John Phelan

Executive

Trades

28 buy / 43 sell

Buy Win Rate

N/A

Mostly non-equity

Avg. Buy Return

N/A

Mostly non-equity

vs S&P 500

N/A

Mostly non-equity

Trading Performance

This member primarily trades bonds, funds, or other non-equity instruments that lack public price data for scoring.

Smart Money ConvergenceView all

Stocks John traded that have confirmed institutional signals

BDCBELDEN INC

Sold47

4/4 signalsMixed

Trade History

71 trades disclosed

All members

MSD Hospitality Partners LP

Type:

Sell

Date

Feb 27, 2026

Bear Lake Operations LLC

Type:

Buy

Date

Feb 26, 2026

Dawson Portfolio Finance 5 LP

Type:

Sell

Date

Feb 26, 2026

RCG Ventures Fund VIII

Type:

Sell

Date

Feb 23, 2026

Caden Opportunity Fund

Type:

Sell

Date

Feb 19, 2026

NFP Continuation Partners LP

Type:

Sell

Date

Feb 13, 2026

HealthQuest Tactical Opportunities Fund LP

Type:

Buy

Date

Feb 12, 2026

MSD Special Investments Fund II, LP

Type:

Buy

Date

Feb 11, 2026

MSD EIV Private LLC

Type:

Buy

Date

Feb 11, 2026

RCG Momentum LP

Type:

Sell

Date

Feb 11, 2026

MSD EIV Private LLC

Type:

Sell

Date

Feb 10, 2026

MSD Real Estate Credit Opportunity Fund II

Type:

Buy

Date

Feb 9, 2026

SRP Continuation Partners LP

Type:

Sell

Date

Feb 6, 2026

Bear Lake Operations LLC

Type:

Buy

Date

Feb 4, 2026

Kingfish Investments X, LLC

Type:

Sell

Date

Nov 26, 2025

MSD Capital, LP

Type:

Sell

Date

Nov 26, 2025

Dawson Portfolio Finance 5 LP

Type:

Sell

Date

Nov 26, 2025

MSD EIV Private LLC - Series B

Type:

Buy

Date

Nov 20, 2025

SRP Continuation Partners LP

Type:

Sell

Date

Nov 20, 2025

HealthQuest Tactical Opportunities Fund

Type:

Buy

Date

Nov 18, 2025

RCG Momentum LP

Type:

Sell

Date

Nov 14, 2025

AAG KP LP

Type:

Buy

Date

Nov 13, 2025

RCP GP Fund II LP

Type:

Buy

Date

Nov 12, 2025

HealthQuest Tactical Opportunities Fund

Type:

Buy

Date

Nov 4, 2025

Double Mako Investments, LLC

Type:

Sell

Date

Nov 3, 2025

White Tip Investments, LLC

Type:

Sell

Date

Nov 3, 2025

NFP Continuation Partners LP

Type:

Sell

Date

Nov 3, 2025

MSD Hospitality Partners LP

Type:

Sell

Date

Sep 30, 2025

Cresta Royalty Partners LP

Type:

Sell

Date

Sep 30, 2025

Dawson Portfolio Finance 5 LP

Type:

Sell

Date

Sep 29, 2025

BDC

MSD Investment Corp. (BDC)

Type:

Sell

Date

Sep 26, 2025

Cresta SC Fund I-A LP

Type:

Sell

Date

Sep 26, 2025

Carriage House Investments LLP

Type:

Sell

Date

Sep 26, 2025

MSD EIV Private, LLC

Type:

Buy

Date

Sep 25, 2025

Dawson Portfolio Finance 5 LP

Type:

Buy

Date

Sep 25, 2025

TMG Haynesville Investors, LLC

Type:

Buy

Date

Sep 24, 2025

26North BDC, Inc.

Type:

Buy

Date

Sep 24, 2025

Cotulla Aviation LP

Type:

Sell

Date

Sep 19, 2025

Cresta Royalty Partners II LP

Type:

Buy

Date

Sep 18, 2025

Two Roads Development LLC Loan

Type:

Sell

Date

Sep 15, 2025

26North BDC, Inc.

Type:

Sell

Date

Sep 11, 2025

MSD EIV Private, LLC

Type:

Buy

Date

Sep 10, 2025

HealthQuest Tactical Opportunities Fund, L.P.

Type:

Buy

Date

Sep 4, 2025

NFP Continuation Partners, LP.

Type:

Sell

Date

Sep 4, 2025

Caden FLV, LLC

Type:

Sell

Date

Sep 4, 2025

RCG Ventures Fund VIII

Type:

Sell

Date

Sep 3, 2025

Dawson Portfolio Finance 5 LP

Type:

Sell

Date

Aug 29, 2025

HealthQuest Tactical Opportunities Fund

Type:

Sell

Date

Aug 26, 2025

MSD Real Estate Credit Opportunity Fund II

Type:

Sell

Date

Aug 20, 2025

Caden FLV, LLC

Type:

Sell

Date

Aug 20, 2025

SRP Continuation Partners LP

Type:

Sell

Date

Aug 18, 2025

RCP GP Fund II LP

Type:

Buy

Date

Aug 14, 2025

RCG Momentum LP

Type:

Sell

Date

Aug 14, 2025

Turnbridge Real Estate Fund II

Type:

Buy

Date

Aug 12, 2025

RCG Ventures Fund VIII

Type:

Sell

Date

Aug 1, 2025

Caden Long Equity Fund

Type:

Sell

Date

Jul 22, 2025

Dawson Portfolio Finance 5 LP

Type:

Sell

Date

Jun 30, 2025

BDC

MSD Investment Corp. (BDC)

Type:

Sell

Date

Jun 27, 2025

TMG Haynesville Investors, LLC

Type:

Buy

Date

Jun 24, 2025

Dawson Portfolio Finance 5 LP

Type:

Buy

Date

Jun 24, 2025

RCG Ventures Fund VIII

Type:

Sell

Date

Jun 24, 2025

Cresta Royalty Partners LP

Type:

Buy

Date

Jun 23, 2025

TMG Monument Investors LLC

Type:

Sell

Date

Jun 20, 2025

MSD Special Investments Fund II

Type:

Buy

Date

Jun 18, 2025

TMG VCLR Investor, LLC

Type:

Buy

Date

Jun 16, 2025

RCG Momentum, LP

Type:

Buy

Date

Jun 16, 2025

MSD EIV Private, LLC (JRK Investments III)

Type:

Buy

Date

Jun 16, 2025

Kingfish Investments X, LLC

Type:

Sell

Date

Jun 12, 2025

26North BDC, Inc

Type:

Sell

Date

Jun 12, 2025

SRP Continuation Partners, LP

Type:

Sell

Date

Jun 4, 2025

RCG Momentum, LP

Type:

Buy

Date

Jun 2, 2025

Date	Ticker	Type	Amount Range	Disclosure Delay
Feb 27, 2026	MSD Hospitality Partners LP	Sell	Over $50M	Same dayFiling
Feb 26, 2026	Bear Lake Operations LLC	Buy	$250k - $500k	Same dayFiling
Feb 26, 2026	Dawson Portfolio Finance 5 LP	Sell	$1k - $15k	Same dayFiling
Feb 23, 2026	RCG Ventures Fund VIII	Sell	$15k - $50k	Same dayFiling
Feb 19, 2026	Caden Opportunity Fund	Sell	$1M - $5M	Same dayFiling
Feb 13, 2026	NFP Continuation Partners LP	Sell	$250k - $500k	Same dayFiling
Feb 12, 2026	HealthQuest Tactical Opportunities Fund LP	Buy	$250k - $500k	Same dayFiling
Feb 11, 2026	MSD Special Investments Fund II, LP	Buy	$15k - $50k	Same dayFiling
Feb 11, 2026	MSD EIV Private LLC	Buy	$50k - $100k	Same dayFiling
Feb 11, 2026	RCG Momentum LP	Sell	$50k - $100k	Same dayFiling
Feb 10, 2026	MSD EIV Private LLC	Sell	$100k - $250k	Same dayFiling
Feb 9, 2026	MSD Real Estate Credit Opportunity Fund II	Buy	$100k - $250k	Same dayFiling
Feb 6, 2026	SRP Continuation Partners LP	Sell	$15k - $50k	Same dayFiling
Feb 4, 2026	Bear Lake Operations LLC	Buy	$100k - $250k	Same dayFiling
Nov 26, 2025	Kingfish Investments X, LLC	Sell	$1M - $5M	Same dayFiling
Nov 26, 2025	MSD Capital, LP	Sell	$1M - $5M	Same dayFiling
Nov 26, 2025	Dawson Portfolio Finance 5 LP	Sell	$15k - $50k	Same dayFiling
Nov 20, 2025	MSD EIV Private LLC - Series B	Buy	$1k - $15k	Same dayFiling
Nov 20, 2025	SRP Continuation Partners LP	Sell	$15k - $50k	Same dayFiling
Nov 18, 2025	HealthQuest Tactical Opportunities Fund	Buy	$15k - $50k	Same dayFiling
Nov 14, 2025	RCG Momentum LP	Sell	$50k - $100k	Same dayFiling
Nov 13, 2025	AAG KP LP	Buy	$1M - $5M	Same dayFiling
Nov 12, 2025	RCP GP Fund II LP	Buy	$100k - $250k	Same dayFiling
Nov 4, 2025	HealthQuest Tactical Opportunities Fund	Buy	$15k - $50k	Same dayFiling
Nov 3, 2025	Double Mako Investments, LLC	Sell	$5M - $25M	Same dayFiling
Nov 3, 2025	White Tip Investments, LLC	Sell	$250k - $500k	Same dayFiling
Nov 3, 2025	NFP Continuation Partners LP	Sell	$250k - $500k	Same dayFiling
Sep 30, 2025	MSD Hospitality Partners LP	Sell	$500k - $1M	Same dayFiling
Sep 30, 2025	Cresta Royalty Partners LP	Sell	$50k - $100k	Same dayFiling
Sep 29, 2025	Dawson Portfolio Finance 5 LP	Sell	$1k - $15k	Same dayFiling
Sep 26, 2025	BDC MSD Investment Corp. (BDC)	Sell	$250k - $500k	Same dayFiling
Sep 26, 2025	Cresta SC Fund I-A LP	Sell	$50k - $100k	Same dayFiling
Sep 26, 2025	Carriage House Investments LLP	Sell	$100k - $250k	Same dayFiling
Sep 25, 2025	MSD EIV Private, LLC	Buy	$15k - $50k	Same dayFiling
Sep 25, 2025	Dawson Portfolio Finance 5 LP	Buy	$15k - $50k	Same dayFiling
Sep 24, 2025	TMG Haynesville Investors, LLC	Buy	$250k - $500k	Same dayFiling
Sep 24, 2025	26North BDC, Inc.	Buy	$100k - $250k	Same dayFiling
Sep 19, 2025	Cotulla Aviation LP	Sell	$1M - $5M	Same dayFiling
Sep 18, 2025	Cresta Royalty Partners II LP	Buy	$100k - $250k	Same dayFiling
Sep 15, 2025	Two Roads Development LLC Loan	Sell	$1M - $5M	Same dayFiling
Sep 11, 2025	26North BDC, Inc.	Sell	$15k - $50k	Same dayFiling
Sep 10, 2025	MSD EIV Private, LLC	Buy	$100k - $250k	Same dayFiling
Sep 4, 2025	HealthQuest Tactical Opportunities Fund, L.P.	Buy	$15k - $50k	Same dayFiling
Sep 4, 2025	NFP Continuation Partners, LP.	Sell	$250k - $500k	Same dayFiling
Sep 4, 2025	Caden FLV, LLC	Sell	$15k - $50k	Same dayFiling
Sep 3, 2025	RCG Ventures Fund VIII	Sell	$1k - $15k	Same dayFiling
Aug 29, 2025	Dawson Portfolio Finance 5 LP	Sell	$15k - $50k	Same dayFiling
Aug 26, 2025	HealthQuest Tactical Opportunities Fund	Sell	$250k - $500k	Same dayFiling
Aug 20, 2025	MSD Real Estate Credit Opportunity Fund II	Sell	$50k - $100k	Same dayFiling
Aug 20, 2025	Caden FLV, LLC	Sell	$500k - $1M	Same dayFiling
Aug 18, 2025	SRP Continuation Partners LP	Sell	$100k - $250k	Same dayFiling
Aug 14, 2025	RCP GP Fund II LP	Buy	$250k - $500k	Same dayFiling
Aug 14, 2025	RCG Momentum LP	Sell	$50k - $100k	Same dayFiling
Aug 12, 2025	Turnbridge Real Estate Fund II	Buy	$100k - $250k	Same dayFiling
Aug 1, 2025	RCG Ventures Fund VIII	Sell	$15k - $50k	Same dayFiling
Jul 22, 2025	Caden Long Equity Fund	Sell	$100k - $250k	Same dayFiling
Jun 30, 2025	Dawson Portfolio Finance 5 LP	Sell	$1k - $15k	Same dayFiling
Jun 27, 2025	BDC MSD Investment Corp. (BDC)	Sell	$250k - $500k	Same dayFiling
Jun 24, 2025	TMG Haynesville Investors, LLC	Buy	$100k - $250k	Same dayFiling
Jun 24, 2025	Dawson Portfolio Finance 5 LP	Buy	$100k - $250k	Same dayFiling
Jun 24, 2025	RCG Ventures Fund VIII	Sell	$1k - $15k	Same dayFiling
Jun 23, 2025	Cresta Royalty Partners LP	Buy	$50k - $100k	Same dayFiling
Jun 20, 2025	TMG Monument Investors LLC	Sell	$100k - $250k	Same dayFiling
Jun 18, 2025	MSD Special Investments Fund II	Buy	$50k - $100k	Same dayFiling
Jun 16, 2025	TMG VCLR Investor, LLC	Buy	$1k - $15k	Same dayFiling
Jun 16, 2025	RCG Momentum, LP	Buy	$100k - $250k	Same dayFiling
Jun 16, 2025	MSD EIV Private, LLC (JRK Investments III)	Buy	$100k - $250k	Same dayFiling
Jun 12, 2025	Kingfish Investments X, LLC	Sell	$100k - $250k	Same dayFiling
Jun 12, 2025	26North BDC, Inc	Sell	$15k - $50k	Same dayFiling
Jun 4, 2025	SRP Continuation Partners, LP	Sell	$100k - $250k	Same dayFiling
Jun 2, 2025	RCG Momentum, LP	Buy	$250k - $500k	Same dayFiling

Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.

Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer