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 17:16:22 UTCOpenInsider · SEC EDGAR
Filings
166
166 buys · 0 sells
Buy Volume
$493.93M
Sell Volume
$0
Buy $493.93MFlow mixSell $0
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154
Perf 37/154
★/#
Ticker
Insider
Shares
Price
Δ Own
Value
Since / α
Side / T+
01
PBLSX
Amg Pantheon Infrastructure Fund, LLC
Bluearc Capital Management, LlcC56MEGA
MAJOR HOLDER10%
+8.67M
$11.46
+101%
+$99.38M
+2.7%~
5D n/a
PBLSX
Amg Pantheon Infrastructure Fund, LLC
Bluearc Capital Management, LlcC56
Major HolderT+2
+$99.38M
+2.7%~
5D n/a
BUYSep 1
02
PBLSX
Amg Pantheon Infrastructure Fund, LLC
Bluearc Capital Management, LlcC56MEGA
MAJOR HOLDER10%
+3.68M
$10.87
+75%
+$40.00M
+8.3%~
5D n/a
PBLSX
Amg Pantheon Infrastructure Fund, LLC
Bluearc Capital Management, LlcC56
Major HolderT+154
+$40.00M
+8.3%~
5D n/a
BUYApr 1
03
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
04
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
05
PBLSX
Amg Pantheon Infrastructure Fund, LLC
Bluearc Capital Management, LlcC60MEGA
MAJOR HOLDER10%
+2.45M
$10.22
+98%
+$25.00M
+15.2%~
5D n/a
PBLSX
Amg Pantheon Infrastructure Fund, LLC
Bluearc Capital Management, LlcC60
Major HolderT+313
+$25.00M
+15.2%~
5D n/a
BUYOct 24
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
PNAQ
Pinnacle Acquisition
Hudson Steven KennethD42MEGA
MAJOR HOLDERCEO, 10%
+1.48M
$10.00
>999%
+$14.75M
−1.5%
α −0.2%
08
PNAQ
Pinnacle Acquisition
Rechtschaffen AndrewC52MEGA
MAJOR HOLDERDir, 10%
+1.23M
$10.00
+544%
+$12.25M
−1.5%
α −0.2%
09
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
10
EWAV
East West Ave Acquisition
Space Summit Capital LlcD48MEGA
OFFICERManager of the LP
+1.09M
$10.00
-1202%
+$10.87M
+0.9%
α −1.3%
11
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
12
NFRX
2023 Etf Series Trust
Harrison Street Real Assets Fund LlcD44HIGH $
MAJOR HOLDER10%
+372.9K
$26.82
+10%
+$10.00M
−4.3%
α −3.3%
NFRX
2023 Etf Series Trust
Harrison Street Real Assets Fund LlcD44
Major HolderT+1
+$10.00M
−4.3%
α −3.3%
BUYAug 4
13
PSUS
Pershing Square Usa,
Israel RyanB78CLUSTER×2HIGH $
C-SUITEChief Investment Officer
+256.6K
$37.47
+51%
+$9.62M
+0.1%
α +0.9%
14
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
15
BPRE
Bluerock Private Real Estate Fund
Kamfar RaminB70CLUSTER×3HIGH $
DIRECTORDir
+651.1K
$13.06
+55%
+$8.50M
−5.7%
α −3.7%
16
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
17
BRTMU
B&R Technology Merger
B&R Technology Sponsor Llc (Cayman)D38HIGH $
MAJOR HOLDER10%
+687.5K
$10.00
New
+$6.88M
−0.2%
α −2.3%
BRTMU
B&R Technology Merger
B&R Technology Sponsor Llc (Cayman)D38
Major HolderT+1
+$6.88M
−0.2%
α −2.3%
BUYJul 22
18
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
19
BPRE
Bluerock Private Real Estate Fund
Kamfar RaminB66CLUSTER×3HIGH $
DIRECTORDir
+427.6K
$12.81
+23%
+$5.48M
−4.9%
α −2.9%
20
BPRE
Bluerock Private Real Estate Fund
Kamfar RaminB70CLUSTER×3HIGH $
DIRECTORDir
+425.6K
$12.57
+89%
+$5.35M
−1.2%
α −0.9%
22
CRAFX
Cascade Real Assets Fund
Nesbitt Stephen LaneC62CLUSTER×2HIGH $
OFFICERPres
+500.0K
$10.00
New
+$5.00M
+2.8%
α +4.1%
23
PORT.
Southport Acquisition Corp. II
Spencer Jeb S.C50CLUSTER×2HIGH $
MAJOR HOLDERCEO, CFO, 10%
+500.0K
$10.00
New
+$5.00M
n/a
no feed
24
PORT.
Southport Acquisition Corp. II
Southport Acquisition Sponsor Ii LlcC50CLUSTER×2HIGH $
MAJOR HOLDER10%
+500.0K
$10.00
New
+$5.00M
n/a
no feed
PORT.
Southport Acquisition Corp. II
Southport Acquisition Sponsor Ii LlcC50CL
Major HolderT+2
+$5.00M
n/a
no feed
BUYSep 30
25
AAT
American Assets Trust
Rady Ernest SF34HIGH $
MAJOR HOLDERExec COB, 10%
+193.2K
$22.49
+1%
+$4.35M
−5.6%
α −4.3%
26
BPRE
Bluerock Private Real Estate Fund
Kamfar RaminB66CLUSTER×3HIGH $
DIRECTORDir
+301.0K
$12.44
+166%
+$3.74M
−0.2%
α +0.4%
27
AAT
American Assets Trust
Rady Ernest SF34HIGH $
MAJOR HOLDERExec COB, 10%
+166.6K
$22.45
+1%
+$3.74M
−5.3%
α −4.8%
28
XIIIU
Churchill Capital Corp Xiii
Klein Michael StuartF34HIGH $
MAJOR HOLDERSee Remarks, 10%
+350.0K
$10.00
New
+$3.50M
−0.3%
α −1.0%
29
AAT
American Assets Trust
Rady Ernest SF34HIGH $
MAJOR HOLDERExec COB, 10%
+150.0K
$22.84
+1%
+$3.43M
−7.3%
α −5.4%
30
BPRE
Bluerock Private Real Estate Fund
Kamfar RaminB66CLUSTER×3HIGH $
DIRECTORDir
+269.2K
$12.66
+30%
+$3.41M
−2.2%
α −2.1%
31
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
32
FLSC
Frazier Life Sciences Acquisition Corp. II
Cha AlbertF34HIGH $
MAJOR HOLDERCEO, 10%
+300.0K
$10.00
New
+$3.00M
−1.3%
α −0.2%
FLSC
Frazier Life Sciences Acquisition Corp. II
Cha AlbertF34
Major HolderT+0
+$3.00M
−1.3%
α −0.2%
BUYOct 15
35
JTTT
Jatt III Acquisition
Jatt Ventures Iii L.P.D40HIGH $
MAJOR HOLDER10%
+234.0K
$10.00
+14%
+$2.34M
—
5D —
36
AAT
American Assets Trust
Rady Ernest SF34HIGH $
MAJOR HOLDERExec COB, 10%
+100.0K
$22.54
+1%
+$2.25M
—
5D —
37
PNAQ
Pinnacle Acquisition
Pac Sponsor, LlcF34HIGH $
MAJOR HOLDER10%
+225.0K
$10.00
New
+$2.25M
−1.5%
α −0.2%
38
BPRE
Bluerock Private Real Estate Fund
Kamfar RaminC56CLUSTER×3HIGH $
DIRECTORDir
+179.8K
$12.00
>999%
+$2.16M
—
5D —
40
FUND
Sprott Focus Trust Inc.
George W WhitneyF34HIGH $
MAJOR HOLDERSenior Portfolio Manager, 10%
+181.8K
$10.05
+1%
+$1.83M
—
5D —
41
AAT
American Assets Trust
Rady Ernest SF34HIGH $
MAJOR HOLDERExec COB, 10%
+79.7K
$22.83
+1%
+$1.82M
—
5D —
42
DGAC
Disciplined Growth Acquisition
Disciplined Growth Sponsor LlcF34HIGH $
MAJOR HOLDER10%
+181.8K
$10.00
New
+$1.82M
—
5D —
DGAC
Disciplined Growth Acquisition
Disciplined Growth Sponsor LlcF34
Major HolderT+63
+$1.82M
—
5D —
BUYJun 4
44
HHH
Howard Hughes Holdings Inc.
Grandisson MarcB70CLUSTER×2HIGH $
C-SUITEExec COB, Vantage
+25.0K
$64.12
+35%
+$1.60M
—
5D —
51
PFLEX
Pimco Flexible Credit Income Fund
Steiner Jason RobertD36HIGH $
OFFICERSEE REMARKS
+148.8K
$6.82
New
+$1.01M
—
5D —
54
N.A.
Calamos Aksia Private Equity & Alternatives Fund
Aksia LlcF32
OFFICERSub-Advisor to Issuer
+82.1K
$11.09
New
+$910K
—
5D —
55
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Amg New York Holdings Corp.D36
MAJOR HOLDER10%
+81.9K
$10.96
+6%
+$897K
—
5D —
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Amg New York Holdings Corp.D36
Major HolderT+2
+$897K
—
5D —
BUYJul 29
58
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
60
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
61
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
64
PDX
Pimco Dynamic Income Strategy Fund
Stracke Thibault ChristianD38
OFFICERSEE REMARKS
+25.0K
$21.62
+17%
+$540K
—
5D —
67
REFI
Chicago Atlantic Real Estate Finance
Mazarakis JohnB66CLUSTER×3
C-SUITEExec COB
+47.7K
$10.67
+9%
+$509K
—
5D —
73
REFI
Chicago Atlantic Real Estate Finance
Cappell AnthonyC62CLUSTER×3
C-SUITECo-CEO
+45.0K
$10.41
+11%
+$468K
—
5D —
75
AFCG
Advanced Flower Capital Inc.
Tannenbaum Leonard MF26
MAJOR HOLDERDir, 10%
+119.0K
$3.56
+2%
+$424K
—
5D —
77
LIEN
Chicago Atlantic Bdc
Gordon ScottC56CLUSTER×3
C-SUITECo-Chief Investment Officer
+44.1K
$9.55
+2%
+$421K
—
5D —
84
AFCG
Advanced Flower Capital Inc.
Tannenbaum Leonard MF26
MAJOR HOLDERDir, 10%
+95.4K
$3.61
+1%
+$344K
—
5D —
86
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
MAJOR HOLDER10%
+27.9K
$11.95
+2%
+$334K
—
5D —
89
XRN
Chiron Real Estate Inc.
Decker Mark Okey JrC62CLUSTER×4
C-SUITECEO, Pres
+8.0K
$35.88
+13%
+$287K
—
5D —
94
REFI
Chicago Atlantic Real Estate Finance
Mazarakis JohnC62CLUSTER×3
C-SUITEExec COB
+25.0K
$10.25
+5%
+$256K
—
5D —
95
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
100
BPRE
Bluerock Private Real Estate Fund
Macdonald Ryan SC54CLUSTER×3
OFFICERTrustee
+20.7K
$11.96
+468%
+$248K
—
5D —
102
XRN
Chiron Real Estate Inc.
Decker Mark Okey JrC62CLUSTER×4
C-SUITECEO, Pres
+6.9K
$35.92
+10%
+$247K
—
5D —
104
GRX
Gabelli Healthcare & Wellnessrx Trust
Saba Capital Management, L.P.F26
MAJOR HOLDER10%
+24.1K
$10.13
+1%
+$244K
—
5D —
GRX
Gabelli Healthcare & Wellnessrx Trust
Saba Capital Management, L.P.F26
Major HolderT+1
+$244K
—
5D —
BUYAug 19
107
GAM
General American Investors Co Inc
Davidson SpencerC56CLUSTER×5
C-SUITEChairman
+10.0K
$22.75
+1%
+$228K
—
5D —
108
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Brown Brothers Harriman Credit Partners, LlcF32
MAJOR HOLDERSee Footnote (1), 10%
+20.5K
$10.96
+6%
+$224K
—
5D —
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Brown Brothers Harriman Credit Partners, LlcF32
Major HolderT+2
+$224K
—
5D —
BUYJul 29
110
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
MAJOR HOLDER10%
+17.5K
$11.97
+1%
+$210K
—
5D —
112
AFCG
Advanced Flower Capital Inc.
Tannenbaum Leonard MF26
MAJOR HOLDERDir, 10%
+60.0K
$3.41
+1%
+$204K
—
5D —
117
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
120
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
122
JOF
Japan Smaller Capitalization Fund Inc
Saba Capital Management, L.P.F26
MAJOR HOLDER10%
+13.1K
$12.33
0%
+$162K
—
5D —
JOF
Japan Smaller Capitalization Fund Inc
Saba Capital Management, L.P.F26
Major HolderT+2
+$162K
—
5D —
BUYOct 14
124
SUNS
Sunrise Realty Trust
Tannenbaum Leonard MF26
MAJOR HOLDERExec COB, 10%
+20.0K
$7.60
+1%
+$152K
—
5D —
125
CHCT
Community Healthcare Trust Inc
Dupuy David H.C52CLUSTER×2
C-SUITECEO, Pres
+10.0K
$15.13
+2%
+$151K
—
5D —
126
MAIN
Main Street Capital
Mchugh RyanF34
OFFICERVP, CAO, Assistant Treasurer
+2.5K
$59.05
+13%
+$151K
—
5D —
127
PMPEX
Primark Meketa Private Equity Investments Fund
Woolley Peter ScottC50
C-SUITECO-CEO of Sub Advisor
+8.6K
$17.44
+255%
+$150K
—
5D —
PMPEX
Primark Meketa Private Equity Investments Fund
Woolley Peter ScottC50
C-SuiteT+2
+$150K
—
5D —
BUYSep 28
129
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
MAJOR HOLDER10%
+11.8K
$12.31
+1%
+$145K
—
5D —
132
AFCG
Advanced Flower Capital Inc.
Tannenbaum Leonard MF26
MAJOR HOLDERDir, 10%
+40.2K
$3.52
+1%
+$141K
—
5D —
133
AFCG
Advanced Flower Capital Inc.
Tannenbaum Leonard MF26
MAJOR HOLDERDir, 10%
+45.8K
$3.06
+1%
+$140K
—
5D —
136
PCF
High Income Securities Fund
Goldstein PhillipD38
OFFICERAffiliate of the Adviser
+25.0K
$5.38
+52%
+$134K
—
5D —
138
PDX
Pimco Dynamic Income Strategy Fund
Sharenow Greg ElliotF34
OFFICERSEE REMARKS
+6.0K
$21.77
+8%
+$131K
—
5D —
140
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
141
BPRE
Bluerock Private Real Estate Fund
Macdonald Ryan SC58CLUSTER×3
DIRECTORDir
+10.4K
$11.97
+41%
+$125K
—
5D —
142
CHCT
Community Healthcare Trust Inc
Hensley Robert ZC50CLUSTER×2
DIRECTORDir
+8.0K
$15.21
+8%
+$122K
—
5D —
143
AFCG
Advanced Flower Capital Inc.
Tannenbaum Leonard MF26
MAJOR HOLDERDir, 10%
+35.0K
$3.46
0%
+$121K
—
5D —
144
GAM
General American Investors Co Inc
Stark Eugene SD44CLUSTER×5
OFFICERVP Administration
+5.0K
$24.00
+3%
+$120K
—
5D —
145
AFCG
Advanced Flower Capital Inc.
Tannenbaum Leonard MF26
MAJOR HOLDERDir, 10%
+34.6K
$3.43
0%
+$119K
—
5D —
148
GAM
General American Investors Co Inc
Stark Eugene SD44CLUSTER×5
OFFICERVP Administration
+5.0K
$22.75
+3%
+$114K
—
5D —
149
EOS
Eaton Vance Enhanced Equity Income Fund II
Quinton KeithF28
OFFICERTrustee
+5.0K
$21.39
New
+$107K
—
5D —
150
ACLOX
Aristotle Pacific Enhanced Clo Income Fund
Qiu YingF28
OFFICERPortfolio Manager
+4.0K
$25.21
New
+$102K
—
5D —
