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MSC Income Fund (MSIF) Institutional Ownership

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$11.68 -0.01 (-0.05%)
As of 10:30 AM Eastern
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Institutional Ownership Changes (13F Filings) for MSC Income Fund (NYSE:MSIF)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$34.20M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.79M
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MSIF Institutional Buying and Selling by Quarter

MSC Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2026 Confluence Investment Management LLC55,294$651K0.0%+1.6%0.117%
9/9/2026Integrated Wealth Concepts LLC11,362$131K0.0%N/A0.024%
9/9/2026RFG Advisory LLC56,664$656K0.0%N/A0.120%
9/9/2026NewEdge Advisors LLC7,887$91K0.0%-49.8%0.017%
9/8/2026Allworth Financial LP27,403$317K0.0%-19.6%0.058%
8/23/2026Guardian Wealth Advisors LLC NC11,797$136K0.0%-8.4%0.025%
8/22/2026Legacy Wealth Managment LLC ID71,950$832K0.4%-47.9%0.153%
8/21/2026Beacon Financial Advisory LLC41,917$485K0.1%+12.3%0.089%
8/21/2026Tsfg LLC18,315$212K0.0%+149.4%0.039%
8/21/2026Triumph Capital Management40,773$472K0.1%-12.2%0.086%
8/20/2026Susquehanna International Group LLP16,866$195K0.0%-44.9%0.036%
8/20/2026Sigma Planning Corp182,577$2.11M0.1%-12.0%0.387%
8/20/2026Two Sigma Securities LLC11,408$132K0.0%N/A0.024%
8/19/2026Van ECK Associates Corp915,670$10.59M0.0%+35.8%1.942%
8/18/2026Centaurus Financial Inc.210,296$2.43M0.1%N/A0.446%
8/17/2026Pure Financial Advisors LLC14,240$165K0.0%N/A0.030%
8/17/2026Perennial Investment Advisors LLC13,286$154K0.0%N/A0.028%
8/17/2026Bank of America Corp DE13,151$152K0.0%N/A0.028%
8/13/2026North Ground Capital537,600$6.22M0.0%N/A1.140%
8/13/2026True Freedom Investing LLC14,073$171K0.0%N/A0.030%
8/12/2026EP Wealth Advisors LLC10,620$123K0.0%N/A0.023%
8/11/2026Allworth Financial LP27,403$317K0.0%N/A0.058%
8/10/2026Shepherd Financial Partners LLC28,187$326K0.0%N/A0.060%
8/10/2026Diversify Advisory Services LLC106,159$1.22M0.0%N/A0.225%
8/7/2026BlackRock Inc.174,876$2.02M0.0%N/A0.371%
8/7/2026Perigon Wealth Management LLC36,460$422K0.0%N/A0.077%
8/7/2026Simplicity Wealth LLC34,048$394K0.0%N/A0.072%
8/6/2026Global Retirement Partners LLC4,349$50K0.0%N/A0.009%
7/10/2026Wealthcare Advisory Partners LLC46,402$537K0.0%-16.4%0.098%
7/9/2026Tactive Advisors LLC15,240$176K0.0%N/A0.032%
7/8/2026Sanders Morris Harris LLC2,263,426$26.19M15.2%+25.3%4.801%
7/7/2026CoreCap Advisors LLC40,381$467K0.0%-22.0%0.086%
7/2/2026MassMutual Private Wealth & Trust FSB3,643$42K0.0%N/A0.008%
7/2/2026 CX Institutional10,327$119K0.0%-32.2%0.022%
6/3/2026NewEdge Advisors LLC15,702$191K0.0%+526.8%0.033%
5/19/2026Western Wealth Management LLC3,998$49K0.0%N/A0.008%
5/19/2026Centaurus Financial Inc.214,948$2.62M0.1%+74.0%0.456%
5/19/2026Arkadios Wealth Advisors96,445$1.18M0.0%+5.8%0.205%
5/18/2026Royal Bank of Canada38,150$465K0.0%+106.0%0.081%
5/14/2026Lido Advisors LLC12,999$163K0.0%N/A0.028%
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5/13/2026Cetera Investment Advisers311,557$3.80M0.0%+86.9%0.661%
5/7/2026Legacy Wealth Managment LLC ID138,174$1.68M0.8%+2.8%0.293%
5/6/2026Independent Financial Group LLC36,159$440K0.0%N/A0.077%
5/5/2026Rockport Wealth LLC106,073$1.29M0.2%+46.0%0.225%
5/5/2026Sigma Planning Corp207,539$2.53M0.1%+55.2%0.440%
5/2/2026Global Assets Advisory LLC15,781$192K0.0%+50.9%0.033%
5/2/2026Diversify Wealth Management LLC114,384$1.41M0.0%N/A0.243%
5/1/2026Simplicity Wealth LLC33,233$405K0.0%+55.6%0.070%
5/1/2026Carmel Capital Partners LLC18,312$223K0.1%+54.4%0.039%
4/30/2026Kestra Advisory Services LLC32,436$395K0.0%+22.2%0.069%
4/30/2026Money Concepts Capital Corp18,074$220K0.0%+69.6%0.038%
4/30/2026Demars Financial Group LLC12,572$153K0.1%N/A0.027%
4/29/2026Richmond Investment Services LLC12,192$148K0.0%N/A0.026%
4/28/2026Meridian Investment Counsel Inc.40,700$496K0.1%+150.5%0.086%
4/28/2026Raleigh Capital Management Inc.5,685$69K0.0%+51.1%0.012%
4/28/2026Beacon Financial Advisory LLC37,325$455K0.1%N/A0.079%
4/28/2026Tanglewood Legacy Advisors LLC3,250$40K0.0%-44.3%0.007%
4/27/2026PFG Investments LLC14,846$181K0.0%+15.4%0.031%
4/27/2026Private Advisor Group LLC93,540$1.14M0.0%+201.5%0.198%
4/27/2026Y Intercept Hong Kong Ltd38,516$469K0.0%N/A0.082%
4/27/2026Sound Income Strategies LLC6,282$77K0.0%+59.8%0.013%
4/24/2026Tcfg Wealth Management LLC34,941$431K0.2%+135.7%0.074%
4/23/2026Intrua Financial LLC18,382$224K0.0%N/A0.039%
4/22/2026Princeton Global Asset Management LLC17,121$209K0.0%+48.8%0.036%
4/22/2026Patriot Financial Group Insurance Agency LLC17,684$215K0.0%N/A0.038%
4/21/2026Independent Wealth Network Inc.11,458$140K0.0%N/A0.024%
4/18/2026Riverbridge Partners LLC113,574$1.38M0.0%+7.4%0.241%
4/17/2026Brookstone Capital Management17,007$207K0.0%+35.5%0.036%


MSIF Institutional Ownership - Frequently Asked Questions

During the previous two years, 61 institutional investors and hedge funds held shares of MSC Income Fund. The most heavily invested institutionals were Sanders Morris Harris LLC ($26.19M), Van ECK Associates Corp ($10.59M), North Ground Capital ($6.22M), Cetera Investment Advisers ($3.80M), Centaurus Financial Inc. ($2.43M), Sigma Planning Corp ($2.11M), and BlackRock Inc. ($2.02M).Learn more on MSC Income Fund's institutional investors.

Of the 54 institutional investors that purchased MSC Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: North Ground Capital ($537.60K), Sanders Morris Harris LLC ($457.00K), Centaurus Financial Inc. ($301.68K), Van ECK Associates Corp ($241.50K), BlackRock Inc. ($174.88K), Cetera Investment Advisers ($144.88K), and Diversify Wealth Management LLC ($114.38K).

Institutional investors have bought a total of 2,907,268 shares in the last 24 months. This purchase volume represents approximately $34.20M in transactions.

Of the 11 institutional investors that sold MSC Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Legacy Wealth Managment LLC ID ($66.22K), Sigma Planning Corp ($24.96K), Susquehanna International Group LLP ($13.76K), CoreCap Advisors LLC ($11.37K), Wealthcare Advisory Partners LLC ($9.10K), NewEdge Advisors LLC ($7.82K), and Allworth Financial LP ($6.70K).

Institutional investors have sold a total of 154,118 shares in the last 24 months. This volume of shares sold represents approximately $1.79M in transactions.


Related Companies

Institutional ownership data for NYSE:MSIF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
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