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 | 08/13/2026 | 725.98 K | $7.53 M | 22.19% | 5.91% |
| MACKAY SHIELDS LLC | 07/28/2026 | 401.70 K | $4.17 M | 0.00% | 3.27% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 353.27 K | $3.66 M | 0.00% | 2.88% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 308.51 K | $3.20 M | 42.83% | 2.51% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 268.85 K | $2.79 M | -1.56% | 2.19% |
| MORGAN STANLEY | 08/13/2026 | 241.64 K | $2.51 M | 9.33% | 1.97% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 221.61 K | $2.30 M | -8.80% | 1.80% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 193.52 K | $2.01 M | -0.29% | 1.58% |
| MATISSE CAPITAL | 08/12/2026 | 174.69 K | $1.81 M | 0.00% | 1.42% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 173.78 K | $1.80 M | 73.01% | 1.42% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 158.42 K | $1.64 M | 3.06% | 1.29% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 122.99 K | $1.40 M | 116.37% | 1.00% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 118.41 K | $1.23 M | 1.28% | 0.96% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 114.28 K | $1.19 M | 169.15% | 0.93% |
| REALTA INVESTMENT ADVISORS | 07/20/2026 | 95.19 K | $987.14 K | 0.00% | 0.78% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 89.75 K | $930.71 K | 10.31% | 0.73% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 86.45 K | $896.51 K | -9.15% | 0.70% |
| LPL FINANCIAL LLC | 08/07/2026 | 69.36 K | $719.24 K | 158.72% | 0.56% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 48.32 K | $501.07 K | -2.83% | 0.39% |
| ROYAL BANK OF CANADA | 08/14/2026 | 39.12 K | $406.00 K | 1.10% | 0.32% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 38.35 K | $397.73 K | -7.25% | 0.31% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 37.22 K | $385.98 K | 100.00% | 0.30% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 33.87 K | $351.23 K | 36.51% | 0.28% |
| MELFA WEALTH MANAGEMENT, INC. | 07/24/2026 | 27.21 K | $282.17 K | 0.00% | 0.22% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 25.96 K | $269.22 K | 4.19% | 0.21% |
| HARA CAPITAL LLC | 08/11/2026 | 24.60 K | $255.69 K | 0.00% | 0.20% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 23.69 K | $244.21 K | 0.00% | 0.19% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 23.62 K | $244.96 K | 0.00% | 0.19% |
| &PARTNERS | 08/14/2026 | 22.12 K | $229.35 K | -8.50% | 0.18% |
| ELEMENT WEALTH, LLC | 08/14/2026 | 21.02 K | $217.98 K | -8.69% | 0.17% |
| BERGER FINANCIAL GROUP, INC | 08/04/2026 | 19.44 K | $201.62 K | 0.44% | 0.16% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 16.59 K | $172.03 K | 34.85% | 0.14% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 16.01 K | $166.04 K | 0.00% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 14.76 K | $153.03 K | -12.35% | 0.12% |
| ONEASCENT FINANCIAL SERVICES LLC | 08/11/2026 | 14.00 K | $145.18 K | 0.00% | 0.11% |
| HIGHMARK WEALTH MANAGEMENT LLC | 08/12/2026 | 12.88 K | $133.57 K | 0.00% | 0.10% |
| SIGHTLINE WEALTH ADVISORS, LLC | 07/22/2026 | 11.92 K | $123.63 K | 1.11% | 0.10% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 11.86 K | $122.95 K | 100.00% | 0.10% |
| RIVER STREET ADVISORS LLC | 07/21/2026 | 11.85 K | $122.83 K | 0.00% | 0.10% |
| ACKERMAN CAPITAL ADVISORS, LLC | 07/30/2026 | 11.69 K | $121.27 K | -23.86% | 0.10% |
| CURI CAPITAL, LLC | 08/14/2026 | 10.82 K | $112.48 K | 0.00% | 0.09% |
| TRAUB CAPITAL MANAGEMENT LLC | 07/23/2026 | 10.41 K | $107.97 K | -14.78% | 0.08% |
| UBS GROUP AG | 08/13/2026 | 10.27 K | $106.52 K | 0.00% | 0.08% |
| FINANCIAL GRAVITY COMPANIES, INC. | 08/05/2026 | 8.10 K | $84.03 K | 100.00% | 0.07% |
| MRP CAPITAL INVESTMENTS, LLC | 08/10/2026 | 8.00 K | $82.96 K | 0.00% | 0.07% |
| BASEPOINT WEALTH LLC | 08/10/2026 | 6.14 K | $63.63 K | -48.44% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 5.00 K | $51.85 K | 100.00% | 0.04% |
| FIFTH THIRD BANCORP | 08/05/2026 | 3.63 K | $37.59 K | 0.00% | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 3.26 K | $33.75 K | 100.00% | 0.03% |
| GILL CAPITAL PARTNERS, LLC | 08/20/2026 | 2.55 K | $26.45 K | 0.00% | 0.02% |
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abrdn National Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of abrdn National Municipal Income Fund. The most heavily invested institutionals were:
Realta Investment Advisors: 0
Ackerman Capital Advisors, LLC: 0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 0
Bullock Wealth Management Group: 0
GILL CAPITAL PARTNERS, LLC: 0
River Street Advisors LLC: 0
36.62% of abrdn National Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.86 M shares in the last 24 months. This purchase volume represents approximately $29.16 M in transactions.