Blue Ridge Investments, L.L.C.

10% owner at NUVEEN CALIFORNIA PERFORMANCE PLUS MUNICIPAL FUND INC · on record since Mar 12, 2010
10% owner at Invesco Senior Income Trust · on record since Mar 12, 2010
10% owner at NUVEEN QUALITY MUNICIPAL FUND INC · on record since Mar 12, 2010
10% owner at PIMCO CORPORATE & INCOME STRATEGY FUND · on record since Mar 12, 2010
10% owner at NUVEEN NEW YORK DIVIDEND ADVANTAGE MUNICIPAL FUND 2 · on record since Mar 12, 2010
10% owner at PIMCO NEW YORK MUNICIPAL INCOME FUND II · on record since Mar 12, 2010
10% owner at NUVEEN PREMIER MUNICIPAL INCOME FUND INC · on record since Mar 12, 2010
10% owner at NUVEEN MARYLAND DIVIDEND ADVANTAGE MUNICIPAL FUND · on record since Mar 12, 2010
10% owner at NUVEEN MASSACHUSETTS AMT-FREE MUNICIPAL INCOME FUND · on record since Mar 12, 2010
10% owner at NUVEEN MUNICIPAL ADVANTAGE FUND INC · on record since Mar 12, 2010
10% owner at NUVEEN MARYLAND DIVIDEND ADVANTAGE MUNICIPAL FUND 3 · on record since Mar 12, 2010
10% owner at BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. · on record since Mar 12, 2010
10% owner at NUVEEN MARYLAND QUALITY MUNICIPAL INCOME FUND · on record since Mar 12, 2010
10% owner at EATON VANCE NEW JERSEY MUNICIPAL BOND FUND · on record since Mar 12, 2010
10% owner at PIONEER MUNICIPAL HIGH INCOME FUND, INC. · on record since Mar 12, 2010
10% owner at BLACKROCK MUNICIPAL BOND INVESTMENT TRUST · on record since Mar 12, 2010
10% owner at BLACKROCK MARYLAND MUNICIPAL BOND TRUST · on record since Mar 12, 2010
10% owner at NUVEEN PENNSYLVANIA DIVIDEND ADVANTAGE MUNICIPAL FUND · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Mar 12, 2010
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Feb 10, 2010
10% owner at · on record since Feb 10, 2010
10% owner at · on record since Feb 10, 2010
10% owner at · on record since Feb 10, 2010
10% owner at · on record since Feb 10, 2010
10% owner at · on record since Oct 25, 2011
10% owner at · on record since Oct 5, 2011
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 12, 2009
10% owner at · on record since Jan 28, 2011
10% owner at · on record since Jan 26, 2011
10% owner at · on record since Jan 26, 2011
10% owner at · on record since Jan 24, 2011
10% owner at · on record since Jan 21, 2011
10% owner at · on record since Jan 21, 2011
10% owner at · on record since Jan 21, 2011
10% owner at · on record since Jan 21, 2011
10% owner at · on record since Jan 20, 2011
10% owner at · on record since Jan 20, 2011
10% owner at · on record since Mar 1, 2011
10% owner at · on record since May 31, 2011
10% owner at · on record since May 31, 2011
10% owner at · on record since May 31, 2011
10% owner at · on record since Jun 30, 2011
10% owner at · on record since Apr 28, 2011
10% owner at · on record since May 26, 2011
10% owner at · on record since Jun 21, 2011
10% owner at · on record since Apr 21, 2011
10% owner at · on record since May 19, 2011
10% owner at · on record since Apr 18, 2011
10% owner at · on record since Jun 15, 2011
10% owner at · on record since Apr 12, 2011
10% owner at · on record since Jun 10, 2011
10% owner at · on record since Oct 12, 2011
10% owner at · on record since Oct 12, 2011
10% owner at · on record since Jun 10, 2011
10% owner at · on record since Apr 8, 2011
10% owner at · on record since Apr 6, 2011
10% owner at · on record since Jul 25, 2011
10% owner at · on record since Jul 25, 2011
10% owner at · on record since Aug 24, 2011
10% owner at · on record since Aug 24, 2011
10% owner at · on record since Jul 22, 2011
10% owner at · on record since Jul 22, 2011
10% owner at · on record since Jul 22, 2011
10% owner at · on record since Aug 10, 2011
10% owner at · on record since Aug 10, 2011
10% owner at · on record since Oct 6, 2011
10% owner at · on record since Oct 5, 2011
10% owner at · on record since Oct 4, 2011
10% owner at · on record since Jan 31, 2012
10% owner at · on record since Jan 27, 2012
10% owner at · on record since Jan 25, 2012
10% owner at · on record since Jan 25, 2012
10% owner at · on record since Jan 25, 2012
10% owner at · on record since Jan 23, 2012
10% owner at · on record since Jan 23, 2012
10% owner at · on record since Jan 23, 2012
10% owner at · on record since Jan 20, 2012
10% owner at · on record since Jan 19, 2012
10% owner at · on record since Jan 17, 2012
10% owner at · on record since Jan 17, 2012
10% owner at · on record since Jan 17, 2012
10% owner at · on record since Jan 17, 2012
10% owner at · on record since Feb 16, 2012
10% owner at · on record since Jan 13, 2012
10% owner at · on record since Jan 12, 2012
10% owner at · on record since Jan 12, 2012
10% owner at · on record since Jan 12, 2012
10% owner at · on record since Feb 7, 2012
10% owner at · on record since Feb 7, 2012
10% owner at · on record since Feb 7, 2012
10% owner at · on record since Feb 6, 2012
10% owner at · on record since Feb 3, 2012
10% owner at · on record since Apr 23, 2012
10% owner at · on record since Jun 22, 2012
10% owner at · on record since Apr 18, 2012
10% owner at · on record since Apr 18, 2012
10% owner at · on record since Apr 16, 2012
10% owner at · on record since Apr 16, 2012
10% owner at · on record since Jun 1, 2012
10% owner at · on record since Jul 12, 2012
10% owner at · on record since Jul 9, 2012
10% owner at · on record since Dec 26, 2012
10% owner at · on record since Dec 26, 2012
10% owner at · on record since Nov 13, 2012
10% owner at · on record since Jan 30, 2013
10% owner at · on record since Jan 30, 2013
10% owner at · on record since Jan 28, 2013
10% owner at · on record since Jan 24, 2013
10% owner at · on record since Dec 27, 2016
10% owner at · on record since Jan 2, 2013
10% owner at · on record since Apr 24, 2013
10% owner at · on record since Sep 23, 2013
10% owner at · on record since Sep 23, 2013
10% owner at · on record since Sep 12, 2013
10% owner at · on record since Mar 20, 2014
10% owner at · on record since Mar 20, 2014
10% owner at · on record since Mar 19, 2014
10% owner at · on record since May 9, 2014
10% owner at · on record since May 8, 2014
10% owner at · on record since Apr 7, 2014
10% owner at · on record since Jul 10, 2014
10% owner at · on record since Jul 9, 2014
10% owner at · on record since Jul 9, 2014
10% owner at · on record since Jul 9, 2014
10% owner at · on record since Oct 9, 2014
10% owner at · on record since Aug 27, 2015
10% owner at · on record since Dec 4, 2015
10% owner at · on record since Mar 7, 2016
10% owner at · on record since Mar 7, 2016
10% owner at · on record since Jul 11, 2017
10% owner at · on record since Nov 21, 2017
10% owner at · on record since Nov 21, 2017
10% owner at · on record since Mar 28, 2018
10% owner at · on record since Mar 28, 2018
10% owner at · on record since Mar 28, 2018
10% owner at · on record since Mar 28, 2018
10% owner at · on record since Mar 28, 2018
10% owner at · on record since Mar 28, 2018
10% owner at · on record since Mar 28, 2018
10% owner at · on record since Mar 28, 2018
10% owner at · on record since Mar 28, 2018
10% owner at · on record since Mar 28, 2018
10% owner at · on record since Mar 28, 2018
10% owner at · on record since Mar 28, 2018
10% owner at · on record since Dec 21, 2018
10% owner at · on record since May 23, 2019
10% owner at · on record since Oct 11, 2019

Insider trading activity of Blue Ridge Investments, L.L.C.

Transactions on record: 200; since Jan 20, 2011

Open-market buys: 2

Open-market sells: 0

Companies traded: 84; last filing Sep 14, 2023

Figures computed from official regulatory filings — .

Companies where Blue Ridge Investments, L.L.C. has traded

1 tx · Sep 14, 2023
5 tx · $5.4M · Jul 19, 2023
2 tx · Dec 3, 2018
2 tx · Nov 19, 2018
1 tx · Mar 28, 2018
1 tx · Mar 28, 2018
1 tx · Mar 28, 2018
1 tx · Mar 28, 2018
1 tx · Mar 28, 2018
1 tx · Mar 28, 2018
1 tx · Mar 28, 2018
10 tx · Feb 23, 2017
1 tx · Sep 14, 2016
3 tx · Jan 6, 2015
5 tx · Nov 12, 2014

Track record of Blue Ridge Investments, L.L.C.

Insufficient history for a statistical track record (fewer than 5 open-market buys).

Transaction history of Blue Ridge Investments, L.L.C.

Co-insiders of Blue Ridge Investments, L.L.C.

This page republishes public regulatory disclosures.

Companies where Blue Ridge Investments, L.L.C. has traded

1 tx · Sep 14, 2023

5 tx · $5.4M · Jul 19, 2023

2 tx · Dec 3, 2018

2 tx · Nov 19, 2018

1 tx · Mar 28, 2018

10 tx · Feb 23, 2017

1 tx · Sep 14, 2016

3 tx · Jan 6, 2015

5 tx · Nov 12, 2014

Company	Filed	Type	Qty	Price	Value · USD	Src
Federated Hermes Premier Municipal Income FundListing unverified	Sep 14, 2023	Other	-500	—	n/a (No price was disclosed in the filing)	SEC
BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC.Listing unverified	Jul 19, 2023	Other	-80	25,000.00 USD	$2M	SEC
BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC.Listing unverified	Jul 19, 2023	Other	-136	25,000.00 USD	$3.4M	SEC
Nuveen Minnesota Quality Municipal Income FundListing unverified	Dec 3, 2018	Other	189	—	n/a (No price was disclosed in the filing)	SEC
Nuveen Minnesota Quality Municipal Income FundListing unverified	Dec 3, 2018	Other	-189	—	n/a (No price was disclosed in the filing)	SEC
GABELLI DIVIDEND & INCOME TRUSTListing on record	Nov 19, 2018	Other	-127	—	n/a (No price was disclosed in the filing)	SEC
Eaton Vance California Municipal Income TrustListing on record	Mar 28, 2018	Other	-98	—	n/a (No price was disclosed in the filing)	SEC
EATON VANCE OHIO MUNICIPAL INCOME TRUSTListing unverified	Mar 28, 2018	Other	-134	—	n/a (No price was disclosed in the filing)	SEC
EATON VANCE OHIO MUNICIPAL BOND FUNDListing unverified	Mar 28, 2018	Other	-72	—	n/a (No price was disclosed in the filing)	SEC
EATON VANCE MASSACHUSETTS MUNICIPAL INCOME TRUSTListing unverified	Mar 28, 2018	Other	-119	—	n/a (No price was disclosed in the filing)	SEC
EATON VANCE NEW YORK MUNICIPAL BOND FUND IIListing unverified	Mar 28, 2018	Other	-52	—	n/a (No price was disclosed in the filing)	SEC
EATON VANCE MICHIGAN MUNICIPAL INCOME TRUSTListing unverified	Mar 28, 2018	Other	-25	—	n/a (No price was disclosed in the filing)	SEC
EATON VANCE PENNSYLVANIA MUNICIPAL BOND FUNDListing unverified	Mar 28, 2018	Other	-45	—	n/a (No price was disclosed in the filing)	SEC
BLACKROCK MUNICIPAL 2020 TERM TRUSTListing unverified	Feb 23, 2017	Other	-18	—	n/a (No price was disclosed in the filing)	SEC
BLACKROCK MUNICIPAL 2020 TERM TRUSTListing unverified	Feb 23, 2017	Other	-50	—	n/a (No price was disclosed in the filing)	SEC
BLACKROCK MUNICIPAL 2020 TERM TRUSTListing unverified	Oct 31, 2016	Other	-48	—	n/a (No price was disclosed in the filing)	SEC
NUVEEN INVESTMENT QUALITY MUNICIPAL FUND INCListing unverified	Sep 14, 2016	Other	-435	—	n/a (No price was disclosed in the filing)	SEC
BLACKROCK MUNICIPAL 2018 TERM TRUSTListing unverified	Jan 6, 2015	Other	-368	—	n/a (No price was disclosed in the filing)	SEC
BLACKROCK MUNICIPAL 2020 TERM TRUSTListing unverified	Nov 14, 2014	Other	-18	—	n/a (No price was disclosed in the filing)	SEC
BLACKROCK FLORIDA MUNICIPAL 2020 TERM TRUSTListing unverified	Nov 12, 2014	Other	-4	—	n/a (No price was disclosed in the filing)	SEC
MINNESOTA MUNICIPAL INCOME PORTFOLIO INCListing unverified	Oct 8, 2014	Other	-311	—	n/a (No price was disclosed in the filing)	SEC
NEUBERGER BERMAN CALIFORNIA MUNICIPAL FUND INC.Listing unverified	Jul 2, 2014	Other	-1,132	—	n/a (No price was disclosed in the filing)	SEC
BLACKROCK CALIFORNIA MUNICIPAL 2018 TERM TRUSTListing unverified	Jun 11, 2014	Other	-40	—	n/a (No price was disclosed in the filing)	SEC
MINNESOTA MUNICIPAL INCOME PORTFOLIO INCListing unverified	May 8, 2014	Other	-351	—	n/a (No price was disclosed in the filing)	SEC
MINNESOTA MUNICIPAL INCOME PORTFOLIO INCListing unverified	May 8, 2014	Other	-400	—	n/a (No price was disclosed in the filing)	SEC