Phillip Goldstein
@Bulldog Investors, Llp
Latest period2024 - Q3ReportedManaged Assets$297.377MTotal holdings141
Assets growth rate11.13%Assets growth rate (2-Q avg)-0.22%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Bulldog Investors, Llp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 141 positions.
Assets under management
The assets under management (AUM) of Bulldog Investors, Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 297.377M in assets, with a quarterly growth rate of 11.13% and a 2-quarter average growth rate of -0.22%. The portfolio is managed by Phillip Goldstein, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
XGDVXGabelli Divid & Income Tr
| 1.24% | $3.665M 149,995 shares@ $24.44 avg price | Increased 12.28% |
MUIBlackrock Municipal Income
| 1.19% | $3.522M 279,905 shares@ $12.59 avg price | Increased 123.74% |
LRFCLogan Ridge Finance Corp
| 1.16% | $3.428M 138,066 shares@ $24.83 avg price | Increased 3.92% |
RWAYRunway Growth Finance Corp
| 1.15% | $3.395M 329,591 shares@ $10.3 avg price | Increased 48.36% |
EQCEquity Comwlth
| 1.11% | $3.3M 165,811 shares@ $19.91 avg price | Increased 10.55% |
GRAF⤦Graf Global Corp
| 1.05% | $3.102M 309,275 shares@ $10.03 avg price | Increased 2.25% |
XHTAXInvesco High Income 2024 Tar
| 0.78% | $2.308M 303,393 shares@ $7.61 avg price | Increased 2.96% |
TBMCTrailblazer Merger Corp I
| 0.74% | $2.175M 197,724 shares@ $11.0 avg price | Increased 15.14% |
SWZSwiss Helvetia Fd Inc
| 0.72% | $2.125M 237,472 shares@ $8.95 avg price | Increased 0.21% |
NXDTNexpoint Diversified Rel Et
| 0.4% | $1.177M 188,384 shares@ $6.26 avg price | Increased 4.07% |