Significant Ownership of Karpus Management, Inc.
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- Recent SEC Schedule 13D/G filings for Karpus Management, Inc. focus on large-stake beneficial ownership disclosures and amendments.
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- Manager signature
- /s/ Daniel L. Lippincott - Daniel L. Lippincott / President and Chief Investment Officer
- Manager location
- Pittsford, NY
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Significant Ownership of Karpus Management, Inc.
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| MUI | Blackrock Municipal Income Fund, Inc. | Common | 47% | $221,862,040 | +$28,826,448 | 16,969,065 | +15% | KARPUS MANAGEMENT, INC. | 28 Feb 2025 |
| EICB | Eagle Point Income Co Inc. | Preferred | 38% | $12,209,675 | 488,387 | KARPUS MANAGEMENT, INC. | 30 Sep 2025 | ||
| WIA | Western Asset Inflation-Linked Income Fund | Common Shares | 37% | $70,500,636 | +$1,968,665 | 8,639,784 | +2.9% | KARPUS MANAGEMENT, INC. | 09 Jun 2026 |
| PDPA | Pearl Diver Credit Co Inc. | Preferred | 27% | $9,234,997 | +$561,878 | 371,929 | +6.5% | KARPUS MANAGEMENT, INC. | 30 Jun 2025 |
| SPMC | Sound Point Meridian Capital, Inc. | Preferred | 27% | 1,219,655 | KARPUS MANAGEMENT, INC. | 31 Jul 2025 | |||
| OXLCN | Oxford Lane Capital Corp. | Preferred | 25% | $14,780,066 | +$1,050,756 | 603,268 | +7.7% | KARPUS MANAGEMENT, INC. | 31 Dec 2025 |
| CCID | Carlyle Credit Income Fund | Preferred | 22% | $6,680,520 | 265,100 | KARPUS MANAGEMENT, INC. | 28 Nov 2025 | ||
| TAVI | Tavia Acquisition Corp. | Common | 22% | $20,072,446 | -$57,505 | 1,893,627 | -0.29% | KARPUS MANAGEMENT, INC. | 30 Jun 2026 |
| OXLCO | Oxford Lane Capital Corp. | Preferred | 22% | $12,264,286 | +$3,608,622 | 516,391 | +42% | KARPUS MANAGEMENT, INC. | 31 Dec 2025 |
| EIIA | Eagle Point Institutional Income Fund | Preferred | 20% | $6,131,834 | -$1,237,974 | 244,491 | -17% | KARPUS MANAGEMENT, INC. | 30 Sep 2025 |
| RFAI | RF Acquisition Corp II | Common | 20% | $17,752,731 | -$8,118,516 | 1,640,733 | -31% | KARPUS MANAGEMENT, INC. | 31 Mar 2026 |
| YHNA | YHN Acquisition I Limited | Common | 18% | $8,084,454 | -$1,039,992 | 767,026 | -11% | KARPUS MANAGEMENT, INC. | 31 Dec 2025 |
| WSTN | Westin Acquisition Corp | Common | 17% | $13,884,002 | +$1,858,140 | 1,389,790 | +15% | KARPUS MANAGEMENT, INC. | 31 Mar 2026 |
| ECCPRD | Eagle Point Credit Co Inc. | Preferred | 17% | $3,358,618 | -$92,817 | 169,456 | -2.7% | KARPUS MANAGEMENT, INC. | 31 Dec 2025 |
| ECCC | Eagle Point Credit Co Inc. | Preferred | 17% | $4,088,427 | +$2,598,370 | 168,456 | +174% | KARPUS MANAGEMENT, INC. | 31 Mar 2026 |
| ORIQ | Origin Investment Corp I | Common | 15% | $13,264,104 | +$4,815,636 | 1,286,528 | +57% | KARPUS MANAGEMENT, INC. | 30 Jun 2026 |
| FINS | Angel Oak Financial Strategies Income Term Trust | Common | 14% | $60,273,364 | -$6,115,343 | 4,697,846 | -9.2% | KARPUS MANAGEMENT, INC. | 31 Mar 2026 |
| CHAR | Charlton Aria Acquisition Corp | Common | 13% | $14,949,780 | -$1,318,704 | 1,443,029 | -8.1% | KARPUS MANAGEMENT, INC. | 30 Sep 2025 |
| AFB | ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND INC | Common Shares | 13% | $41,185,935 | +$12,054,859 | 3,609,635 | +41% | KARPUS MANAGEMENT, INC. | 15 Jul 2026 |
| SC II Acquisition Corp. | Common | 12% | 2,985,904 | KARPUS MANAGEMENT, INC. | 30 Jan 2026 | ||||
| Vernal Capital Acquisition Corp. | Common | 12% | 1,484,400 | KARPUS MANAGEMENT, INC. | 29 May 2026 | ||||
| BHAV | BHAV Acquisition Corp | Common | 12% | $12,526,990 | 1,266,632 | KARPUS MANAGEMENT, INC. | 29 May 2026 | ||
| OXLCG | Oxford Lane Capital Corp. | Preferred | 12% | $21,572,569 | +$244,664 | 853,683 | +1.1% | KARPUS MANAGEMENT, INC. | 31 Dec 2025 |
| AACP | Apogee Acquisition Corp | Common | 11% | $26,374,827 | 2,648,075 | KARPUS MANAGEMENT, INC. | 30 Jun 2026 | ||
| EICA | Eagle Point Income Co Inc. | Preferred | 11% | $4,227,552 | 169,986 | 0% | KARPUS MANAGEMENT, INC. | 30 Apr 2026 | |
| MHD | BLACKROCK MUNIHOLDINGS FUND | Common | 11% | $225,424,310 | +$126,084,874 | 19,267,035 | +127% | KARPUS MANAGEMENT, INC. | 27 Feb 2026 |
| AIIA | AI Infrastructure Acquisition Corp. | Common | 11% | $20,765,290 | +$8,283,964 | 2,066,198 | +66% | KARPUS MANAGEMENT, INC. | 31 Mar 2026 |
| MACI | Melar Acquisition Corp. I/Cayman | Common | 10% | $10,449,364 | -$2,014,776 | 961,303 | -16% | KARPUS MANAGEMENT, INC. | 30 Jun 2026 |
| BPAC | Blueport Acquisition Ltd | Common | 9.7% | 716,625 | KARPUS MANAGEMENT, INC. | 31 Mar 2026 | |||
| SPMA | Sound Point Meridian Capital, Inc. | Preferred | 9.5% | $10,958,758 | +$684,538 | 435,044 | +6.7% | KARPUS MANAGEMENT, INC. | 31 Jul 2025 |
| LKSP | Lake Superior Acquisition Corp | Common | 9.1% | $17,734,462 | 1,782,358 | KARPUS MANAGEMENT, INC. | 31 Dec 2025 | ||
| MYN | BlackRock MuniYield New York Quality Fund, Inc. | Common | 8.7% | $80,778,288 | +$55,551,999 | 8,159,423 | +220% | KARPUS MANAGEMENT, INC. | 31 Mar 2026 |
| IPEX | Inflection Point Acquisition Corp. V | Common | 8.5% | $10,450,062 | -$141,278 | 1,016,543 | -1.3% | KARPUS MANAGEMENT, INC. | 31 Dec 2025 |
| QSEA | Quartzsea Acquisition Corp | Common | 8.5% | $10,157,051 | -$14,525,584 | 974,765 | -59% | KARPUS MANAGEMENT, INC. | 29 May 2026 |
| KTF | DWS Municipal Income Trust | Common | 8.4% | $30,079,886 | -$3,880,232 | 3,291,016 | -11% | KARPUS MANAGEMENT, INC. | 31 Mar 2026 |
| DMAA | Drugs Made In America Acquisition Corp. | Common | 8.2% | $27,989,912 | +$4,284,765 | 2,744,109 | +18% | KARPUS MANAGEMENT, INC. | 30 Jun 2025 |
| PGAC | PANTAGES CAPITAL ACQUSITION CORP | Common | 8% | $9,104,724 | -$1,489,752 | 887,400 | -14% | KARPUS MANAGEMENT, INC. | 30 Sep 2025 |
| FCRX | Crescent Capital BDC, Inc. | Preferred | 7.7% | $8,451,601 | 343,561 | KARPUS MANAGEMENT, INC. | 31 Mar 2025 | ||
| NOEM | CO2 Energy Transition Corp. | Common | 7.5% | $7,169,185 | 721,246 | KARPUS MANAGEMENT, INC. | 31 Mar 2025 | ||
| IAF | ABRDN AUSTRALIA EQUITY FUND, INC. | Common | 7.4% | $9,245,431 | 711,187 | KARPUS MANAGEMENT, INC. | 31 Mar 2026 | ||
| BTT | Blackrock Municipal 2030 Target Term Trust | Common | 6.9% | $99,001,007 | +$18,417,245 | 4,407,881 | +23% | KARPUS MANAGEMENT, INC. | 30 Sep 2025 |
| CHECW | Chenghe Acquisition III Co. | Common | 6.9% | $285,252 | 1,188,550 | KARPUS MANAGEMENT, INC. | 31 Mar 2026 | ||
| EURK | Eureka Acquisition Corp | Common | 6.8% | $3,494,086 | -$6,147 | 326,825 | -0.18% | KARPUS MANAGEMENT, INC. | 30 Sep 2025 |
| ASG | LIBERTY ALL STAR GROWTH FUND INC. | Common | 6.7% | $21,735,513 | 4,220,488 | KARPUS MANAGEMENT, INC. | 31 Mar 2026 | ||
| FVN | Future Vision II Acquisition Corp. | Common | 6.5% | $4,986,974 | 488,919 | KARPUS MANAGEMENT, INC. | 31 Dec 2024 | ||
| IGI | Western Asset Investment Grade Opportunity Trust Inc. | Common | 6.4% | $6,206,307 | 383,342 | KARPUS MANAGEMENT, INC. | 31 Mar 2026 | ||
| NMP | NMP Acquisition Corp. | Common | 6.3% | $7,688,246 | 767,290 | KARPUS MANAGEMENT, INC. | 31 Dec 2025 | ||
| GTERU | Globa Terra Acquisition Corp | Common | 6.2% | $15,236,317 | 1,470,687 | KARPUS MANAGEMENT, INC. | 31 Mar 2026 | ||
| EMIS | Emmis Acquisition Corp. | Common | 6% | $9,092,668 | 913,836 | KARPUS MANAGEMENT, INC. | 31 Dec 2025 | ||
| ALIS | Calisa Acquisition Corp | Common | 5.9% | $4,968,524 | 500,375 | KARPUS MANAGEMENT, INC. | 31 Dec 2025 | ||
| BKT | BLACKROCK INCOME TRUST | Common | 5.8% | $20,776,126 | 1,861,660 | KARPUS MANAGEMENT, INC. | 31 Dec 2025 | ||
| COPL | Copley Acquisition Corp | Common | 5.7% | $13,747,861 | 1,359,828 | KARPUS MANAGEMENT, INC. | 30 Sep 2025 | ||
| MGF | MFS Government Markets Income Trust | Common | 5.6% | $5,644,950 | 1,832,776 | KARPUS MANAGEMENT, INC. | 30 Jun 2025 | ||
| OXLCP | Oxford Lane Capital Corp. | Preferred | 5.5% | $4,749,245 | +$326,970 | 192,355 | +7.4% | KARPUS MANAGEMENT, INC. | 31 Dec 2025 |
| SSACW | SPACSphere Acquisition Corp. | Common | 5.1% | $97,377 | 1,217,210 | KARPUS MANAGEMENT, INC. | 31 Mar 2026 | ||
| MKLY | McKinley Acquisition Corp | Common | 5% | $12,231,046 | 1,226,785 | KARPUS MANAGEMENT, INC. | 31 Dec 2025 | ||
| EIM | Eaton Vance Municipal Bond Fund | Common | 5% | $25,414,290 | -$9,581,439 | 2,546,522 | -27% | KARPUS MANAGEMENT, INC. | 27 Feb 2026 |
| TVA | Texas Ventures Acquisition III Corp | Common | 4.9% | $14,937,755 | -$489,991 | 1,471,700 | -3.2% | KARPUS MANAGEMENT, INC. | 30 Sep 2025 |
| BGY | BlackRock Enhanced International Dividend Trust | Common | 4.8% | $24,510,810 | 4,424,334 | KARPUS MANAGEMENT, INC. | 31 Mar 2025 | ||
| VCRM | Vanguard Municipal Bond Funds | Common | 4.7% | $45,191,616 | +$4,877,515 | 598,010 | +12% | KARPUS MANAGEMENT, INC. | 30 Jan 2026 |
| MIN | MFS Intermediate Income Trust | Common | 4.6% | $13,962,722 | 5,209,971 | KARPUS MANAGEMENT, INC. | 30 Apr 2025 | ||
| DYCQ | DT Cloud Acquisition Corp. | Common | 4.5% | $4,357,607 | 407,253 | KARPUS MANAGEMENT, INC. | 31 Dec 2024 | ||
| ALF | Centurion Acquisition Corp. | Common | 4.5% | $16,600,713 | 1,607,039 | KARPUS MANAGEMENT, INC. | 31 Mar 2025 | ||
| MUC | BlackRock MuniHoldings California Quality Fund, Inc. | Common | 4.4% | $59,231,500 | +$7,986,181 | 5,499,675 | +16% | KARPUS MANAGEMENT, INC. | 27 Feb 2026 |
| NRK | Nuveen New York AMT-Free Quality Municipal Income Fund | Common Shares | 4% | $35,791,849 | -$31,264,596 | 3,536,744 | -47% | KARPUS MANAGEMENT, INC. | 31 Dec 2025 |
| VGM | Invesco Trust for Investment Grade Municipals | Common | 3.8% | $20,144,574 | 2,081,051 | KARPUS MANAGEMENT, INC. | 30 May 2025 | ||
| EICC | Eagle Point Income Co Inc. | Preferred | 3.8% | $2,515,542 | -$13,816 | 100,141 | -0.55% | KARPUS MANAGEMENT, INC. | 31 Dec 2025 |
| NETD | Nabors Energy Transition Corp. II | Common | 3.8% | $15,784,837 | 1,428,492 | KARPUS MANAGEMENT, INC. | 31 Mar 2025 | ||
| KVAC | Keen Vision Acquisition Corp. | Common | 3.2% | $3,456,074 | -$11,060,580 | 294,134 | -76% | KARPUS MANAGEMENT, INC. | 30 Jan 2026 |
| ECCF | Eagle Point Credit Co Inc. | Preferred | 3.1% | $1,916,983 | 76,710 | 0% | KARPUS MANAGEMENT, INC. | 31 Dec 2025 | |
| CHAC | Crane Harbor Acquisition Corp. | Common | 3% | $9,221,570 | -$9,190,136 | 909,425 | -50% | KARPUS MANAGEMENT, INC. | 31 Oct 2025 |
| COLA | Columbus Acquisition Corp | Common | 2.5% | $1,993,862 | -$2,087,335 | 199,187 | -51% | KARPUS MANAGEMENT, INC. | 30 May 2025 |
| PRIFPRH | Priority Income Fund, Inc. | Preferred | 2.4% | $6,434,769 | 257,185 | 0% | KARPUS MANAGEMENT, INC. | 28 Feb 2025 | |
| PRIFPRF | Priority Income Fund, Inc. | Preferred | 2.2% | $5,900,605 | 239,862 | 0% | KARPUS MANAGEMENT, INC. | 30 Apr 2025 | |
| OAKU | Oak Woods Acquisition Corp | Common | 2% | $1,204,891 | -$3,660,913 | 101,700 | -75% | KARPUS MANAGEMENT, INC. | 31 Oct 2025 |
| LEGT | Legato Merger Corp. III | Common | 1.8% | $4,532,812 | -$19,063,756 | 410,953 | -81% | KARPUS MANAGEMENT, INC. | 29 May 2026 |
| ATMV | AlphaVest Acquisition Corp. | Common | 1.8% | $887,302 | -$2,579,890 | 70,050 | -74% | KARPUS MANAGEMENT, INC. | 31 Oct 2025 |
| AFJK | Aimei Health Technology Co., Ltd. | Common | 1.3% | $2,798,989 | -$35,910,120 | 78,075 | -93% | KARPUS MANAGEMENT, INC. | 31 Dec 2025 |
| HSPO | Horizon Space Acquisition I Corp. | Common | 1.3% | $1,176,000 | 100,000 | KARPUS MANAGEMENT, INC. | 31 Dec 2024 | ||
| ISRL | Israel Acquisitions Corp. | Common | 0.6% | $929,837 | 76,846 | KARPUS MANAGEMENT, INC. | 31 Dec 2024 | ||
| PRIFPRJ | Priority Income Fund, Inc. | Preferred | 0.54% | $1,356,768 | -$3,141 | 59,170 | -0.23% | KARPUS MANAGEMENT, INC. | 30 Apr 2025 |
| IROH | Iron Horse Acquisitions Corp. | Common | 0.51% | $114,969 | -$6,602,062 | 10,775 | -98% | KARPUS MANAGEMENT, INC. | 31 Jul 2025 |
| TBMC | Trailblazer Merger Corp I | Common | 0.39% | $208,826 | -$2,736,729 | 17,475 | -93% | KARPUS MANAGEMENT, INC. | 30 May 2025 |
| FRLA | Fortune Rise Acquisition Corporation | Common | 0.23% | $86,450 | 7,610 | KARPUS MANAGEMENT, INC. | 31 Dec 2024 | ||
| HNW | Pioneer Diversified High Income Fund, Inc. | Common | 0.1% | $103,356 | -$11,643,066 | 8,100 | -99% | KARPUS MANAGEMENT, INC. | 30 Sep 2025 |
| AAM | AA Mission Acquisition Corp. | Common | 0.05% | $213,400 | 20,000 | KARPUS MANAGEMENT, INC. | 27 Feb 2026 | ||
| FSHP | Flag Ship Acquisition Corp | Common | 0.05% | $27,153 | -$8,053,131 | 2,482 | -100% | KARPUS MANAGEMENT, INC. | 29 May 2026 |
| MVF | BlackRock MuniVest Fund, Inc. | Common | 0.01% | $26,859 | -$64,127,990 | 3,799 | -100% | KARPUS MANAGEMENT, INC. | 27 Feb 2026 |
| GODN | Golden Star Acquisition Corp | Common | 0% | $0 | 0 | KARPUS MANAGEMENT, INC. | 31 Jan 2025 | ||
| CHEB | Chenghe Acquisition II Co. | Common | 0% | $0 | -$7,544,189 | 0 | -100% | KARPUS MANAGEMENT, INC. | 31 Aug 2025 |
| BKHA | Black Hawk Acquisition Corp | Common | 0% | $0 | 0 | KARPUS MANAGEMENT, INC. | 31 Jul 2025 | ||
| SPKL | Spark I Acquisition Corp | Common | 0% | $0 | 0 | KARPUS MANAGEMENT, INC. | 30 Jun 2025 | ||
| SIMA | SIM Acquisition Corp. I | Common | 0% | $0 | -$20,904,990 | 0 | -100% | KARPUS MANAGEMENT, INC. | 29 May 2026 |
| GLACF | Global Lights Acquisition Corp | Common | 0% | $0 | 0 | KARPUS MANAGEMENT, INC. | 30 Jun 2025 | ||
| DMF | BNY Mellon Municipal Income, Inc. | Common | 0% | $0 | -$17,334,141 | 0 | -100% | KARPUS MANAGEMENT, INC. | 30 Jun 2025 |
| GPAT | GP-Act III Acquisition Corp. | Common | 0% | $0 | -$25,354,933 | 0 | -100% | KARPUS MANAGEMENT, INC. | 29 May 2026 |
| IBAC | IB Acquisition Corp. | Common | 0% | $0 | 0 | KARPUS MANAGEMENT, INC. | 31 Oct 2025 | ||
| XFLTPRA | XAI Octagon Floating Rate & Alternative Income Trust | Preferred | 0% | $0 | 0 | KARPUS MANAGEMENT, INC. | 31 Oct 2025 | ||
| AQUC | Aquaron Acquisition Corp. | Common | 0% | $0 | -$1,899,454 | 0 | -100% | KARPUS MANAGEMENT, INC. | 30 May 2025 |
| ATMC | AlphaTime Acquisition Corp | Common | 0% | $0 | -$4,449,945 | 0 | -100% | KARPUS MANAGEMENT, INC. | 31 Oct 2025 |
Schedules 13D/G Reported by Karpus Management, Inc.:
| Sym | Target | Class | Ownership | Change | Current shares | Change | Value | Reporting name | Form | Report period | Filing date |
|---|
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.