MORGAN STANLEY EMRG MKT DEBT (MSD) Institutional Ownership Changes & 13F Activity

MORGAN STANLEY EMRG MKT DEBT (MSD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Pathstone Holdings, Llc, Thomas J. Herzfeld Advisors, Inc., Shaker Financial Services, Llc, Landscape Capital Management, L.L.C., and Virtu Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+1,169+1.0%113,240$794.95KQ1 2026Jul 08, 2026
Bank Of America CorpBuy+1,213+0.6%188,652$1.32MQ1 2026May 18, 2026
Citadel Advisors LlcBuy+18,449—18,449$129.51KQ1 2026May 15, 2026
Morgan StanleySell-14,052-4.9%271,102$1.90MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+7,294+1.6%452,466$3.18MQ1 2026May 15, 2026
Iht Wealth Management, LlcSell-6,300-13.4%40,700$285.71KQ1 2026May 15, 2026
Smith Asset Management Co., LlcBuy+4,621+6.9%71,947$505.07KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+4,247+0.8%513,879$3.61MQ1 2026May 15, 2026
&PartnersBuy+2,125+5.8%39,034$274.02KQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+1,108+6.6%17,799$126.19KQ1 2026May 15, 2026
Bramshill Investments, LlcSell-533-0.6%84,116$590.49KQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Buy+270—270$1.90KQ1 2026May 15, 2026
Osbon Capital Management LlcBuy+125—125$878.00Q1 2026May 15, 2026
Virtu Financial LlcBuy+50,481—50,481$354.00KQ1 2026May 14, 2026
Capital Analysts, LlcSell-1,010-1.5%66,245$465.00KQ1 2026May 14, 2026
Raymond James Financial IncSell-994-1.5%67,080$470.90KQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Buy+896+5.3%17,870$125.45KQ1 2026May 14, 2026
Cetera Investment AdvisersBuy+6,990+61.0%18,440$129.45KQ1 2026May 13, 2026
Choreo, LlcBuy+2,036+10.3%21,784$154.16KQ1 2026May 13, 2026
Kovack Advisors, Inc.Buy+1,696+1.8%98,058$696.21KQ1 2026May 13, 2026
Thomas J. Herzfeld Advisors, Inc.Sell-150,477-46.6%172,416$1.21MQ1 2026May 12, 2026
Shaker Financial Services, LlcBuy+123,230+68.3%303,614$2.17MQ1 2026May 12, 2026
Landscape Capital Management, L.L.C.Sell-66,327-41.0%95,278$668.85KQ1 2026May 12, 2026
Fiera Capital CorpSell-5,870-3.5%160,303$1.13MQ1 2026May 12, 2026
Stifel Financial CorpSell-3,884-3.9%95,644$671.43KQ1 2026May 12, 2026
Pathstone Holdings, LlcBuy+299,193+182.0%463,549$3.25MQ1 2026May 11, 2026
Northwestern Mutual Wealth Management CoBuy+898+42.7%3,000$21.06KQ1 2026May 07, 2026
Lpl Financial LlcBuy+13,282+4.5%309,563$2.17MQ1 2026May 06, 2026
Smith, Moore & Co.Buy+13,000—13,000$91.26KQ1 2026May 05, 2026
Independent Financial Group, LlcBuy+11,221+90.5%23,624$165.84KQ1 2026May 05, 2026
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Frequently asked questions about MSD activity

  • Which institutional owners are buying MSD?

    Institutional owners buying MSD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MSD activity?

    "Buy" means an investor increased their reported position in MSD compared to the prior reporting period. This reflects growing exposure to MORGAN STANLEY EMRG MKT DEBT (MSD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MSD increasing?

    Institutional interest in MSD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.