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 | 05/11/2026 | 594.15 K | $5.92 M | 41.66% | 4.84% |
| MACKAY SHIELDS LLC | 04/27/2026 | 401.70 K | $4.00 M | 0.00% | 3.27% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 353.27 K | $3.52 M | 0.00% | 2.88% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 273.10 K | $2.72 M | 13.20% | 2.22% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 242.99 K | $2.42 M | -3.98% | 1.98% |
| MORGAN STANLEY | 05/15/2026 | 221.03 K | $2.20 M | -0.18% | 1.80% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 216.00 K | $2.15 M | 20.77% | 1.76% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 194.09 K | $1.93 M | 10.81% | 1.58% |
| MATISSE CAPITAL | 05/08/2026 | 174.69 K | $1.74 M | 0.00% | 1.42% |
| 05/11/2026 | 153.72 K | $1.53 M | 9.09% | 1.25% | |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 130.15 K | $1.30 M | 14.68% | 1.06% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 116.91 K | $1.16 M | 12.80% | 0.95% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 100.45 K | $1.00 M | 96.92% | 0.82% |
| COASTAL INVESTMENT ADVISORS, INC. | 04/22/2026 | 95.19 K | $948.11 K | 0.00% | 0.78% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 95.15 K | $947.73 K | 20.43% | 0.78% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 81.36 K | $810.38 K | 27.46% | 0.66% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 56.84 K | $641.18 K | 100.00% | 0.46% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 49.73 K | $495.26 K | -1.84% | 0.41% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 42.46 K | $422.87 K | 100.00% | 0.35% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 41.35 K | $411.89 K | -1.75% | 0.34% |
| ROYAL BANK OF CANADA | 05/15/2026 | 38.70 K | $385.00 K | 13.25% | 0.32% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 27.21 K | $271.02 K | 0.00% | 0.22% |
| LPL FINANCIAL LLC | 05/06/2026 | 26.81 K | $267.01 K | 0.13% | 0.22% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 25.77 K | $256.63 K | -13.83% | 0.21% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 24.92 K | $248.17 K | 0.00% | 0.20% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 24.81 K | $247.11 K | 39.38% | 0.20% |
| HARA CAPITAL LLC | 05/14/2026 | 24.60 K | $245.02 K | 0.00% | 0.20% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 24.17 K | $240.75 K | 0.49% | 0.20% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 23.69 K | $234.03 K | -60.33% | 0.19% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 23.62 K | $235.29 K | 100.00% | 0.19% |
| ELEMENT WEALTH, LLC | 05/04/2026 | 23.02 K | $229.28 K | 0.00% | 0.19% |
| BERGER FINANCIAL GROUP, INC | 04/28/2026 | 19.36 K | $192.81 K | 0.60% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 16.84 K | $167.69 K | -0.68% | 0.14% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 04/27/2026 | 16.01 K | $159.48 K | 0.00% | 0.13% |
| ACKERMAN CAPITAL ADVISORS, LLC | 05/05/2026 | 15.36 K | $152.97 K | 100.00% | 0.13% |
| ONEASCENT FINANCIAL SERVICES LLC | 04/21/2026 | 14.00 K | $139.44 K | 100.00% | 0.11% |
| GEN FINANCIAL MANAGEMENT, INC. | 04/16/2026 | 13.32 K | $132.71 K | 0.00% | 0.11% |
| HIGHMARK WEALTH MANAGEMENT LLC | 05/06/2026 | 12.88 K | $128.29 K | 0.00% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 12.30 K | $122.53 K | 11.86% | 0.10% |
| TRAUB CAPITAL MANAGEMENT LLC | 04/23/2026 | 12.22 K | $121.69 K | 0.00% | 0.10% |
| 05/07/2026 | 11.90 K | $118.53 K | 1.99% | 0.10% | |
| RIVER STREET ADVISORS LLC | 04/21/2026 | 11.85 K | $117.98 K | 0.00% | 0.10% |
| SIGHTLINE WEALTH ADVISORS, LLC | 04/15/2026 | 11.79 K | $117.44 K | -22.23% | 0.10% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 10.82 K | $107.79 K | 0.00% | 0.09% |
| UBS GROUP AG | 05/05/2026 | 10.27 K | $102.31 K | -2.87% | 0.08% |
| CWM, LLC | 05/14/2026 | 8.75 K | $87.17 K | 0.00% | 0.07% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 05/08/2026 | 8.10 K | $80.71 K | 0.00% | 0.07% |
| MRP CAPITAL INVESTMENTS, LLC | 05/14/2026 | 8.00 K | $79.68 K | 0.00% | 0.07% |
| FIFTH THIRD BANCORP | 05/01/2026 | 3.63 K | $36.11 K | 100.00% | 0.03% |
| GILL CAPITAL PARTNERS, LLC | 04/13/2026 | 2.55 K | $25.41 K | 100.00% | 0.02% |
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abrdn National Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 69 institutional investors and hedge funds held shares of abrdn National Municipal Income Fund. The most heavily invested institutionals were:
Pathstone Holdings, LLC: 594,149
MACKAY SHIELDS LLC: 401,695
Allspring Global Investments Holdings, LLC: 353,273
Hennion & Walsh Asset Management, Inc.: 273,104
GUGGENHEIM CAPITAL LLC: 242,993
MORGAN STANLEY: 221,031
33.76% of abrdn National Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.10 M shares in the last 24 months. This purchase volume represents approximately $41.78 M in transactions.