George W Karpus's Net Worth

$4.42 Million

Estimate Recalculated Apr 18, 2024 11:41AM EST

Who is George W Karpus?

George W Karpus has an estimated net worth of $4.42 Million. This is based on reported shares across multiple companies, which include Lazard World Dividend & Income Fund, Inc., MEVC DRAPER FISHER JURVETSON FUND I INC, EATON VANCE MUNICIPAL BOND FUND, WESTERN ASSET INFLATION-LINKED INCOME FUND, MFS INTERMEDIATE INCOME TRUST, Madison Covered Call & Equity Strategy Fund, Pioneer Diversified High Income Trust, DTF TAX-FREE INCOME INC, MFS INVESTMENT GRADE MUNICIPAL TRUST, FIRST TRUST/ABERDEEN GLOBAL OPPORTUNITY INCOME FUND, ZWEIG FUND INC /MD/, Madison Strategic Sector Premium Fund, MORGAN STANLEY INCOME SECURITIES INC, EATON VANCE MUNICIPAL BOND FUND II, DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC, MANAGED DURATION INVESTMENT GRADE MUNICIPAL FUND, and FEDERATED PREMIER INTERMEDIATE MUNICIPAL INCOME FUND.

SEC CIK

George W Karpus's CIK is 0001223048

Past Insider Trading and Trends

2003 was George W Karpus's most active year for acquiring shares with 1 total transactions. George W Karpus's most active month to acquire stocks was the month of April. 2019 was George W Karpus's most active year for disposing of shares, totalling 3 transactions. George W Karpus's most active month to dispose stocks was the month of May. 2019 saw George W Karpus paying a total of $3,045,311.64 for 227,772 shares, this is the most they've acquired in one year. In 2019 George W Karpus cashed out on 127,338 shares for a total of $1,650,544.52, their largest year based on trade value.

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EATON VANCE MUNICIPAL BOND FUND (EIM) Snapshot price: $10.29

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-15.70%
-77.93K
$13.93
-$1,085,592.76
418.42K
Jul 28
Form 4
-6.44%
-34.19K
$12.66
-$432,700.20
496.35K
Jun 16 - Jun 17
Form 4
-16.26%
-103.05K
$13.66
-$1,407,663.00
530.54K
Dec 18
Form 4
+56.13%
227.77K
$13.37
$3,045,311.64
633.59K
May 21
Form 3
—
0
—
—
0
No matching records found

WESTERN ASSET INFLATION-LINKED INCOME FUND (WIA) Snapshot price: $7.95

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
—
0
—
—
0
Form 3
—
0
—
—
0
No matching records found

MFS INTERMEDIATE INCOME TRUST (MIN) Snapshot price: $2.79

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found

Madison Covered Call & Equity Strategy Fund (MCN) Snapshot price: $7.07

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found

Pioneer Diversified High Income Trust (HNW) Snapshot price: $11.2681

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
—
0
—
—
0
Form 3
—
0
—
—
0
No matching records found