Stock Transactions — MORGAN STANLEY DIRECT LENDING FUND

Total Bought
3,393,485
69 transactions
Total Sold
3,786,533
61 transactions
Net
-393,048
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
DG Capital Management, LLC0575,537+575,5370.003.47+3.47buy
Russell Investments Group, Ltd.242,417721,949+479,5320.000.01+0.01buy
ARES MANAGEMENT LLC100,000412,000+312,0000.090.38+0.28buy
RIVERNORTH CAPITAL MANAGEMENT, LLC764,5431,052,351+287,8080.600.73+0.14buy
HighTower Advisors, LLC0265,284+265,2840.000.00+0.00buy
ExodusPoint Capital Management, LP0160,332+160,3320.000.02+0.02buy
WELLS FARGO & COMPANY/MN408,416542,796+134,3800.000.00+0.00buy
XTX Topco Ltd81,599191,913+110,3140.040.05+0.01buy
STATE STREET CORP0105,464+105,4640.000.00+0.00buy
BALYASNY ASSET MANAGEMENT L.P.11,567116,753+105,1860.000.00+0.00buy
AMERICAN FINANCIAL GROUP INC531,500631,500+100,0003.183.27+0.09buy
P.A.W. CAPITAL CORP099,200+99,2000.001.08+1.08buy
HOURGLASS CAPITAL, LLC048,672+48,6720.000.14+0.14buy
Rockefeller Capital Management L.P.104,768151,034+46,2660.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP844,770889,349+44,5790.020.01-0.01buy
Invesco Ltd.27,91565,882+37,9670.000.00+0.00buy
Dynamic Technology Lab Private Ltd036,564+36,5640.000.08+0.08buy
TT Capital Management LLC302,946332,467+29,5213.983.83-0.15buy
Hennion & Walsh Asset Management, Inc.258,929287,383+28,4540.150.13-0.01buy
NewGen Asset Management Ltd024,300+24,3000.000.21+0.21buy
Texas Yale Capital Corp.022,675+22,6750.000.01+0.01buy
Engineers Gate Manager LP018,915+18,9150.000.00+0.00buy
Fosun International Ltd221,872240,374+18,5020.850.84-0.01buy
Naviter Wealth, LLC122,478140,627+18,1490.270.25-0.02buy
EAGLE GLOBAL ADVISORS LLC016,915+16,9150.000.01+0.01buy
INFRASTRUCTURE CAPITAL ADVISORS, LLC10,00126,001+16,0000.020.03+0.02buy
Cambridge Investment Research Advisors, Inc.015,444+15,4440.000.00+0.00buy
CFO4Life Group, LLC014,813+14,8130.000.03+0.03buy
Focus Partners Wealth34,11848,827+14,7090.000.00+0.00buy
Cetera Investment Advisers40,07653,782+13,7060.000.00+0.00buy
GUGGENHEIM CAPITAL LLC17,32130,229+12,9080.000.00+0.00buy
Fiduciary Group, LLC24,02936,924+12,8950.030.04+0.01buy
Jump Financial, LLC012,029+12,0290.000.00+0.00buy
Brevan Howard Capital Management LP011,115+11,1150.000.00+0.00buy
TrueMark Investments, LLC15,00025,985+10,9850.050.07+0.02buy
SWEENEY & MICHEL, LLC010,500+10,5000.000.05+0.05buy
Black Maple Capital Management LP010,000+10,0000.000.11+0.11buy
ROYAL BANK OF CANADA47,15257,089+9,9370.000.00+0.00buy
AREX Capital Management, LP09,500+9,5000.000.22+0.22buy
Activest Wealth Management195,621204,723+9,1020.600.50-0.10buy
Legacy Capital Wealth Partners, LLC76,98286,033+9,0510.270.25-0.02buy
TRUIST FINANCIAL CORP42,64251,381+8,7390.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC268,646276,026+7,3800.000.00-0.00buy
DRW Securities, LLC10,70917,679+6,9700.010.01+0.00buy
Steward Partners Investment Advisory, LLC68,40475,048+6,6440.010.01-0.00buy
SIMPLEX TRADING, LLC05,896+5,8960.000.00+0.00buy
NATIONAL BANK OF CANADA /FI/19,24523,766+4,5210.000.00+0.00buy
BI Asset Management Fondsmaeglerselskab A/S129,751133,731+3,9800.020.02+0.00buy
Tower Research Capital LLC (TRC)1,3304,932+3,6020.000.00+0.00buy
Adams Asset Advisors, LLC111,397114,432+3,0350.240.18-0.06buy
Sunbelt Securities, Inc.03,000+3,0000.000.00+0.00buy
Squarepoint Ops LLC29,79632,608+2,8120.000.00-0.00buy
Advisory Services Network, LLC02,578+2,5780.000.00+0.00buy
Clear Harbor Asset Management, LLC13,91016,440+2,5300.020.02+0.00buy
COWA, LLC13,43615,636+2,2000.070.06-0.01buy
Virtus Investment Advisers, LLC26,28128,292+2,0110.120.11-0.01buy
ENVESTNET ASSET MANAGEMENT INC27,62929,236+1,6070.000.00-0.00buy
BARCLAYS PLC01,431+1,4310.000.00+0.00buy
Muzinich & Co., Inc.766,451767,802+1,3513.973.75-0.22buy
HOLLENCREST CAPITAL MANAGEMENT01,250+1,2500.000.00+0.00buy
Fountainhead AM, LLC17,22017,742+5220.420.22-0.20buy
Icon Wealth Advisors, LLC16,89317,412+5190.020.02-0.00buy
CAPTRUST FINANCIAL ADVISORS49,34549,695+3500.000.00-0.00buy
Merkkuri Wealth Advisors LLC0309+3090.000.00+0.00buy
FIFTH THIRD BANCORP0306+3060.000.00+0.00buy
KELLEHER FINANCIAL ADVISORS9,90610,170+2640.040.04-0.00buy
Atlantic Union Bankshares Corp0210+2100.000.00+0.00buy
Global Strategic Investment Solutions, LLC21,29421,460+1660.030.03-0.00buy
RHUMBLINE ADVISERS3,0003,092+920.000.00-0.00buy
AQR CAPITAL MANAGEMENT LLC14,02614,02600.000.00-0.00hold
Altshuler Shaham Ltd650,437650,43700.160.17+0.00hold
Sumitomo Mitsui Trust Group, Inc.558,113558,11300.010.01-0.00hold
Allworth Financial LP1,0001,00000.000.00-0.00hold
Almitas Capital LLC20,00020,00000.070.06-0.01hold
Van Hulzen Asset Management, LLC11,58511,58500.010.01-0.00hold
Gilbert & Cook, Inc.12,13112,13100.030.02-0.00hold
Sound Income Strategies, LLC4,0074,00700.000.00-0.00hold
Avion Wealth30030000.000.00-0.00hold
SAPIENT CAPITAL LLC12,98712,98700.000.00-0.00hold
BARTLETT & CO. WEALTH MANAGEMENT LLC90090000.000.00-0.00hold
EVERPAR ADVISORS LLC18,54718,54700.110.09-0.02hold
Generali Asset Management SPA SGR1,829,9641,829,96400.620.53-0.08hold
Generali Investments CEE, investicni spolecnost, a.s.20,72220,72200.020.02-0.01hold
CURA WEALTH ADVISORS, LLC10,20010,20000.060.06+0.00hold
CULLEN/FROST BANKERS, INC.184,080184,08000.030.03-0.00hold
NORTHERN TRUST CORP27,95727,95700.000.00-0.00hold
HARBOUR INVESTMENTS, INC.5,6185,61800.000.00-0.00hold
CREATIVE FINANCIAL DESIGNS INC /ADV3,5553,55500.000.00-0.00hold
OPPENHEIMER & CO INC22,84322,84300.010.00-0.00hold
Clearstead Advisors, LLC24,00024,00000.000.00-0.00hold
Caitong International Asset Management Co., Ltd30-30.000.00-0.00sell
ASSETMARK, INC300-300.000.00-0.00sell
DENALI ADVISORS LLC57,79357,757-360.110.09-0.02sell
BNP PARIBAS FINANCIAL MARKETS5,4005,300-1000.000.00-0.00sell
CX Institutional1000-1000.000.00-0.00sell
LM Advisors LLC1,2681,052-2161.341.15-0.19sell
Federation des caisses Desjardins du Quebec4,5314,201-3300.000.00-0.00sell
MERCER GLOBAL ADVISORS INC /ADV14,90214,539-3630.000.00-0.00sell
Entropy Technologies, LP29,20628,732-4740.030.02-0.01sell
STIFEL FINANCIAL CORP93,74293,114-6280.000.00-0.00sell
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