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Karpus Management, Inc. Historic Quarter Change: USA Other Stocks, New

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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025PIONEER MUNICIPAL HIGH INCOME TRUST
CUSIP 723763108
United StatesCOM SHS0131,181+131,181$0$1,201,618+$1,201,6182025-08-14
Q1 2025PIONEER MUNI HI INC ADV TRST
CUSIP 723762100
United StatesCOM063,579+63,579$0$530,885+$530,8852025-05-14
Q4 2024BLACK SPADE ACQ CRP II; TNT ACQ DT: 08/28/2026; CASH: $10.00
CUSIP G1153L109
CL A0243,385+243,385$0$2,416,813+$2,416,8132025-02-14
Q3 2024CHENGHE ACQ CRP II; TNT ACQ DT: 6/11/2026; CASH: $10.00
CUSIP G20873108
CL A ORD SHS0896,342+896,342$0$8,981,347+$8,981,3472024-11-13
Q3 2024GIGCAPITAL 7 ACQ CRP; TNT ACQ DT: 05/29/2026; CASH: $10.00
CUSIP G38648104
ORD SHS CL A0819,950+819,950$0$8,142,104+$8,142,1042024-11-13
Q3 2024EQV VENTURES ACQ CRP V; TNT ACQ DT: 8/7/2026; CASH: $10.00
CUSIP G3106N109
CL A ORD SHS0626,150+626,150$0$6,211,408+$6,211,4082024-11-13
Q2 2024TORTOISEECOFIN ACQ CORP. TNT ACQ DT: 07/22/2023; CASH: $10.00
CUSIP G8956E109
United StatesSHS CL A096,025+96,025$0$1,048,593+$1,048,5932024-08-13
Q2 2024JVSPAC ACQ CRP; TNT ACQ DT: 1/18/2025; CASH: $10.00
CUSIP G5212E105
SHS CL A013,270+13,270$0$134,823+$134,8232024-08-13
Q2 2024HENNESSY CAPITAL INVESTMENT CORP IV. TNT ACQ DT: 10/01/2023; CASH: $10.00
CUSIP 42600H108
United StatesCLASS A COM011,275+11,275$0$118,951+$118,9512024-08-13
Q1 2024AI TRANSPORTATION ACQ CORP. TNT ACQ DT: 11/08/2024; CASH: $10.10
CUSIP G01490112
ORD SHS0995,574+995,574$0$10,234,501+$10,234,5012024-05-13
Q1 2024CHURCHILL CAPITAL CORP VII; TNT ACQ DT: 2/12/2023; CASH: $10.00
CUSIP 17144M102
United StatesCOM CL A0503,600+503,600$0$5,388,520+$5,388,5202024-05-13
Q1 2024ROTH CH ACQ V CORP; TNT ACQ DT: 06/03/2023; CASH: $10.15
CUSIP 77867R100
United StatesCOM0172,885+172,885$0$1,893,091+$1,893,0912024-05-13
Q1 2024KENSINGTON CAPITAL ACQ CRP V; TNT ACQ DT: 8/12/2023; CASH: $10.00
CUSIP G5251K103
United StatesSHS CL A038,793+38,793$0$420,516+$420,5162024-05-13
Q1 2024NEW PROVIDENCE ACQ CORP II. TNT ACQ DT: 05/05/2023; CASH: $10.20
CUSIP 64823D102
United StatesCLASS A COM026,250+26,250$0$282,975+$282,9752024-05-13
Q1 2024PERCEPTION ACQ CRP III; TNT ACQ DT: 7/21/2023; CASH: $10.00
CUSIP G7185D106
United StatesCLASS A ORD SHS024,600+24,600$0$262,974+$262,9742024-05-13
Q3 2016JENSYN ACQ CORP
CUSIP 47632B102
COM0510,725+510,725$0$5,123,000+$5,123,0002016-11-14
Q3 2016CF CORP
CUSIP G20307107
COM0231,400+231,400$0$2,265,000+$2,265,0002016-11-14
Q3 2016GLOBAL PARTNER ACQ CORP
CUSIP 37954X105
COM0113,533+113,533$0$1,115,000+$1,115,0002016-11-14
Q2 2016QUINPARIO ACQ CORP; TNT ACQ DT: 02/13/2017; CASH: $10.00
CUSIP 74874U101
COM0912,601+912,601$0$9,026,000+$9,026,0002016-08-15
Q2 2016GORES HOLDINGS ACQ CORP; TNT ACT DT: 8/28/17; CASH $10.00
CUSIP 382866101
COM0503,050+503,050$0$4,875,000+$4,875,0002016-08-15
Q2 2016DOUBLE EAGLE ACQ CORP; TNT ACQ DT: 9/25/17; CASH $10.00
CUSIP G28195124
COM0216,000+216,000$0$2,115,000+$2,115,0002016-08-15
Q2 2016ELECTRUM SPECIAL ACQ CORP; TNT ACT DT: 6/30/2017; CASH: $10.00
CUSIP G3105C104
COM0175,600+175,600$0$1,717,000+$1,717,0002016-08-15
Q2 2016BOULEVARD ACQ CORP II; TNT ACQ DT: 1/8/18 CASH; $10.00
CUSIP 10157Q102
COM0109,200+109,200$0$1,065,000+$1,065,0002016-08-15
Q2 2016JM GLOBAL ACQ CORP; TNT ACT DT: 8/14/2017; CASH:$10.00
CUSIP 46590H101
COM054,100+54,100$0$527,000+$527,0002016-08-15
Q2 2016KLR ENERGY ACQ CORP; TNT ACQ DT: 3/11/2018; CASH: $10.40
CUSIP 49877M108
COM010,100+10,100$0$101,000+$101,0002016-08-15
Q1 2016HARMONY MERGER CORP
CUSIP 413247107
COM01,551,668+1,551,668$0$15,362,000+$15,362,0002016-05-13
Q1 2016ARP CAP ACQUISITION CORP
CUSIP 00191R109
COM01,219,575+1,219,575$0$12,001,000+$12,001,0002016-05-13
Q1 2016CAPITOL ACQUISITION CORP III
CUSIP 14055M106
COM0867,976+867,976$0$8,445,000+$8,445,0002016-05-13
Q1 2016EASTERLY ACQUISITION CORP
CUSIP 27616L102
COM0854,700+854,700$0$8,291,000+$8,291,0002016-05-13
Q1 2016BARINGTON HILCO ACQUISITION
CUSIP 06759V101
COM0379,058+379,058$0$3,764,000+$3,764,0002016-05-13
Q1 2016HENNESSY CAP ACQUISITION CORP
CUSIP 42588J100
COM0200,000+200,000$0$1,936,000+$1,936,0002016-05-13
Q1 2016COHEN & STEERS GLOBAL INC BLDR
CUSIP 19248M103
COM065,126+65,126$0$572,000+$572,0002016-05-13
Q1 2016NUVEEN TAX-ADVANTAGED DIVIDE
CUSIP 67073G105
COM038,362+38,362$0$526,000+$526,0002016-05-13
Q1 2016GUGGEINHEIM EQUAL WEIGHT
CUSIP 40167M106
COM018,449+18,449$0$298,000+$298,0002016-05-13
Q1 2016HYDRA INDS ACQUISITION CORP
CUSIP 448740100
COM020,950+20,950$0$207,000+$207,0002016-05-13
Q1 2016GENERAL ELECTRIC CO COM
CUSIP 369604103
United StatesCOM06,310+6,310$0$201,000+$201,0002016-05-13
Q4 2015DWS HIGH INCOME OPPORTUNITIES
CUSIP 25158Y102
COM0105,000+105,000$0$1,371,000+$1,371,0002016-02-12
Q4 2015NFJ DVD INTEREST & PR STRAT
CUSIP 01883A107
COM088,837+88,837$0$1,101,000+$1,101,0002016-02-12
Q4 2015GUGGENHEIM ENHANCED EQUITY
CUSIP 40167K100
COM025,654+25,654$0$405,000+$405,0002016-02-12
Q4 2015EATON VANCE NJ MUNICIPAL INC
CUSIP 27826V106
COM015,370+15,370$0$195,000+$195,0002016-02-12
Q3 2015BLACKROCK SCIENCE & TECHNOLOGY TRUST
CUSIP 09258B104
COM0608,292+608,292$0$9,641,000+$9,641,0002015-11-13
Q3 2015MADISON STRATEGIC SECTR PREM
CUSIP 558268108
COM0228,854+228,854$0$2,442,000+$2,442,0002015-11-13
Q3 2015CB PHARMA ACQUISITION CORP
CUSIP G2029P126
COM0131,601+131,601$0$1,305,000+$1,305,0002015-11-13
Q3 2015ING INTERNATIONAL HIGH DIVIDEND
CUSIP 92912Y109
COM023,943+23,943$0$152,000+$152,0002015-11-13
Q2 2015MANAGED DURATION INVESTMENT GR
CUSIP 56165R103
COM0188,921+188,921$0$2,503,000+$2,503,0002015-08-14
Q2 2015DT ASIA INVESTMENTS LTD
CUSIP G2615J104
COM0137,490+137,490$0$1,361,000+$1,361,0002015-08-14
Q2 2015GARNERO GROUP
CUSIP G5866L108
COM0107,250+107,250$0$1,053,000+$1,053,0002015-08-14
Q2 2015EATON VANCE OH MUNICIPAL INC
CUSIP 27826G109
COM069,156+69,156$0$918,000+$918,0002015-08-14
Q2 2015MACQUARIE GLBL INFRA TOTL RETN
CUSIP 55608D101
COM010,623+10,623$0$248,000+$248,0002015-08-14
Q1 2015CB PHARMA ACQUISITION CORP
CUSIP G2029P126
COM0119,600+119,600$0$1,170,000+$1,170,0002015-05-15
Q1 2015NUVEEN OHIO QUALITY INC MUNI
CUSIP 670980101
COM020,691+20,691$0$315,000+$315,0002015-05-15
Q1 2015CONSTELLATION BRANDS INC-B
CUSIP 21036P207
COM02,696+2,696$0$313,000+$313,0002015-05-15
Q4 2014CORNERSTONE PROGRESSIVE RETURN
CUSIP 21925C200
COM0638,802+638,802$0$9,716,000+$9,716,0002015-02-13
Q4 2014CLEARBRIDGE ENERGY MLP TOTAL
CUSIP 18469Q108
COM0316,960+316,960$0$6,780,000+$6,780,0002015-02-13
Q4 2014BLACKROCK LNG-TM MUN ADV TST
CUSIP 09250B103
United StatesCOM0181,903+181,903$0$2,056,000+$2,056,0002015-02-13
Q4 2014KAYNE ANDERSON MIDSTREAM/ENE
CUSIP 48661E108
COM07,000+7,000$0$238,000+$238,0002015-02-13
Q2 2014H&Q HEALTHCARE INVESTORS
CUSIP 404052102
COM039,677+39,677$0$1,046,000+$1,046,0002014-08-14
Q2 2014SOURCE CAPITAL
CUSIP 836144105
United StatesCOM09,692+9,692$0$678,000+$678,0002014-08-14
Q2 2014H&Q LIFE SCIENCES INVESTORS
CUSIP 404053100
COM017,500+17,500$0$363,000+$363,0002014-08-14
Q1 2014ALLIANZGI EQUITY & CONVERTIB
CUSIP 018829101
COM0313,872+313,872$0$6,105,000+$6,105,0002014-05-15
Q1 2014ING GLOBAL ADVANTAGE AND PREMI
CUSIP 44982N109
COM0105,096+105,096$0$1,257,000+$1,257,0002014-05-15
Q1 2014BLACKROCK ENHANCED GOVERNMENT
CUSIP 09255K108
United StatesCOM043,510+43,510$0$611,000+$611,0002014-05-15
Q1 2014FEDERATED PREMIER INT MUNI
CUSIP 31423M105
COM023,868+23,868$0$306,000+$306,0002014-05-15
Q1 2014NUVEEN GEORGIA DVD ADV MU 2
CUSIP 67072B107
COM014,900+14,900$0$183,000+$183,0002014-05-15
Q4 2013ING GLOBAL EQTY DIV & PREM O
CUSIP 45684E107
COM0366,450+366,450$0$3,280,000+$3,280,0002014-02-14
Q4 2013BLACKROCK MUNIHOLDNGS QLTY I
CUSIP 09254A101
COM0229,811+229,811$0$2,726,000+$2,726,0002014-02-14
Q4 2013BLACKROCK MUNIYLD INVST QLTY
CUSIP 09254T100
COM0146,514+146,514$0$1,792,000+$1,792,0002014-02-14
Q4 2013COHEN & STEERS GLOBAL INC BL
CUSIP 19248M103
COM097,859+97,859$0$1,110,000+$1,110,0002014-02-14
Q4 2013ING EMERGING MKTS HGH DIV EQ
CUSIP 45685X104
COM088,985+88,985$0$1,046,000+$1,046,0002014-02-14
Q4 2013BLACKROCK NY MUNI INC QLTY T
CUSIP 09249U105
COM083,366+83,366$0$1,006,000+$1,006,0002014-02-14
Q4 2013ING INFRASTRUCTURE INDLS & M
CUSIP 45685U100
COM054,065+54,065$0$926,000+$926,0002014-02-14
Q4 2013NUVEEN OHIO QUALITY INCOME M
CUSIP 670980101
COM042,000+42,000$0$585,000+$585,0002014-02-14
Q4 2013BLACKROCK LONG-TERM MUNI ADV
CUSIP 09250B103
United StatesCOM042,600+42,600$0$435,000+$435,0002014-02-14
Q4 2013NUVEEN GBL VL OPPORTUNITIES
CUSIP 6706EH103
COM032,300+32,300$0$425,000+$425,0002014-02-14
Q4 2013BLACKROCK MUNI N Y INTER DUR
CUSIP 09255F109
COM030,730+30,730$0$404,000+$404,0002014-02-14
Q4 2013ADVENT CLAYMORE ENH GRW & IN
CUSIP 00765E104
COM012,300+12,300$0$125,000+$125,0002014-02-14
Q3 2013NUVEEN INTER DURATION MN TMF
CUSIP 670671106
COM0245,237+245,237$0$2,815,000+$2,815,0002013-11-14
Q3 2013COHEN & STEERS DIV MJRS FDIN
CUSIP 19248G106
COM0146,329+146,329$0$1,999,000+$1,999,0002013-11-14
Q3 2013ING ASIA PAC HGH DIVID EQ IN
CUSIP 44983J107
COM0103,753+103,753$0$1,391,000+$1,391,0002013-11-14
Q3 2013NUVEEN CONN PREM INCOME MUN
CUSIP 67060D107
COM0103,573+103,573$0$1,235,000+$1,235,0002013-11-14
Q3 2013NUVEEN SELECT TAX FREE INCM
CUSIP 67063X100
COM065,657+65,657$0$842,000+$842,0002013-11-14
Q3 2013LAZARD WORLD DIVID & INCOME
CUSIP 521076109
COM024,954+24,954$0$334,000+$334,0002013-11-14
Q3 2013BLACKROCK MUNI INCOME INV QL
CUSIP 09250G102
COM021,948+21,948$0$287,000+$287,0002013-11-14
Q3 2013NUVEEN SELECT TAX FREE INCM
CUSIP 67063C106
COM016,226+16,226$0$203,000+$203,0002013-11-14
Q3 2013EATON VANCE PA MUNI INCOME T
CUSIP 27826T101
COM013,617+13,617$0$155,000+$155,0002013-11-14
Q3 2013NUVEEN NEW JERSEY DIVID
CUSIP 67071T109
COM011,116+11,116$0$139,000+$139,0002013-11-14

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