abrdn National Municipal Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MACKAY SHIELDS LLC | 10/27/2025 | 401.70 K | $4.12 M | 0.00% | 3.27% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 353.27 K | $3.62 M | 122.68% | 2.88% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 262.09 K | $2.69 M | 8.25% | 2.13% |
| MORGAN STANLEY | 11/14/2025 | 229.23 K | $2.35 M | 125.20% | 1.87% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 224.32 K | $2.30 M | 24.86% | 1.83% |
| MATISSE CAPITAL | 10/29/2025 | 170.00 K | $1.74 M | 0.00% | 1.38% |
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 130.52 K | $1.34 M | -43.49% | 1.06% |
| RIVERBRIDGE PARTNERS LLC | 10/14/2025 | 121.37 K | $1.25 M | 2.90% | 0.99% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 118.01 K | $1.21 M | -39.74% | 0.96% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 100.18 K | $1.03 M | 0.00% | 0.82% |
| COASTAL INVESTMENT ADVISORS, INC. | 10/23/2025 | 95.19 K | $976.67 K | 0.00% | 0.78% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 90.63 K | $930.00 K | 6.07% | 0.74% |
| LOGAN STONE CAPITAL, LLC | 11/14/2025 | 87.52 K | $897.91 K | -41.78% | 0.71% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 73.78 K | $756.99 K | 7.27% | 0.60% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 62.13 K | $637.40 K | 100.00% | 0.51% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 57.88 K | $580.52 K | -0.30% | 0.47% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 51.01 K | $523.36 K | 9.46% | 0.42% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 42.09 K | $431.83 K | 0.00% | 0.34% |
| ROYAL BANK OF CANADA | 11/14/2025 | 33.55 K | $344.00 K | 3.03% | 0.27% |
| SIGHTLINE WEALTH ADVISORS, LLC | 11/03/2025 | 32.83 K | $336.80 K | 1.37% | 0.27% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 30.07 K | $308.47 K | 9.07% | 0.24% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 29.97 K | $307.49 K | 100.00% | 0.24% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 26.37 K | $270.52 K | -34.13% | 0.21% |
| WHIPPLEWOOD ADVISORS, LLC | 11/06/2025 | 24.87 K | $255.20 K | 2.78% | 0.20% |
| HARA CAPITAL LLC | 10/30/2025 | 24.60 K | $252.40 K | -32.79% | 0.20% |
| ELEMENT WEALTH, LLC | 10/29/2025 | 23.02 K | $236.19 K | 0.00% | 0.19% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 11/05/2025 | 22.06 K | $226.31 K | 0.00% | 0.18% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 21.84 K | $224.12 K | -19.30% | 0.18% |
| BERGER FINANCIAL GROUP, INC | 10/14/2025 | 21.25 K | $218.00 K | 0.12% | 0.17% |
| LPL FINANCIAL LLC | 11/12/2025 | 20.77 K | $213.09 K | 38.17% | 0.17% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 19.65 K | $201.61 K | 100.00% | 0.16% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 11/10/2025 | 16.01 K | $164.28 K | 0.00% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 15.49 K | $149.99 K | 0.23% | 0.13% |
| ONEASCENT FINANCIAL SERVICES LLC | 10/22/2025 | 14.00 K | $143.64 K | 0.00% | 0.11% |
| GEN FINANCIAL MANAGEMENT, INC. | 10/15/2025 | 13.32 K | $136.71 K | 0.00% | 0.11% |
| HIGHMARK WEALTH MANAGEMENT LLC | 10/20/2025 | 12.88 K | $132.15 K | 0.00% | 0.10% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 11/14/2025 | 12.71 K | $130.42 K | 100.00% | 0.10% |
| UBS GROUP AG | 11/13/2025 | 12.12 K | $124.37 K | -0.07% | 0.10% |
| 11/13/2025 | 11.57 K | $118.73 K | 1.54% | 0.09% | |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 10.82 K | $111.03 K | 100.00% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 10.78 K | $110.57 K | -4.36% | 0.09% |
| CWM, LLC | 10/15/2025 | 8.75 K | $90.00 K | 0.00% | 0.07% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 11/14/2025 | 4.75 K | $48.74 K | 100.00% | 0.04% |
| COMERICA BANK | 11/14/2025 | 3.63 K | $37.19 K | 0.00% | 0.03% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 3.60 K | $36.91 K | -12.20% | 0.03% |
| MRP CAPITAL INVESTMENTS, LLC | 12/08/2025 | 2.50 K | $24.15 K | 0.00% | 0.02% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 1.74 K | $17.87 K | 100.00% | 0.01% |
| GPS WEALTH STRATEGIES GROUP, LLC | 11/03/2025 | 774 | $7.94 K | 0.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 11/07/2025 | 470 | $4.82 K | 0.00% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 240 | $2.46 K | 0.00% | 0.00% |
abrdn National Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of abrdn National Municipal Income Fund. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 353,273
Hennion & Walsh Asset Management, Inc.: 241,251
Matisse Capital: 174,693
Coastal Investment Advisors, Inc.: 95,192
Noble Wealth Management PBC: 63,832
MELFA WEALTH MANAGEMENT, LLC: 27,210
25.72% of abrdn National Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.70 M shares in the last 24 months. This purchase volume represents approximately $27.89 M in transactions.