abrdn National Municipal Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 419.41 K | $4.31 M | 86.97% | 3.42% |
| MACKAY SHIELDS LLC | 01/29/2026 | 401.70 K | $4.13 M | 0.00% | 3.27% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 353.27 K | $3.63 M | 0.00% | 2.88% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 253.08 K | $2.60 M | -3.44% | 2.06% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 241.25 K | $2.48 M | 104.44% | 1.96% |
| MORGAN STANLEY | 02/13/2026 | 221.44 K | $2.27 M | -3.40% | 1.80% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 178.85 K | $1.84 M | 78.53% | 1.46% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 175.15 K | $1.80 M | 44.32% | 1.43% |
| MATISSE CAPITAL | 01/29/2026 | 174.69 K | $1.79 M | 2.76% | 1.42% |
| 02/11/2026 | 140.91 K | $1.45 B | 100.00% | 1.15% | |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 113.49 K | $1.17 M | 29.67% | 0.92% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 103.64 K | $1.06 M | 14.35% | 0.84% |
| COASTAL INVESTMENT ADVISORS, INC. | 01/20/2026 | 95.19 K | $977.62 K | 0.00% | 0.78% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 85.65 K | $879.57 K | -34.38% | 0.70% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 79.01 K | $811.43 K | 7.09% | 0.64% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 63.83 K | $655.56 K | 2.75% | 0.52% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 59.71 K | $608.39 K | 3.16% | 0.49% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 51.01 K | $524.00 K | 100.00% | 0.42% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 50.66 K | $520.25 K | -0.69% | 0.41% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 42.09 K | $432.25 K | 0.00% | 0.34% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 35.91 K | $368.79 K | 36.19% | 0.29% |
| ROYAL BANK OF CANADA | 02/17/2026 | 34.17 K | $351.00 K | 1.85% | 0.28% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 29.90 K | $307.08 K | -0.23% | 0.24% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 27.21 K | $279.45 K | -9.50% | 0.22% |
| LPL FINANCIAL LLC | 02/11/2026 | 26.77 K | $274.96 K | 28.91% | 0.22% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 24.92 K | $255.90 K | 0.18% | 0.20% |
| HARA CAPITAL LLC | 01/15/2026 | 24.60 K | $253.87 K | 0.00% | 0.20% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 24.05 K | $247.03 K | 100.00% | 0.20% |
| ELEMENT WEALTH, LLC | 02/13/2026 | 23.02 K | $236.42 K | 0.00% | 0.19% |
| BERGER FINANCIAL GROUP, INC | 01/27/2026 | 19.24 K | $197.62 K | -9.44% | 0.16% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 17.80 K | $182.81 K | -9.41% | 0.15% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 01/21/2026 | 17.14 K | $176.06 K | -22.28% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 16.95 K | $174.10 K | 100.00% | 0.14% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 02/03/2026 | 16.01 K | $164.44 K | 0.00% | 0.13% |
| SIGHTLINE WEALTH ADVISORS, LLC | 01/26/2026 | 15.16 K | $155.71 K | -53.82% | 0.12% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 15.00 K | $154.05 K | 100.00% | 0.12% |
| GEN FINANCIAL MANAGEMENT, INC. | 01/15/2026 | 13.32 K | $136.84 K | 0.00% | 0.11% |
| HIGHMARK WEALTH MANAGEMENT LLC | 02/05/2026 | 12.88 K | $132.28 K | 0.00% | 0.10% |
| TRAUB CAPITAL MANAGEMENT LLC | 01/29/2026 | 12.22 K | $125.48 K | 100.00% | 0.10% |
| RIVER STREET ADVISORS LLC | 01/26/2026 | 11.85 K | $121.65 K | 100.00% | 0.10% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 11.72 K | $120.33 K | 8.72% | 0.10% |
| 02/10/2026 | 11.67 K | $119.84 K | 0.83% | 0.10% | |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 11.00 K | $112.95 K | -29.02% | 0.09% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 10.82 K | $111.68 K | 0.00% | 0.09% |
| UBS GROUP AG | 01/29/2026 | 10.58 K | $108.61 K | -12.76% | 0.09% |
| NOMURA HOLDINGS INC | 02/17/2026 | 10.56 K | $108.47 K | 100.00% | 0.09% |
| CWM, LLC | 01/26/2026 | 8.75 K | $90.00 K | 0.00% | 0.07% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 02/13/2026 | 8.10 K | $83.22 K | 70.59% | 0.07% |
| MRP CAPITAL INVESTMENTS, LLC | 02/09/2026 | 8.00 K | $82.16 K | 220.00% | 0.07% |
| COMERICA BANK | 01/29/2026 | 3.63 K | $37.23 K | 0.00% | 0.03% |
abrdn National Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of abrdn National Municipal Income Fund. The most heavily invested institutionals were:
Pathstone Holdings, LLC: 419,411
MACKAY SHIELDS LLC: 401,695
Allspring Global Investments Holdings, LLC: 353,273
GUGGENHEIM CAPITAL LLC: 253,077
Hennion & Walsh Asset Management, Inc.: 241,251
MORGAN STANLEY: 221,437
31.10% of abrdn National Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.79 M shares in the last 24 months. This purchase volume represents approximately $39.38 M in transactions.