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 2024-11-29. 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Karpus Management, Inc. has not made any transactions after 2010-11-12 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Karpus Management, Inc.
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 |
2003-06-04 | other: 10% Beneficial Owner | ||
2020-09-17 | 10 percent owner | ||
2009-06-15 | 10 percent owner | ||
2010-11-12 | 10 percent owner | ||
2019-02-28 | 10 percent owner | ||
2019-01-25 | 10 percent owner | ||
2017-03-20 | 10 percent owner | ||
2018-03-08 | 10 percent owner | ||
2020-04-08 | 10 percent owner | ||
2017-03-30 | 10 percent owner | ||
2009-12-14 | 10 percent owner | ||
2016-11-11 | 10 percent owner | ||
2019-02-15 | 10 percent owner | ||
2020-05-22 | 10 percent owner | ||
2023-11-07 | 10 percent owner | ||
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 | 10.63 | 2,129,263 |
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.
- 1
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.
Performance of Karpus Management, Inc.
Karpus Management, Inc. Ownership Network
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.
Morgan Stanley Income Securities Inc Insider Transactions
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.