- Info
- Portfolio
- Significant Ownership
- Insider Ownership
Significant Ownership of Bulldog Investors, LLP
- Signature - Title
- /s/ Andrew Dakos - Andrew Dakos, Partner
- Location
- Saddle Brook, NJ
- Summary
- This page shows a list of all the recent SCHEDULE 13D/G filings made by Bulldog Investors, LLP.
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Significant Ownership of Bulldog Investors, LLP
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| CXH | MFS Investment Grade Municipal Trust | Common Stock | 17% | $11,169,647 | +$1,853,098 | 1,384,095 | +20% | Phillip Goldstein | 31 Dec 2025 |
| CMU | MFS High Yield Municipal Trust | Common Stock | 16% | $14,067,803 | +$1,321,227 | 4,007,921 | +10% | Phillip Goldstein | 12 Dec 2025 |
| LRFC | Logan Ridge Finance Corp. | Common Stock | 11% | $5,058,855 | 280,269 | Phillip Goldstein | 31 Mar 2025 | ||
| DSM | BNY Mellon Strat. Municipal Bond | Common Stock | 6.7% | $20,766,706 | +$4,913,412 | 3,322,673 | +31% | Phillip Goldstein | 31 Dec 2025 |
| ICMB | Investcorp Credit Management BDC | Common Stock | 5.4% | $2,103,843 | 779,201 | Phillip Goldstein | 31 Dec 2025 | ||
| Monroe Capital | Common Stock | 5.2% | 1,128,192 | Phillip Goldstein | 31 Dec 2025 | ||||
| IHD | Voya Emerging Markets High Dividend Equity Fund | Common Stock | 5.1% | $5,632,955 | 898,398 | Bulldog Investors, LLP | 31 Dec 2025 | ||
| PGZ | Principal Real Estate Income Fund | Common Stock | 5% | $3,492,575 | 333,261 | Phillip Goldstein | 07 Aug 2025 | ||
| DMA | Destra Multi Alternative Fund | Common Stock | 3.6% | $2,789,253 | 322,457 | Phillip Goldstein | 30 Sep 2025 | ||
| CUBA | Herzfeld Caribbean Basin Fund Inc. | Common Stock | 0.04% | $16,061 | -$1,871,609 | 6,720 | -99% | Phillip Goldstein | 31 Mar 2025 |
Schedules 13D/G Reported by Bulldog Investors, LLP:
| Sym | Target | Class | Ownership | Change | Current Shares | Change | Value | Reporting name | Form | Report Period | Filing Date |
|---|
* An asterisk sign (*) next to the price indicates that the price is likely invalid.