Skip to content
Disclosery

AFB ALLIANCEBERNSTEIN NATL MUN I

Follow

COM (fund), issuer CIK 1162027

80 managers (80 13F filers) reported a position in AFB shares at 2025-03-31, 17,792,323 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
80
13F filers
80
New
6
Added
22
Reduced
30
Sold out
6
Shares held by filers
17,792,323

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.3,149,020$34.2M0.94%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,393,955$26.4M0.11%+253,78213F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,091,414$11.9M0.63%-106,00013F-HRTimeline
Bulldog Investors, LLP1,088,848$11.8M3.2%+148,94213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY934,803$10.2M<0.01%-55,54413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…910,140$9.88M0.04%+26,61613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …814,453$8.84M0.02%013F-HRTimelineGroup
Karpus Management, Inc.718,077$7.8M0.25%+543,70113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN687,007$7.46M<0.01%-48,92713F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC613,975$6.67M0.16%-69,03713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC586,348$6.37M0.04%+3,81013F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…569,702$6.19M0.66%+21,96113F-HRTimeline
Advisors Asset Management, Inc.526,789$5.72M0.11%-55,06713F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.380,456$4.13M0.18%-212,27213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC268,483$2.92M<0.01%-6,65813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA241,426$2.62M<0.01%+43,98213F-HR/ATimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP196,613$2.13M<0.01%-43,20213F-HRTimelineGroup
Almitas Capital LLC187,470$2.04M0.68%013F-HRTimeline
Logan Stone Capital, LLC161,108$1.75M0.82%+8,11513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC158,267$1.72M0.02%-3,87313F-HRTimelineGroup
Indiana Trust & Investment Management Co152,252$1.65M0.6%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp131,617$1.43M<0.01%+81813F-HRTimelineGroup
LPL Financial LLC116,119$1.26M<0.01%+9,96313F-HRTimeline
WHITEBOX ADVISORS LLC113,955$1.24M0.04%013F-HRTimeline
BALANCED WEALTH GROUP LLC113,030$1.23M0.59%+12,03513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.92,513$1M0.47%-14,92113F-HRTimeline
Creative Planningin group Creative Planning90,530$983K<0.01%-17,78913F-HRTimelineGroup
Capital Investment Advisors, LLC78,832$856K0.02%-2,50113F-HRTimeline
Integrated Wealth Concepts LLC77,513$842K0.01%+46413F-HRTimeline
ROTHSCHILD INVESTMENT LLC74,474$809K0.05%-5,70013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.73,000$793K<0.01%013F-HRTimelineGroup
Dakota Wealth Management68,827$747K0.02%+25,76113F-HRTimeline
RIVERBRIDGE PARTNERS LLC66,142$718K0.01%+5,75813F-HRTimeline
1607 Capital Partners, LLC65,210$708K0.06%-7,80013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC60,291$655K<0.01%-10613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/57,784$628K<0.01%+2,88113F-HRTimelineGroup
UBS Group AGin group UBS Group AG55,746$605K<0.01%-26,04613F-HRTimelineGroup
HighTower Advisors, LLC48,834$530K<0.01%-5,50513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.46,995$510K0.34%013F-HRTimeline
Arete Wealth Advisors, LLC39,890$433K0.03%+69913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC38,165$414K0.08%-1,66613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,772$399K<0.01%-68613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.36,714$399K<0.01%+92013F-HRTimelineGroup
Avior Wealth Management, LLC33,571$365K0.01%+6,09513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,566$343K<0.01%+9,12413F-HRTimelineGroup
ProVise Management Group, LLC25,700$279K0.02%-20013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,188$263K<0.01%-48613F-HRTimelineGroup
HUB Investment Partners, LLC23,800$258K0.01%+25413F-HRTimeline
Smith Asset Management Co., LLC18,203$198K0.19%013F-HRTimeline
Geneos Wealth Management Inc.16,109$175K<0.01%+14,40213F-HRTimeline
CHOREO, LLC15,453$168K<0.01%-2,38513F-HRTimeline
Ackerman Capital Advisors, LLC14,003$152K0.04%+3,68613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,834$150K<0.01%-3,93713F-HRTimelineGroup
Noble Wealth Management PBC13,420$146K0.1%-70013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,787$139K<0.01%013F-HRTimelineGroup
Plan A Wealth LLC12,571$137K0.11%013F-HRTimeline
Inscription Capital, LLC12,313$135K0.02%13F-HRTimeline
SMH CAPITAL ADVISORS INC12,313$134K0.31%013F-HRTimeline
HRT FINANCIAL LP11,495$124K<0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,049$120K<0.01%new13F-HRTimeline
LifeGoal Investments, LLC10,698$116K0.13%013F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC10,270$112K<0.01%-60,38113F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC10,164$110K0.09%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC10,000$109K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…9,343$101K<0.01%013F-HRTimeline
CX Institutional8,568$93K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,403$80.4K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,700$18.5K<0.01%013F-HRTimeline
ORG Partners LLC1,568$17.1K<0.01%013F-HRTimeline
Caldwell Trust Co1,400$15.2K<0.01%013F-HRTimeline
Creekmur Asset Management LLC1,267$13.8K<0.01%-80313F-HRTimeline
PRIVATE TRUST CO NA1,100$11.9K<0.01%013F-HRTimeline
WPG Advisers, LLC935$10.2K0.01%-82513F-HRTimeline
HARBOUR INVESTMENTS, INC.550$5.97K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC500$5.43K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC345$3.75K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC322$3.5K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC167$1.81K<0.01%-25613F-HRTimeline
COMERICA BANK89$962<0.01%-1613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,75013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Karpus Management, Inc. reported 3,899,325 AFB shares, 13.57% of the class, as of 2026-09-30, in a 13G filed 2026-10-02. 0001072613-26-000816

    Accepted , ingested