MSDL Insider Trading

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About

Insider Ownership Percentage: 0.21%

Insider Buying (Last 12 Months): $8,610.00

Insider Selling (Last 12 Months): $0.00

Morgan Stanley Direct Lending Insider Trading History Chart

Morgan Stanley Direct Lending Share Price & Price History

^$18.78

▲ +0.99 (5.56%)

As of 04/9/2025 04:59 PM ET

Days: 30 | 90 | 365

Morgan Stanley Direct Lending Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
11/11/2024	Bruce D. Frank	Director	Buy	420	$20.50	$8,610.00	3,695

SEC Filings (Institutional Ownership Changes) for Morgan Stanley Direct Lending (NYSE:MSDL)

Institutional Buying and Selling by Quarter

Morgan Stanley Direct Lending Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/7/2025	AdvisorNet Financial Inc	3,300	$66K	0.0%	N/A	0.004%
4/1/2025	Confluence Investment Management LLC	26,921	$0.54M	0.0%	+3.0%	0.030%
2/26/2025	LM Advisors LLC	21,650	$0.45M	0.1%	-45.2%	0.024%
2/17/2025	Squarepoint Ops LLC	11,064	$0.23M	0.0%	N/A	0.013%
2/17/2025	Two Sigma Advisers LP	23,900	$0.49M	0.0%	N/A	0.027%
2/17/2025	Millennium Management LLC	25,392	$0.53M	0.0%	-28.8%	0.029%
2/17/2025	Cliffwater LLC	1,446,014	$29.88M	7.3%	-31.9%	1.634%
2/17/2025	D. E. Shaw & Co. Inc.	131,395	$2.72M	0.0%	N/A	0.148%
2/17/2025	Cubist Systematic Strategies LLC	52,741	$1.09M	0.0%	+257.1%	0.060%
2/17/2025	Centiva Capital LP	17,356	$0.36M	0.0%	+61.3%	0.020%
2/17/2025	Captrust Financial Advisors	31,986	$0.66M	0.0%	+100.0%	0.036%
2/17/2025	Balyasny Asset Management L.P.	18,706	$0.39M	0.0%	N/A	0.021%
2/17/2025	Bank of America Corp DE	10,857	$0.22M	0.0%	+1,028.6%	0.012%
2/17/2025	BNP Paribas Financial Markets	6,771	$0.14M	0.0%	+515.5%	0.008%
2/14/2025	Jane Street Group LLC	41,146	$0.85M	0.0%	+175.6%	0.046%
2/14/2025	Comerica Bank	2,568	$53K	0.0%	+100.0%	0.003%
2/14/2025	Lido Advisors LLC	13,944	$0.30M	0.0%	N/A	0.016%
2/14/2025	Virtus ETF Advisers LLC	13,820	$0.29M	0.1%	+47.7%	0.016%
2/14/2025	Stifel Financial Corp	70,487	$1.46M	0.0%	+82.5%	0.080%
2/14/2025	BI Asset Management Fondsmaeglerselskab A S	5,000	$0.10M	0.0%	N/A	0.006%
2/13/2025	Marshall Wace LLP	99,913	$2.06M	0.0%	+127.0%	0.113%
2/13/2025	XTX Topco Ltd	29,142	$0.60M	0.0%	N/A	0.033%
2/13/2025	TT Capital Management LLC	45,980	$0.97M	0.8%	N/A	0.052%
2/13/2025	RE Dickinson Investment Advisors LLC	4,077	$84K	0.0%	N/A	0.005%
2/13/2025	Rockefeller Capital Management L.P.	40,350	$0.83M	0.0%	+132.1%	0.046%
2/13/2025	Zuckerman Investment Group LLC	36,000	$0.76M	0.1%	N/A	0.041%
2/13/2025	Raymond James Financial Inc.	147,660	$3.05M	0.0%	N/A	0.167%
2/13/2025	Renaissance Technologies LLC	352,700	$7.29M	0.0%	+1,987.0%	0.399%
2/13/2025	Bank of Nova Scotia	9,689	$0.20M	0.0%	N/A	0.011%
2/13/2025	Invesco Ltd.	34,161	$0.71M	0.0%	+15.5%	0.039%
2/13/2025	Envestnet Asset Management Inc.	62,491	$1.29M	0.0%	N/A	0.071%
2/13/2025	Grantham Mayo Van Otterloo & Co. LLC	68,785	$1.42M	0.0%	N/A	0.078%
2/13/2025	Wells Fargo & Company MN	29,317	$0.61M	0.0%	+38.3%	0.033%
2/12/2025	ExodusPoint Capital Management LP	49,011	$1.01M	0.0%	+195.3%	0.055%
2/12/2025	Franklin Resources Inc.	237,754	$4.91M	0.0%	+207.9%	0.269%
2/12/2025	LM Advisors LLC	21,650	$0.45M	0.1%	-45.2%	0.024%
2/12/2025	JPMorgan Chase & Co.	125,416	$2.59M	0.0%	+334.4%	0.142%
2/11/2025	LPL Financial LLC	56,164	$1.16M	0.0%	+96.3%	0.063%
2/11/2025	Samalin Investment Counsel LLC	11,074	$0.23M	0.1%	N/A	0.013%
2/11/2025	Sfmg LLC	138,620	$2.86M	0.2%	N/A	0.157%
2/10/2025	Commonwealth Equity Services LLC	17,029	$0.35M	0.0%	N/A	0.019%
2/7/2025	HighTower Advisors LLC	27,117	$0.56M	0.0%	+70.5%	0.031%
2/7/2025	Naviter Wealth LLC	161,561	$3.43M	0.4%	N/A	0.183%
2/7/2025	PNC Financial Services Group Inc.	24,724	$0.51M	0.0%	N/A	0.028%
2/7/2025	Nordwand Advisors LLC	16,060	$0.33M	0.1%	N/A	0.018%
2/6/2025	Black Swift Group LLC	24,470	$0.51M	0.1%	N/A	0.028%
2/6/2025	Raymond James Financial Inc.	147,660	$3.05M	0.0%	N/A	0.167%
2/5/2025	Muzinich & Co. Inc.	104,501	$2.16M	1.4%	+2,953.8%	0.118%
2/4/2025	Denali Advisors LLC	92,836	$1.92M	0.2%	N/A	0.105%
1/31/2025	Truist Financial Corp	27,228	$0.56M	0.0%	+48.0%	0.031%
1/31/2025	Sanctuary Advisors LLC	13,563	$0.29M	0.0%	N/A	0.015%
1/31/2025	Americana Partners LLC	136,455	$2.82M	0.1%	N/A	0.154%
1/29/2025	Van ECK Associates Corp	1,922,174	$39.71M	0.1%	+3.9%	2.165%
1/29/2025	Opal Wealth Advisors LLC	15,105	$0.31M	0.1%	N/A	0.017%
1/28/2025	Activest Wealth Management	164,060	$3.39M	0.9%	+102.9%	0.185%
1/28/2025	Entropy Technologies LP	18,985	$0.39M	0.0%	N/A	0.021%
1/28/2025	Wilmington Savings Fund Society FSB	12,500	$0.26M	0.0%	N/A	0.014%
1/28/2025	Sumitomo Mitsui Trust Group Inc.	102,118	$2.11M	0.0%	N/A	0.115%
1/24/2025	Total Clarity Wealth Management Inc.	9,862	$0.20M	0.1%	N/A	0.011%
1/23/2025	Caprock Group LLC	24,092	$0.52M	0.0%	+100.0%	0.027%
1/21/2025	Grimes & Company Inc.	22,033	$0.46M	0.0%	N/A	0.025%
1/15/2025	Shikiar Asset Management Inc.	86,150	$1.78M	0.5%	N/A	0.097%
1/15/2025	Everpar Advisors LLC	25,969	$0.54M	0.3%	+36.2%	0.029%
1/15/2025	Hennion & Walsh Asset Management Inc.	21,427	$0.44M	0.0%	N/A	0.024%
1/13/2025	Adams Asset Advisors LLC	62,992	$1.30M	0.2%	+152.0%	0.071%
12/26/2024	JPMorgan Chase & Co.	28,872	$0.57M	0.0%	+3,509.0%	0.033%
12/13/2024	B. Riley Wealth Advisors Inc.	13,252	$0.27M	0.0%	N/A	0.015%
11/27/2024	Franklin Resources Inc.	77,218	$1.56M	0.0%	N/A	0.087%
11/15/2024	Jane Street Group LLC	14,930	$0.30M	0.0%	N/A	0.017%
11/15/2024	Stifel Financial Corp	38,625	$0.76M	0.0%	+11.6%	0.044%
11/15/2024	Quadrature Capital Ltd	22,112	$0.44M	0.0%	N/A	0.025%
11/15/2024	HighTower Advisors LLC	15,900	$0.32M	0.0%	+4.4%	0.018%
11/15/2024	Centiva Capital LP	10,761	$0.21M	0.0%	N/A	0.012%
11/14/2024	Captrust Financial Advisors	15,993	$0.32M	0.0%	N/A	0.018%
11/14/2024	Rockefeller Capital Management L.P.	17,383	$0.34M	0.0%	N/A	0.020%
11/12/2024	Activest Wealth Management	80,843	$1.60M	0.5%	N/A	0.090%
11/7/2024	Caprock Group LLC	12,046	$0.25M	0.0%	N/A	0.013%
11/6/2024	Muzinich & Co. Inc.	3,422	$68K	0.0%	N/A	0.004%
11/5/2024	Fountainhead AM LLC	26,031	$0.52M	0.1%	N/A	0.029%
10/31/2024	Confluence Investment Management LLC	25,777	$0.51M	0.0%	N/A	0.029%
10/30/2024	ASB Consultores LLC	80,310	$1.59M	0.6%	N/A	0.090%
10/29/2024	Van ECK Associates Corp	1,850,319	$36.19M	0.0%	+3.9%	2.070%
10/23/2024	Allworth Financial LP	1,606	$32K	0.0%	N/A	0.002%
10/18/2024	Raymond James & Associates	123,822	$2.45M	0.0%	+377.5%	0.138%
10/7/2024	Everpar Advisors LLC	19,068	$0.38M	0.2%	N/A	0.021%
7/31/2024	Van ECK Associates Corp	1,780,243	$38.90M	0.1%	+16.3%	1.991%
7/9/2024	Kingswood Wealth Advisors LLC	30,713	$0.67M	0.1%	+64.8%	0.034%
5/20/2024	Virtu Financial LLC	10,363	$0.22M	0.0%	N/A	0.012%
5/15/2024	Quadrature Capital Ltd	10,334	$0.22M	0.0%	N/A	0.012%
5/11/2024	Cliffwater LLC	2,182,590	$47.04M	12.7%	N/A	2.455%
5/1/2024	Capstone Investment Advisors LLC	30,000	$0.65M	0.0%	N/A	0.034%
4/30/2024	Van ECK Associates Corp	1,530,076	$32.97M	0.0%	N/A	1.721%

Data available starting January 2016

See Full Table

Morgan Stanley Direct Lending Fund is a business development company. It is a non-diversified, externally managed specialty finance company focused on lending to middle-market companies. Morgan Stanley Direct Lending Fund is based in NEW YORK.

Today's Range

Now: $18.78

$17.59

$18.98

50 Day Range

MA: $20.27

$17.80

$20.99

52 Week Range

Now: $18.78

$17.59

$24.18

Volume

1,132,260 shs

Average Volume

689,750 shs

Market Capitalization

$1.66 billion

P/E Ratio

7.36

Dividend Yield

9.96%

Beta

0.44

Who are the company insiders with the largest holdings of Morgan Stanley Direct Lending?: Morgan Stanley Direct Lending's top insider shareholders include:
Bruce D Frank (Director)
Learn More about top insider investors at Morgan Stanley Direct Lending.
Who are the major institutional investors of Morgan Stanley Direct Lending?: Morgan Stanley Direct Lending's top institutional investors include:
Confluence Investment Management LLC — 0.03%
AdvisorNet Financial Inc — 0.00%
Learn More about top institutional investors of Morgan Stanley Direct Lending stock.
Which major investors are buying Morgan Stanley Direct Lending stock?: In the previous quarter, MSDL stock was purchased by institutional investors including:
AdvisorNet Financial Inc
Confluence Investment Management LLC