GOLDSTEIN PHILLIP

PrivateCIK: 1067621
Location

PLEASANTVILLE, NY

JPMORGAN CHASE BANK, N.A.

4
→MFS INVESTMENT GRADE MUNICIPAL TRUST
Jun 9, 2026·Jun 9, 2026
1 txn

JPMORGAN CHASE BANK, N.A.

4
→MFS INVESTMENT GRADE MUNICIPAL TRUST
May 12, 2026·May 12, 2026
1 txn

ADAMS NATURAL RESOURCES FUND, INC.

13F-HR

Holdings

Apr 22, 2026·Apr 22, 2026

GOLDSTEIN PHILLIP

4
→HIGH INCOME SECURITIES FUND
Apr 9, 2026·Apr 9, 2026
2 txn

ROTHCHILD JACLYN L

3
→MEXICO EQUITY & INCOME FUND INC
Apr 1, 2026·Apr 1, 2026
1 txn

GOLDSTEIN PHILLIP

4
→TOTAL RETURN SECURITIES FUND
Mar 19, 2026·Mar 19, 2026
1 txn

GOLDSTEIN PHILLIP

4
→HIGH INCOME SECURITIES FUND
Mar 19, 2026·Mar 19, 2026
1 txn

GOLDSTEIN PHILLIP

4
→TOTAL RETURN SECURITIES FUND
Mar 9, 2026·Mar 9, 2026
1 txn

GOLDSTEIN PHILLIP

4
→SPECIAL OPPORTUNITIES FUND, INC.
Mar 9, 2026·Mar 9, 2026
4 txn

GOLDSTEIN PHILLIP

4
→TOTAL RETURN SECURITIES FUND
Mar 5, 2026·Mar 5, 2026
3 txn

PAYLOR RYAN M

4
→HERZFELD CREDIT INCOME FUND, INC
Mar 4, 2026·Mar 4, 2026
2 txn

GOLDSTEIN PHILLIP

4
→SPECIAL OPPORTUNITIES FUND, INC.
Mar 2, 2026·Mar 2, 2026
3 txn

GOLDSTEIN PHILLIP

4
→SPECIAL OPPORTUNITIES FUND, INC.
Feb 25, 2026·Feb 25, 2026
3 txn

GOLDSTEIN PHILLIP

4
→TOTAL RETURN SECURITIES FUND
Feb 25, 2026·Feb 25, 2026
1 txn

CHAMBERS STEVEN G

3
→ADAMS NATURAL RESOURCES FUND, INC.
Feb 20, 2026·Feb 20, 2026
1 txn

ADAMS NATURAL RESOURCES FUND, INC.

13F-HR

Holdings

Feb 13, 2026·Feb 13, 2026

GOLDSTEIN PHILLIP

4
→TOTAL RETURN SECURITIES FUND
Feb 10, 2026·Feb 10, 2026
1 txn

GOLDSTEIN PHILLIP

4
→HIGH INCOME SECURITIES FUND
Feb 4, 2026·Feb 4, 2026
2 txn

GOLDSTEIN PHILLIP

4
→TOTAL RETURN SECURITIES FUND
Feb 3, 2026·Feb 3, 2026
1 txn

GOLDSTEIN PHILLIP

4
→TOTAL RETURN SECURITIES FUND
Jan 27, 2026·Jan 27, 2026
1 txn

TATUM KAY W

4
→HERZFELD CREDIT INCOME FUND, INC
Jan 2, 2026·Jan 2, 2026
1 txn

PAYLOR RYAN M

4
→HERZFELD CREDIT INCOME FUND, INC
Jan 2, 2026·Jan 2, 2026
1 txn

HERZFELD ERIK MERVIN

4
→HERZFELD CREDIT INCOME FUND, INC
Jan 2, 2026·Jan 2, 2026
1 txn

GOLDSTEIN PHILLIP

4
→HIGH INCOME SECURITIES FUND
Dec 18, 2025·Dec 18, 2025
3 txn

GOLDSTEIN PHILLIP

4
→TOTAL RETURN SECURITIES FUND
Dec 12, 2025·Dec 12, 2025
1 txn
Page 1 of 19 · 473 total
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