HighTower Advisors
MSDL icon

HighTower Advisors’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

HighTower Advisors’s Portfolio MSDL Stock Details MSDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.7M Buy
+265,284
New +$4.1M ﹤0.01% 1360
2025
Q3 		– Sell
-15,457
Closed -$289K – 3976
2025
Q2 		$289K Sell
15,457
-17,295
-53% -$334K ﹤0.01% 2976
2025
Q1 		$654K Buy
32,752
+5,635
+21% +$117K ﹤0.01% 2258
2024
Q4 		$560K Buy
27,117
+11,217
+71% +$229K ﹤0.01% 2390
2024
Q3 		$315K Buy
15,900
+669
+4% +$13.9K ﹤0.01% 2782
2024
Q2 		$333K Buy
15,231
+231
+2% +$5.14K ﹤0.01% 2637
2024
Q1 		$323K Buy
+15,000
New +$310K ﹤0.01% 2617

Other funds holding MSDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return