Karpus Management, Inc. historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Karpus Management, Inc. opened 86 positions, added to 168, reduced 183 and sold out of 143.
- Q2 2025: Stock PIONEER MUNICIPAL HIGH INCOME TRUST; Country of operation United States; Class COM SHS; Shares before 0.
- Q1 2025: Stock PIONEER MUNI HI INC ADV TRST; Country of operation United States; Class COM; Shares before 0.
- Q4 2024: Stock BLACK SPADE ACQ CRP II; TNT ACQ DT: 08/28/2026; CASH: $10.00; Country of operation —; Class CL A; Shares before 0.
- Q3 2024: Stock CHENGHE ACQ CRP II; TNT ACQ DT: 6/11/2026; CASH: $10.00; Country of operation —; Class CL A ORD SHS; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1048703), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-17); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2005-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2025 | PIONEER MUNICIPAL HIGH INCOME TRUST CUSIP 723763108 | United States | COM SHS | 0 | 131,181 | +131,181 | $0 | $1,201,618 | +$1,201,618 | 2025-08-14 |
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| Q1 2025 | PIONEER MUNI HI INC ADV TRST CUSIP 723762100 | United States | COM | 0 | 63,579 | +63,579 | $0 | $530,885 | +$530,885 | 2025-05-14 |
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| Q4 2024 | BLACK SPADE ACQ CRP II; TNT ACQ DT: 08/28/2026; CASH: $10.00 CUSIP G1153L109 | | CL A | 0 | 243,385 | +243,385 | $0 | $2,416,813 | +$2,416,813 | 2025-02-14 |
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| Q3 2024 | CHENGHE ACQ CRP II; TNT ACQ DT: 6/11/2026; CASH: $10.00 CUSIP G20873108 | | CL A ORD SHS | 0 | 896,342 | +896,342 | $0 | $8,981,347 | +$8,981,347 | 2024-11-13 |
|---|
| Q3 2024 | GIGCAPITAL 7 ACQ CRP; TNT ACQ DT: 05/29/2026; CASH: $10.00 CUSIP G38648104 | | ORD SHS CL A | 0 | 819,950 | +819,950 | $0 | $8,142,104 | +$8,142,104 | 2024-11-13 |
|---|
| Q3 2024 | EQV VENTURES ACQ CRP V; TNT ACQ DT: 8/7/2026; CASH: $10.00 CUSIP G3106N109 | | CL A ORD SHS | 0 | 626,150 | +626,150 | $0 | $6,211,408 | +$6,211,408 | 2024-11-13 |
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| Q2 2024 | TORTOISEECOFIN ACQ CORP. TNT ACQ DT: 07/22/2023; CASH: $10.00 CUSIP G8956E109 | United States | SHS CL A | 0 | 96,025 | +96,025 | $0 | $1,048,593 | +$1,048,593 | 2024-08-13 |
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| Q2 2024 | JVSPAC ACQ CRP; TNT ACQ DT: 1/18/2025; CASH: $10.00 CUSIP G5212E105 | | SHS CL A | 0 | 13,270 | +13,270 | $0 | $134,823 | +$134,823 | 2024-08-13 |
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| Q2 2024 | HENNESSY CAPITAL INVESTMENT CORP IV. TNT ACQ DT: 10/01/2023; CASH: $10.00 CUSIP 42600H108 | United States | CLASS A COM | 0 | 11,275 | +11,275 | $0 | $118,951 | +$118,951 | 2024-08-13 |
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| Q1 2024 | AI TRANSPORTATION ACQ CORP. TNT ACQ DT: 11/08/2024; CASH: $10.10 CUSIP G01490112 | | ORD SHS | 0 | 995,574 | +995,574 | $0 | $10,234,501 | +$10,234,501 | 2024-05-13 |
|---|
| Q1 2024 | CHURCHILL CAPITAL CORP VII; TNT ACQ DT: 2/12/2023; CASH: $10.00 CUSIP 17144M102 | United States | COM CL A | 0 | 503,600 | +503,600 | $0 | $5,388,520 | +$5,388,520 | 2024-05-13 |
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| Q1 2024 | ROTH CH ACQ V CORP; TNT ACQ DT: 06/03/2023; CASH: $10.15 CUSIP 77867R100 | United States | COM | 0 | 172,885 | +172,885 | $0 | $1,893,091 | +$1,893,091 | 2024-05-13 |
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| Q1 2024 | KENSINGTON CAPITAL ACQ CRP V; TNT ACQ DT: 8/12/2023; CASH: $10.00 CUSIP G5251K103 | United States | SHS CL A | 0 | 38,793 | +38,793 | $0 | $420,516 | +$420,516 | 2024-05-13 |
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| Q1 2024 | NEW PROVIDENCE ACQ CORP II. TNT ACQ DT: 05/05/2023; CASH: $10.20 CUSIP 64823D102 | United States | CLASS A COM | 0 | 26,250 | +26,250 | $0 | $282,975 | +$282,975 | 2024-05-13 |
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| Q1 2024 | PERCEPTION ACQ CRP III; TNT ACQ DT: 7/21/2023; CASH: $10.00 CUSIP G7185D106 | United States | CLASS A ORD SHS | 0 | 24,600 | +24,600 | $0 | $262,974 | +$262,974 | 2024-05-13 |
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| Q3 2016 | JENSYN ACQ CORP CUSIP 47632B102 | | COM | 0 | 510,725 | +510,725 | $0 | $5,123,000 | +$5,123,000 | 2016-11-14 |
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| Q3 2016 | CF CORP CUSIP G20307107 | | COM | 0 | 231,400 | +231,400 | $0 | $2,265,000 | +$2,265,000 | 2016-11-14 |
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| Q3 2016 | GLOBAL PARTNER ACQ CORP CUSIP 37954X105 | | COM | 0 | 113,533 | +113,533 | $0 | $1,115,000 | +$1,115,000 | 2016-11-14 |
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| Q2 2016 | QUINPARIO ACQ CORP; TNT ACQ DT: 02/13/2017; CASH: $10.00 CUSIP 74874U101 | | COM | 0 | 912,601 | +912,601 | $0 | $9,026,000 | +$9,026,000 | 2016-08-15 |
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| Q2 2016 | GORES HOLDINGS ACQ CORP; TNT ACT DT: 8/28/17; CASH $10.00 CUSIP 382866101 | | COM | 0 | 503,050 | +503,050 | $0 | $4,875,000 | +$4,875,000 | 2016-08-15 |
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| Q2 2016 | DOUBLE EAGLE ACQ CORP; TNT ACQ DT: 9/25/17; CASH $10.00 CUSIP G28195124 | | COM | 0 | 216,000 | +216,000 | $0 | $2,115,000 | +$2,115,000 | 2016-08-15 |
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| Q2 2016 | ELECTRUM SPECIAL ACQ CORP; TNT ACT DT: 6/30/2017; CASH: $10.00 CUSIP G3105C104 | | COM | 0 | 175,600 | +175,600 | $0 | $1,717,000 | +$1,717,000 | 2016-08-15 |
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| Q2 2016 | BOULEVARD ACQ CORP II; TNT ACQ DT: 1/8/18 CASH; $10.00 CUSIP 10157Q102 | | COM | 0 | 109,200 | +109,200 | $0 | $1,065,000 | +$1,065,000 | 2016-08-15 |
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| Q2 2016 | JM GLOBAL ACQ CORP; TNT ACT DT: 8/14/2017; CASH:$10.00 CUSIP 46590H101 | | COM | 0 | 54,100 | +54,100 | $0 | $527,000 | +$527,000 | 2016-08-15 |
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| Q2 2016 | KLR ENERGY ACQ CORP; TNT ACQ DT: 3/11/2018; CASH: $10.40 CUSIP 49877M108 | | COM | 0 | 10,100 | +10,100 | $0 | $101,000 | +$101,000 | 2016-08-15 |
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| Q1 2016 | HARMONY MERGER CORP CUSIP 413247107 | | COM | 0 | 1,551,668 | +1,551,668 | $0 | $15,362,000 | +$15,362,000 | 2016-05-13 |
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| Q1 2016 | ARP CAP ACQUISITION CORP CUSIP 00191R109 | | COM | 0 | 1,219,575 | +1,219,575 | $0 | $12,001,000 | +$12,001,000 | 2016-05-13 |
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| Q1 2016 | CAPITOL ACQUISITION CORP III CUSIP 14055M106 | | COM | 0 | 867,976 | +867,976 | $0 | $8,445,000 | +$8,445,000 | 2016-05-13 |
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| Q1 2016 | EASTERLY ACQUISITION CORP CUSIP 27616L102 | | COM | 0 | 854,700 | +854,700 | $0 | $8,291,000 | +$8,291,000 | 2016-05-13 |
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| Q1 2016 | BARINGTON HILCO ACQUISITION CUSIP 06759V101 | | COM | 0 | 379,058 | +379,058 | $0 | $3,764,000 | +$3,764,000 | 2016-05-13 |
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| Q1 2016 | HENNESSY CAP ACQUISITION CORP CUSIP 42588J100 | | COM | 0 | 200,000 | +200,000 | $0 | $1,936,000 | +$1,936,000 | 2016-05-13 |
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| Q1 2016 | COHEN & STEERS GLOBAL INC BLDR CUSIP 19248M103 | | COM | 0 | 65,126 | +65,126 | $0 | $572,000 | +$572,000 | 2016-05-13 |
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| Q1 2016 | NUVEEN TAX-ADVANTAGED DIVIDE CUSIP 67073G105 | | COM | 0 | 38,362 | +38,362 | $0 | $526,000 | +$526,000 | 2016-05-13 |
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| Q1 2016 | GUGGEINHEIM EQUAL WEIGHT CUSIP 40167M106 | | COM | 0 | 18,449 | +18,449 | $0 | $298,000 | +$298,000 | 2016-05-13 |
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| Q1 2016 | HYDRA INDS ACQUISITION CORP CUSIP 448740100 | | COM | 0 | 20,950 | +20,950 | $0 | $207,000 | +$207,000 | 2016-05-13 |
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| Q1 2016 | GENERAL ELECTRIC CO COM CUSIP 369604103 | United States | COM | 0 | 6,310 | +6,310 | $0 | $201,000 | +$201,000 | 2016-05-13 |
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| Q4 2015 | DWS HIGH INCOME OPPORTUNITIES CUSIP 25158Y102 | | COM | 0 | 105,000 | +105,000 | $0 | $1,371,000 | +$1,371,000 | 2016-02-12 |
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| Q4 2015 | NFJ DVD INTEREST & PR STRAT CUSIP 01883A107 | | COM | 0 | 88,837 | +88,837 | $0 | $1,101,000 | +$1,101,000 | 2016-02-12 |
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| Q4 2015 | GUGGENHEIM ENHANCED EQUITY CUSIP 40167K100 | | COM | 0 | 25,654 | +25,654 | $0 | $405,000 | +$405,000 | 2016-02-12 |
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| Q4 2015 | EATON VANCE NJ MUNICIPAL INC CUSIP 27826V106 | | COM | 0 | 15,370 | +15,370 | $0 | $195,000 | +$195,000 | 2016-02-12 |
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| Q3 2015 | BLACKROCK SCIENCE & TECHNOLOGY TRUST CUSIP 09258B104 | | COM | 0 | 608,292 | +608,292 | $0 | $9,641,000 | +$9,641,000 | 2015-11-13 |
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| Q3 2015 | MADISON STRATEGIC SECTR PREM CUSIP 558268108 | | COM | 0 | 228,854 | +228,854 | $0 | $2,442,000 | +$2,442,000 | 2015-11-13 |
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| Q3 2015 | CB PHARMA ACQUISITION CORP CUSIP G2029P126 | | COM | 0 | 131,601 | +131,601 | $0 | $1,305,000 | +$1,305,000 | 2015-11-13 |
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| Q3 2015 | ING INTERNATIONAL HIGH DIVIDEND CUSIP 92912Y109 | | COM | 0 | 23,943 | +23,943 | $0 | $152,000 | +$152,000 | 2015-11-13 |
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| Q2 2015 | MANAGED DURATION INVESTMENT GR CUSIP 56165R103 | | COM | 0 | 188,921 | +188,921 | $0 | $2,503,000 | +$2,503,000 | 2015-08-14 |
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| Q2 2015 | DT ASIA INVESTMENTS LTD CUSIP G2615J104 | | COM | 0 | 137,490 | +137,490 | $0 | $1,361,000 | +$1,361,000 | 2015-08-14 |
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| Q2 2015 | GARNERO GROUP CUSIP G5866L108 | | COM | 0 | 107,250 | +107,250 | $0 | $1,053,000 | +$1,053,000 | 2015-08-14 |
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| Q2 2015 | EATON VANCE OH MUNICIPAL INC CUSIP 27826G109 | | COM | 0 | 69,156 | +69,156 | $0 | $918,000 | +$918,000 | 2015-08-14 |
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| Q2 2015 | MACQUARIE GLBL INFRA TOTL RETN CUSIP 55608D101 | | COM | 0 | 10,623 | +10,623 | $0 | $248,000 | +$248,000 | 2015-08-14 |
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| Q1 2015 | CB PHARMA ACQUISITION CORP CUSIP G2029P126 | | COM | 0 | 119,600 | +119,600 | $0 | $1,170,000 | +$1,170,000 | 2015-05-15 |
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| Q1 2015 | NUVEEN OHIO QUALITY INC MUNI CUSIP 670980101 | | COM | 0 | 20,691 | +20,691 | $0 | $315,000 | +$315,000 | 2015-05-15 |
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| Q1 2015 | CONSTELLATION BRANDS INC-B CUSIP 21036P207 | | COM | 0 | 2,696 | +2,696 | $0 | $313,000 | +$313,000 | 2015-05-15 |
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| Q4 2014 | CORNERSTONE PROGRESSIVE RETURN CUSIP 21925C200 | | COM | 0 | 638,802 | +638,802 | $0 | $9,716,000 | +$9,716,000 | 2015-02-13 |
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| Q4 2014 | CLEARBRIDGE ENERGY MLP TOTAL CUSIP 18469Q108 | | COM | 0 | 316,960 | +316,960 | $0 | $6,780,000 | +$6,780,000 | 2015-02-13 |
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| Q4 2014 | BLACKROCK LNG-TM MUN ADV TST CUSIP 09250B103 | United States | COM | 0 | 181,903 | +181,903 | $0 | $2,056,000 | +$2,056,000 | 2015-02-13 |
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| Q4 2014 | KAYNE ANDERSON MIDSTREAM/ENE CUSIP 48661E108 | | COM | 0 | 7,000 | +7,000 | $0 | $238,000 | +$238,000 | 2015-02-13 |
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| Q2 2014 | H&Q HEALTHCARE INVESTORS CUSIP 404052102 | | COM | 0 | 39,677 | +39,677 | $0 | $1,046,000 | +$1,046,000 | 2014-08-14 |
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| Q2 2014 | SOURCE CAPITAL CUSIP 836144105 | United States | COM | 0 | 9,692 | +9,692 | $0 | $678,000 | +$678,000 | 2014-08-14 |
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| Q2 2014 | H&Q LIFE SCIENCES INVESTORS CUSIP 404053100 | | COM | 0 | 17,500 | +17,500 | $0 | $363,000 | +$363,000 | 2014-08-14 |
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| Q1 2014 | ALLIANZGI EQUITY & CONVERTIB CUSIP 018829101 | | COM | 0 | 313,872 | +313,872 | $0 | $6,105,000 | +$6,105,000 | 2014-05-15 |
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| Q1 2014 | ING GLOBAL ADVANTAGE AND PREMI CUSIP 44982N109 | | COM | 0 | 105,096 | +105,096 | $0 | $1,257,000 | +$1,257,000 | 2014-05-15 |
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| Q1 2014 | BLACKROCK ENHANCED GOVERNMENT CUSIP 09255K108 | United States | COM | 0 | 43,510 | +43,510 | $0 | $611,000 | +$611,000 | 2014-05-15 |
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| Q1 2014 | FEDERATED PREMIER INT MUNI CUSIP 31423M105 | | COM | 0 | 23,868 | +23,868 | $0 | $306,000 | +$306,000 | 2014-05-15 |
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| Q1 2014 | NUVEEN GEORGIA DVD ADV MU 2 CUSIP 67072B107 | | COM | 0 | 14,900 | +14,900 | $0 | $183,000 | +$183,000 | 2014-05-15 |
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| Q4 2013 | ING GLOBAL EQTY DIV & PREM O CUSIP 45684E107 | | COM | 0 | 366,450 | +366,450 | $0 | $3,280,000 | +$3,280,000 | 2014-02-14 |
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| Q4 2013 | BLACKROCK MUNIHOLDNGS QLTY I CUSIP 09254A101 | | COM | 0 | 229,811 | +229,811 | $0 | $2,726,000 | +$2,726,000 | 2014-02-14 |
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| Q4 2013 | BLACKROCK MUNIYLD INVST QLTY CUSIP 09254T100 | | COM | 0 | 146,514 | +146,514 | $0 | $1,792,000 | +$1,792,000 | 2014-02-14 |
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| Q4 2013 | COHEN & STEERS GLOBAL INC BL CUSIP 19248M103 | | COM | 0 | 97,859 | +97,859 | $0 | $1,110,000 | +$1,110,000 | 2014-02-14 |
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| Q4 2013 | ING EMERGING MKTS HGH DIV EQ CUSIP 45685X104 | | COM | 0 | 88,985 | +88,985 | $0 | $1,046,000 | +$1,046,000 | 2014-02-14 |
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| Q4 2013 | BLACKROCK NY MUNI INC QLTY T CUSIP 09249U105 | | COM | 0 | 83,366 | +83,366 | $0 | $1,006,000 | +$1,006,000 | 2014-02-14 |
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| Q4 2013 | ING INFRASTRUCTURE INDLS & M CUSIP 45685U100 | | COM | 0 | 54,065 | +54,065 | $0 | $926,000 | +$926,000 | 2014-02-14 |
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| Q4 2013 | NUVEEN OHIO QUALITY INCOME M CUSIP 670980101 | | COM | 0 | 42,000 | +42,000 | $0 | $585,000 | +$585,000 | 2014-02-14 |
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| Q4 2013 | BLACKROCK LONG-TERM MUNI ADV CUSIP 09250B103 | United States | COM | 0 | 42,600 | +42,600 | $0 | $435,000 | +$435,000 | 2014-02-14 |
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| Q4 2013 | NUVEEN GBL VL OPPORTUNITIES CUSIP 6706EH103 | | COM | 0 | 32,300 | +32,300 | $0 | $425,000 | +$425,000 | 2014-02-14 |
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| Q4 2013 | BLACKROCK MUNI N Y INTER DUR CUSIP 09255F109 | | COM | 0 | 30,730 | +30,730 | $0 | $404,000 | +$404,000 | 2014-02-14 |
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| Q4 2013 | ADVENT CLAYMORE ENH GRW & IN CUSIP 00765E104 | | COM | 0 | 12,300 | +12,300 | $0 | $125,000 | +$125,000 | 2014-02-14 |
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| Q3 2013 | NUVEEN INTER DURATION MN TMF CUSIP 670671106 | | COM | 0 | 245,237 | +245,237 | $0 | $2,815,000 | +$2,815,000 | 2013-11-14 |
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| Q3 2013 | COHEN & STEERS DIV MJRS FDIN CUSIP 19248G106 | | COM | 0 | 146,329 | +146,329 | $0 | $1,999,000 | +$1,999,000 | 2013-11-14 |
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| Q3 2013 | ING ASIA PAC HGH DIVID EQ IN CUSIP 44983J107 | | COM | 0 | 103,753 | +103,753 | $0 | $1,391,000 | +$1,391,000 | 2013-11-14 |
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| Q3 2013 | NUVEEN CONN PREM INCOME MUN CUSIP 67060D107 | | COM | 0 | 103,573 | +103,573 | $0 | $1,235,000 | +$1,235,000 | 2013-11-14 |
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| Q3 2013 | NUVEEN SELECT TAX FREE INCM CUSIP 67063X100 | | COM | 0 | 65,657 | +65,657 | $0 | $842,000 | +$842,000 | 2013-11-14 |
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| Q3 2013 | LAZARD WORLD DIVID & INCOME CUSIP 521076109 | | COM | 0 | 24,954 | +24,954 | $0 | $334,000 | +$334,000 | 2013-11-14 |
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| Q3 2013 | BLACKROCK MUNI INCOME INV QL CUSIP 09250G102 | | COM | 0 | 21,948 | +21,948 | $0 | $287,000 | +$287,000 | 2013-11-14 |
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| Q3 2013 | NUVEEN SELECT TAX FREE INCM CUSIP 67063C106 | | COM | 0 | 16,226 | +16,226 | $0 | $203,000 | +$203,000 | 2013-11-14 |
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| Q3 2013 | EATON VANCE PA MUNI INCOME T CUSIP 27826T101 | | COM | 0 | 13,617 | +13,617 | $0 | $155,000 | +$155,000 | 2013-11-14 |
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| Q3 2013 | NUVEEN NEW JERSEY DIVID CUSIP 67071T109 | | COM | 0 | 11,116 | +11,116 | $0 | $139,000 | +$139,000 | 2013-11-14 |
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