Sit Investment Associates, Inc.

Activist investor & 5%+ owner · SC 13D/13G filings

Total Filings

155

Stocks Covered

Latest Filing

Mar 4, 2026

Filings

DTF

DTF TAX-FREE INCOME 2028 TERM FUND INC

SC 13G/A · Mar 4, 2026

13.1%

923K shares

GLQ

Clough Global Equity Fund

SC 13G/A · Mar 4, 2026

11.2%

2.1M shares

ERC

ALLSPRING MULTI-SECTOR INCOME FUND

SC 13G/A · Mar 4, 2026

10.3%

2.9M shares

EHI

Western Asset Global High Income Fund Inc.

SC 13G/A · Feb 4, 2026

10.1%

3.1M shares

FLC

Flaherty & Crumrine Total Return Fund Incorporated

SC 13G/A · Feb 4, 2026

10.4%

1.1M shares

BTA

BlackRock Long-Term Municipal Advantage Trust

SC 13G · Jan 6, 2026

5.5%

744K shares

FTHY

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

SC 13G · Jan 6, 2026

6.6%

2.4M shares

JGH

Nuveen Global High Income Fund

SC 13G · Jan 6, 2026

10.3%

2.9M shares

MQT

BLACKROCK MUNIYIELD QUALITY FUND II, INC.

SC 13G · Jan 6, 2026

5.6%

1.2M shares

PAI

Western Asset Investment Grade Income Fund Inc.

SC 13G/A · Jan 6, 2026

12.1%

1.1M shares

SRV

NXG Cushing Midstream Energy Fund

SC 13G · Jan 6, 2026

5.2%

323K shares

XFLT

XAI Octagon Floating Rate & Alternative Income Trust

SC 13G · Jan 6, 2026

7.2%

5.5M shares

IGI

Western Asset Investment Grade Opportunity Trust Inc.

SC 13G/A · Jan 6, 2026

12.8%

768K shares

NXG

NXG NextGen Infrastructure Income Fund

SC 13G/A · Jan 6, 2026

5.2%

293K shares

PFO

Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

SC 13G/A · Jan 6, 2026

10.2%

1.3M shares

VGI

Virtus Global Multi-Sector Income Fund

SC 13G/A · Jan 6, 2026

18.2%

2.1M shares

RSF

RiverNorth Capital & Income Fund, Inc.

SC 13G/A · Nov 3, 2025

4.9%

199K shares

RIV

RIVERNORTH OPPORTUNITIES FUND, INC.

SC 13G · Nov 3, 2025

10.5%

2.9M shares

HYI

Western Asset High Yield Defined Opportunity Fund Inc.

SC 13G/A · Oct 3, 2025

0.0%

0 shares

MIN

MFS Intermediate Income Trust

SC 13G/A · Oct 2, 2025

25.4%

29.0M shares

MGF

MFS Government Markets Income Trust

SC 13G/A · Oct 2, 2025

27.2%

8.9M shares

CXH

MFS Investment Grade Municipal Trust

SC 13G/A · Oct 2, 2025

4.8%

389K shares

CMU

MFS High Yield Municipal Trust

SC 13G/A · Oct 2, 2025

4.1%

1.0M shares

TSI

TCW Strategic Income Fund, Inc.

SC 13G/A · Oct 2, 2025

19.8%

9.4M shares

BBN

BlackRock Taxable Municipal Bond Trust

SC 13G/A · Oct 2, 2025

10.2%

6.3M shares

JLS

Nuveen Mortgage and Income Fund

SC 13G/A · Oct 2, 2025

22.4%

1.2M shares

VBF

Invesco Bond Fund

SC 13G · Oct 2, 2025

5.9%

670K shares

PFD

Flaherty & Crumrine Preferred and Income Fund Incorporated

SC 13G · Oct 2, 2025

8.4%

1.1M shares

MVT

BlackRock MuniVest Fund II, Inc.

SC 13G · Oct 2, 2025

5.2%

1.1M shares

GRX

The Gabelli Healthcare & WellnessRx Trust

SC 13G · Oct 2, 2025

5.4%

834K shares

BIT

BlackRock Multi-Sector Income Trust

SC 13G · Oct 2, 2025

8.9%

5.1M shares

NXG

NXG NextGen Infrastructure Income Fund

SC 13G · Sep 3, 2025

11.2%

634K shares

MHI

Pioneer Municipal High Income Fund, Inc.

SC 13G/A · Aug 5, 2025

11.5%

2.6M shares

RSF

RiverNorth Capital & Income Fund, Inc.

SC 13G/A · Aug 5, 2025

11.9%

507K shares

SCD

LMP Capital and Income Fund Inc.

SC 13G · Aug 5, 2025

13.6%

3.1M shares

IGI

Western Asset Investment Grade Opportunity Trust Inc

SC 13G · Jul 7, 2025

5.6%

333K shares

JHI

John Hancock Investors Trust

SC 13G · Jul 7, 2025

5.1%

442K shares

PFO

Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

SC 13G · Jul 7, 2025

5.1%

669K shares

EVV

Eaton Vance Limited Duration Income Fund

SC 13G · Jul 7, 2025

5.1%

6.0M shares

BHK

Blackrock Core Bond Trust

SC 13G · Jul 7, 2025

13.9%

10.1M shares

CRF

Cornerstone Total Return Fund

SC 13G · Jul 7, 2025

7.2%

11.1M shares

ECF

Ellsworth Growth and Income Fund Ltd.

SC 13G · Jul 7, 2025

5.6%

772K shares

JHS

John Hancock Income Securities Trust

SC 13G/A · Jul 7, 2025

26.8%

3.1M shares

KIO

KKR Income Opportunities Fund

SC 13G/A · Jul 7, 2025

4.3%

1.8M shares

RSF

RiverNorth Capital & Income Fund, Inc.

SC 13G/A · Jun 5, 2025

6.1%

203K shares

FINS

Angel Oak Financial Strategies Income Term Trust

SC 13G/A · Jun 5, 2025

28.7%

9.6M shares

SBI

WESTERN ASSET INTERMEDIATE MUNI FUND INC.

SC 13G/A · Apr 2, 2025

4.5%

628K shares

GGT

GABELLI MULTIMEDIA TRUST INC.

SC 13G/A · Apr 2, 2025

4.9%

1.7M shares

SRV

NXG Cushing Midstream Energy Fund

SC 13G/A · Apr 2, 2025

4.9%

213K shares

ERC

ALLSPRING MULTI-SECTOR INCOME FUND

SC 13G · Apr 2, 2025

8.0%

2.2M shares