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MSC Income Fund (MSIF) Institutional Ownership

MSC Income Fund logo
$11.36 -0.07 (-0.57%)
Closing price 07/15/2026 03:59 PM Eastern
Extended Trading
$11.40 +0.04 (+0.31%)
As of 05:13 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
36
Total
Institutional Inflows
(last 12 months)
$16.11M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$325.05K
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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
7/10/2026 Wealthcare Advisory Partners LLC46,402$537K0.0%-16.4%0.098%
7/9/2026 Tactive Advisors LLC15,240$176K0.0%N/A0.032%
7/8/2026 Sanders Morris Harris LLC2,263,426$26.19M15.2%+25.3%4.801%
7/7/2026 CoreCap Advisors LLC40,381$467K0.0%-22.0%0.086%
7/2/2026 MassMutual 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%
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%
4/27/2026 Y 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%
4/18/2026 Riverbridge Partners LLC113,574$1.38M0.0%+7.4%0.241%
4/17/2026Brookstone Capital Management17,007$207K0.0%+35.5%0.036%
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MSIF Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 institutional investors and hedge funds held shares of MSC Income Fund. The most heavily invested institutionals were Sanders Morris Harris LLC ($26.19M), Cetera Investment Advisers ($3.80M), Centaurus Financial Inc. ($2.62M), Sigma Planning Corp ($2.53M), Legacy Wealth Managment LLC ID ($1.68M), Diversify Wealth Management LLC ($1.41M), and Riverbridge Partners LLC ($1.38M).Learn more on MSC Income Fund's institutional investors.

Of the 36 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: Sanders Morris Harris LLC ($457.00K), Cetera Investment Advisers ($144.88K), Diversify Wealth Management LLC ($114.38K), Centaurus Financial Inc. ($91.38K), Sigma Planning Corp ($73.85K), Private Advisor Group LLC ($62.51K), and Y Intercept Hong Kong Ltd ($38.52K).

Institutional investors have bought a total of 1,345,155 shares in the last 24 months. This purchase volume represents approximately $16.11M in transactions.

The following institutional investors have sold MSC Income Fund stock in the last 24 months: CoreCap Advisors LLC ($11.37K), Wealthcare Advisory Partners LLC ($9.10K), CX Institutional ($4.90K), and Tanglewood Legacy Advisors LLC ($2.58K).

Institutional investors have sold a total of 27,943 shares in the last 24 months. This volume of shares sold represents approximately $325.05K in transactions.


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This page (NYSE:MSIF) was last updated on 7/16/2026 by MarketBeat.com Staff.
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