Weinstein Boaz
SEC CIK 1608233 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| PDX | PIMCO Dynamic Income Strategy Fund | 10% | 7.49M | $46.87M | $10.03M | 46 | 2023-05-19 | 2025-09-10 |
| ASA | ASA Gold & Precious Metals Ltd | 10% | 4.29M | $37.83M | — | 18 | 2023-10-24 | 2025-09-09 |
| ECAT | BlackRock ESG Capital Allocation Term Trust | 10% | 28.07M | $137.99M | $3.95M | 51 | 2023-04-26 | 2025-09-08 |
| AFB | ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND | 10% | 3.11M | $801.3K | $125.2K | 4 | 2024-05-20 | 2025-09-08 |
| HQL | abrdn Life Sciences Investors | 10% | 2.97M | $6.61M | $3.18M | 24 | 2024-04-18 | 2025-09-02 |
| GF | NEW GERMANY FUND INC | 10% | 1.95M | $1.70M | — | 12 | 2025-02-28 | 2025-08-25 |
| DMA | Destra Multi-Alternative Fund | 10% | 2.14M | $5.84M | — | 17 | 2023-09-13 | 2025-08-14 |
| PEO | ADAMS NATURAL RESOURCES FUND, INC. | 10% | 2.70M | $2.92M | $3.05M | 18 | 2024-06-24 | 2025-07-30 |
| GRX | Gabelli Healthcare & WellnessRx Trust | 10% | 2.01M | $2.23M | — | 18 | 2024-07-10 | 2025-07-15 |
| GNT | GAMCO Natural Resources, Gold & Income Trust | 10% | 1.61M | $244.1K | $1.17M | 13 | 2024-06-20 | 2025-07-10 |
| MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | 10% | 1.32M | $4.65M | $2.14M | 43 | 2023-06-22 | 2025-05-30 |
| ECF | ELLSWORTH GROWTH & INCOME FUND LTD | 10% | 1.63M | $843.1K | — | 7 | 2024-09-27 | 2025-05-19 |
| BCAT | BlackRock Capital Allocation Term Trust | 10% | 10.39M | $26.73M | $52.80M | 45 | 2023-10-23 | 2025-05-15 |
| IAE | Voya Asia Pacific High Dividend Equity Income Fund | 10% | 1.81M | $406.7K | — | 3 | 2025-05-12 | 2025-05-15 |
| SABA | Saba Capital Income & Opportunities Fund II | Pres, 10% | 2.85M | $27.78M | $28.53M | 53 | 2021-07-02 | 2025-05-05 |
| MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | 10% | 6.26M | $3.65M | — | 13 | 2023-12-12 | 2025-04-30 |
| IIF | MORGAN STANLEY INDIA INVESTMENT FUND, INC. | 10% | 1.01M | $512.9K | — | 3 | 2025-04-17 | 2025-04-28 |
| BMEZ | BlackRock Health Sciences Term Trust | 10% | 0 | $59.47M | — | 25 | 2023-10-26 | 2025-04-21 |
| DSM | BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | 10% | 5.15M | $28.9K | — | 1 | 2025-04-15 | 2025-04-15 |
| NMAI | Nuveen Multi-Asset Income Fund | 10% | 3.35M | $11.00M | $7.73M | 27 | 2023-08-22 | 2025-01-14 |
| BTX | BlackRock Technology & Private Equity Term Trust | 10% | 60.68M | $138.60M | — | 57 | 2023-09-28 | 2025-01-07 |
| TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | 10% | 1.05M | — | $1.15M | 2 | 2024-12-27 | 2024-12-31 |
| NPCT | Nuveen Core Plus Impact Fund | 10% | 2.86M | $1.42M | $1.96M | 8 | 2023-08-01 | 2024-12-05 |
| ASGI | abrdn Global Infrastructure Income Fund | 10% | 2.72M | $1.93M | $3.38M | 10 | 2024-04-09 | 2024-12-03 |
| VPV | Invesco Pennsylvania Value Municipal Income Trust | 10% | 2.31M | $897.5K | $3.01M | 13 | 2023-12-01 | 2024-11-14 |
| CEV | Eaton Vance California Municipal Income Trust | 10% | 694.8K | $1.13M | $1.81M | 11 | 2023-11-20 | 2024-10-21 |
| BRW | Saba Capital Income & Opportunities Fund | Pres, 10% | 0 | — | $9.64M | 16 | 2021-07-13 | 2024-07-01 |
| EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | 10% | 358.8K | $27.89M | — | 40 | 2021-12-02 | 2024-06-21 |
| FMN | Federated Hermes Premier Municipal Income Fund | 10% | 1.63M | $4.39M | — | 10 | 2023-11-15 | 2024-03-26 |
| VTN | Invesco Trust for Investment Grade New York Municipals | 10% | 2.76M | $1.64M | — | 9 | 2023-10-31 | 2024-03-11 |
| SRV | NXG Cushing Midstream Energy Fund | 10% | 219.7K | $439.0K | $343.4K | 5 | 2021-09-27 | 2022-11-10 |
| EFT | Eaton Vance Floating-Rate Income Trust | 10% | 0 | — | — | 1 | 2021-08-02 | 2021-08-02 |
Most active insiders at PDX, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Saba Capital Management, L.P. | 10% | — | $10.33M |
| 2 | SHARENOW GREG ELLIOT | SEE REMARKS | $624.5K | — |
| 3 | IVASCYN DANIEL J | See Remarks | $592.4K | — |
| 4 | STRACKE THIBAULT CHRISTIAN | SEE REMARKS | $540.5K | — |
| 5 | Rappaport Alan | Dir | $37.9K | — |
Weinstein Boaz made no open-market trades at PDX in the last 12 months.
Transactions 623
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| I | 2025-03-06 | 2025-03-04 | GRX | Gabelli Healthcare & WellnessRx Trust | Weinstein Boaz | 10% | P - Purchase | $9.96 | +4,388 | 1.94M | +0.2% | +$43.7K |
| MI | 2025-03-06 | 2025-03-04+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $15.36 | -149.1K | 12.16M | -1% | -$2.29M |
| I | 2025-03-06 | 2025-03-05 | GNT | GAMCO Natural Resources, Gold & Income Trust | Weinstein Boaz | 10% | S - Sale | $5.80 | -14.4K | 1.81M | -0.8% | -$83.6K |
| I | 2025-03-06 | 2025-03-04 | GF | NEW GERMANY FUND INC | Weinstein Boaz | 10% | P - Purchase | $9.29 | +25.0K | 1.70M | +1% | +$231.9K |
| MI | 2025-03-06 | 2025-03-04+ | SABA | Saba Capital Income & Opportunities Fund II | Weinstein Boaz | 10% | S - Sale | $8.86 | -137.1K | 3.11M | -4% | -$1.21M |
| I | 2025-03-04 | 2025-03-03 | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | S - Sale | $11.73 | -3,000 | 1.99M | -0.2% | -$35.2K |
| I | 2025-03-04 | 2025-03-03 | GF | NEW GERMANY FUND INC | Weinstein Boaz | 10% | P - Purchase | $9.20 | +12.1K | 1.68M | +0.7% | +$111.3K |
| I | 2025-03-04 | 2025-03-03 | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $15.49 | -161.7K | 12.31M | -1% | -$2.50M |
| MI | 2025-03-03 | 2025-02-27+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $15.32 | -114.8K | 12.54M | -0.9% | -$1.76M |
| I | 2025-03-03 | 2025-02-28 | GF | NEW GERMANY FUND INC | Weinstein Boaz | 10% | P - Purchase | $8.98 | +300 | 1.66M | +0.0% | +$2,694 |
| I | 2025-02-27 | 2025-02-26 | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $16.53 | +40.2K | 28.59M | +0.1% | +$664.8K |
| I | 2025-02-27 | 2025-02-26 | HQL | abrdn Life Sciences Investors | Weinstein Boaz | 10% | S - Sale | $13.62 | -200 | 3.28M | -0.0% | -$2,724 |
| I | 2025-02-27 | 2025-02-26 | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | S - Sale | $11.70 | -4,540 | 2.00M | -0.2% | -$53.1K |
| MI | 2025-02-24 | 2025-02-20+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $15.43 | -74.6K | 12.63M | -0.6% | -$1.15M |
| I | 2025-02-20 | 2025-02-19 | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | S - Sale | $11.58 | -12.1K | 2.01M | -0.6% | -$139.5K |
| MI | 2025-02-20 | 2025-02-18+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $15.55 | -75.8K | 12.71M | -0.6% | -$1.18M |
| I | 2025-02-18 | 2025-02-13 | HQL | abrdn Life Sciences Investors | Weinstein Boaz | 10% | S - Sale | $13.88 | -100 | 3.28M | -0.0% | -$1,388 |
| I | 2025-02-13 | 2025-02-12 | HQL | abrdn Life Sciences Investors | Weinstein Boaz | 10% | S - Sale | $13.75 | -36.5K | 3.28M | -1% | -$502.4K |
| I | 2025-02-13 | 2025-02-12 | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | S - Sale | $11.50 | -21.8K | 2.06M | -1% | -$250.8K |
| MI | 2025-02-12 | 2025-02-10+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $15.67 | -150.3K | 13.07M | -1% | -$2.36M |
| MI | 2025-02-10 | 2025-02-06+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $15.64 | -80.3K | 13.22M | -0.6% | -$1.26M |
| I | 2025-02-06 | 2025-02-05 | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | S - Sale | $11.86 | -24.1K | 2.14M | -1% | -$286.3K |
| MI | 2025-02-05 | 2025-02-03+ | HQL | abrdn Life Sciences Investors | Weinstein Boaz | 10% | S - Sale | $14.04 | -5,911 | 3.38M | -0.2% | -$83.0K |
| MI | 2025-02-03 | 2025-01-30+ | HQL | abrdn Life Sciences Investors | Weinstein Boaz | 10% | S - Sale | $14.21 | -37.0K | 3.40M | -1% | -$525.3K |
| I | 2025-01-30 | 2025-01-29 | HQL | abrdn Life Sciences Investors | Weinstein Boaz | 10% | S - Sale | $14.12 | -11.7K | 3.42M | -0.3% | -$164.8K |
| I | 2025-01-30 | 2025-01-29 | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $15.54 | -945 | 13.60M | -0.0% | -$14.7K |
| I | 2025-01-30 | 2025-01-29 | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | S - Sale | $11.83 | -3,713 | 2.19M | -0.2% | -$43.9K |
| MI | 2025-01-29 | 2025-01-27+ | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | S - Sale | $11.86 | -13.1K | 2.20M | -0.6% | -$155.6K |
| MI | 2025-01-27 | 2025-01-23+ | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | S - Sale | $11.91 | -11.1K | 2.21M | -0.5% | -$132.3K |
| MI | 2025-01-16 | 2025-01-14+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | S - Sale | $12.04 | -64.0K | 3.35M | -2% | -$770.0K |
| MI | 2025-01-14 | 2025-01-10+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | S - Sale | $11.89 | -38.6K | 3.41M | -1% | -$458.6K |
| I | 2025-01-14 | 2025-01-13 | PDX | PIMCO Dynamic Income Strategy Fund | Weinstein Boaz | 10% | P - Purchase | $27.60 | +731.7K | 7.54M | +11% | +$20.20M |
| I | 2025-01-10 | 2025-01-07 | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.69 | +59.6K | 60.68M | +0.1% | +$458.6K |
| MI | 2025-01-06 | 2025-01-02+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | S - Sale | $12.09 | -101.1K | 3.54M | -3% | -$1.22M |
| MI | 2025-01-06 | 2025-01-02+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.50 | +177.5K | 60.33M | +0.3% | +$1.33M |
| I | 2025-01-02 | 2024-12-31 | TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | Weinstein Boaz | 10% | S - Sale | $42.24 | -12.4K | 1.05M | -1% | -$521.9K |
| MI | 2024-12-31 | 2024-12-27+ | TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | Weinstein Boaz | 10% | S - Sale | $42.14 | -14.9K | 1.06M | -1% | -$626.9K |
| I | 2024-12-27 | 2024-12-26 | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $15.82 | -89.8K | 13.62M | -0.7% | -$1.42M |
| I | 2024-12-23 | 2024-12-20 | PDX | PIMCO Dynamic Income Strategy Fund | Weinstein Boaz | 10% | P - Purchase | $25.14 | +2,000 | 6.81M | +0.0% | +$50.3K |
| I | 2024-12-19 | 2024-12-18 | GRX | Gabelli Healthcare & WellnessRx Trust | Weinstein Boaz | 10% | P - Purchase | $9.74 | +20.4K | 1.91M | +1% | +$198.8K |
| I | 2024-12-17 | 2024-12-16 | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $15.98 | -20.7K | 13.71M | -0.2% | -$330.3K |
| I | 2024-12-17 | 2024-12-16 | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.91 | +350.0K | 59.55M | +0.6% | +$2.77M |
| MI | 2024-12-16 | 2024-12-12+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.88 | +588.3K | 58.96M | +1% | +$4.64M |
| MI | 2024-12-16 | 2024-12-12+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $16.30 | -213.5K | 13.88M | -2% | -$3.48M |
| MI | 2024-12-16 | 2024-12-12+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | S - Sale | $12.66 | -78.2K | 3.87M | -2% | -$989.7K |
| I | 2024-12-10 | 2024-12-09 | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | S - Sale | $12.91 | -28.4K | 3.97M | -0.7% | -$366.1K |
| I | 2024-12-09 | 2024-12-05 | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $8.07 | +159.2K | 58.61M | +0.3% | +$1.28M |
| MI | 2024-12-09 | 2024-12-05+ | NPCT | Nuveen Core Plus Impact Fund | Weinstein Boaz | 10% | S - Sale | $11.31 | -72.3K | 2.86M | -2% | -$817.8K |
| I | 2024-12-09 | 2024-12-05 | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $16.31 | -5,120 | 13.94M | -0.0% | -$83.5K |
| MI | 2024-12-05 | 2024-12-03+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | S - Sale | $12.85 | -99.5K | 4.04M | -2% | -$1.28M |
| MI | 2024-12-05 | 2024-12-03+ | ASGI | abrdn Global Infrastructure Income Fund | Weinstein Boaz | 10% | S - Sale | $19.73 | -28.7K | 2.72M | -1% | -$566.8K |
| I | 2024-12-03 | 2024-12-02 | ASGI | abrdn Global Infrastructure Income Fund | Weinstein Boaz | 10% | S - Sale | $19.82 | -28.9K | 2.73M | -1% | -$572.8K |
| I | 2024-12-03 | 2024-12-02 | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | S - Sale | $12.84 | -15.6K | 4.14M | -0.4% | -$199.8K |
| I | 2024-12-03 | 2024-12-02 | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $16.32 | -154.4K | 14.00M | -1% | -$2.52M |
| MI | 2024-11-29 | 2024-11-26+ | GRX | Gabelli Healthcare & WellnessRx Trust | Weinstein Boaz | 10% | P - Purchase | $10.30 | +8,792 | 1.88M | +0.5% | +$90.5K |
| MI | 2024-11-29 | 2024-11-26+ | ASGI | abrdn Global Infrastructure Income Fund | Weinstein Boaz | 10% | S - Sale | $19.73 | -43.8K | 2.77M | -2% | -$865.2K |
| I | 2024-11-26 | 2024-11-25 | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.96 | +266.7K | 58.13M | +0.5% | +$2.12M |
| MI | 2024-11-25 | 2024-11-21+ | PDX | PIMCO Dynamic Income Strategy Fund | Weinstein Boaz | 10% | P - Purchase | $26.21 | +81.3K | 6.77M | +1% | +$2.13M |
| I | 2024-11-25 | 2024-11-22 | GRX | Gabelli Healthcare & WellnessRx Trust | Weinstein Boaz | 10% | P - Purchase | $10.16 | +4,876 | 1.87M | +0.3% | +$49.5K |
| MI | 2024-11-21 | 2024-11-19+ | NPCT | Nuveen Core Plus Impact Fund | Weinstein Boaz | 10% | S - Sale | $11.07 | -40.0K | 3.31M | -1% | -$443.0K |
| MI | 2024-11-21 | 2024-11-19+ | PDX | PIMCO Dynamic Income Strategy Fund | Weinstein Boaz | 10% | P - Purchase | $26.03 | +149.6K | 6.69M | +2% | +$3.89M |
| MI | 2024-11-21 | 2024-11-19+ | ASGI | abrdn Global Infrastructure Income Fund | Weinstein Boaz | 10% | S - Sale | $19.70 | -70.0K | 2.89M | -2% | -$1.38M |
| MI | 2024-11-18 | 2024-11-14+ | VPV | Invesco Pennsylvania Value Municipal Income Trust | Weinstein Boaz | 10% | S - Sale | $11.02 | -93.4K | 2.31M | -4% | -$1.03M |
| I | 2024-11-14 | 2024-11-12 | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | S - Sale | $12.72 | -1,212 | 4.16M | -0.0% | -$15.4K |
| MI | 2024-11-14 | 2024-11-12+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.77 | +199.4K | 57.52M | +0.3% | +$1.55M |
| I | 2024-11-14 | 2024-11-12 | NPCT | Nuveen Core Plus Impact Fund | Weinstein Boaz | 10% | S - Sale | $11.39 | -8,598 | 3.39M | -0.3% | -$97.9K |
| MI | 2024-11-12 | 2024-11-07+ | VPV | Invesco Pennsylvania Value Municipal Income Trust | Weinstein Boaz | 10% | S - Sale | $11.02 | -79.7K | 2.51M | -3% | -$878.0K |
| MI | 2024-11-12 | 2024-11-08+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $16.39 | -85.1K | 14.59M | -0.6% | -$1.40M |
| MI | 2024-11-12 | 2024-11-07+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.75 | +142.4K | 57.42M | +0.2% | +$1.10M |
| MI | 2024-11-07 | 2024-11-05+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.61 | +121.6K | 57.28M | +0.2% | +$925.3K |
| I | 2024-11-05 | 2024-11-04 | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | S - Sale | $12.59 | -9,800 | 4.17M | -0.2% | -$123.4K |
| MI | 2024-11-04 | 2024-10-31+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $16.09 | -186.0K | 14.81M | -1% | -$2.99M |
| I | 2024-11-04 | 2024-11-01 | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | S - Sale | $12.64 | -17.3K | 4.18M | -0.4% | -$218.4K |
| I | 2024-11-04 | 2024-11-01 | GRX | Gabelli Healthcare & WellnessRx Trust | Weinstein Boaz | 10% | P - Purchase | $10.33 | +3,448 | 1.86M | +0.2% | +$35.6K |
| MI | 2024-11-04 | 2024-10-31+ | VPV | Invesco Pennsylvania Value Municipal Income Trust | Weinstein Boaz | 10% | S - Sale | $11.00 | -64.2K | 2.63M | -2% | -$706.0K |
| I | 2024-11-04 | 2024-10-31 | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.58 | +11.6K | 57.15M | +0.0% | +$88.1K |
| I | 2024-10-29 | 2024-10-28 | VPV | Invesco Pennsylvania Value Municipal Income Trust | Weinstein Boaz | 10% | S - Sale | $11.00 | -36.4K | 2.79M | -1% | -$400.7K |
| MI | 2024-10-28 | 2024-10-24+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | S - Sale | $12.75 | -35.6K | 4.20M | -0.8% | -$454.6K |
| MI | 2024-10-24 | 2024-10-22+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.55 | +149.2K | 56.66M | +0.3% | +$1.13M |
| MI | 2024-10-24 | 2024-10-22+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $16.17 | -43.3K | 14.85M | -0.3% | -$700.6K |
| I | 2024-10-22 | 2024-10-21 | CEV | Eaton Vance California Municipal Income Trust | Weinstein Boaz | 10% | S - Sale | $10.81 | -31.6K | 694.8K | -4% | -$341.1K |
| I | 2024-10-21 | 2024-10-18 | SABA | Saba Capital Income & Opportunities Fund II | Weinstein Boaz | 10% | S - Sale | $8.52 | -46.7K | 3.19M | -1% | -$398.1K |
| MI | 2024-10-21 | 2024-10-17+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $16.31 | -51.8K | 14.92M | -0.3% | -$844.1K |
| I | 2024-10-17 | 2024-10-16 | SABA | Saba Capital Income & Opportunities Fund II | Weinstein Boaz | 10% | S - Sale | $8.60 | -4,881 | 3.24M | -0.2% | -$42.0K |
| MI | 2024-10-17 | 2024-10-15+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $16.30 | -111.5K | 14.97M | -0.7% | -$1.82M |
| MI | 2024-10-17 | 2024-10-15+ | BMEZ | BlackRock Health Sciences Term Trust | Weinstein Boaz | 10% | P - Purchase | $15.81 | +64.7K | 20.75M | +0.3% | +$1.02M |
| MI | 2024-10-15 | 2024-10-10+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | S - Sale | $12.91 | -59.7K | 4.26M | -1% | -$770.9K |
| MI | 2024-10-10 | 2024-10-08+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.59 | +109.5K | 55.91M | +0.2% | +$830.8K |
| I | 2024-10-10 | 2024-10-08 | CEV | Eaton Vance California Municipal Income Trust | Weinstein Boaz | 10% | S - Sale | $10.79 | -5,793 | 731.9K | -0.8% | -$62.5K |
| MI | 2024-10-10 | 2024-10-08+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $16.46 | -149.3K | 15.45M | -1.0% | -$2.46M |
| I | 2024-10-08 | 2024-10-07 | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $16.48 | -66.5K | 15.60M | -0.4% | -$1.10M |
| I | 2024-10-08 | 2024-10-07 | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.53 | +23.5K | 55.88M | +0.0% | +$176.9K |
| I | 2024-10-07 | 2024-10-03 | CEV | Eaton Vance California Municipal Income Trust | Weinstein Boaz | 10% | S - Sale | $10.86 | -19.2K | 737.7K | -3% | -$208.2K |
| I | 2024-10-07 | 2024-10-03 | SABA | Saba Capital Income & Opportunities Fund II | Weinstein Boaz | 10% | S - Sale | $8.51 | -84.5K | 3.16M | -3% | -$718.7K |
| I | 2024-10-03 | 2024-10-01 | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.54 | +25.2K | 55.82M | +0.0% | +$190.2K |
| I | 2024-10-03 | 2024-10-01 | BMEZ | BlackRock Health Sciences Term Trust | Weinstein Boaz | 10% | P - Purchase | $15.79 | +9,526 | 20.67M | +0.0% | +$150.4K |
| I | 2024-10-01 | 2024-09-30 | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.57 | +19.4K | 55.79M | +0.0% | +$146.8K |
| I | 2024-10-01 | 2024-09-30 | PDX | PIMCO Dynamic Income Strategy Fund | Weinstein Boaz | 10% | S - Sale | $23.51 | -46.5K | 6.27M | -0.7% | -$1.09M |
| I | 2024-10-01 | 2024-09-30 | SABA | Saba Capital Income & Opportunities Fund II | Weinstein Boaz | 10% | S - Sale | $8.51 | -1,601 | 3.34M | -0.0% | -$13.6K |
| I | 2024-10-01 | 2024-09-30 | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | S - Sale | $16.48 | -44.9K | 16.11M | -0.3% | -$739.7K |
Purchase Sale Sale after option exercise All abbreviations