Sit Investment Associates, Inc.

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

Total Filings

155

Stocks Covered

Latest Filing

Mar 4, 2026

Filings

MCR

MFS CHARTER INCOME TRUST

SC 13G · Apr 2, 2025

5.9%

2.5M shares

KIO

KKR Income Opportunities Fund

SC 13G · Apr 2, 2025

5.5%

2.3M shares

BKT

BLACKROCK INCOME TRUST, INC.

SC 13G · Mar 26, 2025

14.2%

3.4M shares

RSF

RiverNorth Capital & Income Fund, Inc.

SC 13G/A · Mar 4, 2025

12.2%

427K shares

NRO

NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC

SC 13G · Mar 4, 2025

15.0%

9.5M shares

NPFD

Nuveen Variable Rate Preferred & Income Fund

SC 13G/A · Mar 4, 2025

10.5%

2.5M shares

FINS

Angel Oak Financial Strategies Income Term Trust

SC 13G/A · Jan 6, 2025

20.6%

5.2M shares

GDO

Western Asset Global Corporate Opportunity Fund Inc.

SC 13G/A · Jan 3, 2025

0.0%

0 shares

WEA

Western Asset Premier Bond Fund

SC 13G/A · Jan 3, 2025

5.6%

670K shares

IGI

Western Asset Investment Grade Defined Opportunity Trust Inc.

SC 13G/A · Jan 3, 2025

2.7%

165K shares

NXG

NXG NextGen Infrastructure Income Fund

SC 13G/A · Jan 3, 2025

2.5%

86K shares

SRV

NXG Cushing Midstream Energy Fund

SC 13G · Jan 3, 2025

7.3%

293K shares

FLC

Flaherty & Crumrine Total Return Fund Incorporated

SC 13G · Jan 3, 2025

5.4%

560K shares

FGB

First Trust Specialty Finance and Financial Opportunities Fund

SC 13G · Jan 3, 2025

7.0%

1.0M shares

EHI

Western Asset Global High Income Fund Inc.

SC 13G · Jan 3, 2025

16.2%

4.9M shares

DTF

DTF Tax-Free Income 2028 Term Fund Inc

SC 13G · Jan 3, 2025

8.8%

619K shares

CXH

MFS Investment Grade Municipal Trust

SC 13G · Jan 3, 2025

6.8%

561K shares

CPZ

Calamos Long/Short Equity & Dynamic Income Trust

SC 13G · Jan 3, 2025

5.1%

1.0M shares

CMU

MFS High Yield Municipal Trust

SC 13G · Jan 3, 2025

7.9%

2.0M shares

AVK

Advent Convertible and Income Fund

SC 13G · Jan 3, 2025

9.9%

4.4M shares

CIF

MFS Intermediate High Income Fund

SC 13G · Jan 3, 2025

6.0%

1.1M shares

ENX

Eaton Vance New York Municipal Bond Fund ( ENX )

SC 13D/A · Dec 12, 2024

13.4%

2.4M shares

PPT

Putnam Premier Income Trust ( PPT )

SC 13D/A · Dec 12, 2024

22.0%

21.0M shares

BKT

Blackrock Income Trust Inc. ( BKT )

SC 13D · Nov 26, 2024

9.8%

2.1M shares

ENX

Eaton Vance New York Municipal Bond Fund ( ENX )

SC 13D/A · Oct 8, 2024

12.2%

2.2M shares

NXJ

Nuveen New Jersey Quality Municipal Income Fund (NXJ)

SC 13D/A · Oct 4, 2024

4.8%

2.0M shares

PCF

High Income Securities Fund (PCF)

SC 13G/A · Oct 3, 2024

2.4%

693K shares

VGM

Invesco Trust for Investment Grade Municipals (VGM)

SC 13G/A · Oct 3, 2024

4.6%

2.5M shares

SDHY

PGIM Short Duration High Yield Opportunities Funds (SDHY)

SC 13G/A · Oct 3, 2024

1.6%

383K shares

NXJ

Nuveen New Jersey Quality Municipal Income Fund (NXJ)

SC 13G/A · Oct 3, 2024

4.9%

2.0M shares

NPCT

Nuveen Core Plus Impact Fund (NPCT)

SC 13G/A · Oct 3, 2024

3.7%

1.1M shares

HNW

Pioneer Diversified High Income Trust (HNW)

SC 13G/A · Oct 3, 2024

3.4%

281K shares

HIX

Western Asset High Income Fund II Inc. (HIX)

SC 13G/A · Oct 3, 2024

2.9%

2.6M shares

DMF

BNY Mellon Municipal Income, Inc. (DMF)

SC 13G/A · Oct 3, 2024

10.9%

2.3M shares

CEV

Eaton Vance California Municipal Income Trust (CEV)

SC 13G/A · Oct 3, 2024

1.2%

82K shares

BGX

Blackstone Long-Short Credit Income Fund (BGX)

SC 13G/A · Oct 3, 2024

4.2%

533K shares

NXG

NXG NextGen Infrastructure Income Fund (NXG)

SC 13G · Oct 3, 2024

6.3%

219K shares

HYB

The New America High Income Fund, Inc. (HYB)

SC 13G · Oct 3, 2024

11.5%

2.7M shares

TTP

Tortoise Pipeline & Energy Fund, Inc. (TTP)

SC 13G · Oct 3, 2024

5.8%

117K shares

GGT

The Gabelli Multimedia Trust Inc. (GGT)

SC 13G · Oct 3, 2024

6.0%

2.0M shares

CEV

Eaton Vance California Municipal Income Trust (CEV )

SC 13D/A · Sep 9, 2024

4.3%

300K shares

PPT

Putnam Premier Income Trust ( PPT )

SC 13D/A · Sep 9, 2024

20.9%

20.0M shares

PIM

Putnam Master Intermediate Income Trust ( PIM )

SC 13D/A · Sep 3, 2024

47.0%

22.6M shares

KTF

DWS Municipal Income Trust ( KTF )

SC 13D/A · Aug 29, 2024

20.9%

8.2M shares

VBF

Invesco Bond Fund (VBF)

SC 13G/A · Aug 14, 2024

3.9%

440K shares

ZTR

Virtus Total Return Fund Inc. (ZTR)

SC 13G/A · Aug 14, 2024

3.6%

2.2M shares

EMO

ClearBridge Energy Midstream Opportunity Fund Inc. (EMO)

SC 13G/A · Aug 14, 2024

1.7%

110K shares

VGM

Invesco Trust for Investment Grade Municipals (VGM)

SC 13G · Aug 14, 2024

5.7%

3.1M shares

NPFD

Nuveen Variable Rate Preferred & Income Fund (NPFD)

SC 13G · Aug 14, 2024

5.4%

1.3M shares

MAV

Pioneer Municipal High Income Advantage Fund, Inc. (MAV)

SC 13G · Aug 14, 2024

7.6%

1.8M shares