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Buying and selling by quarter

Dollars bought and sold on the open market over the last two years.

$0$10.0M$20.0M$30.0M$40.0MQ4 2024 · Bought: $27,836,761Q4 2024 · Sold: $20,639,641Q4 2024Q1 2025 · Bought: $27,546,535Q1 2025 · Sold: $33,693,608Q1 2025Q2 2025 · Bought: $10,654,898Q2 2025 · Sold: $21,014,053Q2 2025Q3 2025 · Bought: $24,008,719Q3 2025 · Sold: $20,491,060Q3 2025

Bought Sold

By trade date, using the shares and price reported for each trade. Stock grants, option exercises and shares withheld for tax are left out.

Roles

The companies where this person reports as an insider, and their position at each, most recent first.

Roles by company
ASA
ASA Gold and Precious Metals Limited
10% ownerSep 11, 2025
PDX
PIMCO Dynamic Income Strategy Fund
10% ownerSep 11, 2025
NQP
Nuveen Pennsylvania Quality Municipal Income Fund
10% ownerSep 11, 2025
AFB
AllianceBernstein National Municipal Income Fund Inc
10% ownerSep 9, 2025
ECAT
BlackRock ESG Capital Allocation Term Trust
10% ownerSep 9, 2025
BFZ
BlackRock California Municipal Income Trust
10% ownerSep 9, 2025
HQL
abrdn Life Sciences Investors
10% ownerSep 4, 2025
MHI
Pioneer Municipal High Income Fund, Inc.
10% ownerSep 2, 2025
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
10% ownerSep 2, 2025
GF
New Germany Fund, Inc.
10% ownerAug 26, 2025
JEQ
Abrdn Japan Equity Fund, Inc.
10% ownerAug 21, 2025
DMA
Destra Multi-Alternative Fund
10% ownerAug 18, 2025
PEO
Adams Natural Resources Fund, Inc.
10% ownerJul 31, 2025
GRX
The Gabelli Healthcare & Wellness Trust
10% ownerJul 17, 2025
GNT
GAMCO Natural Resources, Gold & Income Trust
10% ownerJul 14, 2025
EVM
Eaton Vance California Municipal Bond Fund
10% ownerJun 26, 2025
ENX
Eaton Vance New York Municipal Bond Fund
10% ownerJun 10, 2025
MPA
Blackrock MuniYield Pennsylvania Quality Fund
10% ownerJun 3, 2025
ECF
Ellsworth Growth and Income Fund Ltd.
10% ownerMay 20, 2025
BCAT
BlackRock Capital Allocation Term Trust
10% ownerMay 19, 2025
IAE
Voya Asia Pacific High Dividend Equity Income Fund
10% ownerMay 19, 2025
SABA
Saba Capital Income & Opportunities Fund II
10% ownerMay 6, 2025
MAV
Pioneer Municipal High Income Advantage Fund, Inc.
10% ownerMay 6, 2025
MEGI
NYLIM CBRE Global Infrastructure Megatrends Term Fund
10% ownerMay 1, 2025
IIF
Morgan Stanley India Investment Fund, Inc.
10% ownerApr 29, 2025
TEAF
Tortoise Sustainable & Social Impact Term Fund
10% ownerApr 22, 2025
BMEZ
BlackRock Health Sciences Term Trust
10% ownerApr 22, 2025
DSM
BNY Mellon Strategic Municipal Bond Fund, Inc.
10% ownerApr 17, 2025
NXJ
Nuveen New Jersey Quality Municipal Income Fund
10% ownerMar 14, 2025
NMAI
Nuveen Multi-Asset Income Fund
10% ownerJan 16, 2025
BIGZ
BlackRock Technology and Private Equity Term Trust
10% ownerJan 10, 2025
TYG
Tortoise Energy Infrastructure Corporation
10% ownerJan 2, 2025
NPCT
Nuveen Core Plus Impact Fund
10% ownerDec 9, 2024
ASGI
abrdn Global Infrastructure Income Fund
10% ownerDec 5, 2024
KSM
DWS Strategic Municipal Income Trust
10% ownerNov 21, 2024
VPV
Invesco Pennsylvania Value Municipal Income Trust
10% ownerNov 18, 2024
CEV
Eaton Vance California Municipal Income Trust
10% ownerOct 22, 2024

Roles come from the filings themselves and can change over time.

Latest open-market trades

Purchases and sales at every company, most recent filing first.

Latest insider trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.Filing
Sep 10, 2025NQP
Nuveen Pennsylvania Quality Municipal Income Fund
Sale4,999$11.30$56.5K-3.0%Form 4 ↗
Sep 10, 2025PDX
PIMCO Dynamic Income Strategy Fund
Sale13,276$24.88$330.3K-34.8%Form 4 ↗
Sep 10, 2025ASA
ASA Gold and Precious Metals Limited
Buy19,126$40.34$771.5K+7.8%Form 4 ↗
Sep 9, 2025ASA
ASA Gold and Precious Metals Limited
Buy31,225$40.06$1.3M+8.4%Form 4 ↗
Sep 8, 2025PDX
PIMCO Dynamic Income Strategy Fund
Sale8,160$24.72$201.7K-34.6%Form 4 ↗
Sep 8, 2025NQP
Nuveen Pennsylvania Quality Municipal Income Fund
Sale16,022$11.22$179.8K-3.3%Form 4 ↗
Sep 8, 2025AFB
AllianceBernstein National Municipal Income Fund Inc
Sale4,100$10.65$43.7K-20.2%Form 4 ↗
Sep 8, 2025ECAT
BlackRock ESG Capital Allocation Term Trust
Sale79,152$16.66$1.3M-41.5%Form 4 ↗
Sep 8, 2025BFZ
BlackRock California Municipal Income Trust
Sale136,042$10.69$1.5M-2.6%Form 4 ↗
Sep 8, 2025ASA
ASA Gold and Precious Metals Limited
Buy24,510$40.50$992.7K+6.5%Form 4 ↗
Sep 5, 2025BFZ
BlackRock California Municipal Income Trust
Sale348,451$10.57$3.7M-1.9%Form 4 ↗
Sep 5, 2025ECAT
BlackRock ESG Capital Allocation Term Trust
Sale67,373$16.56$1.1M-41.4%Form 4 ↗
Sep 5, 2025PDX
PIMCO Dynamic Income Strategy Fund
Sale2,000$24.80$49.6K-34.8%Form 4 ↗
Sep 4, 2025ECAT
BlackRock ESG Capital Allocation Term Trust
Sale91,395$16.55$1.5M-40.8%Form 4 ↗
Sep 4, 2025BFZ
BlackRock California Municipal Income Trust
Sale18,965$10.46$198.4K-0.3%Form 4 ↗
Sep 4, 2025PDX
PIMCO Dynamic Income Strategy Fund
Sale3,476$24.91$86.6K-35.0%Form 4 ↗
Sep 3, 2025NQP
Nuveen Pennsylvania Quality Municipal Income Fund
Sale190$10.96$2,082-0.9%Form 4 ↗
Sep 3, 2025ASA
ASA Gold and Precious Metals Limited
Buy30,460$38.88$1.2M+10.8%Form 4 ↗
Sep 2, 2025ASA
ASA Gold and Precious Metals Limited
Buy70,108$38.64$2.7M+11.1%Form 4 ↗
Sep 2, 2025NQP
Nuveen Pennsylvania Quality Municipal Income Fund
Sale10,927$10.93$119.4K-1.6%Form 4 ↗
Sep 2, 2025HQL
abrdn Life Sciences Investors
Sale14,083$14.04$197.7K+12.2%Form 4 ↗
Sep 2, 2025AFB
AllianceBernstein National Municipal Income Fund Inc
Sale7,873$10.36$81.6K-19.4%Form 4 ↗
Aug 29, 2025HQL
abrdn Life Sciences Investors
Sale23,723$13.89$329.5K+14.1%Form 4 ↗
Aug 29, 2025PDX
PIMCO Dynamic Income Strategy Fund
Sale3,259$24.72$80.6K-35.3%Form 4 ↗
Aug 27, 2025PDX
PIMCO Dynamic Income Strategy Fund
Sale400$24.60$9,840-33.9%Form 4 ↗
Aug 27, 2025BFZ
BlackRock California Municipal Income Trust
Sale6,200$10.40$64.5K+0.2%Form 4 ↗
Aug 25, 2025ASA
ASA Gold and Precious Metals Limited
Buy7,520$36.51$274.6K+18.4%Form 4 ↗
Aug 25, 2025BFZ
BlackRock California Municipal Income Trust
Sale18,180$10.36$188.3K+0.1%Form 4 ↗
Aug 25, 2025GF
New Germany Fund, Inc.
Buy5,927$11.67$69.2K-29.5%Form 4 ↗
Aug 20, 2025BFZ
BlackRock California Municipal Income Trust
Sale8,384$10.35$86.8K-0.5%Form 4 ↗
Aug 19, 2025BFZ
BlackRock California Municipal Income Trust
Sale51,242$10.38$531.9K-0.8%Form 4 ↗
Aug 19, 2025ASA
ASA Gold and Precious Metals Limited
Buy9,943$33.99$338.0K+28.1%Form 4 ↗
Aug 19, 2025JEQ
Abrdn Japan Equity Fund, Inc.
Sale1,730$8.17$14.1K-3.3%Form 4 ↗
Aug 15, 2025ASA
ASA Gold and Precious Metals Limited
Buy10,000$34.53$345.3K+26.7%Form 4 ↗
Aug 15, 2025BFZ
BlackRock California Municipal Income Trust
Sale18,585$10.52$195.5K-1.3%Form 4 ↗
Aug 14, 2025ASA
ASA Gold and Precious Metals Limited
Buy8,310$33.89$281.6K+30.1%Form 4 ↗
Aug 14, 2025DMA
Destra Multi-Alternative Fund
Buy41,802$8.66$362.0K-36.5%Form 4 ↗
Aug 14, 2025BFZ
BlackRock California Municipal Income Trust
Sale45,262$10.57$478.4K-1.8%Form 4 ↗
Aug 13, 2025PDX
PIMCO Dynamic Income Strategy Fund
Sale5,901$24.43$144.2K-34.1%Form 4 ↗
Aug 12, 2025PDX
PIMCO Dynamic Income Strategy Fund
Sale2,218$24.20$53.7K-33.8%Form 4 ↗
Aug 11, 2025ASA
ASA Gold and Precious Metals Limited
Buy327,900$35.00$11.5M+22.5%Form 4 ↗
Aug 8, 2025ASA
ASA Gold and Precious Metals Limited
Buy35,777$35.22$1.3M+23.1%Form 4 ↗
Aug 8, 2025NQP
Nuveen Pennsylvania Quality Municipal Income Fund
Sale29,283$10.98$321.5K-2.7%Form 4 ↗
Aug 7, 2025NQP
Nuveen Pennsylvania Quality Municipal Income Fund
Sale5,600$11.03$61.8K-3.5%Form 4 ↗
Aug 7, 2025ASA
ASA Gold and Precious Metals Limited
Buy69,032$34.73$2.4M+23.7%Form 4 ↗
Aug 6, 2025NQP
Nuveen Pennsylvania Quality Municipal Income Fund
Sale8,505$11.05$94.0K-3.8%Form 4 ↗
Aug 4, 2025BFZ
BlackRock California Municipal Income Trust
Sale30,440$10.56$321.4K-4.1%Form 4 ↗
Jul 30, 2025PEO
Adams Natural Resources Fund, Inc.
Sale2,701$21.61$58.4K+13.7%Form 4 ↗
Jul 30, 2025BFZ
BlackRock California Municipal Income Trust
Sale32,984$10.39$342.7K-1.9%Form 4 ↗
Jul 25, 2025BFZ
BlackRock California Municipal Income Trust
Sale30,813$10.42$321.1K-1.7%Form 4 ↗
Jul 25, 2025PEO
Adams Natural Resources Fund, Inc.
Sale13,627$22.03$300.2K+11.3%Form 4 ↗
Jul 24, 2025PEO
Adams Natural Resources Fund, Inc.
Sale59,983$22.02$1.3M+10.1%Form 4 ↗
Jul 24, 2025BFZ
BlackRock California Municipal Income Trust
Sale43,268$10.44$451.7K-2.4%Form 4 ↗
Jul 23, 2025BFZ
BlackRock California Municipal Income Trust
Sale62,808$10.44$655.7K-2.3%Form 4 ↗
Jul 23, 2025PEO
Adams Natural Resources Fund, Inc.
Sale7,298$22.06$161.0K+10.3%Form 4 ↗
Jul 22, 2025BFZ
BlackRock California Municipal Income Trust
Sale44,878$10.48$470.3K-3.8%Form 4 ↗
Jul 22, 2025PEO
Adams Natural Resources Fund, Inc.
Sale23,569$21.72$511.9K+11.9%Form 4 ↗
Jul 21, 2025NQP
Nuveen Pennsylvania Quality Municipal Income Fund
Sale30,436$10.82$329.3K-2.3%Form 4 ↗
Jul 21, 2025PEO
Adams Natural Resources Fund, Inc.
Sale14,464$21.65$313.1K+12.4%Form 4 ↗
Jul 18, 2025GF
New Germany Fund, Inc.
Buy9,796$12.01$117.6K-34.6%Form 4 ↗
Jul 16, 2025BFZ
BlackRock California Municipal Income Trust
Sale4,933$10.74$53.0K-6.3%Form 4 ↗
Jul 16, 2025PEO
Adams Natural Resources Fund, Inc.
Sale14,733$21.80$321.2K+10.3%Form 4 ↗
Jul 15, 2025BFZ
BlackRock California Municipal Income Trust
Sale7,132$10.79$77.0K-7.7%Form 4 ↗
Jul 15, 2025NQP
Nuveen Pennsylvania Quality Municipal Income Fund
Sale1,195$11.02$13.2K-5.5%Form 4 ↗
Jul 15, 2025GRX
The Gabelli Healthcare & Wellness Trust
Buy12,924$9.38$121.2K-10.4%Form 4 ↗
Jul 14, 2025NQP
Nuveen Pennsylvania Quality Municipal Income Fund
Sale4,128$11.10$45.8K-5.8%Form 4 ↗
Jul 14, 2025GRX
The Gabelli Healthcare & Wellness Trust
Buy6,080$9.35$56.8K-9.4%Form 4 ↗
Jul 11, 2025GNT
GAMCO Natural Resources, Gold & Income Trust
Sale54,055$6.47$349.7K+10.5%Form 4 ↗
Jul 10, 2025GNT
GAMCO Natural Resources, Gold & Income Trust
Sale674$6.46$4,354+11.6%Form 4 ↗
Jul 9, 2025NQP
Nuveen Pennsylvania Quality Municipal Income Fund
Sale4,900$11.14$54.6K-6.2%Form 4 ↗
Jul 7, 2025BFZ
BlackRock California Municipal Income Trust
Sale3,054$10.87$33.2K-8.9%Form 4 ↗
Jul 7, 2025NQP
Nuveen Pennsylvania Quality Municipal Income Fund
Sale11,194$11.18$125.1K-6.9%Form 4 ↗
Jul 7, 2025GNT
GAMCO Natural Resources, Gold & Income Trust
Sale31,293$6.43$201.2K+10.2%Form 4 ↗
Jul 2, 2025BFZ
BlackRock California Municipal Income Trust
Sale33,982$10.85$368.7K-9.3%Form 4 ↗
Jun 30, 2025BFZ
BlackRock California Municipal Income Trust
Sale43,937$10.80$474.5K-9.0%Form 4 ↗
Jun 27, 2025BFZ
BlackRock California Municipal Income Trust
Sale31,062$10.80$335.5K-9.4%Form 4 ↗
Jun 26, 2025PEO
Adams Natural Resources Fund, Inc.
Sale459$21.54$9,887+9.7%Form 4 ↗
Jun 26, 2025BFZ
BlackRock California Municipal Income Trust
Sale35,213$10.83$381.4K-10.2%Form 4 ↗
Jun 25, 2025GNT
GAMCO Natural Resources, Gold & Income Trust
Sale4,029$6.28$25.3K+11.9%Form 4 ↗
Jun 24, 2025EVM
Eaton Vance California Municipal Bond Fund
Buy30,805$8.83$272.0K-5.2%Form 4 ↗
Jun 24, 2025GNT
GAMCO Natural Resources, Gold & Income Trust
Sale1,875$6.28$11.8K+10.5%Form 4 ↗
Jun 23, 2025EVM
Eaton Vance California Municipal Bond Fund
Buy12,660$8.79$111.3K-5.8%Form 4 ↗
Jun 20, 2025PEO
Adams Natural Resources Fund, Inc.
Sale2,401$22.06$53.0K+2.1%Form 4 ↗
Jun 17, 2025GNT
GAMCO Natural Resources, Gold & Income Trust
Sale4,607$6.55$30.2K+4.6%Form 4 ↗
Jun 17, 2025EVM
Eaton Vance California Municipal Bond Fund
Buy14,285$8.82$126.0K-6.2%Form 4 ↗
Jun 16, 2025GNT
GAMCO Natural Resources, Gold & Income Trust
Sale9,080$6.52$59.2K+5.1%Form 4 ↗
Jun 16, 2025EVM
Eaton Vance California Municipal Bond Fund
Buy35,910$8.82$316.7K-5.0%Form 4 ↗
Jun 13, 2025EVM
Eaton Vance California Municipal Bond Fund
Buy1,076$8.75$9,415-5.5%Form 4 ↗
Jun 12, 2025EVM
Eaton Vance California Municipal Bond Fund
Buy11,886$8.78$104.4K-4.3%Form 4 ↗
Jun 9, 2025ENX
Eaton Vance New York Municipal Bond Fund
Buy15,421$9.16$141.3K-3.6%Form 4 ↗
Jun 5, 2025EVM
Eaton Vance California Municipal Bond Fund
Buy1,200$8.80$10.6K-6.8%Form 4 ↗
Jun 3, 2025JEQ
Abrdn Japan Equity Fund, Inc.
Buy640$7.21$4,614+1.0%Form 4 ↗
Jun 2, 2025MPA
Blackrock MuniYield Pennsylvania Quality Fund
Sale3,379$10.83$36.6K-34.2%Form 4 ↗
May 30, 2025MPA
Blackrock MuniYield Pennsylvania Quality Fund
Sale12,800$10.82$138.5K-35.2%Form 4 ↗
May 29, 2025JEQ
Abrdn Japan Equity Fund, Inc.
Buy7,596$7.14$54.2K+1.9%Form 4 ↗
May 28, 2025MPA
Blackrock MuniYield Pennsylvania Quality Fund
Sale1,059$10.83$11.5K-35.5%Form 4 ↗
May 27, 2025MPA
Blackrock MuniYield Pennsylvania Quality Fund
Sale18,362$10.84$199.0K-34.7%Form 4 ↗
May 22, 2025EVM
Eaton Vance California Municipal Bond Fund
Buy32,549$8.86$288.4K-9.9%Form 4 ↗
May 20, 2025HQL
abrdn Life Sciences Investors
Sale11,419$12.71$145.1K+16.5%Form 4 ↗
May 20, 2025GF
New Germany Fund, Inc.
Buy46,117$11.05$509.6K-35.0%Form 4 ↗

Each row links to its Form 4. Since trade compares the stock’s move from the close on the trade date (or the next trading day) to its latest close with the S&P 500 over the same days, adjusted for splits and excluding dividends. It describes the stock, not what the trader made: we don’t know their purchase price, position size or later sales. A dash means the trade isn’t matched to a listed stock, or there is no closing price after it yet.

When several people report on the same filing, we list it under the first one named, so trades by someone usually listed second may be missing here. Information, not investment advice: see the disclaimer.