Phillip Goldstein - Insider Trading & Ownership

Entity
Individual
Location
60 Heritage Drive, Pleasantville, NY
Summary
The estimated net worth of Phillip Goldstein is at least $2.43M dollars as of August 19, 2024. Phillip Goldstein is the Director of HIGH INCOME SECURITIES FUND and owns shares of HIGH INCOME SECURITIES FUND (PCF) stock worth about $1.68M. Phillip Goldstein is the Chairman and Secretary, Director of SPECIAL OPPORTUNITIES FUND, INC. and owns shares of SPECIAL OPPORTUNITIES FUND, INC. (SPE) stock worth about $460K. Phillip Goldstein is the Director of SWISS HELVETIA FUND, INC. and owns shares of SWISS HELVETIA FUND, INC. (SWZ) stock worth about $148K. Phillip Goldstein is the Director of MEXICO EQUITY & INCOME FUND INC and owns shares of MEXICO EQUITY & INCOME FUND INC (MXE) stock worth about $75.7K. Phillip Goldstein is the 10%+ Owner of MFS INVESTMENT GRADE MUNICIPAL TRUST and owns shares of MFS INVESTMENT GRADE MUNICIPAL TRUST (CXH) stock worth about $59.9K.
All Insider Reports
All Insider Reports

Ownership of Phillip Goldstein

Symbol Company Relationship Holdings Value Past Year Net Change Change % Report Period
PCF HIGH INCOME SECURITIES FUND Director $1.68M -$1.61M -49% Aug 16, 2024
SPE, SPE-PC SPECIAL OPPORTUNITIES FUND, INC. Chairman and Secretary, Director $460K -$113K -19.7% Dec 28, 2023
SWZ SWISS HELVETIA FUND, INC. Director $148K Jul 2, 2021
MXE MEXICO EQUITY & INCOME FUND INC Director $75.7K Oct 15, 2021
CXH MFS INVESTMENT GRADE MUNICIPAL TRUST 10%+ Owner $59.9K Feb 13, 2024
DMF BNY MELLON MUNICIPAL INCOME, INC. Director Jun 12, 2024
NDP TORTOISE ENERGY INDEPENDENCE FUND, INC. 10%+ Owner Apr 30, 2021

Insider Transactions Reported by Phillip Goldstein:

Sym Company Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.