Skip to content

MSD MORGAN STANLEY EMKT DBT FD I

Follow

COM (fund), issuer CIK 904112

48 managers (48 13F filers) reported a position in MSD shares at 2025-03-31, 4,249,998 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
48
13F filers
48
New
7
Added
20
Reduced
8
Sold out
3
Shares held by filers
4,249,998

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.528,835$4.26M0.01%+8,42913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA412,771$3.32M<0.01%-50,36313F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.363,287$2.92M<0.01%+17,15213F-HRTimelineGroup
GraniteShares Advisors LLC343,048$2.76M1.76%+20,79013F-HRTimeline
Whipplewood Advisors, LLC18$2.26M1.62%-283,89113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC271,301$2.18M<0.01%+58,21013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY270,765$2.18M<0.01%-34,23413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN266,154$2.14M<0.01%+17,26613F-HRTimelineGroup
LPL Financial LLC241,135$1.94M<0.01%+41,12613F-HRTimeline
Integrated Wealth Concepts LLC237,939$1.92M0.02%+9,95213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/173,073$1.39M<0.01%-7,99413F-HRTimelineGroup
Everstar Asset Management, LLC141,295$1.14M0.75%+18,02213F-HR/ATimeline
Fiera Capital Corpin group Fiera Capital Corp95,718$771K<0.01%013F-HRTimelineGroup
Bramshill Investments, LLC87,321$703K0.07%+10313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,696$577K<0.01%+9113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC67,825$546K0.02%-1,84013F-HRTimelineGroup
Smith Asset Management Co., LLC67,607$544K0.51%+5,83413F-HRTimeline
Wealthstar Advisors, LLC58,781$473K0.22%-25,05613F-HRTimeline
Comprehensive Money Management Services…57,345$462K0.37%+3,15013F-HRTimeline
Valeo Financial Advisors, LLC54,005$435K0.01%+6,32513F-HRTimeline
IHT Wealth Management, LLC47,900$386K0.01%013F-HRTimeline
Kovack Advisors, Inc.43,157$347K0.04%+3,75013F-HRTimeline
Dynamic Advisor Solutions LLC43,036$346K0.01%+8,03613F-HRTimeline
Private Advisor Group, LLC36,604$295K<0.01%new13F-HRTimeline
Quad-Cities Investment Group, LLC31,285$252K0.12%+83613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC28,489$214K<0.01%-206,13913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,927$209K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.20,000$161K<0.01%013F-HRTimelineGroup
Harbour Capital Advisors, LLC20,118$156K0.04%013F-HRTimeline
UBS Group AGin group UBS Group AG18,382$148K<0.01%+1,52613F-HRTimelineGroup
Round Rock Advisors LLC17,528$141K0.03%+5,95513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,102$122K<0.01%+4,70213F-HR/ATimelineGroup
MONECO ADVISORS, LLC14,544$117K0.01%013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,108$97.5K<0.01%+35313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,472$92.3K<0.01%new13F-HRTimelineGroup
Pekin Hardy Strauss, Inc.10,800$86.9K0.01%013F-HRTimeline
Rathbones Group PLC10,000$80.5K<0.01%013F-HRTimeline
Fortitude Family Office, LLC9,000$72.5K0.03%013F-HRTimeline
COMERICA BANK4,000$32.2K<0.01%013F-HRTimeline
IFP Advisors, Inc4,000$32.2K<0.01%013F-HRTimeline
SVB WEALTH LLC3,794$30.5K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,000$24.1K<0.01%013F-HRTimelineGroup
Elequin Capital, LP2,698$21.7K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC2,500$20.1K<0.01%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd2,100$17K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,800$14.5K<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC735$5.92K<0.01%-18613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.