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Msc Income Fund shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $716k 55k 13.14

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Small-cap Etf Etf (VB)
Ishares Core Msci Emerging Market Etf Etf (IEMG)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)

View all positions for Captrust Financial Advisors

Top funds holding Msc Income Fund

Sanders Morris Harris
Ares Management
Millennium Management
Franklin Resources
Marshall Wace
Two Sigma Investments
BlackRock
LPL Financial
Jane Street
Cambridge Investment Research Advisors
Two Sigma Advisers
J.w. Cole Advisors
Cetera Investment Advisers
Citadel Advisors
Legacy Wealth Managment

View all funds holding Msc Income Fund