Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.

Issuer % of Class Filed
FG Merger II Corp. 13G/A
FGMC · 30334J102
0% 10/8/2026
Event 9/30/2026
YHN Acquisition I Ltd 13G/A
YHNA · G1514D101
0% 10/8/2026
Event 9/30/2026
Clough Global Opportunities Fund 13G/A
GLO · 18914E106
2.5% 8/14/2026
Event 6/30/2026
Blackrock Muniyield Quality Fund III, Inc. 13G/A
MYI · 09254E103
3.9% 8/14/2026
Event 6/30/2026
Clough Global Equity Fund 13G/A
GLQ · 18914C100
2.8% 8/14/2026
Event 6/30/2026
Invesco Municipal Trust 13G/A
VKQ · 46131J103
4.97% 8/14/2026
Event 6/30/2026
Rising Dragon Acquisition Corp. 13G/A
RDAC · G7576K107
0% 7/9/2026
Event 6/30/2026
BEST SPAC I Acquistion Corp. 13G/A
BSAA · G1069P103
0% 7/9/2026
Event 6/30/2026
MFS High Yield Municipal Trust 13G/A
CMU · 59318E102
11.6% 5/15/2026
Event 3/31/2026
Invesco Municipal Opportunity Trust 13G/A
VMO · 46132C107
4.1% 5/15/2026
Event 3/31/2026
MFS Investment Grade Municipal Trust 13G/A
CXH · 59318B108
7.0% 5/15/2026
Event 3/31/2026
Blackrock Muniyield Pennsylvania Quality Fund 13G/A
MPA · 09255G107
6.9% 5/15/2026
Event 3/31/2026
Blackrock Muniyield Quality Fund, Inc. 13G
MQY · 09254F100
5.3% 5/15/2026
Event 3/31/2026
Ribbon Acquisition Corp. 13G
RIBB · G7552W109
7.7% 2/17/2026
Event 12/31/2025
Blackrock Muniyield Quality Fund II, Inc. 13G/A
MQT · 09254G108
6.6% 2/17/2026
Event 12/31/2025
Western Asset Managed Municipals Fund Inc. 13G/A
MMU · 95766M105
4.97% 2/17/2026
Event 12/31/2025
Total Return Securities Fund 13G/A
SWZ · 870875101
2.9% 11/14/2025
Event 9/30/2025
Western Asset Intermediate Muni Fund Inc. 13G/A
SBI · 958435109
8.6% 11/14/2025
Event 9/30/2025
Ribbon Acquisition Corp. 13G/A
RIBBU · G7552W125
1.9% 11/14/2025
Event 9/30/2025
CO2 Energy Transition Corp. 13G/A
NOEMU · 12664M202
0% 11/14/2025
Event 9/30/2025
FG Merger II Corp. 13G/A
FGMCU · 30334J201
1.4% 11/14/2025
Event 9/30/2025
BEST SPAC I Acquisition Corp. 13G/A
BSAAU · G1069P137
0% 11/14/2025
Event 9/30/2025
Pioneer Municipal High Income Advantage Fund, Inc. 13G/A
MAV · 723762100
2.1% 8/14/2025
Event 6/30/2025
Pioneer Municipal High Income Opportunities Fund, Inc. 13G/A
MIO · 723760104
4.5% 8/14/2025
Event 6/30/2025
Saba Capital Income & Opportunities Fund 13G/A
BRW · 78518H202
4.4% 8/14/2025
Event 6/30/2025
Pioneer Municipal High Income Fund, Inc. 13G/A
MHI · 723763108
4.4% 8/14/2025
Event 6/30/2025
Pimco Municipal Income Fund III 13G/A
PMX · 72201A103
8.0% 8/14/2025
Event 6/30/2025
DTF Tax-Free Income 2028 Term Fund Inc 13G/A
DTF · 23334J107
1.5% 8/14/2025
Event 6/30/2025
Iron Horse Acquisition Corp. 13G
UCFI · 462837105
5.6% 8/14/2025
Event 6/30/2025
Saba Capital Income & Opportunities Fund II 13G/A
SABA · 880198205
10.4% 6/11/2025
Event 5/31/2025
Invesco Trust for Investment Grade Municipals 13G/A
VGM · 46131M106
4.9% 5/15/2025
Event 3/31/2025
Blackrock Munivest Fund, Inc. 13G/A
MVF · 09253R105
5.4% 5/15/2025
Event 3/31/2025
Barings Participation Investors 13G/A
MPV · 06761A103
0% 4/11/2025
Event 3/31/2025
Hennessy Capital Investment Corp. VI 13G/A
HCVI · 42600H108
16.9% 1/10/2025
Event 12/31/2024
YHN Acquisition I Ltd. 13G/A
YHNAU · G1514D119
0% 1/10/2025
Event 12/31/2024
Bellevue Life Sciences Acquisition Corp. 13G/A
BLAC · 079174108
0% 1/10/2025
Event 12/31/2024
BlackRock MuniYield Fund, Inc. 13G/A
MYD · 09253W104
10.0% 1/10/2025
Event 12/31/2024