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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/13/2024 | PATHSTONE HOLDINGS, LLC | 990,055 | $7.16 M | -3.51% | 4.90% |
| 05/15/2024 | ROYAL BANK OF CANADA | 729,571 | $5.28 M | 6.15% | 3.61% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 527,025 | $3.81 M | -59.81% | 2.61% |
| 05/10/2024 | ADVISOR GROUP HOLDINGS, INC. | 512,113 | $3.70 M | 0.55% | 2.54% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 511,814 | $3.70 M | -0.29% | 2.54% |
| 05/14/2024 | INVESCO LTD. | 300,106 | $2.17 M | 11.04% | 1.49% |
| 05/15/2024 | INTEGRATED WEALTH CONCEPTS LLC | 253,119 | $1.83 M | -1.25% | 1.25% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 252,231 | $1.82 M | -0.30% | 1.25% |
| 05/10/2024 | LPL FINANCIAL LLC | 225,234 | $1.63 M | 12.84% | 1.12% |
| 05/01/2024 | FIERA CAPITAL CORP | 112,001 | $809,767 | 0.07% | 0.55% |
| 04/19/2024 | WEALTHSTAR ADVISORS, LLC | 76,709 | $554,605 | 1.54% | 0.38% |
| 05/14/2024 | CAPITAL ANALYSTS, LLC | 73,601 | $532,000 | -2.59% | 0.36% |
| 05/13/2024 | SFI ADVISORS, LLC | 49,337 | $356,707 | 100.00% | 0.24% |
| 05/15/2024 | IHT WEALTH MANAGEMENT, LLC | 47,900 | $346,317 | 0.00% | 0.24% |
| 05/15/2024 | MORGAN STANLEY | 46,093 | $333,252 | 0.02% | 0.23% |
| 04/22/2024 | RAYMOND JAMES & ASSOCIATES | 42,169 | $304,882 | 0.00% | 0.21% |
| 04/24/2024 | ROUND ROCK ADVISORS, LLC | 36,324 | $262,619 | -17.10% | 0.18% |
| 04/12/2024 | QUAD-CITIES INVESTMENT GROUP, LLC | 35,653 | $257,773 | -11.03% | 0.18% |
| 04/22/2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 33,587 | $242,835 | -1.71% | 0.17% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 28,478 | $205,896 | 35.69% | 0.14% |
| 05/15/2024 | GREYTOWN ADVISORS INC. | 24,731 | $183,999 | -7.34% | 0.12% |
| 04/16/2024 | HARBOUR CAPITAL ADVISORS, LLC | 21,273 | $153,378 | 3.65% | 0.11% |
| 05/13/2024 | UBS GROUP AG | 19,191 | $138,751 | -1.56% | 0.10% |
| 04/16/2024 | SEED WEALTH MANAGEMENT, INC. | 14,500 | $105,125 | -39.65% | 0.07% |
| 04/12/2024 | DYNAMIC ADVISOR SOLUTIONS LLC | 14,041 | $101,515 | 7.47% | 0.07% |
| 04/11/2024 | FORTITUDE FAMILY OFFICE, LLC | 14,000 | $101.22 M | 0.00% | 0.07% |
| 04/30/2024 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 13,123 | $94,879 | 100.00% | 0.07% |
| 04/16/2024 | VANGUARD CAPITAL WEALTH ADVISORS | 12,715 | $91,932 | -11.49% | 0.06% |
| 04/25/2024 | MONECO ADVISORS, LLC | 12,214 | $88,307 | 100.00% | 0.06% |
| 05/10/2024 | CULLEN/FROST BANKERS, INC. | 12,000 | $86,760 | 0.00% | 0.06% |
| 04/10/2024 | DAYMARK WEALTH PARTNERS, LLC | 10,500 | $75,915 | -25.27% | 0.05% |
| 05/10/2024 | IRONSIDES ASSET ADVISORS, LLC | 10,254 | $74,136 | 0.77% | 0.05% |
| 05/14/2024 | RATHBONES GROUP PLC | 10,000 | $72,300 | 0.00% | 0.05% |
| 05/16/2024 | COMERICA BANK | 4,000 | $28,920 | 0.00% | 0.02% |
| 05/15/2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,000 | $21,690 | 0.00% | 0.01% |
| 04/19/2024 | JTC EMPLOYER SOLUTIONS TRUSTEE LTD | 2,100 | $15,000 | 0.00% | 0.01% |
| 05/10/2024 | PNC FINANCIAL SERVICES GROUP, INC. | 918 | $6,637 | 0.00% | 0.00% |
| 05/13/2024 | NATIONAL BANK OF CANADA /FI/ | 600 | $4,252 | 0.00% | 0.00% |
| 05/10/2024 | JPMORGAN CHASE & CO | 0 | $0 | -100.00% | 0.00% |
| 04/10/2024 | PARK AVENUE SECURITIES LLC | 0 | $0 | -100.00% | 0.00% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 0 | $0 | -100.00% | 0.00% |
| 05/10/2024 | BULLDOG INVESTORS, LLP | 0 | $0 | -100.00% | 0.00% |
| 05/15/2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0 | $0 | -100.00% | 0.00% |
| 05/09/2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0 | $0 | -100.00% | 0.00% |
| 05/09/2024 | TORTOISE INVESTMENT MANAGEMENT, LLC | 0 | $0 | -100.00% | 0.00% |
| 04/11/2024 | INTEGRATED CAPITAL MANAGEMENT, INC. | 0 | $0 | -100.00% | 0.00% |
| 05/03/2024 | CSENGE ADVISORY GROUP | 0 | $0 | -100.00% | 0.00% |
| 04/11/2024 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0 | $0 | -100.00% | 0.00% |
| 05/15/2024 | ROCKBRIDGE INVESTMENT MANAGEMENT, LCC | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 71 institutional investors and hedge funds held shares of Morgan Stanley Emerging Markets Debt Fund, Inc.. The most heavily invested institutionals were:
Pathstone Holdings, LLC: 990,055
ROYAL BANK OF CANADA: 729,571
Allspring Global Investments Holdings, LLC: 527,025
ADVISOR GROUP HOLDINGS, INC.: 512,113
WELLS FARGO & COMPANY/MN: 511,814
Invesco Ltd.: 300,106
A. 25.17% of Morgan Stanley Emerging Markets Debt Fund, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 6.67 M shares in the last 24 months. This purchase volume represents approximately $49.53 M in transactions.
