Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
Dynamix Corp
13D
DYNC · G2949D104
|
3.6% |
7/28/2026
Event 7/24/2026
|
|||
| Bulldog Investors, LLP | 3.0% | ||||
| Phillip Goldstein | 3.6% | ||||
| Andrew Dakos | 2.9% | ||||
|
MFS High Yield Municipal Trust
13D/A
Amendment 14
CMU · 59318E102
|
1.0% |
5/12/2026
Event 5/6/2026
|
|||
| Bulldog Investors, LLP | 0.8% | ||||
| Phillip Goldstein | 1.0% | ||||
| Andrew Dakos | 0.7% | ||||
|
MFS Investment Grade Municipal Trust
13G/A
Amendment 5
CXH · 59318B108
|
2.6% |
5/7/2026
Event 4/30/2026
|
|||
| Bulldog Investors, LLP | 0.4% | ||||
| Phillip Goldstein | 2.6% | ||||
| Andrew Dakos | 0.1% | ||||
|
MFS High Yield Municipal Trust
13D/A
Amendment 13
CMU · 59318E102
|
6.9% |
5/5/2026
Event 5/1/2026
|
|||
| Bulldog Investors, LLP | 5.4% | ||||
| Phillip Goldstein | 6.9% | ||||
| Andrew Dakos | 4.97% | ||||
|
MFS High Yield Municipal Trust
13D/A
Amendment 12
CMU · 59318E102
|
11.2% |
5/1/2026
Event 4/29/2026
|
|||
| Bulldog Investors, LLP | 9.7% | ||||
| Phillip Goldstein | 11.2% | ||||
| Andrew Dakos | 9.2% | ||||
|
MFS High Yield Municipal Trust
13D/A
Amendment 11
CMU · 59318E102
|
12.5% |
4/27/2026
Event 4/23/2026
|
|||
| Bulldog Investors, LLP | 11.0% | ||||
| Phillip Goldstein | 12.5% | ||||
| Andrew Dakos | 10.6% | ||||
|
MFS High Yield Municipal Trust
13D/A
Amendment 10
CMU · 59318E102
|
13.6% |
4/9/2026
Event 4/7/2026
|
|||
| Bulldog Investors, LLP | 12.1% | ||||
| Phillip Goldstein | 13.6% | ||||
| Andrew Dakos | 11.6% | ||||
|
Investcorp Credit Management BDC
13G
ICMB · 46090R104
|
5.4% |
2/13/2026
Event 12/31/2025
|
|||
| Bulldog Investors, LLP | 4.1% | ||||
| Phillip Goldstein | 5.4% | ||||
| Andrew Dakos | 3.9% | ||||
|
Monroe Capital
13G
274895840
|
5.2% |
2/13/2026
Event 12/31/2025
|
|||
| Bulldog Investors, LLP | 4.7% | ||||
| Phillip Goldstein | 5.2% | ||||
| Andrew Dakos | 4.4% | ||||
|
BNY Mellon Strat. Municipal Bond
13G/A
Amendment 1
DSM · 09662E109
|
6.7% |
2/13/2026
Event 12/31/2025
|
|||
| Bulldog Investors, LLP | 6.7% | ||||
| Phillip Goldstein | 6.7% | ||||
| Andrew Dakos | 6.7% | ||||
|
Voya Emerging Markets High Dividend Equity Fund
13G
IHD · 92912P108
|
5.1% |
2/13/2026
Event 12/31/2025
|
|||
| Bulldog Investors, LLP | 5.1% | ||||
| Phillip Goldstein | 5.1% | ||||
| Andrew Dakos | 5.1% | ||||
|
MFS Investment Grade Municipal Trust
13G/A
Amendment 4
CXH · 59318B108
|
16.9% |
2/13/2026
Event 12/31/2025
|
|||
| Bulldog Investors, LLP | 14.8% | ||||
| Phillip Goldstein | 16.9% | ||||
| Andrew Dakos | 14.7% | ||||
|
MFS High Yield Municipal Trust
13D/A
Amendment 9
CMU · 59318E102
|
15.7% |
12/16/2025
Event 12/12/2025
|
|||
| Bulldog Investors, LLP | 14.4% | ||||
| Phillip Goldstein | 15.7% | ||||
| Andrew Dakos | 14.0% | ||||
|
MFS High Yield Municipal Trust
13D/A
Amendment 8
CMU · 59318E102
|
14.3% |
11/14/2025
Event 11/12/2025
|
|||
| Bulldog Investors, LLP | 12.9% | ||||
| Phillip Goldstein | 14.3% | ||||
| Andrew Dakos | 12.5% | ||||
|
MFS Investment Grade Municipal Trust
13G/A
Amendment 3
CXH · 59318B108
|
14.1% |
10/15/2025
Event 9/30/2025
|
|||
| Bulldog Investors, LLP | 12.1% | ||||
| Phillip Goldstein | 14.1% | ||||
| Andrew Dakos | 12.0% | ||||
|
Destra Multi Alternative Fund
13G/A
Amendment 1
DMA · 25065A502
|
3.6% |
10/15/2025
Event 9/30/2025
|
|||
| Bulldog Investors, LLP | 3.1% | ||||
| Phillip Goldstein | 3.6% | ||||
| Andrew Dakos | 3.1% | ||||
|
MFS High Yield Municipal Trust
13D/A
Amendment 7
CMU · 59318E102
|
13.1% |
8/28/2025
Event 8/26/2025
|
|||
| Bulldog Investors, LLP | 11.8% | ||||
| Phillip Goldstein | 13.1% | ||||
| Andrew Dakos | 11.4% | ||||
|
Principal Real Estate Income Fund
13D/A
Amendment 4
PGZ · 74255X104
|
4.98% |
8/12/2025
Event 8/7/2025
|
|||
| Bulldog Investors, LLP | 4.98% | ||||
| Phillip Goldstein | 4.98% | ||||
| Andrew Dakos | 4.98% | ||||
|
MFS High Yield Municipal Trust
13D/A
Amendment 6
CMU · 59318E102
|
12.1% |
7/16/2025
Event 7/15/2025
|
|||
| Bulldog Investors, LLP | 10.6% | ||||
| Phillip Goldstein | 12.1% | ||||
| Andrew Dakos | 10.5% | ||||
|
BNY Mellon Strat. Municipal Bond
13G
DSM · 09662E109
|
5.1% |
4/24/2025
Event 3/31/2025
|
|||
| Bulldog Investors, LLP | 5.1% | ||||
| Phillip Goldstein | 5.1% | ||||
| Andrew Dakos | 5.1% | ||||
|
MFS Investment Grade Municipal Trust
13G/A
Amendment 2
CXH · 59318B108
|
12.3% |
4/24/2025
Event 3/31/2025
|
|||
| Bulldog Investors, LLP | 10.6% | ||||
| Phillip Goldstein | 12.3% | ||||
| Andrew Dakos | 10.5% | ||||
|
Herzfeld Caribbean Basin Fund Inc.
13G/A
Amendment 1
HERZ · 42804T106
|
<0.1% |
4/7/2025
Event 3/31/2025
|
|||
| Bulldog Investors, LLP | <0.1% | ||||
| Phillip Goldstein | <0.1% | ||||
| Andrew Dakos | 0% | ||||
|
Logan Ridge Finance Corp.
13G/A
Amendment 2
LRFC · 541098109
|
10.6% |
4/3/2025
Event 3/31/2025
|
|||
| Bulldog Investors, LLP | 9.1% | ||||
| Phillip Goldstein | 10.6% | ||||
| Andrew Dakos | 9.1% | ||||
|
MFS High Yield Municipal Trust
13D/A
Amendment 5
CMU · 59318E102
|
11.3% |
2/14/2025
Event 12/31/2024
|
|||
| Bulldog Investors, LLP | 11.3% | ||||
| Phillip Goldstein | 11.3% | ||||
| Andrew Dakos | 10.1% | ||||
|
Herzfeld Caribbean Basin Fund Inc.
13G
HERZ · 42804T106
|
5.0% |
2/7/2025
Event 12/31/2024
|
|||
| Bulldog Investors, LLP | 5.0% | ||||
| Phillip Goldstein | 5.0% | ||||
| Andrew Dakos | 4.1% | ||||