Beneficial ownership — 13D / 13G
85,680 recent Schedule 13D / 13G filings — activist (13D) and passive (13G) stakes above 5% of a class.
Coverage begins December 2024, when the SEC required these schedules to be filed as structured XML.
| Reporting person | Issuer | Schedule | % of class | Event date | Filed |
|---|---|---|---|---|---|
| MORGAN STANLEY | GTLB Gitlab Inc. | 13G/A | 4.8% | Dec 31, 2023 | 2y |
| PZENA INVESTMENT MANAGEMENT LLC | AVT Avnet Inc | 13G | 9.7% | Dec 31, 2023 | 2y |
| WOLVERINE ASSET MANAGEMENT LLC | CNTM ConnectM Technology Solutions, Inc. | 13G | 7.86% | Dec 31, 2023 | 2y |
| Qiming Corporate GP III, Ltd. | MOGU MOGU Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| Millennium Management LLC | SYRE Spyre Therapeutics, Inc. | 13G/A | 0.3% | Dec 31, 2023 | 2y |
| 1607 Capital Partners, LLC | VGI Virtus Global Multi-Sector Income Fund | 13G | 5.2% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | KYN Kayne Anderson Energy Infrastructure Fund, Inc. | 13G | 5.3% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | LSTR Landstar System Inc | 13G/A | 7.5% | Dec 31, 2023 | 2y |
| WOLVERINE ASSET MANAGEMENT LLC | APXI APx Acquisition Corp. I Class A Ordinary Share | 13G | 8.74% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | MLAI McLaren Technology Acquisition Corp. Class A Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| Wealthspring Capital LLC | BUJA Bukit Jalil Global Acquisition 1 Ltd. Ordinary Shares | 13G | 5% | Dec 31, 2023 | 2y |
| 1607 Capital Partners, LLC | MHF Western Asset Municipal High Income Fund Inc. | 13G | 5.5% | Dec 31, 2023 | 2y |
| WOLVERINE ASSET MANAGEMENT LLC | GAQ Generation Asia I Acquisition Limited Class A Ordinary Shares | 13G | 6.61% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | ICNC Iconic Sports Acquisition Corp. | 13G/A | 0% | Dec 31, 2023 | 2y |
| Kevin M. Howard | NSA National Storage Affiliates Trust | 13G/A | 8.64% | Dec 31, 2023 | 2y |
| Dumont Global LP | HYFM Hydrofarm Holdings Group, Inc. | 13G/A | 6.4% | Dec 31, 2023 | 2y |
| Echo Street Capital Management LLC | DCT Duck Creek Technologies, Inc. Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| Octopus Investments Ltd. | MDAI Spectral AI, Inc. | 13G | 5.91% | Dec 31, 2023 | 2y |
| 1607 Capital Partners, LLC | NPCT Nuveen Core Plus Impact Fund | 13G/A | 5.4% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | SCX The L.S. Starrett Company | 13G/A | 5.7% | Dec 31, 2023 | 2y |
| FJ Capital Management LLC | LMST Limestone Bancorp, Inc. Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| LSP V Cooperatieve U.A. | PHVS Pharvaris N.V. | 13G/A | 6.8% | Dec 31, 2023 | 2y |
| WOLVERINE ASSET MANAGEMENT LLC | TETWF Technology & Telecommunication Acquisition Corp | 13G | 5.28% | Dec 31, 2023 | 2y |
| 1607 Capital Partners, LLC | JHI John Hancock Investors Trust | 13G | 8.8% | Dec 31, 2023 | 2y |
| GIC Private Ltd | YUMC Yum China Holdings, Inc. | 13G/A | 5.35% | Dec 31, 2023 | 2y |
| WOLVERINE ASSET MANAGEMENT LLC | ZPTA Zapata Quantum, Inc. | 13G | 5.05% | Dec 31, 2023 | 2y |
| BANC FUNDS CO LLC | CALB California BanCorp Common Stock | 13G/A | 3.9% | Dec 31, 2023 | 2y |
| FJ Capital Management LLC | HBCP Home Bancorp, Inc. | 13G/A | 9.75% | Dec 31, 2023 | 2y |
| 1607 Capital Partners, LLC | FMY First Trust Mortgage Income Fund | 13G/A | 7.4% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | FSRX FinServ Acquisition Corp. II Class A Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | GTAC Global Technology Acquisition Corp. I Class A Ordinary Shares | 13G/A | 0% | Dec 31, 2023 | 2y |
| Wealthspring Capital LLC | HYAC Haymaker Acquisition Corp. 4 | 13G | 9.4% | Dec 31, 2023 | 2y |
| WOLVERINE ASSET MANAGEMENT LLC | VMCAF Valuence Merger Corp. I | 13G | 6.02% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | GRTS Gritstone bio, Inc. Common Stock | 13G | 5.8% | Dec 31, 2023 | 2y |
| Qatar Investment Authority | FLNC Fluence Energy, Inc. | 13G/A | 11.6% | Dec 31, 2023 | 2y |
| 1607 Capital Partners, LLC | NUW Nuveen AMT-Free Municipal Value Fund | 13G/A | 8.5% | Dec 31, 2023 | 2y |
| JENNISON ASSOCIATES LLC | ARQT Arcutis Biotherapeutics, Inc. | 13G | 9.6% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | HXL Hexcel Corp | 13G/A | 5.6% | Dec 31, 2023 | 2y |
| William Penn Bank Employee Stock Ownership Plan | WMPN William Penn Bancorporation Common Stock | 13G/A | 10.7% | Dec 31, 2023 | 2y |
| WOLVERINE ASSET MANAGEMENT LLC | IGTA Inception Growth Acquisition Ltd | 13G | 5.09% | Dec 31, 2023 | 2y |
| JENNISON ASSOCIATES LLC | MBLY Mobileye Global Inc. | 13G/A | 14.8% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | BTO John Hancock Financial Opportunities Fund | 13G/A | 6.8% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | FTHY First Trust High Yield Opportunities 2027 Term Fund | 13G/A | 8.7% | Dec 31, 2023 | 2y |
| PCP Managers GP, LLC | LDI loanDepot, Inc. | 13G/A | 57.43% | Dec 31, 2023 | 2y |
| 1607 Capital Partners, LLC | NMI Nuveen Municipal Income Fund Inc | 13G/A | 7.8% | Dec 31, 2023 | 2y |
| TURKCOMMERCE B.V. | HEPS D-MARKET Electronic Services & Trading | 13G/A | 35.1% | Dec 31, 2023 | 2y |
| WOLVERINE ASSET MANAGEMENT LLC | TLGYF Tlgy Acquisition Corp | 13G | 6.57% | Dec 31, 2023 | 2y |
| The Westaim Corporation | SKWD Skyward Specialty Insurance Group, Inc. | 13G | 17.46% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | MSGE Madison Square Garden Entertainment Corp. | 13G | 5.3% | Dec 31, 2023 | 2y |
| Thrivent Financial for Lutherans | SRI Stoneridge Inc | 13G/A | 10.83% | Dec 31, 2023 | 2y |