Karpus Management, Inc. - Net Worth and Insider Trading

Karpus Management, Inc. Net Worth

The estimated net worth of Karpus Management, Inc. is at least $2 Million dollars as of 2024-04-29. Karpus Management, Inc. is the 10% Owner of Putnam Municipal Opportunities Trust and owns about 200,307 shares of Putnam Municipal Opportunities Trust (PMO) stock worth over $2 Million. Details can be seen in Karpus Management, Inc.'s Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Karpus Management, Inc. has not made any transactions after 2010-11-12 and currently still holds the listed stock(s).

Transaction Summary of Karpus Management, Inc.

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Karpus Management, Inc. Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Karpus Management, Inc. owns 19 companies in total, including Morgan Stanley Income Securities Inc (ICB) , MFS Intermediate Income Trust (MIN) , and Mfs Investment Grade Municipal Trust (CXH) among others .

Click here to see the complete history of Karpus Management, Inc.’s form 4 insider trades.

Insider Ownership Summary of Karpus Management, Inc.

Ticker Comapny Transaction Date Type of Owner
ICB Morgan Stanley Income Securities Inc 2018-01-22 10 percent owner
MIN MFS Intermediate Income Trust 2008-08-22 10 percent owner
CXH Mfs Investment Grade Municipal Trust 2017-04-11 10 percent owner
EQS Equus Total Return Inc 2003-06-04 other: 10% Beneficial Owner
DTF DTFTax-Free Income Inc 2020-09-17 10 percent owner
SPE Special Opportunities Fund Inc 2009-06-15 10 percent owner
PMO Putnam Municipal Opportunities Trust 2010-11-12 10 percent owner
EIM Eaton Vance Municipal Bond Fund 2019-02-28 10 percent owner
EIV Eaton Vance Municipal Bond Fund II 2019-01-25 10 percent owner
FPT Federated Premier Intmd Muni Income Fund 2017-03-20 10 percent owner
MZF Managed Duration Investment Grade Municipal Fund 2018-03-08 10 percent owner
WIA Western Asset Inflation Linked Income Fund 2020-04-08 10 percent owner
MCN Madison Covrd Call & Eqt Strtg Fd 2017-03-30 10 percent owner
KYN Kayne Anderson Energy Infrastructure Fund, Inc 2009-12-14 10 percent owner
FAM First Trust/aberdeen Global Oppo Income 2016-11-11 10 percent owner
LOR Lazard World Dividend & Income Fund, Inc. 2019-02-15 10 percent owner
HNW Pioneer Diversified High Income Trust 2020-05-22 10 percent owner
NRK Nuveen New York AMT-Free Quality Municipal Income Fund 2023-11-07 10 percent owner
MUI BlackRock Municipal Income Fund Inc 2023-11-07 10 percent owner

Karpus Management, Inc. Latest Holdings Summary

Karpus Management, Inc. currently owns a total of 1 stock. Karpus Management, Inc. owns 200,307 shares of Putnam Municipal Opportunities Trust (PMO) as of November 12, 2010, with a value of $2 Million.

Latest Holdings of Karpus Management, Inc.

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PMO Putnam Municipal Opportunities Trust 2010-11-12 200,307 9.75 1,952,993

Holding Weightings of Karpus Management, Inc.


Karpus Management, Inc. Form 4 Trading Tracker

According to the SEC Form 4 filings, Karpus Management, Inc. has made a total of 0 transactions in Putnam Municipal Opportunities Trust (PMO) over the past 5 years. The most-recent trade in Putnam Municipal Opportunities Trust is the acquisition of 800 shares on November 12, 2010, which cost Karpus Management, Inc. around $9,216.

Insider Trading History of Karpus Management, Inc.

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Karpus Management, Inc. Trading Performance

GuruFocus tracks the stock performance after each of Karpus Management, Inc.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Karpus Management, Inc. is 8.63%. GuruFocus also compares Karpus Management, Inc.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Karpus Management, Inc. within 3 months outperforms 1 times out of 5 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Karpus Management, Inc.'s insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Karpus Management, Inc.

Average Return

No transaction record over 1 year.

Outperforming Transactions

No transaction record over 1 year.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -0.71 8.63
Relative Return to S&P 500(%) -3.39 -2.75

Karpus Management, Inc. Ownership Network

Ownership Network List of Karpus Management, Inc.

No Data

Ownership Network Relation of Karpus Management, Inc.


Karpus Management, Inc. Owned Company Details

What does Morgan Stanley Income Securities Inc do?

Who are the key executives at Morgan Stanley Income Securities Inc?

Karpus Management, Inc. is the 10 percent owner of Morgan Stanley Income Securities Inc. Other key executives at Morgan Stanley Income Securities Inc include 10 percent owner George W Karpus , CCO Timothy J Knierim , and Portfolio Manager Mikhael Breiterman-loader .

Morgan Stanley Income Securities Inc (ICB) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Morgan Stanley Income Securities Inc (ICB) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Morgan Stanley Income Securities Inc (ICB) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Morgan Stanley Income Securities Inc (ICB)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Morgan Stanley Income Securities Inc Insider Transactions

No Available Data

Karpus Management, Inc. Mailing Address

Above is the net worth, insider trading, and ownership report for Karpus Management, Inc.. You might contact Karpus Management, Inc. via mailing address: 183 Sully's Trail, Pittsford Ny 14534.

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