Karpus Management Inc. d/b/a Karpus Investment Management

Activist investor & 5%+ owner · SC 13D/13G filings

Total Filings

33

Stocks Covered

5

Latest Filing

Oct 4, 2024

Filings

NRK

Nuveen New York AMT-Free Quality Municipal Income Fund

SC 13D/A · Oct 4, 2024

22.8%

19.9M shares

NEA

Nuveen AMT-Free Quality Municipal Income Fund

SC 13D/A · Oct 2, 2024

5.0%

14.8M shares

NEA

Nuveen AMT-Free Quality Municipal Income Fund

SC 13D/A · Sep 30, 2024

5.2%

15.6M shares

WIA

WESTERN ASSET INFLATION-LINKED INCOME FUND

SC 13D/A · Sep 18, 2024

32.8%

7.7M shares

NEA

Nuveen AMT-Free Quality Municipal Income Fund

SC 13D/A · Sep 12, 2024

6.3%

18.7M shares

NEA

Nuveen AMT-Free Quality Municipal Income Fund

SC 13D/A · Aug 15, 2024

7.4%

22.1M shares

NEA

Nuveen AMT-Free Quality Municipal Income Fund

SC 13D/A · Jun 4, 2024

8.4%

25.2M shares

NRK

Nuveen New York AMT-Free Quality Municipal Income Fund

SC 13D/A · Jun 3, 2024

23.9%

20.8M shares

NEA

Nuveen AMT-Free Quality Municipal Income Fund

SC 13D/A · Jun 3, 2024

8.4%

25.3M shares

NRK

Nuveen New York AMT-Free Quality Municipal Income Fund

SC 13D/A · Jun 3, 2024

23.9%

20.8M shares

NRK

Nuveen New York AMT-Free Quality Municipal Income Fund

SC 13D/A · May 31, 2024

23.9%

20.8M shares

NEA

Nuveen AMT-Free Quality Municipal Income Fund

SC 13D/A · May 31, 2024

8.4%

25.2M shares

WIA

WESTERN ASSET INFLATION-LINKED INCOME FUND

SC 13D/A · May 20, 2024

31.5%

7.3M shares

MUI

BlackRock Municipal Income Fund, Inc.

SC 13D/A · May 7, 2024

18.9%

13.6M shares

EIM

Eaton Vance Municipal Bond Fund

SC 13D/A · May 6, 2024

20.2%

14.4M shares

NRK

Nuveen New York AMT-Free Quality Municipal Income Fund

SC 13D/A · Apr 22, 2024

23.4%

20.4M shares

EIM

Eaton Vance Municipal Bond Fund

SC 13D/A · Apr 15, 2024

20.2%

14.4M shares

EIM

Eaton Vance Municipal Bond Fund

SC 13D/A · Mar 7, 2024

20.0%

14.3M shares

MUI

BlackRock Municipal Income Fund, Inc.

SC 13D/A · Mar 6, 2024

18.0%

13.1M shares

EIM

Eaton Vance Municipal Bond Fund

SC 13D/A · Mar 6, 2024

18.7%

13.3M shares

NEA

Nuveen AMT-Free Quality Municipal Income Fund

SC 13D/A · Mar 4, 2024

8.1%

24.1M shares

NRK

Nuveen New York AMT-Free Quality Municipal Income Fund

SC 13D/A · Mar 4, 2024

23.0%

20.1M shares

MUI

BlackRock Municipal Income Fund, Inc.

SC 13D/A · Feb 28, 2024

17.9%

13.1M shares

EIM

SC 13D 1 karpus-sch13d_18788.htm KARPUS MANAGEMENT / EATON VANCE MUNI BOND FUND - SCHEDULE 13D Schedule 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) Eaton Vance Municipal Bond Fund

SC 13D · Jan 19, 2024

15.3%

10.9M shares

MUI

BlackRock Municipal Income Fund, Inc.

SC 13D/A · Jan 19, 2024

17.1%

12.4M shares

NRK

Nuveen New York AMT-Free Quality Municipal Income Fund

SC 13D/A · Jan 8, 2024

22.6%

19.7M shares

NEA

Nuveen AMT-Free Quality Municipal Income Fund

SC 13D/A · Jan 8, 2024

7.9%

23.7M shares

MUI

BlackRock Municipal Income Fund, Inc.

SC 13D/A · Jan 8, 2024

17.0%

12.4M shares

NRK

Nuveen New York AMT-Free Quality Municipal Income Fund

SC 13D/A · Dec 26, 2023

21.9%

19.1M shares

WIA

SC 13D 1 karpus-sch13d_18764.htm KARPUS MANAGEMENT / WESTERN ASSET INFLATION-LINKED INCOME FUND - SCHEDULE 13D Schedule 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) WESTERN ASSET INFLATION-LINKED INCOME FUND

SC 13D · Dec 13, 2023

30.5%

7.1M shares

NEA

SC 13D 1 karpus-sch13d_18764.htm KARPUS MANAGEMENT / NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND - SCHEDULE 13D Schedule 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) Nuveen AMT-Free Quality Municipal Income Fund

SC 13D · Nov 7, 2023

7.6%

22.8M shares

MUI

SC 13D 1 karpus-sch13d_18764.htm KARPUS MANAGEMENT / BLACKROCK MUNICIPAL INCOME FUND, INC. - SCHEDULE 13D Schedule 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) BlackRock Municipal Income Fund, Inc.

SC 13D · Nov 7, 2023

16.1%

11.7M shares

NRK

SC 13D 1 karpus-sch13d_18764.htm KARPUS MANAGEMENT / NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND - SCHEDULE 13D Schedule 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) Nuveen New York AMT-Free Quality Municipal Income Fund

SC 13D · Nov 7, 2023

20.9%

18.2M shares