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MSC Income Fund (MSIF) Institutional Ownership

MSC Income Fund logo
$12.65 -0.20 (-1.58%)
As of 11:59 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for MSC Income Fund (NYSE:MSIF)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$7.05M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$31.49K
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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
5/7/2026 Legacy Wealth Managment LLC ID138,174$1.68M0.8%+2.8%0.293%
5/6/2026 Independent Financial Group LLC36,159$440K0.0%N/A0.077%
5/5/2026 Rockport Wealth LLC106,073$1.29M0.2%+46.0%0.225%
5/5/2026 Sigma Planning Corp207,539$2.53M0.1%+55.2%0.440%
5/2/2026 Global Assets Advisory LLC15,781$192K0.0%+50.9%0.033%
5/2/2026 Diversify Wealth Management LLC114,384$1.41M0.0%N/A0.243%
5/1/2026 Simplicity Wealth LLC33,233$405K0.0%+55.6%0.070%
5/1/2026 Carmel Capital Partners LLC18,312$223K0.1%+54.4%0.039%
4/30/2026 Kestra Advisory Services LLC32,436$395K0.0%+22.2%0.069%
4/30/2026 Money Concepts Capital Corp18,074$220K0.0%+69.6%0.038%
4/30/2026 Demars Financial Group LLC12,572$153K0.1%N/A0.027%
4/29/2026 Richmond Investment Services LLC12,192$148K0.0%N/A0.026%
4/28/2026 Meridian Investment Counsel Inc.40,700$496K0.1%+150.5%0.086%
4/28/2026 Raleigh Capital Management Inc.5,685$69K0.0%+51.1%0.012%
4/28/2026 Beacon Financial Advisory LLC37,325$455K0.1%N/A0.079%
4/28/2026 Tanglewood Legacy Advisors LLC3,250$40K0.0%-44.3%0.007%
4/27/2026 PFG Investments LLC14,846$181K0.0%+15.4%0.031%
4/27/2026 Private Advisor Group LLC93,540$1.14M0.0%+201.5%0.198%
4/27/2026 Y Intercept Hong Kong Ltd38,516$469K0.0%N/A0.082%
4/27/2026 Sound Income Strategies LLC6,282$77K0.0%+59.8%0.013%
4/24/2026 Tcfg Wealth Management LLC34,941$431K0.2%+135.7%0.074%
4/23/2026 Intrua Financial LLC18,382$224K0.0%N/A0.039%
4/22/2026 Princeton Global Asset Management LLC17,121$209K0.0%+48.8%0.036%
4/22/2026 Patriot Financial Group Insurance Agency LLC17,684$215K0.0%N/A0.038%
4/21/2026 Independent Wealth Network Inc.11,458$140K0.0%N/A0.024%
4/18/2026 Riverbridge Partners LLC113,574$1.38M0.0%+7.4%0.241%
4/17/2026 Brookstone Capital Management17,007$207K0.0%+35.5%0.036%


MSIF Institutional Ownership - Frequently Asked Questions

During the previous two years, 27 institutional investors and hedge funds held shares of MSC Income Fund. The most heavily invested institutionals were Sigma Planning Corp ($2.53M), Legacy Wealth Managment LLC ID ($1.68M), Diversify Wealth Management LLC ($1.41M), Riverbridge Partners LLC ($1.38M), Rockport Wealth LLC ($1.29M), Private Advisor Group LLC ($1.14M), and Meridian Investment Counsel Inc. ($496K).Learn more on MSC Income Fund's institutional investors.

Of the 26 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: Diversify Wealth Management LLC ($114.38K), Sigma Planning Corp ($73.85K), Private Advisor Group LLC ($62.51K), Y Intercept Hong Kong Ltd ($38.52K), Beacon Financial Advisory LLC ($37.33K), Independent Financial Group LLC ($36.16K), and Rockport Wealth LLC ($33.41K).

Institutional investors have bought a total of 577,933 shares in the last 24 months. This purchase volume represents approximately $7.05M in transactions.

The following institutional investors have sold MSC Income Fund stock in the last 24 months: Tanglewood Legacy Advisors LLC ($2.58K).

Institutional investors have sold a total of 2,581 shares in the last 24 months. This volume of shares sold represents approximately $31.49K in transactions.


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This page (NYSE:MSIF) was last updated on 5/11/2026 by MarketBeat.com Staff.
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