15,723,274 | $238M | -151,088 | 2026-06-30 | Filing |
| UBS Group AG | 2,581,090 | $39M | +984,494 | 2026-06-30 | Filing |
| VAN ECK ASSOCIATES CORP | 2,014,119 | $30M | +580,142 | 2026-06-30 | Filing |
| Generali Asset Management SPA SGR | 1,829,964 | $28M | — | 2026-06-30 | Filing |
| Lunate Capital Ltd | 1,103,814 | $17M | +1,103,814 | 2026-06-30 | Filing |
| Russell Investments Group, Ltd. | 1,061,802 | $16M | +339,853 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 893,188 | $14M | +3,839 | 2026-06-30 | Filing |
| Muzinich & Co., Inc. | 838,899 | $13M | +71,097 | 2026-06-30 | Filing |
| ARES MANAGEMENT LLC | 775,128 | $12M | +363,128 | 2026-06-30 | Filing |
| Ensign Peak Advisors, Inc | 748,000 | $11M | +748,000 | 2026-06-30 | Filing |
| Altshuler Shaham Ltd | 650,437 | $10M | — | 2026-06-30 | Filing |
| AMERICAN FINANCIAL GROUP INC | 631,500 | $10M | — | 2026-06-30 | Filing |
| Sumitomo Mitsui Trust Group, Inc. | 616,116 | $9M | +58,003 | 2026-06-30 | Filing |
| BROWN BROTHERS HARRIMAN & CO | 539,662 | $8M | +539,662 | 2026-06-30 | Filing |
| WELLS FARGO & COMPANY/MN | 515,964 | $8M | -26,832 | 2026-06-30 | Filing |
| DG Capital Management, LLC | 475,537 | $7M | -100,000 | 2026-06-30 | Filing |
| FRANKLIN RESOURCES INC | 456,469 | $7M | +269,658 | 2026-06-30 | Filing |
| CAZ INVESTMENTS LP | 399,455 | $6M | +399,455 | 2026-06-30 | Filing |
| TT Capital Management LLC | 343,317 | $5M | +10,850 | 2026-06-30 | Filing |
| Hennion & Walsh Asset Management, Inc. | 315,801 | $5M | +28,418 | 2026-06-30 | Filing |