13F

Stock

Msc Income Fund, Inc.

MSIF · held by 158 managers

Reported value

$142.1M

Holders

158

+41 new · −28 exited

Holders’ est. mark

−$4.18M

Price effect on 115 books still in the name

Largest holder

$22M

SANDERS MORRIS HARRIS LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
SANDERS MORRIS HARRIS LLC1.81M$22MNew
TWO SIGMA INVESTMENTS, LP1.13M$13.8M−$327.9KAdded$9.33M
ARES MANAGEMENT LLC826.6K$10.1M−$564.7KAdded$2.34M
UBS Group AG796.7K$9.7M−$958Added$9.69M
FRANKLIN RESOURCES INC627.1K$7.64M−$401KAdded$2.15M
LPL Financial LLC454.6K$5.54M−$263.6KAdded$1.93M
North Ground Capital448.9K$5.47M−$431KCut−$1.12M
Cetera Investment Advisers311.6K$3.79M−$160KAdded$1.6M
Sigma Planning Corp207.5K$2.53M−$124.7KAdded$774.7K
Alpine Global Management, LLC206.1K$2.51MNew
BlackRock, Inc.178.4K$2.17M−$171.3KCut−$2.17M
FJ Capital Management LLC171.1K$2.08MNew
Clayton Partners LLC170K$2.07M−$66.5KAdded$1.16M
OSAIC HOLDINGS, INC.148.6K$1.81M−$90KAdded$581.8K
Legacy Wealth Managment, LLC/ID138.2K$1.68M−$129KCut−$83.1K
MILLENNIUM MANAGEMENT LLC126.1K$1.54M−$121KCut−$4.41M
DIVERSIFY WEALTH MANAGEMENT, LLC114.4K$1.41MNew
RIVERBRIDGE PARTNERS LLC113.6K$1.38M−$101.5KCut−$5.74K
BARCLAYS PLC110.4K$1.34MNew
U.S. Capital Wealth Advisors, LLC109.7K$1.34M−$105.3KCut−$115.6K
Rockport Wealth LLC106.1K$1.29M−$71KAdded$335.4K
Merit Financial Group, LLC102K$1.24M−$71KAdded$270.5K
COMMONWEALTH EQUITY SERVICES, LLC100.4K$1.22M−$61.3KAdded$384.1K
Arkadios Wealth Advisors96.4K$1.17M−$87.5KCut−$23.6K
Private Advisor Group, LLC93.5K$1.14M−$29.8KAdded$731.6K
MARSHALL WACE, LLP89.3K$1.09M−$85.7KCut−$3.57M
CWM, LLC89.1K$1.08M$652.6KAdded$1.08M
Magnetar Financial LLC86.7K$1.06MNew
HARBOUR INVESTMENTS, INC.85.1K$1.04M−$44KAdded$434.3K
Qube Research & Technologies Ltd72.5K$882.5K−$34.9KAdded$405.3K
Diversify Advisory Services, LLC69K$865.3K−$37.3KCut−$330.6K
XTX Topco Ltd70.9K$863.6K−$46.5KAdded$226.4K
AVISO WEALTH MANAGEMENT64.1K$781.1K−$16.4KAdded$556.8K
NEUBERGER BERMAN GROUP LLC62.9K$766KNew
CAPTRUST FINANCIAL ADVISORS62.5K$760.7K−$52.3KAdded$44.8K
Wealthcare Advisory Partners LLC55.5K$676K−$37.4KAdded$163.9K
BOS Asset Management, LLC55.3K$673.4K−$35.4KAdded$189.2K
CONFLUENCE INVESTMENT MANAGEMENT LLC54.9K$668.1K−$24.2KAdded$337.6K
CoreCap Advisors, LLC51.7K$630.3K−$11.8KAdded$468.2K
Creative Planning50.5K$615.4K−$22.4KAdded$308.6K
Triumph Capital Management46.4K$582K−$17.2KAdded$205.9K
Prospera Financial Services Inc47.7K$580.8K−$26KAdded$225K
Strategic Financial Partners, Ltd.44.8K$546K−$37.2KAdded$37.3K
Prime Capital Investment Advisors, LLC43.4K$528.7K−$41.7KCut−$227.5K
Stratos Wealth Partners, LTD.41.5K$505.6K−$24.4KAdded$171.1K
RAYMOND JAMES FINANCIAL INC41.4K$503.8K−$24.1KAdded$174.1K
MORGAN STANLEY41.2K$502.1K−$20.7KAdded$219.1K
MERIDIAN INVESTMENT COUNSEL INC.40.7K$495.7K−$15.6KAdded$282.2K
Perigon Wealth Management, LLC40.5K$492.8K−$29KAdded$95.9K
Virtus Investment Advisers, LLC39.9K$486.2K−$35.1KAdded$6.22K
Mariner, LLC39.1K$476.5K−$33KAdded$25.4K
Y-Intercept (Hong Kong) Ltd38.5K$469.1KNew
First Financial Bankshares Inc38.4K$468.1K−$36.9KCut−$36.9K
ROYAL BANK OF CANADA38.1K$465K−$17.2KAdded$222K
ENVESTNET ASSET MANAGEMENT INC37.6K$458.6KNew
Beacon Financial Advisory LLC37.3K$454.6KNew
INDEPENDENT FINANCIAL GROUP, LLC36.2K$440.4K−$22KAdded$138.7K
TCFG Investment Advisors, LLC34.9K$431.1KHeld
TCFG WEALTH MANAGEMENT, LLC34.9K$431.1K−$12KAdded$236.1K
Garrett Wealth Advisory Group, LLC34.5K$419.8K−$22.5KAdded$111.7K
Allworth Financial LP34.1K$415.4K−$32.7KCut−$38.8K
Trexquant Investment LP33.9K$412.5K−$32.5KCut−$455.3K
Simplicity Wealth,LLC33.2K$404.8K−$20.5KAdded$124.1K
Joel Isaacson & Co., LLC32.5K$395.9K−$31.2KCut−$31.2K
Kestra Advisory Services, LLC32.4K$395.1K−$25.5KAdded$46.4K
Advisory Alpha, LLC32K$389.7K−$13.6KAdded$203.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP30.6K$373K−$29.4KCut−$278.5K
VARCOV Co.30.1K$366K−$23.8KAdded$40.9K
Quaker Wealth Management, LLC29.8K$363.6K−$20.5KAdded$83.3K
Shepherd Financial Partners LLC28.2K$343.3K−$18.1KAdded$95.5K
London & Capital Asset Management Ltd26.5K$323.1KNew
WCG Wealth Advisors LLC26.5K$322.6K−$23.1KAdded$6.66K
MML INVESTORS SERVICES, LLC26.4K$321.3K−$21KAdded$33.7K
Farther Finance Advisors, LLC26K$318.1K−$24.2KCut−$29.4K
Summit Financial, LLC25.2K$316K−$16.9KAdded$78.4K
Squarepoint Ops LLC24.2K$295KNew
Csenge Advisory Group23.2K$282.5K−$13.4KAdded$99K
Harvest Investment Services, LLC19.6K$238.4K−$11.2KAdded$85.2K
Cooper Financial Group19.4K$236.2KNew
Intrua Financial, LLC18.4K$223.9KNew
Carmel Capital Partners, LLC18.3K$223K−$11.4KAdded$67.2K
Focus Partners Advisor Solutions, LLC18.2K$221.9KNew
MONEY CONCEPTS CAPITAL CORP18.1K$220.1K−$10.2KAdded$80.1K
Patriot Financial Group Insurance Agency, LLC17.7K$215.4KNew
Focus Partners Wealth17.3K$210.2K−$9.98KAdded$73.6K
Princeton Global Asset Management LLC17.1K$208.5K−$11KAdded$57.3K
Brookstone Capital Management17K$207.1K−$12KAdded$42.3K
BridgePort Financial Solutions, LLC17K$206.6K−$10.9KAdded$57.6K
Atom Investors LP16.7K$203.5KNew
IHT Wealth Management, LLC16.2K$197.5K−$15.6KCut−$99.2K
Global Assets Advisory, LLC15.8K$192.2K−$10KAdded$54.8K
CHILDRESS CAPITAL ADVISORS, LLC15.7K$191K−$15.1KCut−$15.1K
BostonPremier Wealth LLC14.9K$180.9KNew
PFG Investments, LLC14.8K$180.8K−$12.3KAdded$11.8K
Pure Financial Advisors, LLC14.2K$173.4KNew
WealthCare Investment Partners, LLC13.2K$172.6KNew
FOUNDATIONS INVESTMENT ADVISORS, LLC14.2K$172.4K−$9.69KAdded$39.8K
SHERMAN PORFOLIOS, LLC14.1K$171.4KNew
Lido Advisors, LLC13K$163KNew
Concurrent Investment Advisors, LLC13.3K$161.9K−$19.8KCut−$164.8K
Perennial Investment Advisors, LLC12.9K$157.5KNew
Aptus Capital Advisors, LLC12.9K$156.8KNew
GUARDIAN WEALTH ADVISORS, LLC / NC12.9K$156.8KNew
Demars Financial Group, LLC12.6K$153.1KNew
Bison Wealth, LLC12.4K$151.4K−$12.5KCut−$11.7K
AMERIPRISE FINANCIAL INC12.4K$151.3K−$11.9KCut−$27.7K
Richmond Investment Services, LLC12.2K$148.5KNew
Soltis Investment Advisors LLC11.7K$142.9KNew
WealthPlan Investment Management, LLC11.7K$142.2K−$11.2KCut−$17.3K
Freestone Capital Holdings, LLC11.5K$140.6KNew
Independent Wealth Network Inc.11.5K$139.6KNew
IFP Advisors, Inc10.8K$131.3K−$6.07KAdded$48.1K
EP Wealth Advisors, LLC10.6K$129.4KNew
ORG Wealth Partners, LLC10.3K$125.7KNew
Westside Investment Management, Inc.9.5K$115.7KNew
PRIVATE TRUST CO NA9.1K$110.9K−$6.01KAdded$28.6K
United Financial Planning Group LLC8.36K$101.9KNew
Aquatic Capital Management LLC7.81K$95.1K−$3.74KAdded$43.9K
Golden State Wealth Management, LLC7.16K$87.2K−$4.05KAdded$31.9K
Sound Income Strategies, LLC6.28K$76.7K−$3.42KAdded$25.3K
Raleigh Capital Management Inc.5.68K$69.2K−$3.61KAdded$19.8K
CHILTON CAPITAL MANAGEMENT LLC4.43K$54K−$2.84KAdded$15.2K
Strategic Wealth Partners, Ltd.4.17K$50.8KNew
Western Wealth Management, LLC4K$48.7KNew
MAI Capital Management3.27K$39.8K−$2.57KAdded$4.61K
Tanglewood Legacy Advisors, LLC3.25K$39.6K−$3.12KCut−$37K
PlanVest Financial, Inc2.96K$36KHeld
Larson Financial Group LLC2.89K$35.2K−$1.63KAdded$13K
Pinnacle Wealth Planning Services, Inc.2.5K$30.4K−$1.6KAdded$8.56K
Financial Gravity Asset Management, Inc.2.48K$30.3K−$1.29KAdded$12.6K
JPMORGAN CHASE & CO2.4K$29.4K−$1.85KAdded$3.2K
WOLFF WIESE MAGANA LLC2.08K$25.3K−$1.33KAdded$7.11K
Newbridge Financial Services Group, Inc.2.07K$25.2K−$1.32KAdded$7.1K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.82K$22.3K−$1.14KAdded$6.21K
AMERIFLEX GROUP, INC.1.82K$22.1K−$1.17KAdded$6.13K
Quantbot Technologies LP1.78K$21.7K−$1.71KCut−$137.1K
Steward Partners Investment Advisory, LLC1.3K$15.8K−$623Added$7.27K
Silicon Valley Capital Partners1.18K$14.3K−$1.11KCut−$878
HALBERT HARGROVE GLOBAL ADVISORS, LLC1.07K$13.1K−$688Added$3.69K
Tower Research Capital LLC (TRC)1.07K$13K−$253Added$9.58K
WELLS FARGO & COMPANY/MN861$10.5K−$825Cut−$13.7K
NBC SECURITIES, INC.834$10.2K−$801Cut−$11.7K
VAN ECK ASSOCIATES CORP674.2K$8.21KNew
HFM Investment Advisors, LLC621$7.56K−$397Added$2.14K
Moisand Fitzgerald Tamayo, LLC538$6.55KNew
Kozak & Associates, Inc.280$3.46K−$153Added$1.01K
Cambridge Investment Research Advisors, Inc.264.7K$3.22K−$201Added$470
CENTAURUS FINANCIAL, INC.214.9K$2.62K−$119Added$994
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO185$2.25KNew
IFS Advisors, LLC100$1.22K−$96Cut−$96
HRT FINANCIAL LP36.2K$441New
Virtu Financial LLC31.6K$385−$13Added$214
Archer Investment Corp27$329−$29Cut−$17
CX Institutional15.2K$185−$15Cut−$28
PRICE T ROWE ASSOCIATES INC /MD/13.2K$161New
TSFG, LLC7.34K$89−$3Added$46
Capital Analysts, LLC1.09K$13−$1Added$6
VALLEY NATIONAL ADVISERS INC452$5$0Added$2

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.