HWA
MSIF

HHM Wealth Advisors’s MSC Income Fund Inc MSIF Stock Holding History

HHM Wealth Advisors’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
2025
Q4 		– Sell
-128
Closed -$1.68K – 902
2025
Q3 		$1.68K Hold
128
– – ﹤0.01% 792
2025
Q2 		$2.1K Buy
+128
New +$2.04K ﹤0.01% 758

Other funds holding MSIF

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HHM Wealth Advisors's MSIF Position: Q4 2025 in Review

HHM Wealth Advisors sold out of MSC Income Fund Inc (MSIF) in Q4 2025, closing a stake of 128 shares — an estimated $1.68K sold.

HHM Wealth Advisors first reported a position in MSIF in Q2 2025 and held it in 2 quarters. The position peaked at $2.1K in Q2 2025. 146 funds tracked by Wall St. Rank hold MSIF as of Q4 2025.

  • HHM Wealth Advisors reported no remaining MSC Income Fund Inc position as of Q4 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 128 MSC Income Fund Inc shares in Q4 2025, an estimated $1.68K.
  • HHM Wealth Advisors first reported a position in MSC Income Fund Inc in Q2 2025 and held it in 2 quarters.
  • HHM Wealth Advisors's MSC Income Fund Inc position peaked at $2.1K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.