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Msc Income Fund shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Msc Income Fund by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $158k 13k 12.18

More positions owned by Perennial Investment Advisors

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (QUS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Tesla Motors (TSLA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr U.s. Tech Etf (IYW)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Perennial Investment Advisors

Top funds holding Msc Income Fund

Sanders Morris Harris
Two Sigma Investments
Ares Management
UBS Group
Franklin Resources
LPL Financial
North Ground Capital
Marshall Wace
Cetera Investment Advisers
Cambridge Investment Research Advisors
Centaurus Financial
Sigma Planning
Alpine Partners VI
BlackRock
FJ Capital Management

View all funds holding Msc Income Fund