Morgan Stanley
LIEN

Morgan Stanley’s Chicago Atlantic BDC LIEN Stock Holding History

Morgan Stanley’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18 Sell
1
-1
-50% -$10 ﹤0.01% 8180
2025
Q4 		$26 Hold
2
– – ﹤0.01% 8041
2025
Q3 		$22 Buy
2
+1
+100% +$11 ﹤0.01% 8050
2025
Q2 		$11 Hold
1
– – ﹤0.01% 8028
2025
Q1 		$17 Sell
1
-1
-50% -$12 ﹤0.01% 7988
2024
Q4 		$28 Buy
+2
New +$25 ﹤0.01% 7794
2024
Q3 		– Sell
-2
Closed -$27 – 8047
2024
Q2 		$27 Buy
2
+1
+100% +$11 ﹤0.01% 7705
2024
Q1 		$17 Sell
1
-1
-50% -$9 ﹤0.01% 7736
2023
Q4 		$30 Buy
+2
New +$19 ﹤0.01% 7738

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM

Morgan Stanley's LIEN Position: Q1 2026 in Review

Morgan Stanley reduced its Chicago Atlantic BDC (LIEN) stake by 50% in Q1 2026, selling an estimated $10 and leaving 1 share worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #8180.

Morgan Stanley first reported a position in LIEN in Q4 2023 and has held it in 9 quarters since. The position peaked at $30 in Q4 2023. 42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • Morgan Stanley held 1 share of Chicago Atlantic BDC worth $18 as of Q1 2026.
  • Morgan Stanley sold 1 Chicago Atlantic BDC share in Q1 2026, an estimated $10.
  • Chicago Atlantic BDC made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8180 holding.
  • Morgan Stanley first reported a position in Chicago Atlantic BDC in Q4 2023 and has held it in 9 quarters since.
  • Morgan Stanley's Chicago Atlantic BDC position peaked at $30 in Q4 2023.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.