CX Institutional
MSIF icon

CX Institutional’s MSC Income Fund Inc MSIF Stock Holding History

CX Institutional’s Portfolio MSIF Stock Details MSIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$121K Sell
10,247
-80
-0.8% -$963 ﹤0.01% 839
2026
Q2 		$119K Sell
10,327
-4,896
-32% -$59.9K ﹤0.01% 830
2026
Q1 		$185K Sell
15,223
-1,018
-6% -$13.2K 0.01% 738
2025
Q4 		$213K Buy
16,241
+13,618
+519% +$181K 0.01% 694
2025
Q3 		$34K Buy
2,623
+2,038
+348% +$30.3K ﹤0.01% 1007
2025
Q2 		$10K Buy
+585
New +$9.31K ﹤0.01% 1047

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

CX Institutional's MSIF Position: Q3 2026 in Review

CX Institutional reduced its MSC Income Fund Inc (MSIF) stake by 0.77% in Q3 2026, selling an estimated $963 and leaving 10,247 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

CX Institutional first reported a position in MSIF in Q2 2025 and has held it in 6 quarters since. The position peaked at $213K in Q4 2025. 13 funds tracked by Wall St. Rank hold MSIF as of Q3 2026.

  • CX Institutional held 10,247 shares of MSC Income Fund Inc worth $121K as of Q3 2026.
  • CX Institutional sold 80 MSC Income Fund Inc shares in Q3 2026, an estimated $963.
  • MSC Income Fund Inc made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #839 holding.
  • CX Institutional first reported a position in MSC Income Fund Inc in Q2 2025 and has held it in 6 quarters since.
  • CX Institutional's MSC Income Fund Inc position peaked at $213K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.