Phillip Goldstein - Insider Trading & Ownership

Entity
Individual
Location
60 Heritage Drive, Pleasantville, NY
Summary
The estimated net worth of Phillip Goldstein is at least $981K dollars as of December 16, 2024. 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 $511K. Phillip Goldstein is the Director of HIGH INCOME SECURITIES FUND and owns shares of HIGH INCOME SECURITIES FUND (PCF) stock worth about $187K. 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
SPE, SPE-PC SPECIAL OPPORTUNITIES FUND, INC. Chairman and Secretary, Director $511K -$14.5K -2.77% Oct 15, 2024
PCF HIGH INCOME SECURITIES FUND Director $187K -$1.61M -89.6% Dec 12, 2024
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.