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Who

Bulldog Investors, LLP

10% owner

Company insider

Files Form 4 as: 10% owner, MFS Investment Grade Municipal Trust; 10% owner, MFS High Yield Municipal Trust; 10% owner, New Ireland Fund; 10% owner, Alliance California Municipal Income Fund; 10% owner, High Income Securities Fund; 10% owner, abrdn Emerging Markets ex-China Fund; 10% owner, Pacholder High Yield Fund; 10% owner, Jpmorgan China Region Fund.

In numbers

Trades disclosed
183
Buys
155
Sells
17
Bought
$26.2M
Sold
$5.5M
Companies
24
Companies where not an officer
24
First trade
12 Jun 2012
Last trade
24 Feb 2026
Last filed
26 Feb 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
MFS Investment Grade Municipal Trust10% owner · last 24 Feb 20264 buys · 1 sell
MFS High Yield Municipal Trust10% owner · last 20 Jan 20262 buys · 0 sells
New Ireland Fund10% owner · last 5 Apr 20210 buys · 1 sell
Alliance California Municipal Income Fund10% owner · last 8 Oct 20182 buys · 0 sells
PCF High Income Securities Fund10% owner · Funds, Shells & SPACs · last 19 Jan 201812 buys · 0 sells
AEF abrdn Emerging Markets ex-China Fund10% owner · Funds, Shells & SPACs · last 6 Oct 20170 buys · 1 sell
Pacholder High Yield Fund10% owner · last 26 Jun 201716 buys · 4 sells
Jpmorgan China Region Fund10% owner · last 17 May 201710 buys · 0 sells
Korea Equity Fund10% owner · last 24 Apr 20176 buys · 0 sells
Nuveen Long/Short Commodity Total Return Fund10% owner · last 5 Dec 20164 buys · 0 sells
First Trust Dividend & Income Fund10% owner · last 20 Oct 201618 buys · 0 sells
Nuveen Global Equity Income Fund10% owner · last 13 Sep 201618 buys · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
104Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
24 Feb 2026filed 26 Feb 2026MFS Investment Grade Municipal TrustSEC FORM 4 Bought$11K1,372 at $8.12filing
11 Feb 2026filed 13 Feb 2026MFS Investment Grade Municipal TrustSEC FORM 4 Bought$32K3,989 at $8.10filing
23 Jan 2026filed 26 Jan 2026MFS Investment Grade Municipal TrustSEC FORM 4 Bought$948119 at $7.97filing
22 Jan 2026filed 26 Jan 2026MFS Investment Grade Municipal TrustSEC FORM 4 Bought$80K10,000 at $7.97filing
22 Jan 2026filed 26 Jan 2026MFS Investment Grade Municipal TrustSEC FORM 4 Sold$40K5,000 at $7.97filing
20 Jan 2026filed 23 Jan 2026MFS High Yield Municipal TrustSEC FORM 4 Bought$2,373678 at $3.50filing
20 Jan 2026filed 22 Jan 2026MFS High Yield Municipal TrustSEC FORM 4 Bought$2,373678 at $3.50filing
2 Jan 2026filed 26 Jan 2026MFS Investment Grade Municipal TrustSEC FORM 4 Code L$792100 at $7.92filing
5 Apr 2021filed 5 Aug 2021New Ireland FundSEC FORM 4 Sold$314K25,088 at $12.50filing
8 Oct 2018filed 9 Oct 2018Alliance California Municipal Income FundSEC FORM 4 Bought$8,010600 at $13.35filing
5 Oct 2018filed 9 Oct 2018Alliance California Municipal Income FundSEC FORM 4 Bought$179K13,348 at $13.41filing
19 Jan 2018filed 23 Jan 2018PCF High Income Securities FundFunds, Shells & SPACsSEC FORM 4 Bought$36K4,000 at $9.09filing
11 Jan 2018filed 12 Jan 2018PCF High Income Securities FundFunds, Shells & SPACsSEC FORM 4 Bought$45K4,920 at $9.10filing
10 Jan 2018filed 12 Jan 2018PCF High Income Securities FundFunds, Shells & SPACsSEC FORM 4 Bought$13K1,417 at $9.12filing
3 Jan 2018filed 5 Jan 2018PCF High Income Securities FundFunds, Shells & SPACsSEC FORM 4 Bought$1,812200 at $9.06filing
25 Oct 2017filed 26 Oct 2017PCF High Income Securities FundFunds, Shells & SPACsSEC FORM 4 Bought$58K6,505 at $8.90filing
24 Oct 2017filed 26 Oct 2017PCF High Income Securities FundFunds, Shells & SPACsSEC FORM 4 Bought$27K2,996 at $8.95filing
23 Oct 2017filed 24 Oct 2017PCF High Income Securities FundFunds, Shells & SPACsSEC FORM 4 Bought$9,8121,100 at $8.92filing
20 Oct 2017filed 24 Oct 2017PCF High Income Securities FundFunds, Shells & SPACsSEC FORM 4 Bought$15K1,700 at $8.98filing
6 Oct 2017filed 10 Oct 2017AEF abrdn Emerging Markets ex-China FundFunds, Shells & SPACsSEC FORM 4 Sold$244K27,181 at $8.99filing

News

No headline names them, or the companies they trade most, lately.

Sectors

Financials18
Not placed154

Buys in green, sells in red, by the company’s sector.

Related people

JPMorgan Chase Bank, N.A.10% owner · 10% owner at Mfs High Yield Municipal Trust, filing Form 4 there in the last year
Andrew DakosDirector · 10% owner at Mfs Investment Grade Municipal Trust, filing Form 4 there in the last year
Phillip GoldsteinSecretary · 10% owner at Mfs Investment Grade Municipal Trust, filing Form 4 there in the last year
Todd SunderlandOther role · Also traded NXG in the last 90 days
Anthony S. ClarkDirector · Also traded AEF in the last 90 days
John AlbanDirector · Also traded NXG in the last 90 days