Karpus Management, Inc.

Track Record

Total filings

71

4 SCHEDULE 13G · 2 SCHEDULE 13D/A · 1 SCHEDULE 13D · 2 SCHEDULE · 62 SC

Distinct issuers

19

27% issuer diversity

Median stake

26.58%

9,662,021 avg shares

AI briefs cached

0/71

intent-classified filings

Backtested Performance · post-filing returns (split + dividend adjusted)

Median 30d

0.0%

across 3 filings · win rate 0%

Median 60d

0.0%

across 2 filings · win rate 0%

Median 90d

0.0%

across 2 filings · win rate 0%

Median 1y

0.0%

across 1 filings · win rate 0%

Anchor: closest trading day on/after filing's date_of_event. Source: Yahoo Finance daily adj_close. Past performance is not indicative of future results.

Filings · 71 total

Filed	Form	Issuer	Stake	Shares
2026-10-02	SCHEDULE 13G	ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUNDAFB	—	—	view →
2026-10-01	SCHEDULE 13D/A	Western Asset Inflation-Linked Income FundWIA	—	8,894,690.39	view →
2026-07-16	SCHEDULE 13D	ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND INCAFB	12.56%	3,609,635	view →
2026-07-07	SCHEDULE 13G	Melar Acquisition Corp. I/CaymanMACIU	—	—	view →
2026-07-07	SCHEDULE 13G	Apogee Acquisition CorpAACPR	—	—	view →
2026-06-11	SCHEDULE 13D/A	Western Asset Inflation-Linked Income FundWIA	37.05%	8,639,783.8	view →
2026-06-05	SCHEDULE 13G	BHAV Acquisition CorpBHAVR	—	—	view →
2026-01-07	SCHEDULE	WESTERN ASSET INFLATION-LINKED INCOME FUNDWIA	34.93%	8,146,654	view →
2025-01-22	SCHEDULE	NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUNDNRK	21.80%	19,019,342	view →
2024-10-02	SC	Nuveen AMT-Free Quality Municipal Income FundNEA	—	—	view →
2024-05-06	SC	EATON VANCE MUNICIPAL BOND FUNDEIM	—	—	view →
2024-04-22	SC	NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUNDNRK	—	—	view →
2024-01-08	SC	NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUNDNRK	—	—	view →
2024-01-08	SC	BLACKROCK MUNICIPAL INCOME FUND, INC.	—	—	view →
2024-01-08	SC	Nuveen AMT-Free Quality Municipal Income FundNEA	—	—	view →
2021-05-10	SC	Pioneer Diversified High Income Fund, Inc.	—	—	view →
2021-05-05	SC	FIRST TRUST/ABERDEEN GLOBAL OPPORTUNITY INCOME FUND	—	—	view →
2021-04-28	SC	Pioneer Diversified High Income Trust	—	—	view →
2021-04-26	SC	FIRST TRUST/ABERDEEN GLOBAL OPPORTUNITY INCOME FUND	—	—	view →
2021-04-21	SC	Pioneer Diversified High Income Trust	—	—	view →
2021-04-13	SC	FIRST TRUST/ABERDEEN GLOBAL OPPORTUNITY INCOME FUND	—	—	view →
2021-04-09	SC	Pioneer Diversified High Income Trust	—	—	view →
2021-04-09	SC	FIRST TRUST/ABERDEEN GLOBAL OPPORTUNITY INCOME FUND	—	—	view →
2021-04-08	SC	EATON VANCE MUNICIPAL BOND FUNDEIM	—	—	view →
2021-03-26	SC	FIRST TRUST/ABERDEEN GLOBAL OPPORTUNITY INCOME FUND	—	—	view →
2021-03-17	SC	Pioneer Diversified High Income Trust	—	—	view →
2021-03-10	SC	DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC	—	—	view →
2021-03-04	SC	DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC	—	—	view →
2021-03-04	SC	EATON VANCE MUNICIPAL BOND FUNDEIM	—	—	view →
2021-02-10	SC	Pioneer Diversified High Income Trust	—	—	view →
2021-02-10	SC	DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC	—	—	view →
2021-02-10	SC	WESTERN ASSET INFLATION-LINKED INCOME FUNDWIA	—	—	view →
2021-02-04	SC	EATON VANCE MUNICIPAL BOND FUNDEIM	—	—	view →
2021-01-13	SC	DTF TAX-FREE INCOME INCDTF	—	—	view →
2021-01-11	SC	DTF TAX-FREE INCOME INCDTF	—	—	view →
2021-01-06	SC	WESTERN ASSET INFLATION-LINKED INCOME FUNDWIA	—	—	view →
2020-12-03	SC	FIRST TRUST/ABERDEEN GLOBAL OPPORTUNITY INCOME FUND	—	—	view →
2020-11-30	SC	WESTERN ASSET INFLATION-LINKED INCOME FUNDWIA	—	—	view →
2020-11-30	SC	DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC	—	—	view →
2020-11-30	SC	DTF TAX-FREE INCOME INCDTF	—	—	view →
2020-11-19	SC	EATON VANCE MUNICIPAL BOND FUNDEIM	—	—	view →
2020-10-23	SC	FIRST TRUST/ABERDEEN GLOBAL OPPORTUNITY INCOME FUND	—	—	view →
2020-10-07	SC	WESTERN ASSET INFLATION-LINKED INCOME FUNDWIA	—	—	view →
2020-06-15	SC	FIRST TRUST/ABERDEEN GLOBAL OPPORTUNITY INCOME FUND	—	—	view →
2020-05-28	SC	Oxford Lane Capital Corp.OXLCN	—	—	view →
2020-04-02	SC	Oxford Lane Capital Corp.OXLCN	—	—	view →
2020-03-25	SC	FIRST TRUST/ABERDEEN GLOBAL OPPORTUNITY INCOME FUND	—	—	view →
2020-03-12	SC	DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC	—	—	view →
2020-03-09	SC	Oxford Lane Capital Corp.OXLCN	—	—	view →
2020-03-03	SC	FIRST TRUST/ABERDEEN GLOBAL OPPORTUNITY INCOME FUND	—	—	view →
2020-02-05	SC	DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC	—	—	view →
2020-01-28	SC	FIRST TRUST/ABERDEEN GLOBAL OPPORTUNITY INCOME FUND	—	—	view →
2020-01-15	SC	EATON VANCE MUNICIPAL BOND FUNDEIM	—	—	view →
2019-11-14	SC	Oxford Lane Capital Corp.OXLCN	—	—	view →
2019-09-10	SC	Oxford Lane Capital Corp.OXLCN	—	—	view →
2019-09-10	SC	Lazard World Dividend & Income Fund, Inc.	—	—	view →
2019-07-29	SC	EATON VANCE MUNICIPAL BOND FUNDEIM	—	—	view →
2019-07-29	SC	EATON VANCE MUNICIPAL BOND FUNDEIM	—	—	view →
2019-05-29	SC	EATON VANCE MUNICIPAL BOND FUNDEIM	—	—	view →
2019-01-11	SC	Nuveen Short Duration Credit Opportunities Fund	—	—	view →
2019-01-02	SC	Nuveen Short Duration Credit Opportunities Fund	—	—	view →
2018-07-02	SC	Madison Strategic Sector Premium Fund	—	—	view →
2018-07-02	SC	Madison Covered Call & Equity Strategy FundMCN	—	—	view →
2018-05-14	SC	Madison Covered Call & Equity Strategy FundMCN	—	—	view →
2018-05-11	SC	MANAGED DURATION INVESTMENT GRADE MUNICIPAL FUND	—	—	view →
2018-05-11	SC	Madison Strategic Sector Premium Fund	—	—	view →
2018-05-08	SC	Madison Strategic Sector Premium Fund	—	—	view →
2018-04-24	SC	Madison Strategic Sector Premium Fund	—	—	view →
2018-03-05	SC	Madison Strategic Sector Premium Fund	—	—	view →
2018-02-16	SC	Madison Covered Call & Equity Strategy FundMCN	—	—	view →
2018-02-08	SC	Madison Strategic Sector Premium Fund	—	—	view →

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Track Record

Backtested Performance · post-filing returns (split + dividend adjusted)

Filings · 71 total

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