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.

Notify me when Bulldog Investors, LLP files a new Schedule 13D/G report.

⭐ Subscribe ⭐

Significant Ownership of Bulldog Investors, LLP

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
CMU MFS High Yield Municipal Trust Common Stock 16% $14,067,803 +$1,321,227 4,007,921 +10% Phillip Goldstein 12 Dec 2025
CXH MFS Investment Grade Municipal Trust Common Stock 14% $9,073,649 +$1,144,224 1,154,467 +14% Phillip Goldstein 30 Sep 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 5.1% $14,077,725 2,536,527 Phillip Goldstein 31 Mar 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.