Confluence Investment Management LLC Morgan Stanley Direct Lending Transaction History

Confluence Investment Management LLC

  • $6.73 Billion
  • Q3 2025
Number of Shares
70,848
Previous 86,943 18.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
N/A
-16,095 Reduced 18.51%
70,848 $0
Q2 2025

Jul 01, 2025
BUY
N/A
60,022 Added 222.96%
86,943 $0
Q1 2025

Apr 01, 2025
BUY
N/A
779 Added 2.98%
26,921 $0
Q4 2024

Jan 02, 2025
BUY
N/A
365 Added 1.42%
26,142 $0
Q3 2024

Oct 31, 2024
BUY
N/A
25,777 New
25,777 $0
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