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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MI | 2023-12-07 | 2023-12-05+ | BMEZ | BlackRock Health Sciences Term Trust | Weinstein Boaz | 10% | P - Purchase | $14.12 | +443.3K | 14.83M | +3% | +$6.26M |
| MI | 2023-12-07 | 2023-12-05+ | VPV | Invesco Pennsylvania Value Municipal Income Trust | Weinstein Boaz | 10% | P - Purchase | $9.82 | +38.1K | 2.56M | +2% | +$374.5K |
| MI | 2023-12-06 | 2023-12-05+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.31 | +836.8K | 39.95M | +2% | +$6.12M |
| MI | 2023-12-05 | 2023-12-01+ | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $15.75 | +175.7K | 20.87M | +0.8% | +$2.77M |
| MI | 2023-12-05 | 2023-12-01+ | VPV | Invesco Pennsylvania Value Municipal Income Trust | Weinstein Boaz | 10% | P - Purchase | $9.80 | +12.3K | 2.51M | +0.5% | +$120.8K |
| I | 2023-12-05 | 2023-12-04 | VTN | Invesco Trust for Investment Grade New York Municipals | Weinstein Boaz | 10% | P - Purchase | $10.10 | +20.8K | 2.50M | +0.8% | +$210.1K |
| I | 2023-12-05 | 2023-12-01 | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | P - Purchase | $11.73 | +2,929 | 4.72M | +0.1% | +$34.4K |
| I | 2023-12-01 | 2023-11-30 | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | P - Purchase | $11.24 | +257 | 1.84M | +0.0% | +$2,889 |
| MI | 2023-12-01 | 2023-11-29+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | P - Purchase | $11.67 | +9,258 | 4.72M | +0.2% | +$108.1K |
| MI | 2023-12-01 | 2023-11-29+ | CEV | Eaton Vance California Municipal Income Trust | Weinstein Boaz | 10% | P - Purchase | $9.93 | +30.3K | 886.4K | +4% | +$301.2K |
| I | 2023-12-01 | 2023-11-30 | FMN | Federated Hermes Premier Municipal Income Fund | Weinstein Boaz | 10% | P - Purchase | $10.39 | +10.7K | 1.26M | +0.9% | +$110.8K |
| MI | 2023-11-30 | 2023-11-29+ | BMEZ | BlackRock Health Sciences Term Trust | Weinstein Boaz | 10% | P - Purchase | $13.88 | +283.9K | 14.29M | +2% | +$3.94M |
| MI | 2023-11-30 | 2023-11-29+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $14.77 | +16.1K | 12.62M | +0.1% | +$238.4K |
| MI | 2023-11-28 | 2023-11-27+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.20 | +897.3K | 37.62M | +2% | +$6.46M |
| MI | 2023-11-28 | 2023-11-27+ | ASA | ASA Gold & Precious Metals Ltd | Weinstein Boaz | 10% | P - Purchase | $14.53 | +97.9K | 2.70M | +4% | +$1.42M |
| MI | 2023-11-28 | 2023-11-27+ | CEV | Eaton Vance California Municipal Income Trust | Weinstein Boaz | 10% | P - Purchase | $9.81 | +22.8K | 856.1K | +3% | +$223.4K |
| I | 2023-11-28 | 2023-11-28 | VTN | Invesco Trust for Investment Grade New York Municipals | Weinstein Boaz | 10% | P - Purchase | $9.89 | +45.0K | 2.40M | +2% | +$445.3K |
| MI | 2023-11-24 | 2023-11-22+ | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $15.45 | +37.6K | 19.91M | +0.2% | +$580.8K |
| MI | 2023-11-24 | 2023-11-22+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $14.70 | +479.3K | 12.13M | +4% | +$7.05M |
| MI | 2023-11-21 | 2023-11-20+ | FMN | Federated Hermes Premier Municipal Income Fund | Weinstein Boaz | 10% | P - Purchase | $10.19 | +20.4K | 1.21M | +2% | +$208.1K |
| MI | 2023-11-21 | 2023-11-20+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.21 | +928.3K | 36.72M | +3% | +$6.69M |
| MI | 2023-11-21 | 2023-11-20+ | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $15.50 | +451.2K | 19.74M | +2% | +$6.99M |
| MI | 2023-11-21 | 2023-11-20+ | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $14.75 | +82.1K | 11.74M | +0.7% | +$1.21M |
| MI | 2023-11-21 | 2023-11-20+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | P - Purchase | $11.58 | +33.9K | 4.66M | +0.7% | +$392.3K |
| MI | 2023-11-21 | 2023-11-20+ | ASA | ASA Gold & Precious Metals Ltd | Weinstein Boaz | 10% | P - Purchase | $13.98 | +144.6K | 2.59M | +6% | +$2.02M |
| MI | 2023-11-21 | 2023-11-20+ | CEV | Eaton Vance California Municipal Income Trust | Weinstein Boaz | 10% | P - Purchase | $9.82 | +40.8K | 833.3K | +5% | +$400.4K |
| MI | 2023-11-17 | 2023-11-15+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | P - Purchase | $11.48 | +77.9K | 4.66M | +2% | +$894.2K |
| MI | 2023-11-17 | 2023-11-15+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.10 | +971.7K | 35.79M | +3% | +$6.90M |
| MI | 2023-11-17 | 2023-11-15+ | FMN | Federated Hermes Premier Municipal Income Fund | Weinstein Boaz | 10% | P - Purchase | $10.06 | +21.6K | 1.18M | +2% | +$216.9K |
| MI | 2023-11-17 | 2023-11-15+ | ASA | ASA Gold & Precious Metals Ltd | Weinstein Boaz | 10% | P - Purchase | $13.59 | +135.3K | 2.40M | +6% | +$1.84M |
| MI | 2023-11-14 | 2023-11-13+ | ASA | ASA Gold & Precious Metals Ltd | Weinstein Boaz | 10% | P - Purchase | $13.27 | +152.9K | 2.18M | +8% | +$2.03M |
| MI | 2023-11-13 | 2023-11-09+ | BMEZ | BlackRock Health Sciences Term Trust | Weinstein Boaz | 10% | P - Purchase | $13.47 | +321.3K | 12.63M | +3% | +$4.33M |
| MI | 2023-11-13 | 2023-11-09+ | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $14.92 | +184.1K | 18.62M | +1.0% | +$2.75M |
| I | 2023-11-13 | 2023-11-10 | SABA | Saba Capital Income & Opportunities Fund II | Weinstein Boaz | 10% | U - Tender | $4.19 | -20.67M | 10.86M | -66% | -$86.60M |
| MI | 2023-11-13 | 2023-11-09+ | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | P - Purchase | $10.61 | +34.8K | 1.82M | +2% | +$368.9K |
| MI | 2023-11-13 | 2023-11-09+ | EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | Weinstein Boaz | 10% | P - Purchase | $31.67 | +38.4K | 2.88M | +1% | +$1.22M |
| MI | 2023-11-13 | 2023-11-09+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $6.76 | +533.7K | 33.62M | +2% | +$3.61M |
| MI | 2023-11-09 | 2023-11-07+ | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $14.93 | +317.1K | 18.44M | +2% | +$4.74M |
| I | 2023-11-09 | 2023-11-08 | EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | Weinstein Boaz | 10% | P - Purchase | $31.52 | +9,993 | 2.84M | +0.4% | +$315.0K |
| MI | 2023-11-09 | 2023-11-07+ | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | P - Purchase | $10.50 | +16.2K | 1.80M | +0.9% | +$170.0K |
| I | 2023-11-09 | 2023-11-08 | ASA | ASA Gold & Precious Metals Ltd | Weinstein Boaz | 10% | P - Purchase | $13.39 | +189 | 2.13M | +0.0% | +$2,531 |
| MI | 2023-11-09 | 2023-11-07+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $6.70 | +1.16M | 33.39M | +4% | +$7.76M |
| MI | 2023-11-07 | 2023-11-03+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | P - Purchase | $11.17 | +10.5K | 4.44M | +0.2% | +$117.7K |
| I | 2023-11-07 | 2023-11-03 | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | P - Purchase | $10.49 | +1,000 | 1.79M | +0.1% | +$10.5K |
| MI | 2023-11-06 | 2023-11-03+ | ASA | ASA Gold & Precious Metals Ltd | Weinstein Boaz | 10% | P - Purchase | $13.75 | +77.7K | 2.13M | +4% | +$1.07M |
| I | 2023-11-06 | 2023-11-03 | EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | Weinstein Boaz | 10% | P - Purchase | $33.05 | +7,905 | 2.83M | +0.3% | +$261.3K |
| MI | 2023-11-06 | 2023-11-03+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $6.60 | +637.9K | 32.23M | +2% | +$4.21M |
| I | 2023-10-31 | 2023-10-31 | VTN | Invesco Trust for Investment Grade New York Municipals | Weinstein Boaz | 10% | P - Purchase | $8.56 | +18.0K | 2.10M | +0.9% | +$153.7K |
| MI | 2023-10-31 | 2023-10-30+ | BMEZ | BlackRock Health Sciences Term Trust | Weinstein Boaz | 10% | P - Purchase | $13.04 | +133.5K | 11.57M | +1% | +$1.74M |
| I | 2023-10-31 | 2023-10-30 | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | P - Purchase | $9.94 | +34.8K | 1.79M | +2% | +$345.9K |
| MI | 2023-10-31 | 2023-10-30+ | EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | Weinstein Boaz | 10% | P - Purchase | $31.24 | +100.4K | 2.79M | +4% | +$3.14M |
| MI | 2023-10-31 | 2023-10-30+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $6.29 | +1.10M | 30.63M | +4% | +$6.94M |
| MI | 2023-10-30 | 2023-10-26+ | EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | Weinstein Boaz | 10% | P - Purchase | $31.23 | +10.4K | 2.69M | +0.4% | +$324.2K |
| I | 2023-10-30 | 2023-10-26 | PDX | PIMCO Dynamic Income Strategy Fund | Weinstein Boaz | 10% | P - Purchase | $18.87 | +4,300 | 7.03M | +0.1% | +$81.1K |
| MI | 2023-10-30 | 2023-10-26+ | BMEZ | BlackRock Health Sciences Term Trust | Weinstein Boaz | 10% | P - Purchase | $13.26 | +231.6K | 11.45M | +2% | +$3.07M |
| MI | 2023-10-25 | 2023-10-24+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | P - Purchase | $10.68 | +76.9K | 4.27M | +2% | +$821.3K |
| I | 2023-10-25 | 2023-10-24 | PDX | PIMCO Dynamic Income Strategy Fund | Weinstein Boaz | 10% | P - Purchase | $19.00 | +511 | 7.03M | +0.0% | +$9,709 |
| MI | 2023-10-25 | 2023-10-24+ | ASA | ASA Gold & Precious Metals Ltd | Weinstein Boaz | 10% | P - Purchase | $13.74 | +48.0K | 2.04M | +2% | +$659.2K |
| MI | 2023-10-23 | 2023-10-20+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $6.63 | +490.7K | 29.07M | +2% | +$3.25M |
| I | 2023-10-23 | 2023-10-23 | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | P - Purchase | $10.67 | +18.4K | 4.27M | +0.4% | +$196.7K |
| I | 2023-10-23 | 2023-10-23 | BCAT | BlackRock Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $13.81 | +67.2K | 11.04M | +0.6% | +$928.4K |
| MI | 2023-10-23 | 2023-10-20+ | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $14.30 | +110.0K | 17.25M | +0.6% | +$1.57M |
| MI | 2023-10-19 | 2023-10-18+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $6.79 | +576.0K | 28.22M | +2% | +$3.91M |
| MI | 2023-10-18 | 2023-10-16+ | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $14.76 | +523.2K | 16.69M | +3% | +$7.72M |
| MI | 2023-10-18 | 2023-10-16+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $6.93 | +1.38M | 26.83M | +5% | +$9.54M |
| MI | 2023-10-18 | 2023-10-16+ | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | P - Purchase | $10.44 | +18.7K | 1.75M | +1% | +$194.9K |
| MI | 2023-10-16 | 2023-10-12+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $6.96 | +378.2K | 26.29M | +1% | +$2.63M |
| MI | 2023-10-12 | 2023-10-10+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $7.10 | +1.08M | 25.85M | +4% | +$7.67M |
| MI | 2023-10-10 | 2023-10-06+ | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $14.74 | +175.9K | 15.89M | +1% | +$2.59M |
| I | 2023-10-10 | 2023-10-05 | PDX | PIMCO Dynamic Income Strategy Fund | Weinstein Boaz | 10% | P - Purchase | $18.32 | +22.7K | 6.91M | +0.3% | +$415.8K |
| MI | 2023-10-06 | 2023-10-04+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $6.80 | +568.7K | 23.94M | +2% | +$3.87M |
| MI | 2023-10-06 | 2023-10-04+ | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $14.53 | +300.3K | 15.74M | +2% | +$4.36M |
| I | 2023-10-03 | 2023-10-02 | EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | Weinstein Boaz | 10% | P - Purchase | $31.37 | +35.1K | 2.58M | +1% | +$1.10M |
| I | 2023-10-02 | 2023-09-29 | PDX | PIMCO Dynamic Income Strategy Fund | Weinstein Boaz | 10% | P - Purchase | $19.79 | +130.7K | 6.89M | +2% | +$2.59M |
| MI | 2023-10-02 | 2023-09-28+ | BTX | BlackRock Technology & Private Equity Term Trust | Weinstein Boaz | 10% | P - Purchase | $6.88 | +238.8K | 23.23M | +1% | +$1.64M |
| I | 2023-09-28 | 2023-09-27 | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $14.60 | +442.6K | 15.00M | +3% | +$6.46M |
| I | 2023-09-28 | 2023-09-26 | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | P - Purchase | $10.57 | +39.9K | 1.68M | +2% | +$421.5K |
| I | 2023-09-28 | 2023-09-27 | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | P - Purchase | $11.09 | +26.8K | 4.19M | +0.6% | +$296.8K |
| MI | 2023-09-25 | 2023-09-22+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | P - Purchase | $11.31 | +241.8K | 4.16M | +6% | +$2.73M |
| MI | 2023-09-25 | 2023-09-22+ | EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | Weinstein Boaz | 10% | P - Purchase | $32.65 | +28.4K | 2.54M | +1% | +$926.8K |
| MI | 2023-09-22 | 2023-09-20+ | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $14.86 | +17.8K | 14.47M | +0.1% | +$264.3K |
| MI | 2023-09-22 | 2023-09-20+ | PDX | PIMCO Dynamic Income Strategy Fund | Weinstein Boaz | 10% | P - Purchase | $17.19 | +89.3K | 6.55M | +1% | +$1.54M |
| MI | 2023-09-18 | 2023-09-14+ | DMA | Destra Multi-Alternative Fund | Weinstein Boaz | 10% | P - Purchase | $6.03 | +159.8K | 1.02M | +19% | +$963.9K |
| MI | 2023-09-18 | 2023-09-14+ | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | P - Purchase | $10.92 | +4,143 | 1.62M | +0.3% | +$45.3K |
| MI | 2023-09-18 | 2023-09-14+ | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $15.04 | +163.4K | 14.39M | +1% | +$2.46M |
| I | 2023-09-14 | 2023-09-13 | PDX | PIMCO Dynamic Income Strategy Fund | Weinstein Boaz | 10% | P - Purchase | $16.85 | +70.8K | 6.46M | +1% | +$1.19M |
| I | 2023-09-14 | 2023-09-13 | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $15.13 | +52.5K | 14.30M | +0.4% | +$794.7K |
| I | 2023-09-14 | 2023-09-13 | DMA | Destra Multi-Alternative Fund | Weinstein Boaz | 10% | P - Purchase | $5.84 | +12.4K | 909.1K | +1% | +$72.6K |
| I | 2023-09-13 | 2023-09-12 | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $15.18 | +39.9K | 14.25M | +0.3% | +$606.0K |
| I | 2023-09-13 | 2023-09-12 | PDX | PIMCO Dynamic Income Strategy Fund | Weinstein Boaz | 10% | P - Purchase | $16.92 | +82.0K | 6.39M | +1% | +$1.39M |
| MI | 2023-09-11 | 2023-09-06+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | P - Purchase | $11.73 | +139.8K | 3.76M | +4% | +$1.64M |
| MI | 2023-09-11 | 2023-09-06+ | EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | Weinstein Boaz | 10% | P - Purchase | $31.48 | +37.9K | 2.50M | +2% | +$1.19M |
| MI | 2023-09-11 | 2023-09-07+ | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $15.28 | +160.7K | 14.07M | +1% | +$2.46M |
| I | 2023-09-06 | 2023-09-01 | SABA | Saba Capital Income & Opportunities Fund II | Weinstein Boaz | 10% | J - Other | $0.00 | -3.06M | 31.71M | -9% | $0 |
| I | 2023-09-06 | 2023-09-01 | MPA | BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND | Weinstein Boaz | 10% | P - Purchase | $10.96 | +4,187 | 1.54M | +0.3% | +$45.9K |
| MI | 2023-08-31 | 2023-08-30+ | ECAT | BlackRock ESG Capital Allocation Term Trust | Weinstein Boaz | 10% | P - Purchase | $15.49 | +111.6K | 14.03M | +0.8% | +$1.73M |
| I | 2023-08-31 | 2023-08-31 | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | P - Purchase | $11.83 | +13.0K | 3.70M | +0.4% | +$153.6K |
| MI | 2023-08-31 | 2023-08-30+ | PDX | PIMCO Dynamic Income Strategy Fund | Weinstein Boaz | 10% | P - Purchase | $17.09 | +44.6K | 6.14M | +0.7% | +$762.8K |
| MI | 2023-08-30 | 2023-08-01+ | NPCT | Nuveen Core Plus Impact Fund | Weinstein Boaz | 10% | S - Sale | $9.97 | -60.6K | 2.89M | -2% | -$604.7K |
| MI | 2023-08-29 | 2023-08-25+ | NMAI | Nuveen Multi-Asset Income Fund | Weinstein Boaz | 10% | P - Purchase | $11.60 | +227.6K | 3.69M | +7% | +$2.64M |
Purchase Sale Sale after option exercise All abbreviations