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Disclosery

MSD MORGAN STANLEY EMKT DBT FD I

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COM (fund), issuer CIK 904112

44 managers (44 13F filers) reported a position in MSD shares at 2024-12-31, 4,581,044 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
44
13F filers
44
New
4
Added
8
Reduced
16
Sold out
5
Shares held by filers
4,581,044

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.520,406$4.01M0.01%-11,38513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA463,134$3.57M<0.01%-158,94813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.346,135$2.67M<0.01%-10,08013F-HRTimelineGroup
GraniteShares Advisors LLC322,258$2.48M1.57%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY304,999$2.35M<0.01%+42,65913F-HR/ATimelineGroup
Whipplewood Advisors, LLC283,909$2.19M1.24%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN248,888$1.92M<0.01%-28,37113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC234,628$1.8M0.01%-250,98113F-HRTimelineGroup
Integrated Wealth Concepts LLC227,987$1.76M0.02%-4,01813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC213,091$1.62M<0.01%+86,19013F-HRTimelineGroup
LPL Financial LLC200,009$1.54M<0.01%-7,20813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/181,067$1.39M<0.01%-4,54313F-HRTimelineGroup
Everstar Asset Management, LLC123,273$949K0.67%-12,16013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp95,718$737K<0.01%-9,17013F-HRTimelineGroup
Bramshill Investments, LLC87,218$672K0.11%-1,03513F-HRTimeline
Wealthstar Advisors, LLC83,837$646K0.28%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,605$551K<0.01%13F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC69,665$536K0.02%013F-HRTimelineGroup
Smith Asset Management Co., LLC61,773$476K0.46%13F-HRTimeline
Comprehensive Money Management Services…54,195$417K0.34%13F-HRTimeline
IHT Wealth Management, LLC47,900$369K0.01%-46,40013F-HRTimeline
Valeo Financial Advisors, LLC47,680$367K0.01%+17,30713F-HRTimeline
Kovack Advisors, Inc.39,407$303K0.03%+85813F-HRTimeline
Dynamic Advisor Solutions LLC35,000$269K0.01%+6,11213F-HRTimeline
Quad-Cities Investment Group, LLC30,449$234K0.11%+15513F-HRTimeline
Harbour Capital Advisors, LLC20,118$155K0.03%-69013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.20,000$154K<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC19,135$152K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG16,856$130K<0.01%-5,43813F-HRTimelineGroup
&PARTNERS14,945$115K<0.01%+4,94513F-HRTimeline
MONECO ADVISORS, LLC14,544$112K0.01%013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,755$90.5K<0.01%new13F-HRTimelineGroup
Round Rock Advisors LLC11,573$89.1K0.02%-1,64013F-HRTimeline
Pekin Hardy Strauss, Inc.10,800$83.2K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,400$80.1K<0.01%+4,45013F-HRTimelineGroup
Rathbones Group PLC10,000$77K<0.01%013F-HRTimeline
Fortitude Family Office, LLC9,000$69.3K0.02%013F-HRTimeline
COMERICA BANK4,000$30.8K<0.01%013F-HR/ATimeline
IFP Advisors, Inc4,000$30.8K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC3,666$28.2K<0.01%-4,02113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,000$23.1K<0.01%013F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd2,100$16K<0.01%013F-HRTimeline
Park Square Financial Group, LLC921$7.09K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.