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Karpus Management, Inc.

Q2 2023 · 13F-HR

Karpus Management, Inc.holdings as filed

Filed 2023-08-11 · accession 0001072613-23-000423

$3.18B
Reported value
316
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS S&P 500 ETF SH$192.0M6.03%471,300CommonSOLE
670657105XNEAXNUVEEN AMT-FR QLTY MUNI INC$186.3M5.85%17,044,315CommonSOLE
670656107NRKNUVEEN NY AMT FREE MUN INCOME COM$159.6M5.02%15,422,053CommonSOLE
464287200IVVISHARES CORE S&P500 ETF$124.9M3.92%280,167CommonSOLE
09253X102XMUIXBLACKROCK MUNICIPAL INCOME FUND$113.1M3.55%9,888,718CommonSOLE
67070X101NZFNUVEEN MUNICIPAL CREDIT INCOME FUND$85.4M2.68%7,327,960CommonSOLE
67066V101NADNUVEEN QUALITY MUNICIPAL INCOME FUND$81.6M2.56%7,240,662CommonSOLE
922908751VBVANGUARD INDEX FDS SMALL CP ETF$73.6M2.31%370,071CommonSOLE
27827X101EIMEATON VANCE MUN BD FD COM$70.9M2.23%7,122,330CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF$59.4M1.87%1,460,497CommonSOLE
95766Q106XWIAXWESTERN ASSET CLYM INFL SEC IN COM SH BEN INT$54.5M1.71%6,602,196CommonSOLE
09253N104MHDBLACKROCK MUNIHOLDINGS FUND INC$46.8M1.47%4,020,799CommonSOLE
67066Y105NACNUVEEN CALIFORNIA QUALITY MUNICIPAL INCOME FUND$46.0M1.44%4,209,650CommonSOLE
09253R105XMVFXBLACKROCK MUNIVEST FUND$45.7M1.44%6,787,838CommonSOLE
922908769VTIVANGUARD INDEX FDS TOTAL STK MKT$40.2M1.26%182,565CommonSOLE
64133Q108NBXGNEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND$40.0M1.26%3,665,815CommonSOLE
03464A100FINSANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST$39.2M1.23%3,320,472CommonSOLE
36242H104XGDVXGABELLI DIVD & INCOME TR COM$37.0M1.16%1,748,848CommonSOLE
09254E103MYIBlackRock MuniYield Quality Fund III$33.1M1.04%3,024,903CommonSOLE
09254L107MUCBLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND$32.7M1.03%3,012,502CommonSOLE
92840R101NFJVirtus DVD Intrst & PRM STR$32.2M1.01%2,637,200CommonSOLE
09257P105BTTBLACKROCK 2030 MUNICIPAL TARGET TERM TRUST$31.9M1.00%1,533,074CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$29.1M0.91%417,652CommonSOLE
09253W104XMYDXBLACKROCK MUNIYIELD FUND INC$28.8M0.90%2,758,126CommonSOLE
46133G107IQIINVESCO QUALITY MUNI INC TRST COM$28.6M0.90%2,989,032CommonSOLE
09249N101BLEBLACKROCK MUN INC TRUST II$28.4M0.89%2,723,994CommonSOLE
46131J103VKQINVESCO MUNICIPAL TRUST$28.3M0.89%3,003,817CommonSOLE
09248F109BLACKROCK MUNICIPAL INCOME TRUST$26.9M0.84%2,701,910CommonSOLE
92838Y100AIOVIRTUS ALLIANZGI ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPP FD$26.5M0.83%1,439,193CommonSOLE
09262F100ECATBlackRock ESG Capital Allocation Trust$26.3M0.83%1,678,434CommonSOLE
00326l100ABERDEEN TOTAL DYNAMIC DIVID$25.9M0.82%3,140,530CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTERNATIONAL DIVIDEND TRUST$25.1M0.79%4,612,916CommonSOLE
56064Q107MEGIMainStay CBRE GLOBAL INFRASTRUCTURE MEGATRENDS FUND$24.5M0.77%1,790,620CommonSOLE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DIVIDEND TRUST$23.7M0.75%2,354,970CommonSOLE
09260K101BSTZBLACKROCK SCIENCE AND TECHNOLOGY TRUST II$23.0M0.72%1,271,897CommonSOLE
464287861IEVISHARES EUROPE ETF$21.8M0.68%431,098CommonSOLE
921908844VIGVANGUARD DIVIDEND APPREC ETF$21.8M0.68%133,945CommonSOLE
233368109KTFDWS MUNICIPAL INCOME TRUST$21.6M0.68%2,508,543CommonSOLE
46131M106VGMINVESCO TRUST FOR INVESTMENT G$20.7M0.65%2,129,953CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF$19.9M0.63%322,774CommonSOLE
69374H881COWZPACER US CASH COWS 100 ETF$19.2M0.60%401,204CommonSOLE
27829F108XEXGXEATON VANCE TAX-MAN GLOBAL EQUITY FUND$18.1M0.57%2,280,160CommonSOLE
92204A702VGTVANGUARD WORLD FDS INF TECH ETF$17.6M0.55%39,761CommonSOLE
27828s101EATON VANCE TAX-ADV GLOBAL DIV INCOME FUND$17.2M0.54%1,027,919CommonSOLE
G8192N103SK GROWTH ACQ CRP; TNT ACQ DT: 12/24/2023; CASH: $10.25$16.9M0.53%1,599,702CommonSOLE
95766M105MMUWESTERN ASSET MANAGED MUNICI$16.8M0.53%1,695,484CommonSOLE
00438Y107ACCRETION ACQ CRP; TNT ACQ DT: 04/20/2023; CASH: $10.10$16.5M0.52%1,587,568CommonSOLE
46432F339QUALISHARES EDGE MSCI USA QUALITY$15.5M0.49%115,289CommonSOLE
670865104OCA ACQ CRP; TNT ACQ DT: 7/14/2022; CASH: $10.15$15.3M0.48%1,458,591CommonSOLE
670695105NUWNUVEEN AMT-FREE MUNICIPAL VALUE$15.2M0.48%1,106,633CommonSOLE
921937835BNDVANGUARD BD INDEX FD INC TOTAL BND MRKT$14.7M0.46%202,219CommonSOLE
55273C107MINMFS INTER INCOME TR SH BEN INT$14.4M0.45%5,263,538CommonSOLE
46429B689EFAVISHARES MSCI EAFE MIN VOL ETF$14.1M0.44%208,902CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCES TRUST II$14.1M0.44%856,797CommonSOLE
27829C105ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$13.7M0.43%1,669,626CommonSOLE
464287804IJRISHARES CORE S&P SMALL-CAP ETF$12.6M0.40%126,741CommonSOLE
46132C107VMOINVESCO MUNICIPAL OPPORTUNITY$12.6M0.40%1,330,816CommonSOLE
31561T102AIEVFEUTUNE LIGHT ACQ CRP; TNT ACQ DT: 03/21/2023; CASH: $10.15$12.4M0.39%1,181,892CommonSOLE
46131t101INVESCO TRUST FOR INVESTMENT GRADE NEW YORK MUNICIPALS$12.4M0.39%1,213,590CommonSOLE
27828U106ETOEATON VANCE TAX-ADV GLOBAL DIV OPP FUND$12.2M0.38%532,312CommonSOLE
36119D103FTIIFUTURETECH II ACQ CORP; TNT ACQ DT: 08/23/2023; CASH: $10.20$11.6M0.36%1,080,527CommonSOLE
67071L106NVGNUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND$11.3M0.35%962,304CommonSOLE
37962G102GLOBAL STAR ACQ CRP; TNT ACQ DT: 9/20/2023; CASH: $10.25$11.1M0.35%1,062,858CommonSOLE
01864u106ALLIANCE NATIONAL MUNICIPAL INCOME FUND$11.0M0.34%1,021,666CommonSOLE
00326W106ASGIABERDEEN GLOBAL INFRA INCOME FUND$10.7M0.34%603,372CommonSOLE
33718W103FPFFIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND$10.6M0.33%680,619CommonSOLE
003057106ACPABRDN INCOME CREDIT STRATEGIES FUND$10.5M0.33%1,536,391CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX FD ALLWRLD EX US$10.5M0.33%192,550CommonSOLE
46641Q217BBJPJPMORGAN BETABUILDERS JAPAN ETF$10.4M0.33%201,973CommonSOLE
60742N106MOBIV ACQ CORP. TNT ACQ DT: 05/03/2023; CASH: $10.25$10.4M0.33%982,630CommonSOLE
37961B104GLOBAL BLOCKCHAIN ACQ CRP; TNT ACQ DT: 8/10/2023; CASH: $10.15$10.2M0.32%979,831CommonSOLE
00501A101ACRI CAPITAL ACQ CRP; TNT ACQ DT: 3/9/2023; CASH: $10.22$10.2M0.32%941,982CommonSOLE
09255E102MYNBLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC$10.1M0.32%994,480CommonSOLE
274681105EAST RESOURCES ACQ CORP; TNT ACQ DT: 07/23/2020; CASH: $10.00$9.9M0.31%953,934CommonSOLE
67066X107NANNUVEEN NY DIVID ADVNTG MUN FD COM$9.7M0.30%899,113CommonSOLE
123013104BURTECH ACQ CRP; TNT ACQ DT: 3/13/2022; CASH: $10.15$9.5M0.30%907,485CommonSOLE
G83752108SVIIFSPRING VALLEY ACQ CRP II; TNT ACQ DT: 1/13/2024; CASH: $10.25$9.4M0.30%892,968CommonSOLE
09253T101XMVTXBLACKROCK MUNIVEST FUND II$9.2M0.29%865,581CommonSOLE
76883Y107RFMZRIVERNORTH FLEXIBLE MUNICIPAL INCOME FUND II$9.2M0.29%638,031CommonSOLE
464286509EWCISHARES MSCI CDA ETF$9.0M0.28%258,542CommonSOLE
G4619M109HSPOFHORIZON SPACE ACQ I CORP. TNT ACQ DT: 09/23/2023; CASH: $10.175$8.8M0.28%845,300CommonSOLE
092508100BTZBLACKROCK CR ALLCTN INC TR COM$8.7M0.27%858,523CommonSOLE
34969G102FORTUNE RISE ACQ CRP; TNT ACQ DT: 05/05/2023; CASH: $10.20$8.7M0.27%808,574CommonSOLE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OPP COM$8.6M0.27%1,678,673CommonSOLE
G49667101ISRLFISRAEL ACQ CORP. TNT ACQ DT: 01/18/2024; CASH: $10.20$8.5M0.27%812,625CommonSOLE
09255C106BLACKROCK MUNIHOLDINGS NEW YORK QUALITY FUND INC$8.4M0.27%805,078CommonSOLE
337319107FIRST TR ABERDEEN GLBL OPP FD COM SHS$8.3M0.26%1,336,465CommonSOLE
G33033104KDKARES II ACQ CRP; TNT ACQ DT: 4/21/2025; CASH: $10.10$8.2M0.26%810,725CommonSOLE
29978K102EVCOEVEREST CONSOLIDATOR ACQ CRP; TNT ACQ DT: 2/24/2023; CASH: $10.20$8.2M0.26%767,455CommonSOLE
G89229119TMT ACQ CORP. TNT ACQ DT: 03/30/2024; CASH: $10.20$8.1M0.25%787,997CommonSOLE
86309R107STRATIM CLOUD ACQ CORP. TNT ACQ DT: 03/16/2023; CASH: $10.00$7.6M0.24%740,065CommonSOLE
67190B104OAKUOAK WOODS ACQ CRP; TNT ACQ DT: 3/24/2024; CASH: $10.175$7.6M0.24%742,065CommonSOLE
723653101XHNWXPIONEER DIVERSIFIED HIGH INCOME TRUST$7.6M0.24%754,121CommonSOLE
G49219101IVCAFINVESTCORP INDIA ACQ CRP; TNT ACQ DT: 8/10/2023; CASH: $10.30$7.5M0.24%702,326CommonSOLE
23334J107DTFDTF TAX-FREE INCOME INC COM$7.1M0.22%658,686CommonSOLE
G19305112RENEFCARTESIAN GROWTH CORP II, INC; TNT ACQ DT: 11/10/2023; CASH: $10.30$7.0M0.22%653,589CommonSOLE
922908736VUGVANGUARD GROWTH ETF$6.9M0.22%24,247CommonSOLE
74954L104RF ACQ CORP. TNT ACQ DT: 03/23/2023; CASH: $10.10$6.8M0.21%653,912CommonSOLE
46132E103VKIINVESCO ADVANTAGE MUNICIPAL INCOME TRUST II$6.7M0.21%792,306CommonSOLE
47109U104JOFJAPAN SMALLER CAPTLZTN FD INC COM$6.4M0.20%882,560CommonSOLE
921937827BSVVANGUARD BD INDEX FD INC SHORT TRM BOND$6.3M0.20%83,800CommonSOLE
61745C105IIFMORGAN STANLEY INDIA INVS FD COM$6.3M0.20%288,471CommonSOLE
278277108EOSEaton Vance Enhanced Equity Income Fund$6.2M0.19%345,904CommonSOLE
G8708L104CTORTENX KEANE ACQ CRP; TNT ACQ DT: 7/14/2023; CASH: $10.20$6.1M0.19%583,275CommonSOLE
552939100MGFMFS GOVT MKTS INCOME TR SH BEN INT$6.1M0.19%1,905,019CommonSOLE
37187C100GENESIS UNICORN ACQ CRP; TNT ACQ DT: 2/15/2023; CASH: $10.15$6.1M0.19%568,521CommonSOLE
617468103XCAFXMS CHINA A SHARE$6.1M0.19%478,534CommonSOLE
G9320Z109VAHANNA TECH EDGE ACQ CRP; TNT ACQ DT: 2/3/2023; CASH: $10.20$6.0M0.19%560,660CommonSOLE
G5870E108MARS ACQ CRP; TNT ACQ DT: 2/15/2024; CASH: $10.20$5.8M0.18%558,911CommonSOLE
G0543H109ASCBFA SPAC II ACQ CRP; TNT ACQ DT: 8/8/2023; CASH: $10.18$5.7M0.18%537,350CommonSOLE
38136Y102GDSTGOLDENSTONE ACQ CRP; TNT ACQ DT: 12/21/2023; CASH: $10.15$5.5M0.17%522,316CommonSOLE
337318109FFAFirst Trust ENH Equity Inc$5.5M0.17%313,724CommonSOLE
G8656T109TLGYFTLGY ACQ CRP; TNT ACQ DT: 03/01/2023; CASH: $10.20$5.5M0.17%506,650CommonSOLE
066644105BNIXBANNIX ACQ CRP; TNT ACQ DT: 12/10/2022; CASH: $10.10$5.4M0.17%514,500CommonSOLE
09247F209BKTBlackrock Income Trust$5.3M0.17%433,617CommonSOLE
G0230C108ALSAFALPHA STAR ACQ CRP; TNT ACQ DT: 9/15/2023; CASH: $10.00$5.3M0.17%489,863CommonSOLE
G2540H108CORSAIR PARTNERING CORP. TNT ACQ DT: 06/30/2023; CASH: $10.00$5.2M0.16%500,000CommonSOLE
40472A102EONRHNR ACQ CRP; TNT ACQ DT: 2/11/2023; CASH: $10.20$5.2M0.16%486,713CommonSOLE
048453104ATLANTIC COASTAL ACQ CRP; TNT ACQ DT: 3/4/2023; CASH: $10.00$5.1M0.16%490,486CommonSOLE
45781w109INSIGHT SELECT INCOME FUND$5.0M0.16%321,000CommonSOLE
G0542S106A SPAC I ACQ CRP; TNT ACQ DT: 08/17/2023; CASH: $10.10$5.0M0.16%470,850CommonSOLE
G5352N105LAKESHORE ACQ II CRP; TNT ACQ DT: 6/11/2023; CASH: $10.15$5.0M0.16%467,900CommonSOLE
45827R106IRRXINTEGRATED RAIL AND RESOURCE ACQ CRP; TNT ACQ DT: 11/12/2022; CASH: $10.10$4.9M0.16%461,500CommonSOLE
74168P107PRIME NUMBER ACQ CRP; TNT ACQ DT: 5/13/2023; CASH: $10.20$4.9M0.15%464,645CommonSOLE
76882M104RMMZRIVERNORTH MANAGED DURATION MUNICIPAL INCOME FUND II$4.9M0.15%304,618CommonSOLE
67022R103NUBIA BRAND INTERNATIONAL CRP; TNT ACQ DT: 3/15/2023; CASH: $10.20$4.9M0.15%460,625CommonSOLE
318136108FINTECH ECOSYSTEM ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.15$4.8M0.15%458,562CommonSOLE
629567108NABORS ENERGY TRANSITION CORP. TNT ACQ DT: 02/19/2023; CASH: $10.20$4.8M0.15%449,037CommonSOLE
G0223V105ATMCALPHATIME ACQ CORP. TNT ACQ DT: 09/30/2023; CASH: $10.18$4.7M0.15%449,107CommonSOLE
G85094103STONEBRIDGE ACQ CRP; TNT ACQ DT: 10/16/22; CASH: $10.10$4.6M0.14%423,716CommonSOLE
09249E101BHKBLACKROCK CORE BD TR SHS BEN INT$4.5M0.14%425,638CommonSOLE
09254f100BLACKROCK MUNIYIELD QUALITY FUND INC$4.5M0.14%388,803CommonSOLE
00302M106XAGDXABERDEEN GLOBAL DYNAMIC DIVIDEND FUND$4.5M0.14%467,530CommonSOLE
38021H107PUCKGOAL ACQ CRP; TNT ACQ DT: 2/11/2023; CASH: $10.00$4.3M0.13%413,508CommonSOLE
G7573M106RIGEL RESOURCE ACQ CRP; TNT ACQ DT: 11/05/2023; CASH: $10.68$4.3M0.13%400,000CommonSOLE
G38258102GENERATION ASIA ACQ CRP; TNT ACQ DT: 07/20/2023; CASH: $10.10$4.2M0.13%401,175CommonSOLE
62403K108MOUNTAIN CREST ACQ CRP IV; TNT ACQ DT: 6/29/2022 CASH: $10.00$4.2M0.13%398,286CommonSOLE
09260Q108BTXBLACKROCK INNOVATION & GROWTH$4.0M0.13%512,253CommonSOLE
27829L105EOTEATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST$4.0M0.12%228,421CommonSOLE
746853100PPTPUTNAM PREMIET INCOME TRUST$3.8M0.12%1,090,135CommonSOLE
42600H108HENNESSY CAPITAL INVESTMENT CORP IV. TNT ACQ DT: 10/01/2023; CASH: $10.00$3.8M0.12%370,200CommonSOLE
09254C107BLACKROCK MUNIHOLDINGS QUALITY FUND II INC$3.8M0.12%389,763CommonSOLE
92838K100VISCOGLIOSI BROTHERS ACQ CORP. TNT ACQ DT: 07/11/2023; CASH: $10.20$3.8M0.12%359,857CommonSOLE
874036106TWNTAIWAN FD INC COM$3.7M0.11%116,734CommonSOLE
G2086M107CHENGHE ACQ CRP; TNT ACQ DT: 7/28/2023; CASH: $10.30$3.6M0.11%340,193CommonSOLE
05589T104BNY MELLON MUNICIPAL INCOME INC$3.6M0.11%574,053CommonSOLE
040450108ARISZ ACQ CRP; TNT ACQ DT: 11/18/2022; CASH: $10.00$3.6M0.11%340,677CommonSOLE
G2476C107CDAQFCOMPASS DIGITAL ACQ CRP; TNT ACQ DT: 10/19/2023; CASH: $10.00$3.6M0.11%343,125CommonSOLE
12504G100IGRCBRE Clarion Global Real Estate Income Fund$3.5M0.11%661,278CommonSOLE
90118T106TWELVE SEASACQ CRP II; TNT ACQ DT: 2/26/2023; CASH; $10.00$3.4M0.11%328,149CommonSOLE
G0R45S109AIB ACQ CRP; TNT ACQ DT: 10/21/2023; CASH: $10.10$3.3M0.11%308,544CommonSOLE
67080R102NPFDNUVEEN VARIABLE RATE PREFERRED & INCOME FUND$3.2M0.10%205,499CommonSOLE
464287184FXIISHARES CHINA LARGE-CAP ETF$3.1M0.10%115,330CommonSOLE
G5S11A106JAGUAR GLOBAL GROWTH CRP I; TNT ACQ DT: 08/15/2023; CASH: $10.20$3.1M0.10%295,633CommonSOLE
50208a102LMP CAPITAL AND INCOME FUND INC$3.1M0.10%239,172CommonSOLE
26431Q106DUET ACQ CRP; TNT ACQ DT: 4/20/2023; CASH: $10.15$3.1M0.10%290,475CommonSOLE
384272100GRAF ACQ CORP IV. TNT ACQ DT: 05/25/2023; CASH: $10.00$3.0M0.09%292,300CommonSOLE
G30092103ELLIOTT OPPORTUNITY ACQ CRP II; TNT ACQ DT: 7/27/2023; CASH: $10.00$3.0M0.09%285,886CommonSOLE
03842W105AQUCAQUARON ACQ CRP; TNT ACQ DT: 7/4/2023; CASH: $10.15$2.9M0.09%280,950CommonSOLE
84465L105SOUTHPORT ACQ CORP. TNT ACQ DT: 06/14/2023; CASH: $10.20$2.9M0.09%276,065CommonSOLE
92838J103VISION SENSING ACQ CRP; TNT ACQ DT: 11/01/2022; CASH: $10.15$2.8M0.09%266,806CommonSOLE
27828A100XEVMXEATON VANCE CALIF MUN BD FD COM$2.8M0.09%317,883CommonSOLE
27828Y108ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$2.8M0.09%221,370CommonSOLE
27828G107XEVTXEATON VANCE TAX-ADV DVD INC$2.8M0.09%122,205CommonSOLE
69374H873ICOWPACER INTERNATIONAL CASH COW 100 ETF$2.8M0.09%92,705CommonSOLE
746909100PIMPUTNAM MASTER INTERMEDIATE INCOME TRUST$2.7M0.09%858,291CommonSOLE
55407R103M3-BRIGADE ACQ CRP III; TNT ACQ DT: 10/22/2022; CASH: $10.10$2.7M0.08%258,800CommonSOLE
76137R106REVELSTONE CAPITAL ACQ CORP. TNT ACQ DT: 06/16/2023; CASH: $10.10$2.7M0.08%260,000CommonSOLE
G0135E142AIMTFAIMFINITY INVESTMENT CORP. TNT ACQ DT: 07/28/2024; CASH: $10.20$2.7M0.08%255,336CommonSOLE
G3034H109EMCGFEMBRACE CHANGE ACQ CORP. TNT ACQ DT: 09/09/2023; CASH: $10.25$2.6M0.08%249,538CommonSOLE
72942P104PLUTONIAN ACQ CORP. TNT ACQ DT: 08/10/2023; CASH: $10.175$2.5M0.08%237,260CommonSOLE
092479104BLACKROCK MUNICIPAL INCOME QUALITY TRUST$2.4M0.08%217,346CommonSOLE
09257A108BCXBLACKROCK RESOURCES AND COMMODITIES$2.4M0.08%266,832CommonSOLE
09216A108BLACK MOUNTAIN ACQ CORP. TNT ACQ DT: 04/14/2023; CASH: $10.20$2.4M0.08%225,000CommonSOLE
27827Y109XENWXEATON VANCE NEW YORK MUN BD FD COM$2.4M0.07%250,158CommonSOLE
61244M109MONTEREY CAPITAL ACQ CORP. TNT ACQ DT: 05/13/2023; CASH: $10.10$2.3M0.07%221,950CommonSOLE
464287440IEFISHARES LEHMAN 7-10YR TREAS$2.2M0.07%23,270CommonSOLE
626642102MURPHY CANYON ACQ CRP; TNT ACQ DT: 08/07/2023; CASH: $10.20$2.2M0.07%211,175CommonSOLE
04282M102ARROWROOT ACQ CRP; TNT ACQ DT: 3/2/2023; CASH: $10.00$2.2M0.07%210,161CommonSOLE
G27740110DISTDISTOKEN ACQ CORP; TNT ACQ DT: 11/15/2023; CASH: $10.20$2.2M0.07%211,200CommonSOLE
G06362100AURA FAT PROJECTS ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.20$2.2M0.07%204,769CommonSOLE
09248l106BLACKROCK NEW YORK MUNICIPAL INCOME TRUST$2.2M0.07%209,268CommonSOLE
08772B104BETTER WORLD ACQ CRP; TNT ACQ DT: 11/12/2021; CASH: $10.10$2.2M0.07%198,187CommonSOLE
G5380L105LATAMGROWTH SPAC; TNT ACQ DT: 10/27/2023; CASH: $10.20$2.2M0.07%201,900CommonSOLE
G0112R108AFRICAN GOLD ACQ CRP; TNT ACQ DT: 2/26/2023; CASH; $10.00$2.2M0.07%204,155CommonSOLE
G4233U107HAINAN MANASLU ACQ CORP. TNT ACQ DT: 05/15/2023; CASH: $10.15$2.1M0.07%200,303CommonSOLE
G06536109WAVERLEY CAPITAL ACQ CRP; TNT ACQ DT: 8/20/2023; CASH: $10.00$2.1M0.07%204,025CommonSOLE
00306J109XJEQXABERDEEN JAPAN EQUITY FUND INC$2.1M0.07%346,049CommonSOLE
G1263E102BLUE WORLD ACQ CRP; TNT ACQ DT: 11/02/2023; CASH: $10.10$2.1M0.07%196,725CommonSOLE
09001T106BILANDER ACQ CRP; TNT ACQ DT: 10/16/2023; CASH: $10.00$2.0M0.06%200,000CommonSOLE
G06984119AURORA TECH ACQ CRP; TNT ACQ DT: 6/10/2023; CASH: $10.15$2.0M0.06%191,130CommonSOLE
529900102ASGLIBERTY ALL-STAR GROWTH FD$2.0M0.06%369,785CommonSOLE
670972108XNQPXNUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND$2.0M0.06%174,704CommonSOLE
G7308p101PYROPHYTE ACQ CRP; TNT ACQ DT: 4/27/2023; CASH: $10.25$2.0M0.06%183,200CommonSOLE
64124k102NEUBERGER BERMAN NY INTMD MU$1.9M0.06%202,567CommonSOLE
G0283A108AMCIALPHAVEST ACQ CRP; TNT ACQ DT: 12/20/2023; CASH: $10.20$1.9M0.06%181,400CommonSOLE
37892F109GLLIGLOBALINK INVESTMENT INCE. TNT ACQ DT: 3/09/2023; CASH: $10.15$1.9M0.06%176,700CommonSOLE
98741Y103YOTAYOTTA OPPORTUNITY ACQ CRP; TNT ACQ DT: 1/23/2023; CASH: $10.00$1.8M0.06%174,375CommonSOLE
464288240ACWXISHARES TR MSCI ACWI EX US$1.8M0.06%36,237CommonSOLE
95766P108WESTERN ASST MN PRT FD INC COM$1.8M0.06%152,063CommonSOLE
35088F107FORLFOUR LEAF ACQ CRP; TNT ACQ DT: 3/17/2024; CASH: $10.30$1.7M0.05%168,962CommonSOLE
G6256B106DENALI CAPITAL ACQ CRP; TNT ACQ DT: 4/7/2023; CASH: $10.20$1.7M0.05%162,775CommonSOLE
74349W104PROOF ACQ CORP I. TNT ACQ DT: 06/03/2023; CASH: $10.20$1.6M0.05%156,300CommonSOLE
89301B104TRAJECTORY ALPHA ACQ CRP; TNT ACQ DT: 12/14/2023; CASH: $10.10$1.6M0.05%157,559CommonSOLE
05467C108AXONPRIME INFRASTRUCTURE ACQ CRP; TNT ACQ DT: 8/13/2023; CASH: $10.00$1.5M0.05%150,000CommonSOLE
88605L107THUNDER BRIDGE CAPITAL PARTNERS IV, INC. TNT ACQ DT: 02/28/2023; CASH: $10.00$1.5M0.05%149,375CommonSOLE
53118A105LIBERTY RESOURCES ACQ CRP; TNT ACQ DT: 08/08/2023; CASH: $10.15$1.5M0.05%141,125CommonSOLE
00301w105ABERDEEN EMERGING MARKETS EQUITY INCOME FUND INC$1.5M0.05%285,834CommonSOLE
87911J103HQHTEKLA HEATHCARE INVESTORS$1.5M0.05%85,634CommonSOLE
28201D109EF HUTTON ACQ CORP I. TNT ACQ DT: 06/09/2023; CASH: $10.10$1.4M0.05%140,000CommonNONE
27826U108EVNEATON VANCE MUNICIPAL INCOME TRUST$1.4M0.04%143,042CommonSOLE
15719Y105CETUS CAPITAL ACQ CRP; TNT ACQ DT:11/01/2023; CASH: $10.25$1.4M0.04%138,403CommonSOLE
G3R34K103FNVTFINNOVATE ACQ CRP; TNT ACQ DT: 5/04/2023; CASH: $10.20$1.4M0.04%133,800CommonSOLE
09256A109CIIBLACKROCK ENH CAP & INC FD INC COM$1.4M0.04%76,053CommonSOLE
G31658100ARYA SCIENCES ACQ CORP V. TNT ACQ DT: 07/13/2023; CASH: $10.00$1.4M0.04%133,333CommonSOLE
88018T101TDFTEMPLETON DRAGON FD INC COM$1.3M0.04%144,767CommonSOLE
G3934P102GLOBAL PARTNER ACQ CRP II; TNT ACQ DT: 1/12/2023; CASH: $10.00$1.3M0.04%121,650CommonSOLE
723763108XMHIXPIONEER MUNICIPAL HIGH INCOME TRUST$1.3M0.04%150,189CommonSOLE
G3312W109EVERGREEN CORP; TNT ACQ DT: 08/11/2023; CASH: $10.15$1.3M0.04%117,350CommonSOLE
G3167L109ENPHYS ACQ CRP UNIT; TNT ACQ DT: 10/6/2023; CASH: $10.00$1.2M0.04%117,000CommonSOLE
922042742VTVANGUARD TOTAL WORLD STOCK ETF$1.2M0.04%12,260CommonSOLE
89278D109TBMCTRAILBLAZER ACQ CRP; TNT ACQ DT: 3/29/2024; CASH: $10.20$1.1M0.04%111,750CommonSOLE
368802104GAMGENERAL AMERICAN INVESTORS COMPANY, INC$1.1M0.04%27,000CommonSOLE
G5000D103IXAQFIX ACQ CRP; TNT ACQ DT: 4/7/2023; CASH: $10.05$1.1M0.03%105,025CommonSOLE
G4828B100WELNFINTEGRATED WELLNESS ACQ CRP UNIT; TNT ACQ DT: 09/13/2023; CASH: $10.20$1.1M0.03%102,325CommonSOLE
464286533EEMViShares MSCI Emerging Markets Min Vol ETF$1.1M0.03%19,860CommonSOLE
079174108BELLEVUE LIFE SCIENCES ACQ CRP; TNT ACQ DT: 11/10/2023; CASH: $10.20$1.1M0.03%103,250CommonSOLE
45784L100INSIGHT ACQ CRP; TNT ACQ DT: 3/02/2023; CASH: $10.05$1.0M0.03%100,950CommonNONE
758083109REDWOODS ACQ CORP. TNT ACQ DT: 4/4/2023; CASH: $10.10$1.0M0.03%100,075CommonSOLE
G5260A104KEYARCH ACQ CRP; TNT ACQ DT: 7/25/2023; CASH: $10.10$1.0M0.03%99,950CommonSOLE
G9831X106ZLSSFXPAC ACQ CORP. TNT ACQ DT: 08/03/2023; CASH: $10.00$1.0M0.03%100,000CommonSOLE
G72556106PROJECT ENERGY REIMAGINED ACQ CORP. TNT ACQ DT: 07/29/2023; CASH: $10.00$1.0M0.03%98,500CommonSOLE
30320F106FTAC ZEUS ACQ CORP. TNT ACQ DT: 05/19/2023; CASH: $10.15$1.0M0.03%96,000CommonSOLE
46434V738IEURISHARES TR CORE MSCI EURO$997,4090.03%18,951CommonSOLE
25401K107DIGITAL TRANSFORMATION OPPORTUNITIES CORP. TNT ACQ DT: 03/10/2023; CASH: $10.00$992,5260.03%96,175CommonSOLE
957664105WEAWESTERN ASSET PREMIER BOND$991,1000.03%97,262CommonSOLE
921937793BLVVANGUARD BD INDEX FD INC LONG TERM BOND$982,9500.03%13,120CommonSOLE
G87119106TETEFTECH AND TELECOM ACQ CRP UNIT; TNT ACQ DT: 1/18/2023; CASH: $10.15$969,3490.03%88,525CommonSOLE
G0888J108BATTERY FUTURE ACQ CRP; TNT ACQ DT: 12/17/2023; CASH: $10.20$963,6670.03%90,912CommonSOLE
G9461B101GOGREEN INVESTMENTS CRP; TNT ACQ DT: 07/25/2023; CASH: $10.20$863,9680.03%81,200CommonSOLE
09254G108XMQTXBLACKROCK MUNITIELD QUALITY FUND II$849,3660.03%84,430CommonSOLE
G2058L103CHAVANT CAPITAL ACQ CRP; TNT ACQ DT: 7/20/2022; CASH: $10.00$834,5260.03%75,866CommonSOLE
92912R104IGAVOYA GLOBAL ADVANTAGE PREMIUM OPP FUND$828,9690.03%97,069CommonSOLE
44364H100HUDSON ACQ I CORP. TNT ACQ DT: 07/14/2023; CASH: $10.15$826,4690.03%79,775CommonSOLE
04845A108ATLANTIC COAST ACQ CRP; TNT ACQ DT: 4/14/2023; CASH: $10.20$781,7610.02%75,025CommonSOLE
G4023C101GOLDEN STAR ACQ CRP; TNT ACQ DT: 3/2/2025 CASH: $10.10$762,7500.02%75,000CommonSOLE
552738106MFMMFS MUNICIPAL INCOME TRUST$744,0950.02%145,901CommonSOLE
G8136V104SILVERSPAC ACQ CRP; TNT ACQ DT: 9/10/2023; CASH: $10.00$737,3350.02%71,000CommonSOLE
155123102CETCENTRAL SECURITIES CORP$727,6080.02%19,929CommonSOLE
78468R739SHMSPDR SER TR NUVN BR SHT MUNI$708,5260.02%15,059CommonSOLE
410123103JHSJOHN HANCOCK INCOME SECURITIES TRUST$687,2660.02%63,813CommonSOLE
34417L109FOCUS IMPACT ACQ CRP; TNT ACQ DT: 05/01/2023; CASH: $10.20$685,7030.02%64,750CommonSOLE
G7185D106PFTAPORTAGE FINTECH ACQ CRP; TNT ACQ DT: 7/21/2023; CASH: $10.00$681,2560.02%65,600CommonSOLE
19533H108COLOMBIER ACQ CRP; TNT ACQ DT: 06/11/2023; CASH: $10.00$677,5530.02%65,974CommonSOLE
780910105RVTROYCE VALUE TRUST$669,6860.02%48,528CommonSOLE
169373107XXCHNXXCHINA FD INC COM$668,2470.02%60,366CommonSOLE
464287622IWBISHARES RUSSELL 1000 ETF$658,8290.02%2,703CommonSOLE
26433C105DPGDuff & Phelps Utility & Inc$647,7550.02%66,573CommonSOLE
G36816109FRONTIER INVESTMENT ACQ CRP; TNT ACQ DT: 7/1/2023; CASH: $10.00$609,4990.02%59,060CommonSOLE
594918104MSFTMICROSOFT CORP COM$578,9180.02%1,700CommonSOLE
G8675N109TGAAFTARGET GLOBAL ACQ CRP; TNT ACQ DT: 06/9/2023; CASH: $10.20$555,9490.02%52,300CommonSOLE
23312M106DA32 LIFE SCIENCE ACQ CRP; TNT ACQ DT: 7/28/2023; CASH: $10.10$553,5270.02%53,950CommonSOLE
G8210L105SLAMFSLAM CRP; TNT ACQ DT: 02/25/2023; CASH: $10.00$553,3450.02%52,055CommonSOLE
G41522106GROWTH FOR GOOD ACQ CRP; TNT ACQ DT: 09/14/2023; CASH: $10.00$531,3960.02%50,900CommonSOLE
G0440J109APXIFAPX ACQ CRP; TNT ACQ DT: 03/07/2023; CASH: $10.20$513,9090.02%47,850CommonSOLE
G63290111PLMJFALPINE PARTNERS TECHNOLOGY MERGER CRP; TNT ACQ DT: 7/30/2023; CASH: $10.00$508,1010.02%48,950CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$500,9060.02%1,130CommonSOLE
723762100XPMAXPIONEER MUNI HI INC ADV TRST$498,7430.02%63,132CommonSOLE
950415109WELSBACH TECHNOLOGY METALS ACQ CRP; TNT ACQ DT: 03/30/2023; CASH: $10.00$487,2640.02%45,925CommonSOLE
G71704103HOVRPONO CAPITAL THREE ACQ CRP; TNT ACQ DT: 8/10/2024 CASH: $10.25$482,6700.02%46,500CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MARKETS ETF$476,2400.01%9,662CommonSOLE
G5259L103KERNAL ACQ CORP; TNT ACQ DT: 2/3/2023; CASH; $10.00$472,9100.01%45,125CommonSOLE
12530D105C5 ACQ CRP; TNT ACQ DT: 04/11/2023; CASH: $10.20$464,8190.01%43,645CommonSOLE
07402Q101BEARD ENERGY TRANSITION ACQ CORP. TNT ACQ DT: 05/29/2023; CASH: $10.20$441,1570.01%41,975CommonSOLE
780915104RMTROYCE MICRO-CAP TRUST INC$437,5000.01%50,000CommonSOLE
437076102HDHOME DEPOT INC COM$434,8960.01%1,400CommonSOLE
68389X105ORCLORACLE CORP COM$422,7700.01%3,550CommonSOLE
482082104JUPITER ACQ CRP; TNT ACQ DT: 8/17/2023; CASH: $10.00$414,5100.01%40,440CommonSOLE
83014E109SIZZLE ACQ CRP; TNT ACQ DT: 2/4/2023; CASH: $10.20$367,7330.01%34,400CommonSOLE
233276104DMYYDMY SQUARED TECHNOLOGY GROUP, INC. TNT ACQ DT: 12/30/2023; CASH: $10.15$347,1600.01%33,800CommonSOLE
09260U109BCATBLACKROCK CAPITAL ALLOCATION$341,9810.01%22,425CommonSOLE
G9R16L100VMCAFVALUENCE ACQ CRP; TNT ACQ DT: 6/1/2023; CASH: $10.30$340,0430.01%31,750CommonSOLE
95790A101IGIWESTERN ASSET INV GRA DEF OP$323,7560.01%19,838CommonSOLE
G44525106PEARL HOLDINGS ACQ CRP; TNT ACQ DT: 12/17/2023; CASH: $10.20$319,7700.01%30,600CommonSOLE
532457108LLYLILLY ELI & CO COM$318,9060.01%680CommonSOLE
46132K109VPVINVESCO PENNSYLVANIA VALUE MUNICIPAL INCOME TRUST$317,1170.01%32,162CommonSOLE
92912X101IDEVOYA INFRASTRUCTURE INDUST AND MATER FUND$310,3420.01%31,443CommonSOLE
59318b108MFS INVT GRADE MUN TR SH BEN INT$305,4350.01%41,528CommonSOLE
958435109SBIWESTERN ASSET INTERMEDIATE$304,8000.01%40,000CommonSOLE
G2365L101CONSILIUM ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.15$296,3430.01%28,250CommonSOLE
G8253U103SOCIAL CAPITAL SUVRETTA II ACQ CRP; TNT ACQ DT: 6/30/2023; CASH: $10.00$296,3210.01%28,630CommonSOLE
G3137C106ENTERPRISE 4.0 TECHNOLOGY ACQ CRP; TNT ACQ DT: 4/21/2023; CASH: $10.20$276,9000.01%26,000CommonSOLE
G8956E109TORTOISEECOFIN ACQ CORP. TNT ACQ DT: 07/22/2023; CASH: $10.00$265,2600.01%25,629CommonSOLE
02115M109ALSET CAPITAL ACQ CRP; TNT ACQ DT: 11/03/2023; CASH: $10.10$259,5000.01%25,000CommonSOLE
46132H106VCVINVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST$256,9550.01%26,822CommonSOLE
320703101FIRST LIGHT ACQ CRP; TNT ACQ DT: 9/10/2022; CASH: $10.00$253,8580.01%24,200CommonSOLE
600379101XHIEXMILLER/HOWARD HIGH INCOME EQUITY FUND$253,2500.01%25,000CommonSOLE
464288257ACWIISHARES MSCI ACWI INDEX FUND$242,5360.01%2,528CommonSOLE
592835102MXFMEXICO FUND INC$241,4140.01%14,387CommonSOLE
19247L106RQICOHEN & STEERS QUALITY INCOME REALTY FUND$239,3910.01%20,637CommonSOLE
499103109KNIGHTSWAN ACQ CRP; TNT ACQ DT: 7/21/2023; CASH: $10.25$211,4000.01%20,000CommonSOLE
538086109LIVE OAK CRESTVIEW CLIMATE ACQ CRP; TNT ACQ DT: 9/22/2023; CASH: $10.10$208,2700.01%20,319CommonSOLE
870875101SWZSWISS HELVETIA FD INC COM$188,3200.01%22,910CommonSOLE
124420100BYNOBYNORDIC ACQ CRP; TNT ACQ DT: 5/9/2023; CASH: $10.20$169,4400.01%16,000CommonSOLE
G6859L105BRLSOXUS ACQ CORP; TNT ACT DT: 03/08/2023: CASH $10.20$164,0100.01%15,400CommonSOLE
45827K101INTEINTEGRAL ACQ CRP; TNT ACQ DT: 05/05/2023; CASH: $10.15$162,3220.01%15,474CommonSOLE
36246K103GRXGABELLI HLTHCARE & WELLNESS TR SHS$159,3600.01%16,000CommonSOLE
50202D102LF CAPITAL ACQ CORP II. TNT ACQ DT: 02/19/2023; CASH: $10.20$155,3440.00%14,600CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUNICIPAL BOND FUND INC$147,0200.00%25,793CommonSOLE
G81173109SHUAA PARTNERS ACQ CORP. TNT ACQ DT: 03/04/2023; CASH: $10.25$138,5330.00%12,947CommonSOLE
30324Y101FG MERGER CRP; TNT ACQ DT: 9/01/2023; CASH: $10.25$135,4500.00%12,900CommonSOLE
G01109100AFTERNEXT HEALTHTEACH ACQ CORP. TNT ACQ DT: 08/16/2023; CASH: $10.00$128,2050.00%12,375CommonSOLE
95766R104WIWWESTERN ASSET INFLATION-LINKED OPP & INC FD$110,7500.00%12,500CommonSOLE
G11217117BIOPLUS METEORA ACQ CRP; TNT ACQ DT: 6/03/2023; CASH: $10.20$109,0030.00%10,235CommonSOLE
G48028107INFINITE CQ CORP. TNT ACQ DT: 08/23/2023; CASH: $10.20$108,8710.00%10,300CommonSOLE
92835W107ZTRVIRTUS GLOBAL DIVIDEND & INCOME FUND$60,8000.00%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.