Sit Investment Associates Inc Incresed Positions in Q2 2025

Sit Investment Associates Inc

  • $4.68 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRF
Cornerstone Total Return Fund Inc

Financial Services
11M
+ 31544.65%
$6.44 - $7.75 $71.1M - $85.6M
11.1M $85.8M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
4.33M
+ 81.61%
$12.7 - $13.53 $55M - $58.5M
9.63M $125M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
5.7M
+ 16273.65%
$6.66 - $8.12 $37.9M - $46.2M
5.73M $46.5M
META
Meta Platforms, Inc.

Communication Services
1.98K
+ 2.95%
$484.66 - $738.09 $960K - $1.46M
69.1K $51M
PPT
Putnam Premier Income Trust

Financial Services
2.74M
+ 11.91%
$3.45 - $3.71 $9.45M - $10.2M
25.7M $94.4M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
816K
+ 15.8%
$15.44 - $16.72 $12.6M - $13.6M
5.98M $96.3M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
1.85M
+ 487.58%
$4.83 - $5.39 $8.92M - $9.95M
2.23M $12M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
797K
+ 15.43%
$9.25 - $10.26 $7.37M - $8.18M
5.96M $61.2M
BIGZ
Black Rock Innovation & Growth Trust
491K
+ 9.76%
N/A
5.52M $40.5M
GOOGL
Alphabet Inc.

Communication Services
13.5K
+ 4.73%
$144.7 - $178.6 $1.96M - $2.42M
300K $52.8M
PSA
Public Storage

Real Estate
23.4K
+ 9158.82%
$266.31 - $309.77 $6.22M - $7.23M
23.6K $6.93M
FLS
Flowserve Corp

Industrials
122K
+ 93.98%
$39.49 - $53.64 $4.82M - $6.55M
252K $13.2M
JPM
Jpmorgan Chase & CO

Financial Services
3.72K
+ 3.2%
$210.28 - $289.91 $781K - $1.08M
120K $34.7M
MIN
Mfs Intermediate Income Trust

Financial Services
1.89M
+ 7.74%
$2.63 - $2.72 $4.97M - $5.14M
26.3M $71.3M
BGB
Blackstone Strategic Credit Fund

Financial Services
417K
+ 125.88%
$10.85 - $12.12 $4.52M - $5.05M
747K $9.06M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
255K
+ 76.18%
$16.43 - $18.82 $4.2M - $4.81M
591K $11.1M
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
169K
+ 6.39%
$17.26 - $19.28 $2.91M - $3.26M
2.81M $54.2M
JNJ
Johnson & Johnson

Healthcare
31K
+ 98.32%
$146.36 - $159.82 $4.54M - $4.96M
62.6K $9.56M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
266K
+ 82.15%
$14.51 - $15.62 $3.86M - $4.15M
590K $8.87M
ISRG
Intuitive Surgical Inc

Healthcare
5.15K
+ 25.65%
$451.58 - $565.94 $2.33M - $2.92M
25.2K $13.7M
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
296K
+ 62.34%
$8.26 - $10.25 $2.45M - $3.04M
772K $7.91M
MDT
Medtronic PLC

Healthcare
42.2K
+ 89.81%
$80.68 - $88.86 $3.4M - $3.75M
89.1K $7.77M
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
17.3K
+ 18.12%
$96.27 - $130.59 $1.66M - $2.25M
113K $14.5M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
190K
+ 3.4%
$9.86 - $10.92 $1.87M - $2.07M
5.77M $63M
LLY
Eli Lilly & CO

Healthcare
5.86K
+ 19.29%
$713.71 - $898.95 $4.18M - $5.26M
36.2K $28.2M
VRT
Vertiv Holdings CO

Industrials
1.09K
+ 2.05%
N/A
54.2K $6.97M
TSI
Tcw Strategic Income Fund Inc

Financial Services
610K
+ 8.15%
$4.73 - $4.96 $2.89M - $3.03M
8.1M $39.5M
PHT
Pioneer High Income Fund, Inc.

Financial Services
330K
+ 32.82%
$7.06 - $8.09 $2.33M - $2.67M
1.34M $10.8M
GKOS
Glaukos Corp

Healthcare
27.7K
+ 156.75%
$82.27 - $103.29 $2.27M - $2.86M
45.3K $4.68M
TTWO
Take Two Interactive Software Inc

Communication Services
7.8K
+ 32.83%
$194.58 - $243.05 $1.52M - $1.89M
31.5K $7.66M
SYK
Stryker Corp

Healthcare
5.47K
+ 25.3%
$337.37 - $395.63 $1.84M - $2.16M
27.1K $10.7M
ERC
Allspring Multi Sector Income Fund

Financial Services
223K
+ 10.0%
$8.53 - $9.45 $1.9M - $2.11M
2.46M $23.2M
PIM
Putnam Master Intermediate Income Trust

Financial Services
563K
+ 2.44%
$3.18 - $3.37 $1.79M - $1.9M
23.6M $79.2M
MCR
Mfs Charter Income Trust

Financial Services
365K
+ 14.9%
$5.89 - $6.36 $2.15M - $2.32M
2.82M $17.9M
BAC
Bank Of America Corp

Financial Services
19.6K
+ 6.99%
$34.39 - $47.46 $675K - $931K
300K $14.2M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
144K
+ 52.42%
$14.37 - $16.29 $2.07M - $2.34M
418K $6.81M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
133K
+ 24.71%
$15.35 - $17.0 $2.04M - $2.25M
669K $11.4M
SPGI
S&P Global Inc.

Financial Services
3.78K
+ 19.95%
$438.31 - $527.29 $1.66M - $1.99M
22.7K $12M
KO
Coca Cola CO

Consumer Defensive
31.1K
+ 260.0%
$68.37 - $73.9 $2.12M - $2.3M
43K $3.04M
CSCO
Cisco Systems, Inc.

Technology
12.4K
+ 8.61%
$53.19 - $69.38 $661K - $862K
157K $10.9M
Linde PLC
3.84K
+ 11.21%
N/A
38.1K $17.9M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
94.2K
+ 7.21%
$13.21 - $14.85 $1.24M - $1.4M
1.4M $20.8M
BK
Bank Of New York Mellon Corp

Financial Services
17.4K
+ 37.76%
$73.31 - $91.62 $1.27M - $1.59M
63.3K $5.77M
CSX
Csx Corp

Industrials
35.2K
+ 14.8%
$26.69 - $32.91 $939K - $1.16M
273K $8.91M
XOM
Exxon Mobil Corp

Energy
22.5K
+ 46.36%
$99.93 - $119.04 $2.25M - $2.68M
71K $7.65M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
345K
+ 9.75%
$8.6 - $9.49 $2.97M - $3.27M
3.88M $34.6M
JHS
John Hancock Income Securities Trust

Financial Services
168K
+ 5.68%
$10.78 - $11.4 $1.81M - $1.92M
3.13M $35.3M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
148K
+ 35.29%
$10.35 - $11.31 $1.53M - $1.68M
568K $6.43M
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
209K
+ 48.97%
$9.14 - $9.99 $1.91M - $2.09M
635K $6M
Activity Summary
Buys All Purchases 156 New Holdings 24 Increased Positions 132 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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