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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +1,169 | +1.0% | 113,240 | $794.95K | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Buy | +1,213 | +0.6% | 188,652 | $1.32M | Q1 2026 | May 18, 2026 |
| Citadel Advisors Llc | Buy | +18,449 | — | 18,449 | $129.51K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -14,052 | -4.9% | 271,102 | $1.90M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +7,294 | +1.6% | 452,466 | $3.18M | Q1 2026 | May 15, 2026 |
| Iht Wealth Management, Llc | Sell | -6,300 | -13.4% | 40,700 | $285.71K | Q1 2026 | May 15, 2026 |
| Smith Asset Management Co., Llc | Buy | +4,621 | +6.9% | 71,947 | $505.07K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +4,247 | +0.8% | 513,879 | $3.61M | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +2,125 | +5.8% | 39,034 | $274.02K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +1,108 | +6.6% | 17,799 | $126.19K | Q1 2026 | May 15, 2026 |
| Bramshill Investments, Llc | Sell | -533 | -0.6% | 84,116 | $590.49K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +270 | — | 270 | $1.90K | Q1 2026 | May 15, 2026 |
| Osbon Capital Management Llc | Buy | +125 | — | 125 | $878.00 | Q1 2026 | May 15, 2026 |
| Virtu Financial Llc | Buy | +50,481 | — | 50,481 | $354.00K | Q1 2026 | May 14, 2026 |
| Capital Analysts, Llc | Sell | -1,010 | -1.5% | 66,245 | $465.00K | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Sell | -994 | -1.5% | 67,080 | $470.90K | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +896 | +5.3% | 17,870 | $125.45K | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Buy | +6,990 | +61.0% | 18,440 | $129.45K | Q1 2026 | May 13, 2026 |
| Choreo, Llc | Buy | +2,036 | +10.3% | 21,784 | $154.16K | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | Buy | +1,696 | +1.8% | 98,058 | $696.21K | Q1 2026 | May 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Sell | -150,477 | -46.6% | 172,416 | $1.21M | Q1 2026 | May 12, 2026 |
| Shaker Financial Services, Llc | Buy | +123,230 | +68.3% | 303,614 | $2.17M | Q1 2026 | May 12, 2026 |
| Landscape Capital Management, L.L.C. | Sell | -66,327 | -41.0% | 95,278 | $668.85K | Q1 2026 | May 12, 2026 |
| Fiera Capital Corp | Sell | -5,870 | -3.5% | 160,303 | $1.13M | Q1 2026 | May 12, 2026 |
| Stifel Financial Corp | Sell | -3,884 | -3.9% | 95,644 | $671.43K | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, Llc | Buy | +299,193 | +182.0% | 463,549 | $3.25M | Q1 2026 | May 11, 2026 |
| Northwestern Mutual Wealth Management Co | Buy | +898 | +42.7% | 3,000 | $21.06K | Q1 2026 | May 07, 2026 |
| Lpl Financial Llc | Buy | +13,282 | +4.5% | 309,563 | $2.17M | Q1 2026 | May 06, 2026 |
| Smith, Moore & Co. | Buy | +13,000 | — | 13,000 | $91.26K | Q1 2026 | May 05, 2026 |
| Independent Financial Group, Llc | Buy | +11,221 | +90.5% | 23,624 | $165.84K | Q1 2026 | May 05, 2026 |
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.
Related MSD Institutional Insights
- MSD Overview
- MSD 13F Institutional Holders
- MSD Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- MSD Insider Trading & SEC Form 4 Activity
- MSD Articles
- Top Institutional Investor Stock Rankings