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Msc Income Fund shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 141k 13.13
2025-03-31 $46k 2.8k 16.47

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

Top funds holding Msc Income Fund

Sanders Morris Harris
Ares Management
BlackRock
Franklin Resources
Marshall Wace
LPL Financial
Legacy Wealth Managment
Millennium Management
Cambridge Investment Research Advisors
U.S. Capital Wealth Advisors
Cetera Investment Advisers
J.w. Cole Advisors
Diversify Advisory Services
Advisor Group Holdings
Sigma Planning

View all funds holding Msc Income Fund