Sit Investment Associates Inc - Significant Ownership

Signature - Title
/s/ Roger J. Sit - Roger J. Sit, Chairman & CEO
Location
Minneapolis, MN
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by Sit Investment Associates Inc.

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Significant Ownership of Sit Investment Associates Inc

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMY First Trust Mortgage Income Fund Common Stock 53.4% $27.8M $1.01M 2.25M +3.76% Sit Investment Associates, Inc. Sep 19, 2025
PIM PUTNAM MASTER INTERMEDIATE INCOME TRUST Common Stock 47.5% $77.6M -$2.44M 22.9M -3.04% Sit Investment Associates, Inc. Nov 28, 2025
PPT Putnam Premier Income Trust Common Stock 29.1% $102M $3.58M 27.8M +3.62% Sit Investment Associates, Inc. Nov 19, 2025
FINS Angel Oak Financial Strategies Income Term Trust Common Stock 28.7% $126M $58.3M 9.58M +85.8% Sit Investment Associates, Inc. May 30, 2025
MGF MFS Government Markets Income Trust Common Stock 27.2% $27.6M 8.86M Sit Investment Associates, Inc. Sep 30, 2025
JHS John Hancock Income Securities Trust Common Stock 26.8% $35.5M 3.13M Sit Investment Associates, Inc. Jun 30, 2025
MIN MFS Intermediate Income Trust Common Stock 25.4% $78.5M 29M Sit Investment Associates, Inc. Sep 30, 2025
KTF DWS Municipal Income Trust Common Stock 25.1% $90M $3.57M 9.83M +4.13% Sit Investment Associates, Inc. Sep 30, 2025
JLS Nuveen Mortgage and Income Fund Common Stock 22.4% $23.2M 1.23M Sit Investment Associates, Inc. Sep 30, 2025
TSI TCW Strategic Income Fund, Inc. Common Stock 19.8% $46.2M 9.44M Sit Investment Associates, Inc. Sep 30, 2025
EVM Eaton Vance California Municipal Bond Fund Common Stock 16.5% $36.7M $2.24M 4.07M +6.49% Sit Investment Associates, Inc. Sep 11, 2025
EHI Western Asset Global High Income Fund Inc. Common Stock 16.2% $30.3M 4.9M Sit Investment Associates, Inc. Dec 31, 2024
ENX Eaton Vance New York Municipal Bond Fund Common Stock 15.6% $26.1M $1.9M 2.79M +7.83% Sit Investment Associates, Inc. Sep 5, 2025
NRO NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC Common Stock 15% $28.2M 9.47M Sit Investment Associates, Inc. Feb 27, 2025
BKT BLACKROCK INCOME TRUST, INC. Common Stock 14.2% $38.8M 3.44M Sit Investment Associates, Inc. Mar 24, 2025
BHK Blackrock Core Bond Trust Common Stock 13.9% $105M 10.1M Sit Investment Associates, Inc. Jun 30, 2025
SCD LMP Capital and Income Fund Inc. Common Stock 13.6% $48.8M 3.12M Sit Investment Associates, Inc. Jul 31, 2025
MHI Pioneer Municipal High Income Fund, Inc. Common Stock 11.5% $23.8M 2.61M Sit Investment Associates, Inc. Jul 31, 2025
NXG NXG NextGen Infrastructure Income Fund Common Stock 11.2% $30M $25.9M 634K +633% Sit Investment Associates, Inc. Aug 29, 2025
NPFD Nuveen Variable Rate Preferred & Income Fund Common Stock 10.5% $44.9M 2.55M Sit Investment Associates, Inc. Feb 14, 2025
RIV RIVERNORTH OPPORTUNITIES FUND, INC. Common Stock 10.5% $34.6M 2.88M Sit Investment Associates, Inc. Oct 31, 2025
BBN BlackRock Taxable Municipal Bond Trust Common Stock 10.2% $103M 6.32M Sit Investment Associates, Inc. Sep 30, 2025
AVK Advent Convertible and Income Fund Common Stock 9.9% $47.5M 4.36M Sit Investment Associates, Inc. Dec 31, 2024
BIT BlackRock Multi-Sector Income Trust Common Stock 8.9% $70.2M 5.05M Sit Investment Associates, Inc. Sep 30, 2025
DTF DTF Tax-Free Income 2028 Term Fund Inc Common Stock 8.8% $6.88M 619K Sit Investment Associates, Inc. Dec 31, 2024
PFD Flaherty & Crumrine Preferred and Income Fund Incorporated Common Stock 8.4% $12.8M 1.08M Sit Investment Associates, Inc. Sep 30, 2025
ERC ALLSPRING MULTI-SECTOR INCOME FUND Common Stock 8% $19.3M 2.23M Sit Investment Associates, Inc. Mar 28, 2025
CRF Cornerstone Total Return Fund Common Stock 7.2% $78.4M 11.1M Sit Investment Associates, Inc. Jun 30, 2025
FGB First Trust Specialty Finance and Financial Opportunities Fund Common Stock 7% $3.74M 1.01M Sit Investment Associates, Inc. Dec 31, 2024
EVG Eaton Vance Short Duration Diversified Income Fund Common Stock 6.4% $9.7M 857K Sit Investment Associates, Inc. Oct 20, 2025
CIF MFS Intermediate High Income Fund Common Stock 6% $1.72M 1.08M Sit Investment Associates, Inc. Dec 31, 2024
MCR MFS CHARTER INCOME TRUST Common Stock 5.9% $14.6M 2.45M Sit Investment Associates, Inc. Mar 31, 2025
VBF Invesco Bond Fund Common Stock 5.9% $10.5M 670K Sit Investment Associates, Inc. Sep 30, 2025
EVV Eaton Vance Limited Duration Income Fund Common Stock 5.6% $65.5M $4.97M 6.45M +8.2% Sit Investment Associates, Inc. Oct 20, 2025
ECF Ellsworth Growth and Income Fund Ltd. Common Stock 5.6% $6.94M 772K Sit Investment Associates, Inc. Jun 30, 2025
WEA Western Asset Premier Bond Fund Common Stock 5.6% $6.9M 670K Sit Investment Associates, Inc. Dec 31, 2024
IGI Western Asset Investment Grade Opportunity Trust Inc Common Stock 5.6% $5.47M $2.77M 333K +102% Sit Investment Associates, Inc. Jun 30, 2025
FLC Flaherty & Crumrine Total Return Fund Incorporated Common Stock 5.4% $8.75M 560K Sit Investment Associates, Inc. Dec 31, 2024
GRX The Gabelli Healthcare & WellnessRx Trust Common Stock 5.4% $7.91M 834K Sit Investment Associates, Inc. Sep 30, 2025
MVT BlackRock MuniVest Fund II, Inc. Common Stock 5.2% $11.2M 1.08M Sit Investment Associates, Inc. Sep 30, 2025
CPZ Calamos Long/Short Equity & Dynamic Income Trust Common Stock 5.1% $15.1M 1.01M Sit Investment Associates, Inc. Dec 31, 2024
PFO Flaherty & Crumrine Preferred & Income Opportunity Fund Inc Common Stock 5.1% $5.88M 669K Sit Investment Associates, Inc. Jun 30, 2025
JHI John Hancock Investors Trust Common Stock 5.1% $5.67M 442K Sit Investment Associates, Inc. Jun 30, 2025
NQP Nuveen Pennsylvania Quality Municipal Income Fund Common Stock 4.9% $20.3M -$832K 1.85M -3.93% Sit Investment Associates, Inc. Jan 21, 2025
GGT GABELLI MULTIMEDIA TRUST INC. Common Stock 4.9% $6.95M 1.67M Sit Investment Associates, Inc. Mar 26, 2025
RSF RiverNorth Capital & Income Fund, Inc. Common Stock 4.9% $2.93M -$4.53M 199K -60.7% Sit Investment Associates, Inc. Oct 31, 2025
SRV NXG Cushing Midstream Energy Fund Common Stock 4.9% -$3.5M 213K -27.2% Sit Investment Associates, Inc. Mar 20, 2025
CXH MFS Investment Grade Municipal Trust Common Stock 4.8% $3.04M -$1.33M 389K -30.5% Sit Investment Associates, Inc. Sep 30, 2025
SBI WESTERN ASSET INTERMEDIATE MUNI FUND INC. Common Stock 4.5% $4.9M 628K Sit Investment Associates, Inc. Mar 17, 2025
KIO KKR Income Opportunities Fund Common Stock 4.3% $21.4M -$6.03M 1.76M -22% Sit Investment Associates, Inc. Jun 30, 2025
CMU MFS High Yield Municipal Trust Common Stock 4.1% $3.62M -$3.31M 1.05M -47.8% Sit Investment Associates, Inc. Sep 30, 2025
VPV Invesco Pennsylvania Value Municipal Income Trust Common Stock 3.5% $6.12M 630K Sit Investment Associates, Inc. Dec 16, 2024
VTN Invesco Trust for Investment Grade New York Municipals Common Stock 3.4% $4.79M 493K Sit Investment Associates, Inc. Dec 16, 2024
GDO Western Asset Global Corporate Opportunity Fund Inc. Common Stock 0% $0 0 Sit Investment Associates, Inc. Dec 31, 2024
HYI Western Asset High Yield Defined Opportunity Fund Inc. Common Stock 0% $0 0 Sit Investment Associates, Inc. Jul 29, 2025

Schedules 13D/G Reported by Sit Investment Associates Inc:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Date Filed
* An asterisk sign (*) next to the price indicates that the price is likely invalid.