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 | |||
|---|---|---|---|---|---|
|
Eaton Vance Municipal Income 2028 Term Trust
13G/A
ETX · 27829U105
|
5.3% |
11/14/2025
Event 9/30/2025
|
|||
| Rockefeller Capital Management L.P. | 5.3% | ||||
| Rockefeller Financial LLC | 5.3% | ||||
|
Rockefeller Municipal Opportunities Fund
13G
772921102
|
100.0% |
8/8/2025
Event 12/6/2024
|
|||
| Rockefeller Capital Management L.P. | 100.0% | ||||
| Rockefeller Financial LLC | 17.5% | ||||
| Rockefeller & Co. LLC | 82.5% | ||||