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
Q2 		$48.2K Buy
4,928
+4,927
+492,700% +$47.6K ﹤0.01% 6525
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 Hold
1
– – ﹤0.01% 7736
2023
Q4 		$15 Buy
+1
New +$9 ﹤0.01% 7738

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return

Morgan Stanley's LIEN Position: Q2 2026 in Review

Morgan Stanley increased its Chicago Atlantic BDC (LIEN) stake by 492,700% in Q2 2026, buying an estimated $47.6K and bringing the position to 4,928 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6525.

Morgan Stanley first reported a position in LIEN in Q4 2023 and has held it in 10 quarters since. 48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • Morgan Stanley held 4,928 shares of Chicago Atlantic BDC worth $48.2K as of Q2 2026.
  • Morgan Stanley bought 4,927 Chicago Atlantic BDC shares in Q2 2026, an estimated $47.6K.
  • Chicago Atlantic BDC made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6525 holding.
  • Morgan Stanley first reported a position in Chicago Atlantic BDC in Q4 2023 and has held it in 10 quarters since.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.