Institutional Form 4 Intelligence
Paul Roman Capital
Insider Terminal
High-conviction filings ranked by dollar size across equities, credit, funds and option-linked activity.
Last sync
2026-10-17 17:21:24 UTCOpenInsider · SEC EDGAR
Filings
58
58 buys · 0 sells
Buy Volume
$563.78M
Sell Volume
$0
Buy $563.78MFlow mixSell $0
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58
Perf 37/58
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Ticker
Insider
Shares
Price
Δ Own
Value
Since / α
Side / T+
01
JEF
Jefferies Financial Group Inc.
Sumitomo Mitsui Financial Group, Inc.C54AMDMEGA
DIRECTORDir
+5.91M
$54.86
+222%
+$324.03M
−21.6%
α −22.7%
JEF
Jefferies Financial Group Inc.
Sumitomo Mitsui Financial Group, Inc.C54
DirectorT+37
+$324.03M
−21.6%
α −22.7%
BUYJul 15
02
BBD
Bank Bradesco
Alvarez Denise AguiarA84CLUSTER×22MEGA
DIRECTORDir
+1.95M
$17.22
+15%
+$33.58M
+20.7%
α +21.2%
03
BBD
Bank Bradesco
Alvarez Rubens AguiarA88CLUSTER×22MEGA
DIRECTORDir
+1.84M
$17.37
+87%
+$32.04M
+19.3%
α +19.1%
04
LNBIX
Lincoln Bain Capital Total Credit Fund
Lincoln Financial Investments CorpD48MEGA
MAJOR HOLDERInvestment Adviser, 10%
+2.46M
$10.16
+10%
+$25.00M
−0.7%~
5D n/a
LNBIX
Lincoln Bain Capital Total Credit Fund
Lincoln Financial Investments CorpD48
Major HolderT+4
+$25.00M
−0.7%~
5D n/a
BUYSep 17
05
LNBIX
Lincoln Bain Capital Total Credit Fund
Lincoln Financial Investments CorpD48MEGA
MAJOR HOLDERInvestment Adviser, 10%
+2.46M
$10.16
+11%
+$25.00M
−0.7%~
5D n/a
LNBIX
Lincoln Bain Capital Total Credit Fund
Lincoln Financial Investments CorpD48
Major HolderT+4
+$25.00M
−0.7%~
5D n/a
BUYJul 16
06
CCD
Calamos Dynamic Convertible & Income Fund
Metlife Investment Management, LlcD38MEGA
MAJOR HOLDER10%
+880.0K
$25.00
-117%
+$22.00M
−11.4%
α −11.0%
CCD
Calamos Dynamic Convertible & Income Fund
Metlife Investment Management, LlcD38
Major HolderT+0
+$22.00M
−11.4%
α −11.0%
BUYAug 26
07
CHW
Calamos Global Dynamic Income Fund
Metlife Investment Management, LlcD42MEGA
MAJOR HOLDER10%
+440.0K
$25.00
-115%
+$11.00M
−8.9%
α −8.5%
CHW
Calamos Global Dynamic Income Fund
Metlife Investment Management, LlcD42
Major HolderT+0
+$11.00M
−8.9%
α −8.5%
BUYAug 26
08
SCISX
Ma Specialty Credit Income Fund
Ma Eagle Ii Holdings FundC52MEGA
MAJOR HOLDER10%
+404.7K
$24.71
+13%
+$10.00M
+0.2%
α +0.9%
SCISX
Ma Specialty Credit Income Fund
Ma Eagle Ii Holdings FundC52
Major HolderT+1
+$10.00M
+0.2%
α +0.9%
BUYAug 6
09
CHI
Calamos Convertible Opportunities & Income Fund
Metlife Investment Management, LlcF34HIGH $
MAJOR HOLDER10%
+345.0K
$25.00
-116%
+$8.63M
−14.2%
α −13.8%
CHI
Calamos Convertible Opportunities & Income Fund
Metlife Investment Management, LlcF34
Major HolderT+0
+$8.63M
−14.2%
α −13.8%
BUYAug 26
10
CHY
Calamos Convertible & High Income Fund
Metlife Investment Management, LlcF34HIGH $
MAJOR HOLDER10%
+290.0K
$25.00
-118%
+$7.25M
−14.6%
α −14.2%
CHY
Calamos Convertible & High Income Fund
Metlife Investment Management, LlcF34
Major HolderT+0
+$7.25M
−14.6%
α −14.2%
BUYAug 26
11
GSHD
Goosehead Insurance
Durable Capital Partners LpC54HIGH $
MAJOR HOLDER10%
+150.0K
$47.32
+6%
+$7.10M
+1.4%
α +2.7%
12
BBD
Bank Bradesco
De Oliveira Andre Luis DuarteA80CLUSTER×22AMDHIGH $
OFFICERExec Officer
+373.0K
$17.98
+127%
+$6.71M
+15.5%
α +15.2%
13
ARDC
Ares Dynamic Credit Allocation Fund
Thrivent Financial For LutheransD48HIGH $
MAJOR HOLDER10%
+240.0K
$25.00
+43%
+$6.00M
−6.0%
α −6.3%
ARDC
Ares Dynamic Credit Allocation Fund
Thrivent Financial For LutheransD48
Major HolderT+2
+$6.00M
−6.0%
α −6.3%
BUYSep 14
14
BBD
Bank Bradesco
Alvarez Denise AguiarB74CLUSTER×22HIGH $
DIRECTORDir
+345.0K
$16.69
+3%
+$5.76M
+21.8%
α +22.2%
16
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Amg New York Holdings Corp.D40HIGH $
MAJOR HOLDER10%
+280.7K
$11.40
+18%
+$3.20M
−0.2%
α −0.1%
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Amg New York Holdings Corp.D40
Major HolderT+2
+$3.20M
−0.2%
α −0.1%
BUYSep 29
17
BBD
Bank Bradesco
Alvarez Denise AguiarB70CLUSTER×22HIGH $
DIRECTORDir
+130.6K
$17.98
+2%
+$2.35M
+15.5%
α +15.2%
19
BBD
Bank Bradesco
Paris Roberto De JesusB76CLUSTER×22HIGH $
OFFICERExec Officer
+96.7K
$17.98
+36%
+$1.74M
+15.5%
α +15.2%
21
TPVG
Triplepoint Venture Growth Bdc
Labe JamesC54HIGH $
C-SUITECEO
+313.9K
$4.71
+14%
+$1.48M
−8.9%
α −9.1%
22
BBD
Bank Bradesco
Fernandes Oswaldo TadeuB76CLUSTER×22HIGH $
OFFICERExec Officer
+79.8K
$17.98
+30%
+$1.43M
+15.5%
α +15.2%
25
BBD
Bank Bradesco
Ramalho Miranda Jose AugustoB76CLUSTER×22HIGH $
OFFICERExec Officer
+63.7K
$17.98
+41%
+$1.15M
+15.5%
α +15.2%
26
BBD
Bank Bradesco
Machado Silvana RosaB76CLUSTER×22HIGH $
OFFICERExec Officer
+62.0K
$17.98
+36%
+$1.12M
+15.5%
α +15.2%
27
BBD
Bank Bradesco
Marcilio Juliano RibeiroB72CLUSTER×22HIGH $
OFFICERExec Officer
+60.8K
$17.98
+23%
+$1.09M
+15.5%
α +15.2%
28
BBD
Bank Bradesco
Favarao Vinicius UriasB72CLUSTER×22HIGH $
OFFICERExec Officer
+60.5K
$17.98
+22%
+$1.09M
+15.5%
α +15.2%
29
BBD
Bank Bradesco
De Souza Cintia Scovine BarcelosB76CLUSTER×22HIGH $
OFFICERExec Officer
+60.1K
$17.98
+28%
+$1.08M
+15.5%
α +15.2%
30
BBD
Bank Bradesco
Tescarolo Marcos ValerioB72CLUSTER×22HIGH $
OFFICERExec Officer
+57.0K
$17.98
+24%
+$1.03M
+15.5%
α +15.2%
31
PFLEX
Pimco Flexible Credit Income Fund
Steiner Jason RobertD36HIGH $
OFFICERSEE REMARKS
+148.8K
$6.82
New
+$1.01M
−3.4%
α −3.1%
32
BBD
Bank Bradesco
Bueno Julio CesarB72CLUSTER×22HIGH $
OFFICERExec Officer
+56.4K
$17.98
+20%
+$1.01M
+15.5%
α +15.2%
33
BBD
Bank Bradesco
Di Marcello FrancescoB76CLUSTER×22HIGH $
OFFICERExec Officer
+57.2K
$17.65
+34%
+$1.01M
+18.2%
α +18.5%
34
BBD
Bank Bradesco
Pedras Carlos Henrique VillelaB76CLUSTER×22HIGH $
OFFICERExec Officer
+55.9K
$17.98
+52%
+$1.00M
+15.5%
α +15.2%
35
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Amg New York Holdings Corp.D40
MAJOR HOLDER10%
+81.9K
$10.96
+6%
+$897K
+3.8%
α −0.8%
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Amg New York Holdings Corp.D40
Major HolderT+2
+$897K
+3.8%
α −0.8%
BUYJul 29
36
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Brown Brothers Harriman & CoD36
MAJOR HOLDERSee Footnote (1), 10%
+70.2K
$11.40
+18%
+$800K
−0.2%
α −0.1%
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Brown Brothers Harriman & CoD36
Major HolderT+1
+$800K
−0.2%
α −0.1%
BUYSep 29
37
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F30
MAJOR HOLDER10%
+56.1K
$11.74
+3%
+$658K
—
5D —
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F30
Major HolderT+1
+$658K
—
5D —
BUYOct 14
38
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Amg New York Holdings Corp.F30
MAJOR HOLDER10%
+61.0K
$10.79
+4%
+$658K
—
5D —
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Amg New York Holdings Corp.F30
Major HolderT+2
+$658K
—
5D —
BUYJul 22
40
PDX
Pimco Dynamic Income Strategy Fund
Stracke Thibault ChristianD38
OFFICERSEE REMARKS
+25.0K
$21.62
+17%
+$540K
—
5D —
41
LIEN
Chicago Atlantic Bdc
Gordon ScottC56CLUSTER×3
C-SUITECo-Chief Investment Officer
+44.1K
$9.55
+2%
+$421K
—
5D —
42
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
MAJOR HOLDER10%
+27.9K
$11.95
+2%
+$334K
—
5D —
44
MXF
Mexico Equity & Income Fund Inc
Saba Capital Management, L.P.F26
MAJOR HOLDER10%
+12.8K
$19.88
+1%
+$254K
—
5D —
MXF
Mexico Equity & Income Fund Inc
Saba Capital Management, L.P.F26
Major HolderT+1
+$254K
—
5D —
BUYOct 14
47
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Brown Brothers Harriman Credit Partners, LlcD36
MAJOR HOLDERSee Footnote (1), 10%
+20.5K
$10.96
+6%
+$224K
+3.8%
α −0.8%
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Brown Brothers Harriman Credit Partners, LlcD36
Major HolderT+2
+$224K
+3.8%
α −0.8%
BUYJul 29
48
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
MAJOR HOLDER10%
+17.5K
$11.97
+1%
+$210K
—
5D —
49
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
MAJOR HOLDER10%
+14.6K
$12.03
+1%
+$176K
—
5D —
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
Major HolderT+2
+$176K
—
5D —
BUYOct 12
50
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Brown Brothers Harriman Credit Partners, LlcF26
MAJOR HOLDERSee Footnote (1), 10%
+15.3K
$10.79
+4%
+$165K
—
5D —
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Brown Brothers Harriman Credit Partners, LlcF26
Major HolderT+2
+$165K
—
5D —
BUYJul 22
51
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
MAJOR HOLDER10%
+11.8K
$12.31
+1%
+$145K
—
5D —
53
PCF
High Income Securities Fund
Goldstein PhillipD38
OFFICERAffiliate of the Adviser
+25.0K
$5.38
+52%
+$134K
—
5D —
54
PDX
Pimco Dynamic Income Strategy Fund
Sharenow Greg ElliotF34
OFFICERSEE REMARKS
+6.0K
$21.77
+8%
+$131K
—
5D —
55
FTHY
First Trust High Yield Opportunities 2027 Term Fund
Mcgarel DavidC50CLUSTER×2
OFFICEROfficer-Investment Adviser
+10.0K
$12.92
+71%
+$129K
—
5D —
FTHY
First Trust High Yield Opportunities 2027 Term Fund
Mcgarel DavidC50CL
OfficerT+3
+$129K
—
5D —
BUYSep 25
56
EOS
Eaton Vance Enhanced Equity Income Fund II
Quinton KeithF28
OFFICERTrustee
+5.0K
$21.39
New
+$107K
—
5D —
57
ACLOX
Aristotle Pacific Enhanced Clo Income Fund
Qiu YingF28
OFFICERPortfolio Manager
+4.0K
$25.21
New
+$102K
—
5D —
