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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2024 | SABA CAPITAL MANAGEMENT, L.P. | 2.60 M | $28.60 M | 27.01% | 9.05% |
| 05/13/2024 | PATHSTONE HOLDINGS, LLC | 1.95 M | $21.45 M | -0.47% | 6.79% |
| 05/15/2024 | MORGAN STANLEY | 1.28 M | $14.12 M | -9.55% | 4.47% |
| 05/15/2024 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 958,755 | $10.54 M | 0.03% | 3.34% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 875,149 | $9.62 M | 0.00% | 3.04% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 784,562 | $8.62 M | -7.05% | 2.73% |
| 05/14/2024 | PRIVATE WEALTH STRATEGIES, L.L.C. | 764,106 | $8.40 M | 0.61% | 2.66% |
| 04/17/2024 | HENNION & WALSH ASSET MANAGEMENT, INC. | 656,514 | $7.22 M | -15.14% | 2.28% |
| 05/14/2024 | KEYBANK NATIONAL ASSOCIATION/OH | 573,919 | $6.31 M | 10.99% | 2.00% |
| 05/15/2024 | LOGAN STONE CAPITAL, LLC | 530,020 | $5.82 M | 11.38% | 1.84% |
| 05/14/2024 | GUGGENHEIM CAPITAL LLC | 470,628 | $5.17 M | -20.30% | 1.64% |
| 04/29/2024 | COMMONWEALTH EQUITY SERVICES, LLC | 305,905 | $3.36 M | 100.00% | 1.06% |
| 05/14/2024 | ADVISORS ASSET MANAGEMENT, INC. | 305,880 | $3.36 M | 31.30% | 1.06% |
| 05/15/2024 | AQR ARBITRAGE LLC | 251,564 | $2.76 M | -4.81% | 0.88% |
| 04/30/2024 | VAN ECK ASSOCIATES CORP | 250,533 | $2.75 M | 13.91% | 0.87% |
| 05/13/2024 | KARPUS MANAGEMENT, INC. | 203,954 | $2.24 M | -0.83% | 0.71% |
| 05/10/2024 | BULLDOG INVESTORS, LLP | 174,035 | $1.91 M | 100.00% | 0.61% |
| 04/16/2024 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 152,252 | $1.67 M | 0.00% | 0.53% |
| 05/10/2024 | LPL FINANCIAL LLC | 145,830 | $1.60 M | 10.90% | 0.51% |
| 04/22/2024 | KENNEDY INVESTMENT GROUP | 130,489 | $1.43 M | -4.76% | 0.45% |
| 05/13/2024 | 1607 CAPITAL PARTNERS, LLC | 115,998 | $1.27 M | -50.41% | 0.40% |
| 05/15/2024 | VIVALDI CAPITAL MANAGEMENT LP | 113,936 | $1.24 M | -13.04% | 0.40% |
| 05/15/2024 | FORT POINT CAPITAL PARTNERS LLC | 110,970 | $1.22 M | 479.57% | 0.39% |
| 05/13/2024 | UBS GROUP AG | 103,572 | $1.14 M | -11.80% | 0.36% |
| 04/18/2024 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 102,180 | $1.12 M | 0.55% | 0.36% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 102,006 | $1.12 M | 78.16% | 0.35% |
| 05/13/2024 | BALANCED WEALTH GROUP LLC | 88,719 | $963,487 | 29.69% | 0.31% |
| 05/15/2024 | INTEGRATED WEALTH CONCEPTS LLC | 82,484 | $906,498 | -0.18% | 0.29% |
| 04/15/2024 | CAPITAL INVESTMENT ADVISORS, LLC | 81,193 | $892,310 | -4.71% | 0.28% |
| 05/15/2024 | ROYAL BANK OF CANADA | 75,954 | $835,000 | 145.65% | 0.26% |
| 05/13/2024 | WOLVERINE ASSET MANAGEMENT LLC | 58,415 | $641,980 | 552.46% | 0.20% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 57,398 | $630,804 | -2.62% | 0.20% |
| 04/23/2024 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 47,970 | $527,190 | -2.04% | 0.17% |
| 04/23/2024 | MELFA WEALTH MANAGEMENT, LLC | 47,393 | $520,851 | -11.07% | 0.16% |
| 05/06/2024 | HIGHTOWER ADVISORS, LLC | 43,206 | $466,000 | -18.59% | 0.15% |
| 04/24/2024 | DAKOTA WEALTH MANAGEMENT | 42,866 | $471,098 | -3.81% | 0.15% |
| 05/14/2024 | ALMITAS CAPITAL LLC | 41,054 | $451,183 | 100.00% | 0.14% |
| 05/09/2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 40,005 | $439,655 | -10.00% | 0.14% |
| 05/15/2024 | COHEN & STEERS, INC. | 40,000 | $440,000 | 33.33% | 0.14% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 37,958 | $417,159 | 0.37% | 0.13% |
| 05/16/2024 | ARETE WEALTH ADVISORS, LLC | 36,399 | $400,025 | -4.35% | 0.13% |
| 05/14/2024 | INVESCO LTD. | 36,290 | $398,827 | 69.11% | 0.13% |
| 05/14/2024 | STIFEL FINANCIAL CORP | 33,977 | $373,412 | 13.22% | 0.12% |
| 05/14/2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 31,880 | $350,361 | 100.00% | 0.11% |
| 04/30/2024 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 31,762 | $349,066 | 720.30% | 0.11% |
| 05/10/2024 | TCG ADVISORY SERVICES, LLC | 30,000 | $329,700 | 0.00% | 0.10% |
| 05/08/2024 | NINE MASTS CAPITAL LTD | 27,422 | $301,368 | 100.00% | 0.10% |
| 05/16/2024 | SKYVIEW INVESTMENT ADVISORS, LLC | 26,481 | $291,000 | 100.00% | 0.09% |
| 05/09/2024 | JUPITER WEALTH MANAGEMENT LLC | 23,675 | $256,638 | 0.00% | 0.08% |
| 05/10/2024 | IRONSIDES ASSET ADVISORS, LLC | 21,814 | $239,736 | 4.14% | 0.08% |
A. During the previous two years, 114 institutional investors and hedge funds held shares of AllianceBernstein National Municipal Income Fund, Inc.. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 2.6 M
Pathstone Holdings, LLC: 1.95 M
MORGAN STANLEY: 1.28 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 958,755
Allspring Global Investments Holdings, LLC: 875,149
WELLS FARGO & COMPANY/MN: 784,562
A. 53.41% of AllianceBernstein National Municipal Income Fund, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 20.33 M shares in the last 24 months. This purchase volume represents approximately $224.85 M in transactions.
