Sit Investment Associates Inc
Right now Sit Investment has stakes in 53 funds and is pushing for changes at 10 of them.
It has been in 22 other funds before and has since sold down. Newest move: Sept 4, 2026, at JMM.
What they usually do
It buys municipal-bond and other bond closed-end funds trading below the value of their holdings and often asks for buy-backs or a vote on closing the fund down.
Funds they are in right now
- JMM - Nuveen Multi-Market Income Fund
Owns 62.6%. Passive investor. Since Feb 8, 2024. Last update Sept 4, 2026. - FMY - First Trust Mortgage Income Fund
Owns 54.1%. Pushing for changes. Since March 5, 2024. Last update March 12, 2026. - PIM - Franklin Master Intermediate Income Trust
Owns 47.2%. Pushing for changes. Since March 13, 2024. Last update March 30, 2026. - MGF - Aberdeen Government Markets Income Fund
Owns 34.8%. Pushing for changes. Since Feb 8, 2024. Last update Aug 14, 2026. - TSI - TCW Strategic Income Fund
Owns 32.6%. Passive investor. Since Feb 8, 2024. Last update July 6, 2026. - PPT - Franklin Premier Income Trust
Owns 30.1%. Pushing for changes. Since Jan 4, 2024. Last update July 29, 2026. - MIN - Aberdeen Intermediate Income Fund
Owns 29.9%. Pushing for changes. Since Feb 8, 2024. Last update Aug 11, 2026. - FINS - Angel Oak Financial Strategies Income Term Trust
Owns 28.7%. Passive investor. Since April 4, 2024. Last update June 5, 2025.
Show all 53
- JHS - John Hancock Income Securities Trust
Owns 26.8%. Passive investor. Since Feb 7, 2024. Last update July 7, 2025. - KTF - DWS Municipal Income Trust
Owns 24.1%. Pushing for changes. Since Jan 23, 2024. Last update Aug 7, 2026. - VGI - Virtus Global Multi-Sector Income Fund
Owns 18.2%. Passive investor. Since Feb 9, 2024. Last update Jan 6, 2026. - DBL - DoubleLine Opportunistic Credit Fund
Owns 17%. Passive investor. Since Feb 6, 2024. Last update Feb 6, 2024. - JLS - Nuveen Mortgage & Income Fund
Owns 16.8%. Passive investor. Since Feb 7, 2024. Last update May 5, 2026. - BKT - BlackRock Income Trust
Owns 14.2%. Pushing for changes. Since Feb 6, 2024. Last update March 26, 2025. - BHK - Blackrock Core Bond Trust
Owns 13.9%. Passive investor. Since July 7, 2025. Last update July 7, 2025. - SCD - Lmp Capital & Income Fund
Owns 13.6%. Passive investor. Since Aug 5, 2025. Last update Aug 5, 2025. - DTF - DTF Tax-Free Income 2028 Term Fund
Owns 13.1%. Passive investor. Since Jan 3, 2025. Last update March 4, 2026. - NHS - Neuberger High Yield Strategies Fund
Owns 13%. Passive investor. Since May 5, 2026. Last update May 5, 2026. - DHY - Credit Suisse High Yield Credit Fund
Owns 12.9%. Passive investor. Since Feb 12, 2024. Last update June 4, 2026. - IGI - Western Asset Investment Grade Opportunity Trust
Owns 12.8%. Passive investor. Since Feb 7, 2024. Last update Jan 6, 2026. - CEV - Eaton Vance California Municipal Income Trust
Owns 12.2%. Pushing for changes. Since Feb 12, 2024. Last update Oct 8, 2024. - JRI - Nuveen Real Asset Income & Growth Fund
Owns 12.1%. Passive investor. Since April 6, 2026. Last update April 6, 2026. - PAI - Western Asset Investment Grade Income Fund
Owns 12.1%. Passive investor. Since Feb 14, 2024. Last update Jan 6, 2026. - VBF - Invesco Bond Fund
Owns 11.2%. Passive investor. Since Feb 9, 2024. Last update June 4, 2026. - GLQ - Clough Global Equity Fund
Owns 11.2%. Passive investor. Since Feb 13, 2024. Last update March 4, 2026. - RIV - RiverNorth Opportunities Fund
Owns 10.5%. Passive investor. Since Nov 3, 2025. Last update Nov 3, 2025. - NPFD - Nuveen Variable Rate Preferred & Income Fund
Owns 10.5%. Passive investor. Since Aug 14, 2024. Last update March 4, 2025. - FLC - Flaherty & Crumrine Total Return Fund
Owns 10.4%. Passive investor. Since Jan 3, 2025. Last update Feb 4, 2026. - PFD - Flaherty & Crumrine Preferred & Income Fund
Owns 10.3%. Passive investor. Since Oct 2, 2025. Last update April 6, 2026. - ERC - Allspring Multi-Sector Income Fund
Owns 10.3%. Passive investor. Since April 2, 2025. Last update March 4, 2026. - JGH - Nuveen Global High Income Fund
Owns 10.3%. Passive investor. Since Jan 6, 2026. Last update Jan 6, 2026. - NBB - Nuveen Taxable Municipal Income Fund
Owns 10.3%. Passive investor. Since April 5, 2024. Last update April 5, 2024. - PFO - Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND
Owns 10.2%. Passive investor. Since July 7, 2025. Last update Jan 6, 2026. - BBN - BlackRock Taxable Municipal Bond Trust
Owns 10.2%. Passive investor. Since Feb 12, 2024. Last update Oct 2, 2025. - EHI - Western Asset Global High Income Fund
Owns 10.1%. Passive investor. Since Jan 3, 2025. Last update Feb 4, 2026. - BIT - BlackRock Multi-Sector Income Trust
Owns 8.9%. Passive investor. Since Oct 2, 2025. Last update Oct 2, 2025. - EVV - Eaton Vance Ltd Duration Income Fund
Owns 6.6%. Pushing for changes. Since July 7, 2025. Last update March 10, 2026. - FTHY - First Trust High Yield Opportunities 2027 Term Fund
Owns 6.6%. Passive investor. Since Jan 6, 2026. Last update Jan 6, 2026. - BTZ - BlackRock Credit Allocation Income Trust
Owns 6.5%. Passive investor. Since Feb 6, 2024. Last update Feb 6, 2024. - BSL - Blackstone Senior Floating Rate 2027 Term Fund
Owns 6.3%. Passive investor. Since July 6, 2026. Last update July 6, 2026. - DHF - BNY Mellon High Yield Strategies Fund
Owns 6.3%. Passive investor. Since April 6, 2026. Last update April 6, 2026. - MMT - Aberdeen Multi-Market Income Fund
Owns 6.2%. Passive investor. Since July 6, 2026. Last update July 6, 2026. - BGB - Blackstone Strategic Credit 2027 Term Fund
Owns 6.2%. Passive investor. Since April 6, 2026. Last update April 6, 2026. - NRO - Neuberger Real Estate Securities Income Fund
Owns 5.9%. Passive investor. Since March 4, 2025. Last update May 5, 2026. - ECF - Ellsworth Growth & Income Fund Ltd
Owns 5.6%. Passive investor. Since July 7, 2025. Last update July 7, 2025. - WEA - Western Asset Premier Bond Fund
Owns 5.6%. Passive investor. Since Feb 9, 2024. Last update Jan 3, 2025. - BTA - BlackRock Long-Term Municipal Advantage Trust
Owns 5.5%. Passive investor. Since Jan 6, 2026. Last update Jan 6, 2026. - GRX - Gabelli Healthcare & WellnessRx Trust
Owns 5.4%. Passive investor. Since Oct 2, 2025. Last update Oct 2, 2025. - NXG - NXG NextGen Infrastructure Income Fund
Owns 5.2%. Passive investor. Since Oct 3, 2024. Last update April 6, 2026. - RA - Brookfield Real Assets Income Fund
Owns 5.2%. Passive investor. Since April 6, 2026. Last update April 6, 2026. - EVG - Eaton Vance Short Duration Diversified Income Fund
Owns 5.2%. Pushing for changes. Since Feb 6, 2024. Last update Feb 5, 2026. - JHI - John Hancock Investors Trust
Owns 5.1%. Passive investor. Since July 7, 2025. Last update July 7, 2025. - GLO - Clough Global Opportunities Fund
Owns 5.1%. Passive investor. Since Aug 14, 2024. Last update Aug 14, 2024.
Other companies (18)
- BlackRock Enhanced Government Fund
Owns 49.1%. Pushing for changes. Since March 4, 2024. Last update May 29, 2024. - Insight Select Income Fund
Owns 22.1%. Passive investor. Since Feb 7, 2024. Last update Feb 7, 2024. - Eaton Vance California Municipal Bond Fund
Owns 16.5%. Pushing for changes. Since Jan 24, 2024. Last update Sept 15, 2025. - Eaton Vance New York Municipal Bond Fund
Owns 15.6%. Pushing for changes. Since Jan 24, 2024. Last update Sept 8, 2025. - Pioneer Municipal High Income Fund
Owns 11.5%. Passive investor. Since Feb 13, 2024. Last update Aug 5, 2025. - New America High Income Fund
Owns 11.5%. Passive investor. Since Oct 3, 2024. Last update Oct 3, 2024. - Miller/Howard High Income Equity Fund
Owns 11.1%. Passive investor. Since Feb 7, 2024. Last update Feb 7, 2024. - BNY Mellon Municipal Income
Owns 10.9%. Passive investor. Since April 4, 2024. Last update Oct 3, 2024. - MFS Charter Income Trust
Owns 9.8%. Pushing for changes. Since April 2, 2025. Last update Feb 24, 2026. - DWS Strategic Municipal Income Trust
Owns 9.4%. Pushing for changes. Since Jan 4, 2024. Last update July 31, 2024. - MFS Intermediate High Income Fund
Owns 9.2%. Pushing for changes. Since Jan 3, 2025. Last update Feb 24, 2026. - BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund
Owns 8.3%. Pushing for changes. Since Feb 12, 2024. Last update Feb 12, 2024. - Nuveen Pennsylvania Quality Municipal Income Fund
Owns 8.1%. Pushing for changes. Since April 5, 2024. Last update April 6, 2026. - Pioneer Municipal High Income Advantage Fund
Owns 7.6%. Passive investor. Since Aug 14, 2024. Last update Aug 14, 2024. - First Trust Specialty Finance & Financial Opportunities Fund
Owns 7%. Passive investor. Since Jan 3, 2025. Last update Jan 3, 2025. - Tortoise Pipeline & Energy Fund
Owns 5.8%. Passive investor. Since Oct 3, 2024. Last update Oct 3, 2024. - BlackRock MuniYield Quality Fund II
Owns 5.6%. Passive investor. Since Jan 6, 2026. Last update Jan 6, 2026. - BlackRock MuniVest Fund II
Owns 5.2%. Passive investor. Since Oct 2, 2025. Last update Oct 2, 2025.
Recent moves
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Sept 4, 2026
JMM - Nuveen Multi-Market Income Fund: Sit Investment now owns 62.6%, as a passive investor.
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Aug 14, 2026
MGF - Aberdeen Government Markets Income Fund: Sit Investment raised its stake to 34.8% (from 33.7%). It has said it may push for changes.
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Aug 11, 2026
MIN - Aberdeen Intermediate Income Fund: Sit Investment raised its stake to 29.9% (from 28.8%). It has said it may push for changes.
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Aug 7, 2026
KTF - DWS Municipal Income Trust: Sit Investment cut its stake to 24.1% (from 25.1%). It has said it may push for changes.
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July 29, 2026
PPT - Franklin Premier Income Trust: Sit Investment raised its stake to 30.1% (from 29.1%). It has said it may push for changes.
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July 10, 2026
MGF - Aberdeen Government Markets Income Fund: Sit Investment raised its stake to 33.7% (from 32.7%). It has said it may push for changes.
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July 6, 2026
TSI - TCW Strategic Income Fund: Sit Investment cut its stake to 32.6% (from 40.7%), as a passive investor.
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July 6, 2026
BGX - Blackstone Long-Short Credit Income Fund: Sit Investment sold down below 5% and stopped reporting.
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Show all 200 moves
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July 6, 2026
BSL - Blackstone Senior Floating Rate 2027 Term Fund: Sit Investment now owns 6.3%, as a passive investor.
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July 6, 2026
MMT - Aberdeen Multi-Market Income Fund: Sit Investment now owns 6.2%, as a passive investor.
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June 15, 2026
MGF - Aberdeen Government Markets Income Fund: Sit Investment raised its stake to 32.7% (from 31.5%). It has said it may push for changes.
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June 5, 2026
SRV - NXG Cushing Midstream Energy Fund: Sit Investment sold down below 5% and stopped reporting.
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June 4, 2026
VBF - Invesco Bond Fund: Sit Investment raised its stake to 11.2% (from 5.9%), as a passive investor.
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June 4, 2026
DHY - Credit Suisse High Yield Credit Fund: Sit Investment now owns 12.9%, as a passive investor.
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May 26, 2026
MGF - Aberdeen Government Markets Income Fund: Sit Investment raised its stake to 31.5% (from 30.4%). It has said it may push for changes.
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May 12, 2026
MGF - Aberdeen Government Markets Income Fund: Sit Investment raised its stake to 30.4% (from 29%). It has said it may push for changes.
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May 11, 2026
MIN - Aberdeen Intermediate Income Fund: Sit Investment raised its stake to 28.8% (from 27.5%). It has said it may push for changes.
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May 5, 2026
NHS - Neuberger High Yield Strategies Fund: Sit Investment now owns 13%, as a passive investor.
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May 5, 2026
JLS - Nuveen Mortgage & Income Fund: Sit Investment cut its stake to 16.8% (from 22.4%), as a passive investor.
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May 5, 2026
NRO - Neuberger Real Estate Securities Income Fund: Sit Investment cut its stake to 5.9% (from 15%), as a passive investor.
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May 5, 2026
TSI - TCW Strategic Income Fund: Sit Investment raised its stake to 40.7% (from 35.4%), as a passive investor.
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May 5, 2026
XFLT - XAI Floating Rate & Alternative Income Trust: Sit Investment sold down below 5% and stopped reporting.
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April 22, 2026
MIN - Aberdeen Intermediate Income Fund: Sit Investment raised its stake to 27.5% (from 26.3%). It has said it may push for changes.
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April 22, 2026
MGF - Aberdeen Government Markets Income Fund: Sit Investment raised its stake to 29% (from 27.8%). It has said it may push for changes.
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April 6, 2026
BGB - Blackstone Strategic Credit 2027 Term Fund: Sit Investment now owns 6.2%, as a passive investor.
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April 6, 2026
AVK - Advent Convertible & Income Fund: Sit Investment sold down below 5% and stopped reporting.
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April 6, 2026
BGX - Blackstone Long-Short Credit Income Fund: Sit Investment raised its stake to 5% (from 4.2%), as a passive investor.
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April 6, 2026
CPZ - Calamos Long/Short Equity & Dynamic Income Trust: Sit Investment sold down below 5% and stopped reporting.
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April 6, 2026
CRF - Cornerstone Total Return Fund: Sit Investment sold down below 5% and stopped reporting.
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April 6, 2026
DHF - BNY Mellon High Yield Strategies Fund: Sit Investment now owns 6.3%, as a passive investor.
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April 6, 2026
JRI - Nuveen Real Asset Income & Growth Fund: Sit Investment now owns 12.1%, as a passive investor.
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April 6, 2026
Nuveen Pennsylvania Quality Municipal Income Fund: Sit Investment filed an updated notice; it still owns 8.1%, as a passive investor.
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April 6, 2026
Nuveen Pennsylvania Quality Municipal Income Fund: Sit Investment raised its stake to 8.1% (from 4.9%), as a passive investor.
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April 6, 2026
PFD - Flaherty & Crumrine Preferred & Income Fund: Sit Investment raised its stake to 10.3% (from 8.4%), as a passive investor.
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April 6, 2026
RA - Brookfield Real Assets Income Fund: Sit Investment now owns 5.2%, as a passive investor.
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April 6, 2026
TSI - TCW Strategic Income Fund: Sit Investment raised its stake to 35.4% (from 19.8%), as a passive investor.
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April 6, 2026
NXG - NXG NextGen Infrastructure Income Fund: Sit Investment filed a notice about its stake, as a passive investor.
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March 30, 2026
PIM - Franklin Master Intermediate Income Trust: Sit Investment raised its stake to 47.2% (from 46.1%). It has said it may push for changes.
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March 23, 2026
MIN - Aberdeen Intermediate Income Fund: Sit Investment raised its stake to 26.3% (from 25.2%). It has said it may push for changes.
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March 19, 2026
MGF - Aberdeen Government Markets Income Fund: Sit Investment raised its stake to 27.8% (from 26.8%). It has said it may push for changes.
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March 12, 2026
FMY - First Trust Mortgage Income Fund: Sit Investment raised its stake to 54.1% (from 52.8%). It has said it may push for changes.
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March 11, 2026
FMY - First Trust Mortgage Income Fund: Sit Investment cut its stake to 52.8% (from 54.5%). It has said it may push for changes.
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March 10, 2026
PIM - Franklin Master Intermediate Income Trust: Sit Investment cut its stake to 46.1% (from 47.5%). It has said it may push for changes.
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March 10, 2026
EVV - Eaton Vance Ltd Duration Income Fund: Sit Investment raised its stake to 6.6% (from 5.6%). It has said it may push for changes.
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March 10, 2026
MGF - Aberdeen Government Markets Income Fund: Sit Investment cut its stake to 26.8% (from 27.9%). It has said it may push for changes.
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March 4, 2026
ERC - Allspring Multi-Sector Income Fund: Sit Investment raised its stake to 10.3% (from 8%), as a passive investor.
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March 4, 2026
GLQ - Clough Global Equity Fund: Sit Investment now owns 11.2%, as a passive investor.
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March 4, 2026
DTF - DTF Tax-Free Income 2028 Term Fund: Sit Investment raised its stake to 13.1% (from 8.8%), as a passive investor.
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Feb 24, 2026
MFS Charter Income Trust: Sit Investment changed its mind: it now says it may push for changes. It owns 9.8%.
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Feb 24, 2026
MGF - Aberdeen Government Markets Income Fund: Sit Investment changed its mind: it now says it may push for changes. It owns 27.9%.
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Feb 24, 2026
MFS Intermediate High Income Fund: Sit Investment changed its mind: it now says it may push for changes. It owns 9.2%.
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Feb 24, 2026
MIN - Aberdeen Intermediate Income Fund: Sit Investment changed its mind: it now says it may push for changes. It owns 25.2%.
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Feb 5, 2026
EVG - Eaton Vance Short Duration Diversified Income Fund: Sit Investment cut its stake to 5.2% (from 6.4%). It has said it may push for changes.
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Feb 4, 2026
FLC - Flaherty & Crumrine Total Return Fund: Sit Investment raised its stake to 10.4% (from 5.4%), as a passive investor.
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Feb 4, 2026
EHI - Western Asset Global High Income Fund: Sit Investment cut its stake to 10.1% (from 16.2%), as a passive investor.
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Jan 6, 2026
VGI - Virtus Global Multi-Sector Income Fund: Sit Investment now owns 18.2%, as a passive investor.
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Jan 6, 2026
PFO - Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND: Sit Investment raised its stake to 10.2% (from 5.1%), as a passive investor.
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Jan 6, 2026
NXG - NXG NextGen Infrastructure Income Fund: Sit Investment cut its stake to 5.2% (from 11.2%), as a passive investor.
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Jan 6, 2026
IGI - Western Asset Investment Grade Opportunity Trust: Sit Investment raised its stake to 12.8% (from 5.6%), as a passive investor.
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Jan 6, 2026
XFLT - XAI Floating Rate & Alternative Income Trust: Sit Investment now owns 7.2%, as a passive investor.
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Jan 6, 2026
SRV - NXG Cushing Midstream Energy Fund: Sit Investment raised its stake to 5.2% (from 4.9%), as a passive investor.
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Jan 6, 2026
PAI - Western Asset Investment Grade Income Fund: Sit Investment now owns 12.1%, as a passive investor.
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Jan 6, 2026
BlackRock MuniYield Quality Fund II: Sit Investment now owns 5.6%, as a passive investor.
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Jan 6, 2026
JGH - Nuveen Global High Income Fund: Sit Investment now owns 10.3%, as a passive investor.
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Jan 6, 2026
FTHY - First Trust High Yield Opportunities 2027 Term Fund: Sit Investment now owns 6.6%, as a passive investor.
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Jan 6, 2026
BTA - BlackRock Long-Term Municipal Advantage Trust: Sit Investment now owns 5.5%, as a passive investor.
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Dec 29, 2025
FMY - First Trust Mortgage Income Fund: Sit Investment raised its stake to 54.5% (from 52%). It has said it may push for changes.
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Dec 23, 2025
PIM - Franklin Master Intermediate Income Trust: Sit Investment raised its stake to 47.5% (from 46.4%). It has said it may push for changes.
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Dec 23, 2025
FMY - First Trust Mortgage Income Fund: Sit Investment raised its stake to 52% (from 51.5%). It has said it may push for changes.
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Dec 18, 2025
PIM - Franklin Master Intermediate Income Trust: Sit Investment cut its stake to 46.4% (from 47.5%). It has said it may push for changes.
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Dec 1, 2025
PIM - Franklin Master Intermediate Income Trust: Sit Investment cut its stake to 47.5% (from 49%). It has said it may push for changes.
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Nov 21, 2025
PPT - Franklin Premier Income Trust: Sit Investment raised its stake to 29.1% (from 28%). It has said it may push for changes.
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Nov 3, 2025
RIV - RiverNorth Opportunities Fund: Sit Investment now owns 10.5%, as a passive investor.
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Nov 3, 2025
RSF - RiverNorth Capital & Income Fund: Sit Investment sold down below 5% and stopped reporting.
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Oct 20, 2025
EVG - Eaton Vance Short Duration Diversified Income Fund: Sit Investment now owns 6.4%. It has said it may push for changes.
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Oct 20, 2025
EVV - Eaton Vance Ltd Duration Income Fund: Sit Investment changed its mind: it now says it may push for changes. It owns 5.6%.
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Oct 3, 2025
HYI - Western Asset High Yield Opportunity Fund: Sit Investment sold down below 5% and stopped reporting.
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Oct 2, 2025
BIT - BlackRock Multi-Sector Income Trust: Sit Investment now owns 8.9%, as a passive investor.
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Oct 2, 2025
GRX - Gabelli Healthcare & WellnessRx Trust: Sit Investment now owns 5.4%, as a passive investor.
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Oct 2, 2025
BlackRock MuniVest Fund II: Sit Investment now owns 5.2%, as a passive investor.
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Oct 2, 2025
PFD - Flaherty & Crumrine Preferred & Income Fund: Sit Investment now owns 8.4%, as a passive investor.
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Oct 2, 2025
VBF - Invesco Bond Fund: Sit Investment raised its stake to 5.9% (from 3.9%), as a passive investor.
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Oct 2, 2025
JLS - Nuveen Mortgage & Income Fund: Sit Investment now owns 22.4%, as a passive investor.
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Oct 2, 2025
BBN - BlackRock Taxable Municipal Bond Trust: Sit Investment now owns 10.2%, as a passive investor.
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Oct 2, 2025
TSI - TCW Strategic Income Fund: Sit Investment now owns 19.8%, as a passive investor.
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Oct 2, 2025
MFS High Yield Municipal Trust: Sit Investment sold down below 5% and stopped reporting.
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Oct 2, 2025
MFS Investment Grade Municipal Trust: Sit Investment sold down below 5% and stopped reporting.
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Oct 2, 2025
MGF - Aberdeen Government Markets Income Fund: Sit Investment now owns 27.2%, as a passive investor.
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Oct 2, 2025
MIN - Aberdeen Intermediate Income Fund: Sit Investment now owns 25.4%, as a passive investor.
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Oct 2, 2025
KTF - DWS Municipal Income Trust: Sit Investment raised its stake to 25.1% (from 24.1%). It has said it may push for changes.
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Sept 22, 2025
FMY - First Trust Mortgage Income Fund: Sit Investment cut its stake to 51.5% (from 53.4%). It has said it may push for changes.
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Sept 22, 2025
FMY - First Trust Mortgage Income Fund: Sit Investment raised its stake to 53.4% (from 53%). It has said it may push for changes.
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Sept 15, 2025
Eaton Vance California Municipal Bond Fund: Sit Investment raised its stake to 16.5% (from 15.5%). It has said it may push for changes.
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Sept 8, 2025
Eaton Vance New York Municipal Bond Fund: Sit Investment raised its stake to 15.6% (from 14.4%). It has said it may push for changes.
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Sept 3, 2025
NXG - NXG NextGen Infrastructure Income Fund: Sit Investment raised its stake to 11.2% (from 2.5%), as a passive investor.
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Aug 29, 2025
PPT - Franklin Premier Income Trust: Sit Investment raised its stake to 28% (from 27%). It has said it may push for changes.
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Aug 19, 2025
FMY - First Trust Mortgage Income Fund: Sit Investment now owns 53%. It has said it may push for changes.
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Aug 5, 2025
SCD - Lmp Capital & Income Fund: Sit Investment now owns 13.6%, as a passive investor.
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Aug 5, 2025
RSF - RiverNorth Capital & Income Fund: Sit Investment raised its stake to 11.9% (from 6.1%), as a passive investor.
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Aug 5, 2025
Pioneer Municipal High Income Fund: Sit Investment now owns 11.5%, as a passive investor.
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July 17, 2025
PPT - Franklin Premier Income Trust: Sit Investment raised its stake to 27% (from 26%). It has said it may push for changes.
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July 7, 2025
KIO - KKR Income Opportunities Fund: Sit Investment sold down below 5% and stopped reporting.
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July 7, 2025
JHS - John Hancock Income Securities Trust: Sit Investment now owns 26.8%, as a passive investor.
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July 7, 2025
ECF - Ellsworth Growth & Income Fund Ltd: Sit Investment now owns 5.6%, as a passive investor.
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July 7, 2025
CRF - Cornerstone Total Return Fund: Sit Investment now owns 7.2%, as a passive investor.
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July 7, 2025
BHK - Blackrock Core Bond Trust: Sit Investment now owns 13.9%, as a passive investor.
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July 7, 2025
EVV - Eaton Vance Ltd Duration Income Fund: Sit Investment now owns 5.1%, as a passive investor.
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July 7, 2025
PFO - Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND: Sit Investment now owns 5.1%, as a passive investor.
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July 7, 2025
JHI - John Hancock Investors Trust: Sit Investment now owns 5.1%, as a passive investor.
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July 7, 2025
IGI - Western Asset Investment Grade Opportunity Trust: Sit Investment raised its stake to 5.6% (from 2.7%), as a passive investor.
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June 30, 2025
KTF - DWS Municipal Income Trust: Sit Investment raised its stake to 24.1% (from 23.1%). It has said it may push for changes.
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June 13, 2025
Eaton Vance California Municipal Bond Fund: Sit Investment raised its stake to 15.5% (from 14.3%). It has said it may push for changes.
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June 5, 2025
FINS - Angel Oak Financial Strategies Income Term Trust: Sit Investment raised its stake to 28.7% (from 20.6%), as a passive investor.
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June 5, 2025
RSF - RiverNorth Capital & Income Fund: Sit Investment cut its stake to 6.1% (from 12.2%), as a passive investor.
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June 3, 2025
PIM - Franklin Master Intermediate Income Trust: Sit Investment raised its stake to 49% (from 48%). It has said it may push for changes.
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May 9, 2025
PPT - Franklin Premier Income Trust: Sit Investment raised its stake to 26% (from 25%). It has said it may push for changes.
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April 30, 2025
Eaton Vance California Municipal Bond Fund: Sit Investment raised its stake to 14.3% (from 13.3%). It has said it may push for changes.
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April 10, 2025
PIM - Franklin Master Intermediate Income Trust: Sit Investment raised its stake to 48% (from 47%). It has said it may push for changes.
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April 8, 2025
PPT - Franklin Premier Income Trust: Sit Investment raised its stake to 25% (from 24%). It has said it may push for changes.
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April 2, 2025
KIO - KKR Income Opportunities Fund: Sit Investment now owns 5.5%, as a passive investor.
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April 2, 2025
MFS Charter Income Trust: Sit Investment now owns 5.9%, as a passive investor.
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April 2, 2025
ERC - Allspring Multi-Sector Income Fund: Sit Investment now owns 8%, as a passive investor.
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April 2, 2025
SRV - NXG Cushing Midstream Energy Fund: Sit Investment sold down below 5% and stopped reporting.
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April 2, 2025
GGT - Gabelli Multimedia Trust: Sit Investment sold down below 5% and stopped reporting.
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April 2, 2025
SBI - Western Asset Intermediate Muni Fund: Sit Investment sold down below 5% and stopped reporting.
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March 26, 2025
BKT - BlackRock Income Trust: Sit Investment filed an updated notice; it still owns 14.2%, as a passive investor.
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March 26, 2025
BKT - BlackRock Income Trust: Sit Investment raised its stake to 14.2% (from 9.8%). It has said it may push for changes.
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March 19, 2025
PPT - Franklin Premier Income Trust: Sit Investment raised its stake to 24% (from 23%). It has said it may push for changes.
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March 11, 2025
Eaton Vance New York Municipal Bond Fund: Sit Investment raised its stake to 14.4% (from 13.4%). It has said it may push for changes.
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March 4, 2025
NPFD - Nuveen Variable Rate Preferred & Income Fund: Sit Investment raised its stake to 10.5% (from 5.4%), as a passive investor.
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March 4, 2025
NRO - Neuberger Real Estate Securities Income Fund: Sit Investment now owns 15%, as a passive investor.
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March 4, 2025
RSF - RiverNorth Capital & Income Fund: Sit Investment now owns 12.2%, as a passive investor.
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Jan 22, 2025
Nuveen Pennsylvania Quality Municipal Income Fund: Sit Investment sold down below 5% and stopped reporting.
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Jan 15, 2025
Nuveen Pennsylvania Quality Municipal Income Fund: Sit Investment cut its stake to 5.2% (from 6.2%). It has said it may push for changes.
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Jan 14, 2025
KTF - DWS Municipal Income Trust: Sit Investment raised its stake to 23.1% (from 22.1%). It has said it may push for changes.
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Jan 8, 2025
PPT - Franklin Premier Income Trust: Sit Investment raised its stake to 23% (from 22%). It has said it may push for changes.
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Jan 6, 2025
FINS - Angel Oak Financial Strategies Income Term Trust: Sit Investment raised its stake to 20.6% (from 10.1%), as a passive investor.
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Jan 3, 2025
MFS Intermediate High Income Fund: Sit Investment now owns 6%, as a passive investor.
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Jan 3, 2025
AVK - Advent Convertible & Income Fund: Sit Investment now owns 9.9%, as a passive investor.
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Jan 3, 2025
MFS High Yield Municipal Trust: Sit Investment now owns 7.9%, as a passive investor.
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Jan 3, 2025
CPZ - Calamos Long/Short Equity & Dynamic Income Trust: Sit Investment now owns 5.1%, as a passive investor.
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Jan 3, 2025
MFS Investment Grade Municipal Trust: Sit Investment now owns 6.8%, as a passive investor.
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Jan 3, 2025
DTF - DTF Tax-Free Income 2028 Term Fund: Sit Investment now owns 8.8%, as a passive investor.
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Jan 3, 2025
EHI - Western Asset Global High Income Fund: Sit Investment now owns 16.2%, as a passive investor.
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Jan 3, 2025
First Trust Specialty Finance & Financial Opportunities Fund: Sit Investment now owns 7%, as a passive investor.
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Jan 3, 2025
FLC - Flaherty & Crumrine Total Return Fund: Sit Investment now owns 5.4%, as a passive investor.
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Jan 3, 2025
SRV - NXG Cushing Midstream Energy Fund: Sit Investment now owns 7.3%, as a passive investor.
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Jan 3, 2025
NXG - NXG NextGen Infrastructure Income Fund: Sit Investment sold down below 5% and stopped reporting.
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Jan 3, 2025
IGI - Western Asset Investment Grade Opportunity Trust: Sit Investment sold down below 5% and stopped reporting.
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Jan 3, 2025
WEA - Western Asset Premier Bond Fund: Sit Investment now owns 5.6%, as a passive investor.
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Jan 3, 2025
GDO - Western Asset Global Corporate Opportunity Fund: Sit Investment sold down below 5% and stopped reporting.
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Dec 30, 2024
Eaton Vance California Municipal Bond Fund: Sit Investment raised its stake to 13.3% (from 12.2%). It has said it may push for changes.
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Dec 18, 2024
VPV - Invesco Pennsylvania Value Municipal Income Trust: Sit Investment sold down below 5% and stopped reporting.
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Dec 18, 2024
VTN - Invesco Trust for Investment Grade New York Municipals: Sit Investment sold down below 5% and stopped reporting.
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Dec 18, 2024
KTF - DWS Municipal Income Trust: Sit Investment raised its stake to 22.1% (from 20.9%). It has said it may push for changes.
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Dec 12, 2024
PPT - Franklin Premier Income Trust: Sit Investment raised its stake to 22% (from 21%). It has said it may push for changes.
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Dec 12, 2024
Eaton Vance New York Municipal Bond Fund: Sit Investment now owns 13.4%. It has said it may push for changes.
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Nov 26, 2024
BKT - BlackRock Income Trust: Sit Investment now owns 9.8%. It has said it may push for changes.
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Oct 8, 2024
CEV - Eaton Vance California Municipal Income Trust: Sit Investment changed its mind: it now says it may push for changes. It owns 12.2%.
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Oct 4, 2024
Nuveen New Jersey Quality Municipal Income Fund: Sit Investment sold down below 5% and stopped reporting.
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Oct 3, 2024
GGT - Gabelli Multimedia Trust: Sit Investment now owns 6%, as a passive investor.
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Oct 3, 2024
Tortoise Pipeline & Energy Fund: Sit Investment now owns 5.8%, as a passive investor.
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Oct 3, 2024
New America High Income Fund: Sit Investment now owns 11.5%, as a passive investor.
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Oct 3, 2024
NXG - NXG NextGen Infrastructure Income Fund: Sit Investment now owns 6.3%, as a passive investor.
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Oct 3, 2024
BGX - Blackstone Long-Short Credit Income Fund: Sit Investment sold down below 5% and stopped reporting.
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Oct 3, 2024
CEV - Eaton Vance California Municipal Income Trust: Sit Investment sold down below 5% and stopped reporting.
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Oct 3, 2024
BNY Mellon Municipal Income: Sit Investment now owns 10.9%, as a passive investor.
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Oct 3, 2024
HIX - Western Asset High Income Fund II: Sit Investment sold down below 5% and stopped reporting.
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Oct 3, 2024
Pioneer Diversified High Income Fund: Sit Investment sold down below 5% and stopped reporting.
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Oct 3, 2024
NPCT - Nuveen Core Plus Impact Fund: Sit Investment sold down below 5% and stopped reporting.
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Oct 3, 2024
Nuveen New Jersey Quality Municipal Income Fund: Sit Investment sold down below 5% and stopped reporting.
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Oct 3, 2024
SDHY - PGIM Short Duration High Yield Opportunities Fund: Sit Investment sold down below 5% and stopped reporting.
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Oct 3, 2024
VGM - Invesco Trust for Investment Grade Municipals: Sit Investment sold down below 5% and stopped reporting.
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Oct 3, 2024
PCF - High Income Securities Fund: Sit Investment sold down below 5% and stopped reporting.
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Sept 9, 2024
PPT - Franklin Premier Income Trust: Sit Investment raised its stake to 21% (from 19.9%). It has said it may push for changes.
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Sept 9, 2024
CEV - Eaton Vance California Municipal Income Trust: Sit Investment sold down below 5% and stopped reporting.
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Sept 3, 2024
PIM - Franklin Master Intermediate Income Trust: Sit Investment now owns 47%. It has said it may push for changes.
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Aug 29, 2024
KTF - DWS Municipal Income Trust: Sit Investment raised its stake to 20.9% (from 15.6%). It has said it may push for changes.
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Aug 14, 2024
GLO - Clough Global Opportunities Fund: Sit Investment now owns 5.1%, as a passive investor.
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Aug 14, 2024
Pioneer Municipal High Income Advantage Fund: Sit Investment now owns 7.6%, as a passive investor.
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Aug 14, 2024
NPFD - Nuveen Variable Rate Preferred & Income Fund: Sit Investment now owns 5.4%, as a passive investor.
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Aug 14, 2024
VGM - Invesco Trust for Investment Grade Municipals: Sit Investment now owns 5.7%, as a passive investor.
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Aug 14, 2024
EMO - ClearBridge Energy Midstream Opportunity Fund: Sit Investment sold down below 5% and stopped reporting.
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Aug 14, 2024
ZTR - Virtus Total Return Fund: Sit Investment sold down below 5% and stopped reporting.
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Aug 14, 2024
VBF - Invesco Bond Fund: Sit Investment sold down below 5% and stopped reporting.
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July 31, 2024
DWS Strategic Municipal Income Trust: Sit Investment now owns 9.4%. It has said it may push for changes.
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July 17, 2024
KTF - DWS Municipal Income Trust: Sit Investment now owns 15.6%. It has said it may push for changes.
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June 5, 2024
Nuveen Pennsylvania Quality Municipal Income Fund: Sit Investment changed its mind: it now says it may push for changes. It owns 6.2%.
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June 5, 2024
Nuveen New Jersey Quality Municipal Income Fund: Sit Investment changed its mind: it now says it may push for changes. It owns 5.8%.
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May 29, 2024
BlackRock Enhanced Government Fund: Sit Investment now owns 49.1%. It has said it may push for changes.
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May 7, 2024
PPT - Franklin Premier Income Trust: Sit Investment now owns 19.9%. It has said it may push for changes.
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May 7, 2024
VTN - Invesco Trust for Investment Grade New York Municipals: Sit Investment now owns 9.6%. It has said it may push for changes.
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May 2, 2024
FINS - Angel Oak Financial Strategies Income Term Trust: Sit Investment now owns 10.1%, as a passive investor.
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April 9, 2024
Eaton Vance California Municipal Bond Fund: Sit Investment now owns 12.2%. It has said it may push for changes.
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April 5, 2024
NBB - Nuveen Taxable Municipal Income Fund: Sit Investment now owns 10.3%, as a passive investor.
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April 5, 2024
NPCT - Nuveen Core Plus Impact Fund: Sit Investment now owns 5.2%, as a passive investor.
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April 5, 2024
Nuveen Pennsylvania Quality Municipal Income Fund: Sit Investment now owns 5.4%, as a passive investor.
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April 5, 2024
Nuveen New Jersey Quality Municipal Income Fund: Sit Investment now owns 5.2%, as a passive investor.
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April 4, 2024
FTF - Franklin Ltd Duration Income Trust: Sit Investment sold down below 5% and stopped reporting.
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April 4, 2024
VBF - Invesco Bond Fund: Sit Investment now owns 6.5%, as a passive investor.
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Funds they have left (22)
- BGX - Blackstone Long-Short Credit Income Fund
Was in from Feb 2024 to July 2026. Largest stake 7.9%. - SRV - NXG Cushing Midstream Energy Fund
Was in from Feb 2024 to June 2026. Largest stake 8.5%. - XFLT - XAI Floating Rate & Alternative Income Trust
Was in from Jan 2026 to May 2026. Largest stake 7.2%. - CRF - Cornerstone Total Return Fund
Was in from July 2025 to April 2026. Largest stake 7.2%. - CPZ - Calamos Long/Short Equity & Dynamic Income Trust
Was in from Jan 2025 to April 2026. Largest stake 5.1%. - AVK - Advent Convertible & Income Fund
Was in from Jan 2025 to April 2026. Largest stake 9.9%. - RSF - RiverNorth Capital & Income Fund
Was in from Feb 2024 to Nov 2025. Largest stake 18.7%. - HYI - Western Asset High Yield Opportunity Fund
Was in from Feb 2024 to Oct 2025. Largest stake 6.8%. - KIO - KKR Income Opportunities Fund
Was in from April 2025 to July 2025. Largest stake 5.5%. - SBI - Western Asset Intermediate Muni Fund
Was in from Feb 2024 to April 2025. Largest stake 8.4%. - GGT - Gabelli Multimedia Trust
Was in from Oct 2024 to April 2025. Largest stake 6%. - GDO - Western Asset Global Corporate Opportunity Fund
Was in from Feb 2024 to Jan 2025. Largest stake 7.6%. - VTN - Invesco Trust for Investment Grade New York Municipals
Was in from Feb 2024 to Dec 2024. Largest stake 9.6%. - VPV - Invesco Pennsylvania Value Municipal Income Trust
Was in from Feb 2024 to Dec 2024. Largest stake 9.9%. - PCF - High Income Securities Fund
Was in from Oct 2024 to Oct 2024. Largest stake 2.4%. - VGM - Invesco Trust for Investment Grade Municipals
Was in from Aug 2024 to Oct 2024. Largest stake 5.7%. - SDHY - PGIM Short Duration High Yield Opportunities Fund
Was in from Oct 2024 to Oct 2024. Largest stake 1.6%. - NPCT - Nuveen Core Plus Impact Fund
Was in from April 2024 to Oct 2024. Largest stake 5.2%. - HIX - Western Asset High Income Fund II
Was in from April 2024 to Oct 2024. Largest stake 10.5%. - ZTR - Virtus Total Return Fund
Was in from Feb 2024 to Aug 2024. Largest stake 5.9%. - EMO - ClearBridge Energy Midstream Opportunity Fund
Was in from Feb 2024 to Aug 2024. Largest stake 7%. - FTF - Franklin Ltd Duration Income Trust
Was in from Feb 2024 to April 2024. Largest stake 5%.
Details
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