MSIF Institutional Ownership
MSC Income Fund, Inc.
1W: +2.4%
1M: -1.8%
3M: +5.9%
YTD: -12.7%
1Y: -12.4%
$11.73
+0.29 (+2.53%)
After Hours: $11.70 (-0.03, -0.26%)
Weekly Expected Move ±3.1%
$11
$11
$12
$12
$12
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — MSIF
191
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
$172M
Total Invested
34
New Positions
43
Increased
81
Reduced
22
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (62 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SANDERS MORRIS HARRIS LLC | 2,908,143 | $34M | +644,717 | +28.5% | 3Q | SEC ↗ |
| 2 | MARSHALL WACE, LLP NEW | 318,804 | $4M | +318,804 | — | 1Q | SEC ↗ |
| 3 | CENTAURUS FINANCIAL, INC. | 210,296 | $2M | -4,652 | -2.2% | 2Q | SEC ↗ |
| 4 | Sigma Planning Corp NEW | 170,597 | $2M | +170,597 | — | 1Q | SEC ↗ |
| 5 | RIVERBRIDGE PARTNERS LLC | 114,945 | $1M | +1,371 | +1.2% | 2Q | SEC ↗ |
| 6 | DIVERSIFY WEALTH MANAGEMENT, LLC NEW | 104,196 | $1M | +104,196 | — | 1Q | SEC ↗ |
| 7 | Diversify Advisory Services, LLC NEW | 104,196 | $1M | +104,196 | — | 1Q | SEC ↗ |
| 8 | Rockport Wealth LLC | 97,151 | $1M | -8,922 | -8.4% | 2Q | SEC ↗ |
| 9 | Merit Financial Group, LLC | 90,722 | $1M | -113,230 | -55.5% | 2Q | SEC ↗ |
| 10 | Garrett Wealth Advisory Group, LLC NEW | 90,038 | $1M | +90,038 | — | 1Q | SEC ↗ |
| 11 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 55,294 | $649K | +960 | +1.8% | 3Q | SEC ↗ |
| 12 | BOS Asset Management, LLC | 55,290 | $649K | — | +0.0% | 3Q | SEC ↗ |
| 13 | MERIDIAN INVESTMENT COUNSEL INC. NEW | 48,350 | $567K | +48,350 | — | 1Q | SEC ↗ |
| 14 | Prospera Financial Services Inc | 47,824 | $561K | +149 | +0.3% | 2Q | SEC ↗ |
| 15 | Wealthcare Advisory Partners LLC | 46,402 | $544K | -9,100 | -16.4% | 2Q | SEC ↗ |
| 16 | Joel Isaacson & Co., LLC NEW | 46,174 | $542K | +46,174 | — | 1Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC NEW | 42,946 | $504K | +42,946 | — | 1Q | SEC ↗ |
| 18 | Triumph Capital Management NEW | 40,773 | $478K | +40,773 | — | 1Q | SEC ↗ |
| 19 | CoreCap Advisors, LLC | 37,881 | $444K | -2,500 | -6.2% | 3Q | SEC ↗ |
| 20 | Simplicity Wealth,LLC | 34,048 | $399K | +815 | +2.5% | 2Q | SEC ↗ |
| 21 | TCFG Investment Advisors, LLC NEW | 31,281 | $367K | +31,281 | — | 1Q | SEC ↗ |
| 22 | Strategic Financial Partners, Ltd. NEW | 28,320 | $332K | +28,320 | — | 1Q | SEC ↗ |
| 23 | Shepherd Financial Partners LLC NEW | 28,187 | $331K | +28,187 | — | 1Q | SEC ↗ |
| 24 | Mariner, LLC | 28,182 | $331K | -10,936 | -28.0% | 2Q | SEC ↗ |
| 25 | Allworth Financial LP NEW | 27,403 | $321K | +27,403 | — | 1Q | SEC ↗ |
| 26 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 26,699 | $313K | +26,699 | — | 1Q | SEC ↗ |
| 27 | EAGLE GLOBAL ADVISORS LLC NEW | 26,345 | $309K | +26,345 | — | 1Q | SEC ↗ |
| 28 | Independent Solutions Wealth Managemen NEW | 20,939 | $246K | +20,939 | — | 1Q | SEC ↗ |
| 29 | Brookstone Capital Management NEW | 15,888 | $186K | +15,888 | — | 1Q | SEC ↗ |
| 30 | PFG Investments, LLC | 14,846 | $174K | — | +0.0% | 2Q | SEC ↗ |
| 31 | Schonfeld Strategic Advisors LLC NEW | 14,746 | $173K | +14,746 | — | 1Q | SEC ↗ |
| 32 | BridgePort Financial Solutions, LLC NEW | 14,302 | $168K | +14,302 | — | 1Q | SEC ↗ |
| 33 | Pure Financial Advisors, LLC | 14,240 | $167K | — | +0.0% | 2Q | SEC ↗ |
| 34 | True Freedom Investing, LLC NEW | 14,073 | $165K | +14,073 | — | 1Q | SEC ↗ |
| 35 | Tactive Advisors, LLC NEW | 12,740 | $149K | +12,740 | — | 1Q | SEC ↗ |
| 36 | AMERIPRISE FINANCIAL INC NEW | 12,420 | $146K | +12,420 | — | 1Q | SEC ↗ |
| 37 | Integrated Wealth Concepts LLC NEW | 11,362 | $133K | +11,362 | — | 1Q | SEC ↗ |
| 38 | Independent Wealth Network Inc. NEW | 11,286 | $132K | +11,286 | — | 1Q | SEC ↗ |
| 39 | CX Institutional | 10,247 | $120K | -80 | -0.8% | 3Q | SEC ↗ |
| 40 | Bison Wealth, LLC | 10,044 | $118K | -2,355 | -19.0% | 2Q | SEC ↗ |
| 41 | Raleigh Capital Management Inc. | 5,843 | $69K | +158 | +2.8% | 2Q | SEC ↗ |
| 42 | Global Retirement Partners, LLC NEW | 4,349 | $51K | +4,349 | — | 1Q | SEC ↗ |
| 43 | MassMutual Private Wealth & Trust, FSB NEW | 3,643 | $43K | +3,643 | — | 1Q | SEC ↗ |
| 44 | Golden State Wealth Management, LLC NEW | 3,638 | $43K | +3,638 | — | 1Q | SEC ↗ |
| 45 | Tanglewood Legacy Advisors, LLC | 3,250 | $38K | — | +0.0% | 2Q | SEC ↗ |
| 46 | Strategic Wealth Partners, Ltd. NEW | 2,654 | $31K | +2,654 | — | 1Q | SEC ↗ |
| 47 | Pinnacle Wealth Planning Services, Inc NEW | 2,500 | $29K | +2,500 | — | 1Q | SEC ↗ |
| 48 | Financial Gravity Companies, Inc. NEW | 2,485 | $29K | +2,485 | — | 1Q | SEC ↗ |
| 49 | Essential Investment Partners LLC NEW | 2,183 | $26K | +2,183 | — | 1Q | SEC ↗ |
| 50 | WOLFF WIESE MAGANA LLC | 2,076 | $24K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MARSHALL WACE, LLP | 318,804 | $4M |
| Sigma Planning Corp | 170,597 | $2M |
| Diversify Advisory Services, LLC | 104,196 | $1M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 104,196 | $1M |
| Garrett Wealth Advisory Group, LLC | 90,038 | $1M |
| MERIDIAN INVESTMENT COUNSEL INC. | 48,350 | $567K |
| Joel Isaacson & Co., LLC | 46,174 | $542K |
| ENVESTNET ASSET MANAGEMENT INC | 42,946 | $504K |
| Triumph Capital Management | 40,773 | $478K |
| TCFG Investment Advisors, LLC | 31,281 | $367K |
| Strategic Financial Partners, Ltd. | 28,320 | $332K |
| Shepherd Financial Partners LLC | 28,187 | $331K |
| Allworth Financial LP | 27,403 | $321K |
| INDEPENDENT FINANCIAL GROUP, LLC | 26,699 | $313K |
| EAGLE GLOBAL ADVISORS LLC | 26,345 | $309K |
| Independent Solutions Wealth Manage | 20,939 | $246K |
| Brookstone Capital Management | 15,888 | $186K |
| Schonfeld Strategic Advisors LLC | 14,746 | $173K |
| BridgePort Financial Solutions, LLC | 14,302 | $168K |
| True Freedom Investing, LLC | 14,073 | $165K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SANDERS MORRIS HARRIS LLC | +644,717 | +28.5% | 2,908,143 |
| RIVERBRIDGE PARTNERS LLC | +1,371 | +1.2% | 114,945 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | +1,350 | +5.0% | 28,517 |
| Simplicity Wealth,LLC | +815 | +2.5% | 34,048 |
| Raleigh Capital Management Inc. | +158 | +2.8% | 5,843 |
| Prospera Financial Services Inc | +149 | +0.3% | 47,824 |
| Silicon Valley Capital Partners | +33 | +2.8% | 1,209 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Merit Financial Group, LLC | -113,230 | -55.5% | 90,722 |
| Mariner, LLC | -10,936 | -28.0% | 28,182 |
| Wealthcare Advisory Partners LLC | -9,100 | -16.4% | 46,402 |
| Rockport Wealth LLC | -8,922 | -8.4% | 97,151 |
| CENTAURUS FINANCIAL, INC. | -4,652 | -2.2% | 210,296 |
| CoreCap Advisors, LLC | -2,500 | -6.2% | 37,881 |
| Bison Wealth, LLC | -2,355 | -19.0% | 10,044 |
| Farther Finance Advisors, LLC | -631 | -50.1% | 629 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | -390 | -1.4% | 26,777 |
| IFP Advisors, Inc | -115 | -5.5% | 1,973 |
| CX Institutional | -80 | -0.8% | 10,247 |