Boaz Weinstein - Net Worth and Insider Trading

Boaz Weinstein Net Worth

The estimated net worth of Boaz Weinstein is at least $27 Million dollars as of 2023-12-10. Boaz Weinstein is the 10% Owner of EV Floating-Rate Income Plus Fund and owns about 1,677,189 shares of EV Floating-Rate Income Plus Fund (EFF) stock worth over $27 Million. Details can be seen in Boaz Weinstein's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Boaz Weinstein has not made any transactions after 2019-10-23 and currently still holds the listed stock(s).

Transaction Summary of Boaz Weinstein

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Boaz Weinstein Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Boaz Weinstein owns 89 companies in total, including Miller/Howard High Income Equity Fund () , Eaton Vance Floating-rate Income Trust () , and Invesco Dynamic Credit Opportunities Fund () among others .

Click here to see the complete history of Boaz Weinstein’s form 4 insider trades.

Insider Ownership Summary of Boaz Weinstein

Ticker Comapny Transaction Date Type of Owner
Miller/Howard High Income Equity Fund 2023-08-16 10 percent owner
Eaton Vance Floating-rate Income Trust 2020-10-08 10 percent owner
Invesco Dynamic Credit Opportunities Fund 2020-03-17 10 percent owner
Nuveen Floating Rate Income Fund 2020-09-08 10 percent owner
Nuveen Floating Rate Income Opp Fd 2020-09-03 10 percent owner
Nuveen Short Duration Credit Opps 2020-09-04 10 percent owner
Delaware Enhanced Global Dividend & Income Fund 2017-11-21 10 percent owner
Eaton Vance Senior Income Trust 2020-05-06 10 percent owner
Pioneer Floating Rate Trust 2019-10-21 10 percent owner
Neuberger Berman High Yield Strategies Fund 2019-01-18 10 percent owner
Royce Global Value Trust Inc 2020-04-23 10 percent owner
Blackrock New York Municipal Bond Trust 2020-05-11 10 percent owner
Western Asset Global High Inc Fd Inc 2018-12-28 10 percent owner
Saba Capital Income & Opportunities Fund 2019-09-25 10 percent owner
EV Floating-Rate Income Plus Fund 2020-03-31 10 percent owner
Western Asset High Income Oppor Fd Inc 2019-01-07 10 percent owner
Western Asset High Income Fund II Inc 2018-12-24 10 percent owner
BLACKROCK MUNI NEW YORK INTERMEDIATE DURATION FUND 2019-12-19 10 percent owner
Invesco Senior Income Trust 2019-03-28 10 percent owner
Invesco High Income Trust II 2018-12-13 10 percent owner
MFS California Municipal Fund 2019-01-16 10 percent owner
Nuveen Credit Strategies Income Fund 2019-01-03 10 percent owner
Templeton Emerging Markets Income Fund 2018-01-03 10 percent owner
Parker Drilling Co 2018-06-26 10 percent owner
Blackrock Debt Strategies Fund Inc 2016-01-15 10 percent owner
Advent Claymore Convertible Securities & Income Fu 2017-09-26 10 percent owner
Deutsche High Income Opportunities Fund Inc 2015-08-03 10 percent owner
Advent Convertible & Income Fund 2016-08-01 10 percent owner
Credit Suisse Asset Mgmt Income Fund Inc 2016-03-11 10 percent owner
First Trust High Income Long/Short Fund 2016-10-24 10 percent owner
Allspring Multi-Sector Income Fund 2016-02-12 10 percent owner
Clough Global Opportunities Fund 2017-03-10 10 percent owner
Clough Global Equity Fund 2016-12-22 10 percent owner
Clough Global Dividend and Income Fund 2016-12-14 10 percent owner
Deutsche Strategic Income Trust 2016-01-20 10 percent owner
Franklin Limited Duration Income Trust 2016-01-12 10 percent owner
Sabine Oil & Gas Corp 2014-05-29 10 percent owner
Templeton Global Income Fund 2023-08-16 10 percent owner
Delaware Investments Natl Muni Income 2022-02-25 10 percent owner
The Cushing MLP & Infrastructure Total Return Fund 2021-09-13 10 percent owner
Apollo Senior Floating Rate Fund Inc. 2020-12-10 10 percent owner
Apollo Tactical Income Fund Inc. 2020-12-04 10 percent owner
Salient Midstream & MLP Fund 2021-11-01 10 percent owner
Center Coast Brookfield MLP & Energy Infrastructure Fund 2021-10-28 10 percent owner
Intelligent Medicine Acquisition Corp 2022-05-05 10 percent owner
LF Capital Acquisition Corp II 2022-05-24 10 percent owner
Roth CH Acquisition Co 2022-05-24 10 percent owner
Blockchain Coinvestors Acquisition Corp I 2022-05-20 10 percent owner
Research Alliance Corp II 2022-06-10 10 percent owner
ClearBridge Energy MLP Total Return Fund 2022-07-28 10 percent owner
Delaware Investments MN Muni Inc Fund II, Inc 2021-08-04 10 percent owner
First Trust/aberdeen Emerging Opp Fund 2022-08-10 10 percent owner
The New Ireland Fund Inc 2022-10-05 10 percent owner
ClearBridge Energy Midstream Opportunity Fund Inc 2022-09-23 10 percent owner
Tortoise Midstream Energy Fund, Inc. 2022-11-28 10 percent owner
Eaton Vance New York Municipal Bond Fund 2022-12-09 10 percent owner
Goldman Sachs MLP and Energy Renaissance Fund 2023-02-08 10 percent owner
Blackrock CA Muni Income Tr 2023-03-02 10 percent owner
Iris Acquisition Corp 2022-12-23 10 percent owner
Integrated Rail and Resources Acquisition Corp 2023-02-10 10 percent owner
Intelligent Medicine Acquisition Corp 2022-05-05 10 percent owner
Mfs High Yield Municipal Trust 2023-04-05 10 percent owner
Fortune Rise Acquisition Corp 2023-04-13 10 percent owner
BlackRock ESG Capital Allocation Trust 2023-04-21 10 percent owner
Blackrock Muniyield Pennsylvania Quality Fund 2023-06-06 10 percent owner
PIMCO Energy & Tactical Credit Opportunities 2023-05-11 10 percent owner
ClearBridge MLP & Midstream Fund Inc. 2023-06-13 10 percent owner
DWS Strategic Municipal Income Trust 2023-08-02 10 percent owner
Mfs Investment Grade Municipal Trust 2023-07-21 10 percent owner
Eaton Vance California Municipal Bond Fund 2023-08-01 10 percent owner
Nuveen Core Plus Impact Fund 2023-07-24 10 percent owner
Destra Multi-Alternative Fund 2023-08-21 10 percent owner
Nuveen Multi-Asset Income Fund 2023-08-16 10 percent owner
Federated Hermes Premier Municipal Income Fund 2023-10-03 10 percent owner
Pioneer Municipal High Income Trust 2023-09-27 10 percent owner
BlackRock Innovation & Growth Tr 2023-09-26 10 percent owner
American Oncology Network Inc 2023-09-25 10 percent owner
BNY Mellon Municipal Income, Inc. 2023-10-30 10 percent owner
Nuveen Pennsylvania Quality Municipal Income Fund 2023-11-06 10 percent owner
Invesco Trust For Investment Grade New York Municipals 2023-10-17 10 percent owner
Eaton Vance CA Muni Income Trust 2023-11-03 10 percent owner
Nuveen New Jersey Quality Municipal Income Fund 2023-11-03 10 percent owner
Neuberger Berman CA Muni Fund Inc. 2023-10-11 10 percent owner
NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. 2023-10-12 10 percent owner
ASA Gold And Precious Metals Ltd 2023-10-11 10 percent owner
Pioneer Muni High Income Advantage Tr 2023-11-06 10 percent owner
BlackRock Health Sciences Trust II 2023-10-23 10 percent owner
BlackRock Capital Allocation Trust 2023-10-16 10 percent owner
Digital Transformation Opportunities Corp 2023-09-25 10 percent owner

Boaz Weinstein Latest Holdings Summary

Boaz Weinstein currently owns a total of 1 stock. Boaz Weinstein owns 1,677,189 shares of EV Floating-Rate Income Plus Fund (EFF) as of October 23, 2019, with a value of $27 Million.

Latest Holdings of Boaz Weinstein

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
EFF EV Floating-Rate Income Plus Fund 2019-10-23 1,677,189 16.33 27,388,496

Holding Weightings of Boaz Weinstein


Boaz Weinstein Form 4 Trading Tracker

According to the SEC Form 4 filings, Boaz Weinstein has made a total of 1 transactions in EV Floating-Rate Income Plus Fund (EFF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in EV Floating-Rate Income Plus Fund is the acquisition of 114,614 shares on October 23, 2019, which cost Boaz Weinstein around $2 Million.

Insider Trading History of Boaz Weinstein

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Boaz Weinstein Trading Performance

GuruFocus tracks the stock performance after each of Boaz Weinstein's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Boaz Weinstein is 2.24%. GuruFocus also compares Boaz Weinstein's trading performance to market benchmark return within the same time period. The performance of stocks bought by Boaz Weinstein within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Boaz Weinstein's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Boaz Weinstein

Average Relative Return

Outperforming Transactions

Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) -0.32 2.24 -17.3 -6.45
Relative Return to S&P 500(%) -3.84 -8.44 -10.42 -21.74

Boaz Weinstein Ownership Network

Ownership Network List of Boaz Weinstein

No Data

Ownership Network Relation of Boaz Weinstein


Boaz Weinstein Owned Company Details

What does Miller/Howard High Income Equity Fund do?

Who are the key executives at Miller/Howard High Income Equity Fund?

Boaz Weinstein is the 10 percent owner of Miller/Howard High Income Equity Fund. Other key executives at Miller/Howard High Income Equity Fund include 10 percent owner Saba Capital Management, L.p. , Secretary Eva M Horowitz , and director & President Catherine Mari Johnston .

Miller/Howard High Income Equity Fund () Insider Trades Summary

Over the past 18 months, Boaz Weinstein made no insider transaction in Miller/Howard High Income Equity Fund (). Other recent insider transactions involving Miller/Howard High Income Equity Fund () include a net sale of 543,257 shares made by Saba Capital Management, L.p. ,

In summary, during the past 3 months, insiders sold 0 shares of Miller/Howard High Income Equity Fund () in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 543,257 shares of Miller/Howard High Income Equity Fund () were sold and 0 shares were bought by its insiders, resulting in a net sale of 543,257 shares.

Miller/Howard High Income Equity Fund ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Miller/Howard High Income Equity Fund Insider Transactions

No Available Data

Boaz Weinstein Mailing Address

Above is the net worth, insider trading, and ownership report for Boaz Weinstein. You might contact Boaz Weinstein via mailing address: 405 Lexington Avenue, 58th Floor, New York Ny 10174.

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