| |
| |
|
| Insider
Information: |
Weinstein Boaz |
| Relationship: |
10% Owner |
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
104 |
|
| Direct
Shares |
0 |
|
|
Indirect Shares
|
410,966,071 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$2,414,011,927 |
|
|
| Total
Shares |
410,966,071 |
|
|
| Total
Value |
$2,414,011,927 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1327
|
445
|
|
Stock
price went up :
|
994
|
172
|
| Stock
price went down : |
333
|
273
|
| |
|
|
|
Gain/Loss Ratio : |
3.0
|
3.0
|
| Percentage
Gain/Loss : |
 9.5%
|
 -192.8%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
DWS High Income Trust |
KHI |
10% Owner |
2015-07-31 |
0 |
2016-09-23 |
1,533,817 |
Premium* |
|
|
Dws Dreman Value Incomedge Fund,... |
DHG |
10% Owner |
2015-08-03 |
0 |
2017-09-15 |
1,372,544 |
Premium* |
|
|
Franklin Templeton Limited Durat... |
FTF |
10% Owner |
2016-01-13 |
0 |
2017-03-16 |
2,028,691 |
Premium* |
|
|
Blackrock Debt Strategies Fund |
DSU |
10% Owner |
|
0 |
2018-05-10 |
5,264,992 |
Premium* |
|
|
Wells Fargo Adv Multisector |
ERC |
10% Owner |
2016-02-16 |
0 |
2017-06-19 |
3,563,497 |
Premium* |
|
|
DWS Strategic Income Trust |
KST |
10% Owner |
2016-01-20 |
0 |
2017-04-20 |
425,461 |
Premium* |
|
|
Managed High Yield Plus Fund Inc |
HYF |
10% Owner |
|
0 |
2016-03-04 |
6,312,342 |
Premium* |
|
|
Credit Suisse Asset Management I... |
CIK |
10% Owner |
2016-03-14 |
0 |
2017-08-29 |
5,191,149 |
Premium* |
|
|
Advent Claymore Convertible Secu... |
AVK |
10% Owner |
|
0 |
2017-09-01 |
2,357,824 |
Premium* |
|
|
First Trust High Income Long/sho... |
FSD |
10% Owner |
|
0 |
2017-07-17 |
4,129,248 |
Premium* |
|
|
Clough Global Allocation Fund |
GLV |
10% Owner |
|
0 |
2017-04-20 |
1,814,145 |
Premium* |
|
|
Clough Global Equity Fund |
GLQ |
10% Owner |
|
0 |
2017-04-26 |
2,546,667 |
Premium* |
|
|
Clough Global Opportunities Fund |
GLO |
10% Owner |
2017-03-13 |
0 |
2017-05-02 |
7,379,266 |
Premium* |
|
|
Delaware Enhanced Global Dividen... |
DEX |
10% Owner |
2017-11-22 |
0 |
2022-07-08 |
985,528 |
Premium* |
|
|
Templeton Emerging Markets Incom... |
TEI |
10% Owner |
2018-01-04 |
0 |
2018-08-31 |
4,788,804 |
Premium* |
|
|
Parker Drilling Ord Shs |
PKDC |
10% Owner |
2018-06-18 |
0 |
2018-06-26 |
16,313,556 |
Premium* |
|
|
Invesco Van Kampen Inc Tr |
VLT |
10% Owner |
2018-12-17 |
0 |
2019-12-13 |
505,317 |
Premium* |
|
|
Western Asset High Income Fund I... |
HIX |
10% Owner |
2018-12-27 |
0 |
2020-01-10 |
8,597,893 |
Premium* |
|
|
Western Asset Global High Income... |
EHI |
10% Owner |
2019-01-03 |
0 |
2020-11-20 |
0 |
Premium* |
|
|
Western Asset High Income Opport... |
HIO |
10% Owner |
2019-01-09 |
0 |
2020-11-20 |
5,793,994 |
Premium* |
|
|
Nuveen Multi-Strategy Income & G... |
JQC |
10% Owner |
2019-01-14 |
0 |
2019-07-18 |
13,559,596 |
Premium* |
|
|
MFS California Insured Municipal... |
CCA |
10% Owner |
2019-01-17 |
0 |
2019-07-25 |
186,016 |
Premium* |
|
|
Blackrock Muni New York Intermed... |
MNE |
10% Owner |
|
0 |
2019-12-19 |
522,205 |
Premium* |
|
|
Invesco Van Kampen Senior |
VVR |
10% Owner |
|
0 |
2019-12-18 |
15,255,017 |
Premium* |
|
|
Eaton Vance Floating-Rate Income... |
EFF |
10% Owner |
2019-07-23 |
0 |
2021-02-18 |
1,338,141 |
Premium* |
|
|
Saba Capital Income & Opportunit... |
BRW |
President |
2024-07-01 |
0 |
2022-11-15 |
4,081,664 |
Premium* |
|
|
Pioneer Floating Rate Trust |
PHD |
10% Owner |
2019-10-24 |
0 |
2020-12-28 |
820,530 |
Premium* |
|
|
Blackrock New York Municipal Bon... |
BQH |
10% Owner |
|
0 |
2020-05-11 |
484,356 |
Premium* |
|
|
Invesco Van Kampen Dynam |
VTA |
10% Owner |
2020-03-23 |
0 |
2021-10-15 |
6,239,455 |
Premium* |
|
|
Royce Global Value Trust, Inc. |
RGT |
10% Owner |
|
0 |
2020-12-28 |
183,116 |
Premium* |
|
|
Eaton Vance Senior Income Trust |
EVF |
10% Owner |
|
0 |
2021-08-02 |
0 |
Premium* |
|
|
Nuveen Floating Rate Income Oppo... |
JRO |
10% Owner |
|
0 |
2021-05-12 |
4,072,815 |
Premium* |
|
|
Nuveen Floating Rate Income Fund |
JFR |
10% Owner |
|
0 |
2021-04-29 |
5,665,888 |
Premium* |
|
|
Eaton Vance Floating-Rate Income... |
EFT |
10% Owner |
|
0 |
2021-08-02 |
0 |
Premium* |
|
|
Miller/howard High Income Equity... |
HIE |
10% Owner |
|
0 |
2024-03-28 |
1,540,829 |
Premium* |
|
|
First Eagle Senior Loan Fund |
FSLF |
10% Owner |
|
0 |
2021-03-03 |
1,046,615 |
Premium* |
|
|
Templeton Global Income Fund |
SABA |
10% Owner |
|
0 |
2025-05-21 |
2,809,885 |
Premium* |
|
|
Apollo Tactical Income Fund Inc. |
AIF |
10% Owner |
|
0 |
2021-08-30 |
1,414,462 |
Premium* |
|
|
Apollo Senior Floating Rate Fund... |
AFT |
10% Owner |
|
0 |
2021-01-12 |
1,557,306 |
Premium* |
|
|
Delaware Investments Minnesota M... |
VMM |
10% Owner |
|
0 |
2022-01-20 |
1,640,009 |
Premium* |
|
|
Cushing Mlp Total Return Fund |
SRV |
10% Owner |
|
0 |
2023-02-08 |
208,468 |
Premium* |
|
|
Salient Midstream & Mlp Fund |
SMM |
10% Owner |
|
0 |
2022-08-12 |
4,231,744 |
Premium* |
|
|
Center Coast Brookfield Mlp & En... |
CEN |
10% Owner |
2022-01-03 |
0 |
2023-07-25 |
713,142 |
Premium* |
|
|
Delaware Investments Florida Ins... |
VFL |
10% Owner |
2022-02-25 |
0 |
2022-12-14 |
0 |
Premium* |
|
|
Intelligent Medicine Acquisition... |
IQMD |
10% Owner |
|
0 |
2023-02-24 |
0 |
Premium* |
|
|
Blockchain Coinvestors Acquisiti... |
BCSA |
10% Owner |
|
0 |
2023-02-24 |
0 |
Premium* |
|
|
Tkb Critical Technologies 1 |
USCT |
10% Owner |
|
0 |
2023-02-01 |
0 |
Premium* |
|
|
Lf Capital Acquisition Ii Ord Sh... |
LFAC |
10% Owner |
|
0 |
2023-06-20 |
952,004 |
Premium* |
|
|
Research Alliance Corp. Ii |
RACB |
10% Owner |
|
0 |
2022-10-31 |
301,578 |
Premium* |
|
|
Clearbridge Energy Mlp Total Ret... |
CTR |
10% Owner |
|
0 |
2023-12-05 |
1,124,306 |
Premium* |
|
|
First Trust/aberdeen Emerging Op... |
FEO |
10% Owner |
|
0 |
2022-08-11 |
516,375 |
Premium* |
|
|
Clearbridge Energy Mlp Opportuni... |
EMO |
10% Owner |
|
0 |
2023-12-06 |
3,007,117 |
Premium* |
|
|
New Ireland Fund Inc |
IRL |
10% Owner |
|
0 |
2023-01-11 |
482,504 |
Premium* |
|
|
Tortoise Midstream Energy Closed... |
NTG |
10% Owner |
|
0 |
2024-12-23 |
0 |
Premium* |
|
|
Eaton Vance Insured New York Mun... |
ENX |
10% Owner |
|
0 |
2025-06-20 |
3,898,946 |
Premium* |
|
|
Tribe Capital Growth Corp I |
ATVCU |
10% Owner |
|
0 |
2023-09-26 |
0 |
Premium* |
|
|
Integrated Rail & Resources Acqu... |
IRRX |
10% Owner |
|
0 |
2023-08-16 |
238,251 |
Premium* |
|
|
Blackrock California Municipal I... |
BFZ |
10% Owner |
2023-03-21 |
0 |
2025-06-30 |
4,692,717 |
Premium* |
|
|
Colonial Municipal Income Trust |
CMU |
10% Owner |
|
0 |
2023-11-08 |
2,461,868 |
Premium* |
|
|
Fortune Rise Acquisition Corp |
FRLAU |
10% Owner |
2023-04-17 |
0 |
2023-06-02 |
84,824 |
Premium* |
|
|
Blackrock Esg Capital Allocation... |
ECAT |
10% Owner |
2023-04-26 |
0 |
2025-02-27 |
28,605,041 |
Premium* |
|
|
Pimco Energy & Tactical Credit O... |
NRGX |
10% Owner |
|
0 |
2025-04-03 |
7,527,897 |
Premium* |
|
|
Blackrock Muniyield Pennsylvania... |
MPA |
10% Owner |
|
0 |
2025-06-04 |
1,274,468 |
Premium* |
|
|
Clearbridge Energy Mlp Fund Inc. |
CEM |
10% Owner |
2023-06-14 |
0 |
2023-12-06 |
2,189,802 |
Premium* |
|
|
Mfs Investment Grade Municipal T... |
CXH |
10% Owner |
|
0 |
2023-11-08 |
694,805 |
Premium* |
|
|
Nuveen Core Plus Impact Fund |
NPCT |
10% Owner |
|
0 |
2024-12-06 |
2,830,353 |
Premium* |
|
|
Eaton Vance Insured California M... |
EVM |
10% Owner |
|
0 |
2025-06-24 |
4,544,380 |
Premium* |
|
|
DWS Strategic Municipal Income T... |
KSM |
10% Owner |
|
0 |
2024-11-20 |
0 |
Premium* |
|
|
Destra Multi-Alternative Fund |
DMA |
10% Owner |
|
0 |
2025-05-15 |
1,958,054 |
Premium* |
|
|
American Oncology Network Class |
AONC |
10% Owner |
2023-09-25 |
0 |
2023-09-25 |
0 |
Premium* |
|
|
Blackrock Innovation & Growth Tr... |
BIGZ |
10% Owner |
|
0 |
2025-01-07 |
60,675,395 |
Premium* |
|
|
Pioneer Municipal High Income Tr... |
MHI |
10% Owner |
2023-10-03 |
0 |
2025-04-22 |
4,201,829 |
Premium* |
|
|
Federated Premier Municipal Inco... |
FMN |
10% Owner |
|
0 |
2024-10-14 |
1,111,886 |
Premium* |
|
|
ASA Gold & Precious Metals Ltd |
ASA |
10% Owner |
|
0 |
2023-12-26 |
3,253,837 |
Premium* |
|
|
Neuberger Berman CA Interm Muni |
NBW |
10% Owner |
|
0 |
2023-10-11 |
572,334 |
Premium* |
|
|
Neuberger Berman NY Interm |
NBO |
10% Owner |
|
0 |
2023-10-12 |
530,162 |
Premium* |
|
|
Blackrock Capital Allocation Trust |
BCAT |
10% Owner |
|
0 |
2025-05-16 |
10,389,562 |
Premium* |
|
|
Invesco Van Kampen Tr For |
VTN |
10% Owner |
|
0 |
2024-10-03 |
1,877,124 |
Premium* |
|
|
Blackrock Health Sciences Trust Ii |
BMEZ |
10% Owner |
|
0 |
2025-04-21 |
0 |
Premium* |
|
|
Dreyfus Municipal Income Inc |
DMF |
10% Owner |
|
0 |
2024-03-19 |
2,377,018 |
Premium* |
|
|
Eaton Vance California Municipal... |
CEV |
10% Owner |
|
0 |
2024-10-21 |
694,818 |
Premium* |
|
|
Nuveen New Jersey Dividend Advan... |
NXJ |
10% Owner |
|
0 |
2025-03-12 |
4,143,267 |
Premium* |
|
|
Pioneer Municipal High Income Ad... |
MAV |
10% Owner |
|
0 |
2025-05-05 |
4,015,961 |
Premium* |
|
|
Nuveen Pennsylvania Investment Q... |
NQP |
10% Owner |
|
0 |
2024-12-31 |
5,058,973 |
Premium* |
|
|
Invesco Van Kampen Penn Va |
VPV |
10% Owner |
|
0 |
2024-11-12 |
2,399,713 |
Premium* |
|
|
Mainstay Cbre Global Infrastruct... |
MEGI |
10% Owner |
|
0 |
2025-04-30 |
6,259,969 |
Premium* |
|
|
Pioneer Municipal High Income Op... |
MIO |
10% Owner |
2024-03-06 |
0 |
2025-05-07 |
2,161,352 |
Premium* |
|
|
Aberdeen Standard Global Infrast... |
ASGI |
10% Owner |
|
0 |
2024-12-06 |
2,660,787 |
Premium* |
|
|
Tekla Life Sciences Investors |
HQL |
10% Owner |
|
0 |
2025-05-20 |
3,017,539 |
Premium* |
|
|
Selina Hospitality Ord Shs |
SLNA |
10% Owner |
2024-04-22 |
0 |
2024-04-23 |
54,363,581 |
Premium* |
|
|
AllianceBernstein National Munic... |
AFB |
10% Owner |
|
0 |
2024-06-07 |
3,114,146 |
Premium* |
|
|
Gabelli Natural Resources, Gold ... |
GNT |
10% Owner |
|
0 |
2025-06-27 |
1,693,672 |
Premium* |
|
|
Adams Natural Resources Fund Inc |
PEO |
10% Owner |
|
0 |
2025-06-26 |
2,877,339 |
Premium* |
|
|
Tortoise Energy Independence Fun... |
NDP |
10% Owner |
|
0 |
2024-12-24 |
0 |
Premium* |
|
|
Gabelli Healthcare & Wellnessrx ... |
GRX |
10% Owner |
2024-07-10 |
0 |
2025-05-16 |
1,976,875 |
Premium* |
|
|
Ellsworth Fund Ltd |
ECF |
10% Owner |
2024-09-27 |
0 |
2025-05-19 |
1,627,221 |
Premium* |
|
|
Tortoise Energy Infrastructure C... |
TYG |
10% Owner |
|
0 |
2024-12-31 |
1,048,879 |
Premium* |
|
|
Tortoise Power & Energy |
TPZ |
10% Owner |
2024-12-24 |
0 |
2024-12-26 |
11,234 |
Premium* |
|
|
New Germany Fund Inc |
GF |
10% Owner |
2025-02-28 |
0 |
2025-05-28 |
1,938,389 |
Premium* |
|
|
Tortoise Essential Assets Income... |
TEAF |
10% Owner |
|
0 |
2025-04-28 |
1,549,226 |
Premium* |
|
|
Dreyfus Strategic Municipal Bond... |
DSM |
10% Owner |
|
0 |
2025-06-26 |
5,152,591 |
Premium* |
|
|
Morgan Stanley Dean Witter India... |
IIF |
10% Owner |
2025-04-17 |
0 |
2025-05-08 |
1,016,952 |
Premium* |
|
|
Voya Asia Pacific High Dividend ... |
IAE |
10% Owner |
|
0 |
2025-05-20 |
1,816,687 |
Premium* |
|
|
Aberdeen Japan Equity Fund Inc |
JEQ |
10% Owner |
|
0 |
2025-06-03 |
1,516,469 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| BFZ |
Blackrock California Muni... |
10% Owner |
– – • |
2025-06-30 |
4 |
S |
$10.80 |
$474,520 |
I/I |
(43,937) |
4,692,717 |
0 |
% |
|
| GNT |
Gabelli Natural Resources... |
10% Owner |
– – • |
2025-06-27 |
4 |
S |
$6.27 |
$83,247 |
I/I |
(13,277) |
1,693,672 |
0 |
% |
|
| BFZ |
Blackrock California Muni... |
10% Owner |
– – • |
2025-06-27 |
4 |
S |
$10.80 |
$335,470 |
I/I |
(31,062) |
4,736,654 |
0 |
% |
|
| BFZ |
Blackrock California Muni... |
10% Owner |
– – • |
2025-06-26 |
4 |
S |
$10.83 |
$381,357 |
I/I |
(35,213) |
4,767,716 |
0 |
% |
|
| PEO |
Adams Natural Resources F... |
10% Owner |
– – • |
2025-06-26 |
4 |
S |
$21.54 |
$9,887 |
I/I |
(459) |
2,877,339 |
0 |
% |
|
| DSM |
Dreyfus Strategic Municip... |
10% Owner |
– – • |
2025-06-26 |
4 |
B |
$5.55 |
$35,243 |
I/I |
6,350 |
5,152,591 |
1.5 |
- |
|
| GNT |
Gabelli Natural Resources... |
10% Owner |
– – • |
2025-06-25 |
4 |
S |
$6.28 |
$25,302 |
I/I |
(4,029) |
1,706,949 |
0 |
% |
|
| PEO |
Adams Natural Resources F... |
10% Owner |
– – • |
2025-06-25 |
4 |
S |
$21.41 |
$99,685 |
I/I |
(4,656) |
2,877,798 |
0 |
% |
|
| EVM |
Eaton Vance Insured Calif... |
10% Owner |
– – • |
2025-06-24 |
4 |
B |
$8.83 |
$272,008 |
I/I |
30,805 |
4,544,380 |
1.5 |
% |
|
| GNT |
Gabelli Natural Resources... |
10% Owner |
– – • |
2025-06-24 |
4 |
S |
$6.28 |
$11,775 |
I/I |
(1,875) |
1,710,978 |
0 |
% |
|
| PEO |
Adams Natural Resources F... |
10% Owner |
– – • |
2025-06-24 |
4 |
S |
$21.57 |
$37,575 |
I/I |
(1,742) |
2,882,454 |
0 |
% |
|
| EVM |
Eaton Vance Insured Calif... |
10% Owner |
– – • |
2025-06-23 |
4 |
B |
$8.79 |
$111,281 |
I/I |
12,660 |
4,513,575 |
1.5 |
% |
|
| GNT |
Gabelli Natural Resources... |
10% Owner |
– – • |
2025-06-23 |
4 |
S |
$6.45 |
$29,006 |
I/I |
(4,497) |
1,712,853 |
0 |
% |
|
| PEO |
Adams Natural Resources F... |
10% Owner |
– – • |
2025-06-23 |
4 |
S |
$22.11 |
$52,976 |
I/I |
(2,396) |
2,884,196 |
0 |
% |
|
| GNT |
Gabelli Natural Resources... |
10% Owner |
– – • |
2025-06-20 |
4 |
S |
$6.47 |
$81,626 |
I/I |
(12,616) |
1,717,350 |
0 |
% |
|
| EVM |
Eaton Vance Insured Calif... |
10% Owner |
– – • |
2025-06-20 |
4 |
B |
$8.78 |
$191,018 |
I/I |
21,756 |
4,500,915 |
1.5 |
% |
|
| PEO |
Adams Natural Resources F... |
10% Owner |
– – • |
2025-06-20 |
4 |
S |
$22.06 |
$52,966 |
I/I |
(2,401) |
2,886,592 |
0 |
% |
|
| ENX |
Eaton Vance Insured New Y... |
10% Owner |
– – • |
2025-06-20 |
4 |
B |
$9.18 |
$9,051 |
I/I |
986 |
3,898,946 |
1.5 |
% |
|
| GNT |
Gabelli Natural Resources... |
10% Owner |
– – • |
2025-06-18 |
4 |
S |
$6.50 |
$14,118 |
I/I |
(2,172) |
1,729,966 |
0 |
% |
|
| EVM |
Eaton Vance Insured Calif... |
10% Owner |
– – • |
2025-06-17 |
4 |
B |
$8.82 |
$125,994 |
I/I |
14,285 |
4,479,159 |
1.5 |
% |
|
| GNT |
Gabelli Natural Resources... |
10% Owner |
– – • |
2025-06-17 |
4 |
S |
$6.55 |
$30,176 |
I/I |
(4,607) |
1,732,138 |
0 |
% |
|
| ENX |
Eaton Vance Insured New Y... |
10% Owner |
– – • |
2025-06-17 |
4 |
B |
$9.16 |
$175,753 |
I/I |
19,187 |
3,897,960 |
1.5 |
% |
|
| EVM |
Eaton Vance Insured Calif... |
10% Owner |
– – • |
2025-06-16 |
4 |
B |
$8.82 |
$316,726 |
I/I |
35,910 |
4,464,874 |
1.5 |
% |
|
| GNT |
Gabelli Natural Resources... |
10% Owner |
– – • |
2025-06-16 |
4 |
S |
$6.52 |
$59,202 |
I/I |
(9,080) |
1,736,745 |
0 |
- |
|
| ENX |
Eaton Vance Insured New Y... |
10% Owner |
– – • |
2025-06-16 |
4 |
B |
$9.16 |
$96,382 |
I/I |
10,522 |
3,878,773 |
1.5 |
% |
|
25 Records found
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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