MSDL

Morgan Stanley Direct Lendin

Latest period2024 - Q4Total superinvestors5

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 5 superinvestors own shares of Morgan Stanley Direct Lendin (MSDL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Morgan Stanley Direct Lendin (MSDL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Morgan Stanley Direct Lendin (MSDL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Morgan Stanley Direct Lendin (MSDL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
DIANE MCDERMOTT@Shikiar Asset Management Inc
Recent Activity
New Position
0.48%
$1.78M
86,150 shares@ 20.67 avg price
STEVE ADAMS@Adams Asset Advisors, Llc
Recent Activity
Increased 151.97%
0.17%
$1.301M
62,992 shares@ 20.67 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 1.42%
0.01%
$540,094
26,142 shares@ 20.67 avg price
Craig Silberg@Everpar Advisors Llc
Recent Activity
Increased 36.2%
0.28%
$536,521
25,969 shares@ 20.67 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
New Position
0.03%
$442,682
21,427 shares@ 20.67 avg price