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Karpus Management, Inc.

Q3 2023 · 13F-HR

Karpus Management, Inc.holdings as filed

Filed 2023-11-09 · accession 0001072613-23-000555

$2.98B
Reported value
275
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
670657105XNEAXNUVEEN AMT-FR QLTY MUNI INC$199.9M6.72%20,648,999CommonSOLE
922908363VOOVANGUARD INDEX FDS S&P 500 ETF SH$183.4M6.16%467,040CommonSOLE
670656107NRKNUVEEN NY AMT FREE MUN INCOME COM$161.6M5.43%17,105,165CommonSOLE
464287200IVVISHARES CORE S&P500 ETF$115.6M3.88%269,105CommonSOLE
09253X102XMUIXBLACKROCK MUNICIPAL INCOME FUND$107.7M3.62%10,612,310CommonSOLE
67066V101NADNUVEEN QUALITY MUNICIPAL INCOME FUND$97.5M3.28%9,615,232CommonSOLE
67070X101NZFNUVEEN MUNICIPAL CREDIT INCOME FUND$82.7M2.78%7,930,878CommonSOLE
27827X101EIMEATON VANCE MUN BD FD COM$73.5M2.47%8,206,940CommonSOLE
922908751VBVANGUARD INDEX FDS SMALL CP ETF$68.4M2.30%361,968CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF$56.2M1.89%1,432,832CommonSOLE
95766Q106XWIAXWESTERN ASSET CLYM INFL SEC IN COM SH BEN INT$54.0M1.82%6,905,403CommonSOLE
09253N104MHDBLACKROCK MUNIHOLDINGS FUND INC$48.4M1.63%4,698,267CommonSOLE
67066Y105NACNUVEEN CALIFORNIA QUALITY MUNICIPAL INCOME FUND$44.9M1.51%4,650,884CommonSOLE
09253R105XMVFXBLACKROCK MUNIVEST FUND$44.6M1.50%7,353,043CommonSOLE
03464A100FINSANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST$43.0M1.45%3,574,532CommonSOLE
64133Q108NBXGNEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND$38.5M1.29%3,694,824CommonSOLE
922908769VTIVANGUARD INDEX FDS TOTAL STK MKT$36.9M1.24%173,817CommonSOLE
09257P105BTTBLACKROCK 2030 MUNICIPAL TARGET TERM TRUST$36.7M1.23%1,889,024CommonSOLE
36242H104XGDVXGABELLI DIVD & INCOME TR COM$34.7M1.17%1,786,277CommonSOLE
09254L107MUCBLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND$33.9M1.14%3,541,791CommonSOLE
09248F109BLACKROCK MUNICIPAL INCOME TRUST$31.4M1.06%3,543,107CommonSOLE
92840R101NFJVirtus DVD Intrst & PRM STR$31.2M1.05%2,751,188CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$28.9M0.97%431,430CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTERNATIONAL DIVIDEND TRUST$26.8M0.90%5,376,306CommonSOLE
09254E103MYIBlackRock MuniYield Quality Fund III$26.6M0.89%2,787,439CommonSOLE
46133G107IQIINVESCO QUALITY MUNI INC TRST COM$26.1M0.88%3,105,162CommonSOLE
09249N101BLEBLACKROCK MUN INC TRUST II$25.9M0.87%2,836,689CommonSOLE
09253W104XMYDXBLACKROCK MUNIYIELD FUND INC$25.0M0.84%2,718,364CommonSOLE
09262F100ECATBlackRock ESG Capital Allocation Trust$24.7M0.83%1,668,774CommonSOLE
46131J103VKQINVESCO MUNICIPAL TRUST$24.4M0.82%2,920,164CommonSOLE
00326l100ABERDEEN TOTAL DYNAMIC DIVID$23.5M0.79%3,107,206CommonSOLE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DIVIDEND TRUST$22.7M0.76%2,410,011CommonSOLE
69374H881COWZPACER US CASH COWS 100 ETF$22.5M0.76%454,858CommonSOLE
46131M106VGMINVESCO TRUST FOR INVESTMENT G$20.9M0.70%2,461,545CommonSOLE
09260K101BSTZBLACKROCK SCIENCE AND TECHNOLOGY TRUST II$20.9M0.70%1,267,790CommonSOLE
27828s101EATON VANCE TAX-ADV GLOBAL DIV INCOME FUND$19.5M0.66%1,269,768CommonSOLE
464287861IEVISHARES EUROPE ETF$19.3M0.65%404,682CommonSOLE
27829F108XEXGXEATON VANCE TAX-MAN GLOBAL EQUITY FUND$19.1M0.64%2,587,355CommonSOLE
233368109KTFDWS MUNICIPAL INCOME TRUST$18.6M0.63%2,417,951CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF$18.3M0.61%315,553CommonSOLE
56064Q107MEGIMainStay CBRE GLOBAL INFRASTRUCTURE MEGATRENDS FUND$18.0M0.61%1,528,917CommonSOLE
G33033104KDKARES II ACQ CRP; TNT ACQ DT: 4/21/2025; CASH: $10.10$17.6M0.59%1,710,900CommonSOLE
46432F339QUALISHARES EDGE MSCI USA QUALITY$16.8M0.56%127,549CommonSOLE
92204A702VGTVANGUARD WORLD FDS INF TECH ETF$15.5M0.52%37,321CommonSOLE
G8192N103SK GROWTH ACQ CRP; TNT ACQ DT: 12/24/2023; CASH: $10.25$15.3M0.51%1,425,345CommonSOLE
92838Y100AIOVIRTUS ALLIANZGI ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPP FD$15.2M0.51%919,909CommonSOLE
670695105NUWNUVEEN AMT-FREE MUNICIPAL VALUE$14.5M0.49%1,082,956CommonSOLE
27828U106ETOEATON VANCE TAX-ADV GLOBAL DIV OPP FUND$13.8M0.46%647,830CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCES TRUST II$13.8M0.46%958,125CommonSOLE
27829C105ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$13.8M0.46%1,803,526CommonSOLE
55273C107MINMFS INTER INCOME TR SH BEN INT$13.7M0.46%5,119,384CommonSOLE
921937835BNDVANGUARD BD INDEX FD INC TOTAL BND MRKT$12.5M0.42%179,729CommonSOLE
46132C107VMOINVESCO MUNICIPAL OPPORTUNITY$12.1M0.41%1,473,696CommonSOLE
46429B689EFAVISHARES MSCI EAFE MIN VOL ETF$11.2M0.38%171,797CommonSOLE
36119D103FTIIFUTURETECH II ACQ CORP; TNT ACQ DT: 08/23/2023; CASH: $10.20$11.2M0.38%1,029,500CommonSOLE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OPP COM$11.0M0.37%2,254,893CommonSOLE
00438Y107ACCRETION ACQ CRP; TNT ACQ DT: 04/20/2023; CASH: $10.10$11.0M0.37%1,051,638CommonSOLE
46641Q217BBJPJPMORGAN BETABUILDERS JAPAN ETF$11.0M0.37%219,308CommonSOLE
67071L106NVGNUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND$10.5M0.35%1,015,468CommonSOLE
31561T102AIEVFEUTUNE LIGHT ACQ CRP; TNT ACQ DT: 03/21/2023; CASH: $10.15$10.5M0.35%980,512CommonSOLE
46131t101INVESCO TRUST FOR INVESTMENT GRADE NEW YORK MUNICIPALS$10.4M0.35%1,146,531CommonSOLE
723653101XHNWXPIONEER DIVERSIFIED HIGH INCOME TRUST$10.4M0.35%1,017,142CommonSOLE
G4790U102USARINFLECTION POINT ACQ CRP; TNT ACQ DT: 11/25/2024 CASH: $10.05$10.3M0.35%1,010,100CommonSOLE
33718W103FPFFIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND$10.1M0.34%677,947CommonSOLE
00326W106ASGIABERDEEN GLOBAL INFRA INCOME FUND$9.9M0.33%617,562CommonSOLE
00501A101ACRI CAPITAL ACQ CRP; TNT ACQ DT: 3/9/2023; CASH: $10.22$9.7M0.33%890,132CommonSOLE
95766M105MMUWESTERN ASSET MANAGED MUNICI$9.6M0.32%1,075,504CommonSOLE
123013104BURTECH ACQ CRP; TNT ACQ DT: 3/13/2022; CASH: $10.15$9.5M0.32%900,610CommonSOLE
G83752108SVIIFSPRING VALLEY ACQ CRP II; TNT ACQ DT: 1/13/2024; CASH: $10.25$9.3M0.31%861,255CommonSOLE
464287804IJRISHARES CORE S&P SMALL-CAP ETF$9.3M0.31%98,153CommonSOLE
37961B104GLOBAL BLOCKCHAIN ACQ CRP; TNT ACQ DT: 8/10/2023; CASH: $10.15$9.2M0.31%879,100CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX FD ALLWRLD EX US$8.7M0.29%167,961CommonSOLE
67066X107NANNUVEEN NY DIVID ADVNTG MUN FD COM$8.7M0.29%896,313CommonSOLE
09255E102MYNBLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC$8.6M0.29%973,835CommonSOLE
34969G102FORTUNE RISE ACQ CRP; TNT ACQ DT: 05/05/2023; CASH: $10.20$8.5M0.29%781,999CommonSOLE
67190B104OAKUOAK WOODS ACQ CRP; TNT ACQ DT: 3/24/2024; CASH: $10.175$8.4M0.28%806,765CommonSOLE
464286509EWCISHARES MSCI CDA ETF$8.4M0.28%251,326CommonSOLE
G89229119TMT ACQ CORP. TNT ACQ DT: 03/30/2024; CASH: $10.20$8.3M0.28%796,497CommonSOLE
092508100BTZBLACKROCK CR ALLCTN INC TR COM$8.3M0.28%857,225CommonSOLE
76883Y107RFMZRIVERNORTH FLEXIBLE MUNICIPAL INCOME FUND II$7.8M0.26%632,531CommonSOLE
337319107FIRST TR ABERDEEN GLBL OPP FD COM SHS$7.7M0.26%1,353,416CommonSOLE
G49667101ISRLFISRAEL ACQ CORP. TNT ACQ DT: 01/18/2024; CASH: $10.20$7.6M0.26%720,330CommonSOLE
45781w109INSIGHT SELECT INCOME FUND$7.4M0.25%495,018CommonSOLE
47109U104JOFJAPAN SMALLER CAPTLZTN FD INC COM$7.3M0.25%1,029,482CommonSOLE
09255C106BLACKROCK MUNIHOLDINGS NEW YORK QUALITY FUND INC$7.3M0.25%798,980CommonSOLE
670865104OCA ACQ CRP; TNT ACQ DT: 7/14/2022; CASH: $10.15$7.2M0.24%676,565CommonSOLE
617468103XCAFXMS CHINA A SHARE$7.1M0.24%573,206CommonSOLE
G19305112RENEFCARTESIAN GROWTH CORP II, INC; TNT ACQ DT: 11/10/2023; CASH: $10.30$7.1M0.24%653,589CommonSOLE
29978K102EVCOEVEREST CONSOLIDATOR ACQ CRP; TNT ACQ DT: 2/24/2023; CASH: $10.20$6.9M0.23%641,480CommonSOLE
61745C105IIFMORGAN STANLEY INDIA INVS FD COM$6.9M0.23%308,469CommonSOLE
74954L104RF ACQ CORP. TNT ACQ DT: 03/23/2023; CASH: $10.10$6.8M0.23%641,487CommonSOLE
23334J107DTFDTF TAX-FREE INCOME INC COM$6.8M0.23%638,815CommonSOLE
G4619M109HSPOFHORIZON SPACE ACQ I CORP. TNT ACQ DT: 09/23/2023; CASH: $10.175$6.7M0.23%636,475CommonSOLE
922908736VUGVANGUARD GROWTH ETF$6.6M0.22%24,062CommonSOLE
37962G102GLOBAL STAR ACQ CRP; TNT ACQ DT: 9/20/2023; CASH: $10.25$6.3M0.21%591,790CommonSOLE
G2476C107CDAQFCOMPASS DIGITAL ACQ CRP; TNT ACQ DT: 10/19/2023; CASH: $10.00$6.1M0.21%581,375CommonSOLE
278277108EOSEaton Vance Enhanced Equity Income Fund$6.1M0.20%352,864CommonSOLE
921937827BSVVANGUARD BD INDEX FD INC SHORT TRM BOND$6.0M0.20%80,150CommonSOLE
G1676M105BUKIT JALIL GLOBAL ACQ 1 LTD CORP. TNT ACQ DT: 06/30/2024; CASH: $10.15$5.9M0.20%577,092CommonSOLE
46132E103VKIINVESCO ADVANTAGE MUNICIPAL INCOME TRUST II$5.9M0.20%795,026CommonSOLE
G8708L104CTORTENX KEANE ACQ CRP; TNT ACQ DT: 7/14/2023; CASH: $10.20$5.8M0.20%540,610CommonSOLE
G5870E108MARS ACQ CRP; TNT ACQ DT: 2/15/2024; CASH: $10.20$5.7M0.19%546,206CommonSOLE
552939100MGFMFS GOVT MKTS INCOME TR SH BEN INT$5.7M0.19%1,854,309CommonSOLE
27828G107XEVTXEATON VANCE TAX-ADV DVD INC$5.6M0.19%263,487CommonSOLE
38136Y102GDSTGOLDENSTONE ACQ CRP; TNT ACQ DT: 12/21/2023; CASH: $10.15$5.5M0.18%510,741CommonSOLE
G8656T109TLGYFTLGY ACQ CRP; TNT ACQ DT: 03/01/2023; CASH: $10.20$5.4M0.18%494,675CommonSOLE
09260Q108BTXBLACKROCK INNOVATION & GROWTH$5.4M0.18%780,390CommonSOLE
00302M106XAGDXABERDEEN GLOBAL DYNAMIC DIVIDEND FUND$5.2M0.18%605,380CommonSOLE
G0230C108ALSAFALPHA STAR ACQ CRP; TNT ACQ DT: 9/15/2023; CASH: $10.00$5.2M0.18%479,675CommonSOLE
066644105BNIXBANNIX ACQ CRP; TNT ACQ DT: 12/10/2022; CASH: $10.10$5.0M0.17%467,770CommonSOLE
09247F209BKTBlackrock Income Trust$4.9M0.16%429,993CommonSOLE
337318109FFAFirst Trust ENH Equity Inc$4.9M0.16%282,870CommonSOLE
40472A102EONRHNR ACQ CRP; TNT ACQ DT: 2/11/2023; CASH: $10.20$4.8M0.16%444,583CommonSOLE
67022R103NUBIA BRAND INTERNATIONAL CRP; TNT ACQ DT: 3/15/2023; CASH: $10.20$4.8M0.16%445,950CommonSOLE
G5352N105LAKESHORE ACQ II CRP; TNT ACQ DT: 6/11/2023; CASH: $10.15$4.8M0.16%444,560CommonSOLE
921908844VIGVANGUARD DIVIDEND APPREC ETF$4.7M0.16%30,540CommonSOLE
048453104ATLANTIC COASTAL ACQ CRP; TNT ACQ DT: 3/4/2023; CASH: $10.00$4.7M0.16%449,736CommonSOLE
629567108NABORS ENERGY TRANSITION CORP. TNT ACQ DT: 02/19/2023; CASH: $10.20$4.7M0.16%431,274CommonSOLE
318136108FINTECH ECOSYSTEM ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.15$4.6M0.15%433,397CommonSOLE
82836N107SILVERBOX III ACQ CRP; TNT ACQ DT: 11/28/2024 CASH: $10.10$4.5M0.15%437,425CommonSOLE
G7573M106RIGEL RESOURCE ACQ CRP; TNT ACQ DT: 11/05/2023; CASH: $10.68$4.4M0.15%399,800CommonSOLE
G85094103STONEBRIDGE ACQ CRP; TNT ACQ DT: 10/16/22; CASH: $10.10$4.3M0.15%390,916CommonSOLE
G38258102GENERATION ASIA ACQ CRP; TNT ACQ DT: 07/20/2023; CASH: $10.10$4.3M0.14%396,900CommonSOLE
60742N106MOBIV ACQ CORP. TNT ACQ DT: 05/03/2023; CASH: $10.25$4.2M0.14%396,650CommonSOLE
G0223V105ATMCALPHATIME ACQ CORP. TNT ACQ DT: 09/30/2023; CASH: $10.18$4.2M0.14%395,317CommonSOLE
92835W107ZTRVIRTUS GLOBAL DIVIDEND & INCOME FUND$4.0M0.14%838,685CommonSOLE
G52443119KVACKEEN VISION ACQ CRP; TNT ACQ DT: 4/25/2024; CASH: $10.13$4.0M0.13%393,025CommonSOLE
76882M104RMMZRIVERNORTH MANAGED DURATION MUNICIPAL INCOME FUND II$3.8M0.13%268,256CommonSOLE
46434V738IEURISHARES TR CORE MSCI EURO$3.8M0.13%76,011CommonSOLE
746853100PPTPUTNAM PREMIET INCOME TRUST$3.7M0.13%1,112,755CommonSOLE
27829L105EOTEATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST$3.7M0.12%228,421CommonSOLE
G4023C101GOLDEN STAR ACQ CRP; TNT ACQ DT: 3/2/2025 CASH: $10.10$3.7M0.12%360,116CommonSOLE
G0542S106A SPAC I ACQ CRP; TNT ACQ DT: 08/17/2023; CASH: $10.10$3.7M0.12%341,050CommonSOLE
G2086M107CHENGHE ACQ CRP; TNT ACQ DT: 7/28/2023; CASH: $10.30$3.6M0.12%332,120CommonSOLE
874036106TWNTAIWAN FD INC COM$3.4M0.12%114,880CommonSOLE
90118T106TWELVE SEASACQ CRP II; TNT ACQ DT: 2/26/2023; CASH; $10.00$3.4M0.12%328,149CommonSOLE
G0R45S109AIB ACQ CRP; TNT ACQ DT: 10/21/2023; CASH: $10.10$3.4M0.11%291,950CommonSOLE
92912R104IGAVOYA GLOBAL ADVANTAGE PREMIUM OPP FUND$3.4M0.11%406,068CommonSOLE
296424104ESHAESH ACQ CRP; TNT ACQ DT: 12/14/2024 CASH: $10.15$3.3M0.11%325,996CommonSOLE
05589T104BNY MELLON MUNICIPAL INCOME INC$3.2M0.11%572,053CommonSOLE
67080R102NPFDNUVEEN VARIABLE RATE PREFERRED & INCOME FUND$3.2M0.11%204,072CommonSOLE
529900102ASGLIBERTY ALL-STAR GROWTH FD$3.2M0.11%640,657CommonSOLE
20607U108CNDACONCORD ACQ CRP II; TNT ACQ DT: 9/1/2023; CASH: $10.00$3.2M0.11%306,975CommonSOLE
G6363K106NABORS ENERGY ACQ CRP II; TNT ACQ DT: 7/14/2024; CASH: $10.15$3.1M0.11%307,500CommonSOLE
62403K108MOUNTAIN CREST ACQ CRP IV; TNT ACQ DT: 6/29/2022 CASH: $10.00$3.1M0.10%287,021CommonSOLE
040450108ARISZ ACQ CRP; TNT ACQ DT: 11/18/2022; CASH: $10.00$3.1M0.10%287,632CommonSOLE
78468R739SHMSPDR SER TR NUVN BR SHT MUNI$3.1M0.10%66,430CommonSOLE
26431Q106DUET ACQ CRP; TNT ACQ DT: 4/20/2023; CASH: $10.15$3.0M0.10%280,000CommonSOLE
50208a102LMP CAPITAL AND INCOME FUND INC$2.9M0.10%235,966CommonSOLE
G0283A108AMCIALPHAVEST ACQ CRP; TNT ACQ DT: 12/20/2023; CASH: $10.20$2.9M0.10%276,100CommonSOLE
03842W105AQUCAQUARON ACQ CRP; TNT ACQ DT: 7/4/2023; CASH: $10.15$2.9M0.10%275,050CommonSOLE
384272100GRAF ACQ CORP IV. TNT ACQ DT: 05/25/2023; CASH: $10.00$2.9M0.10%280,525CommonSOLE
12504G100IGRCBRE Clarion Global Real Estate Income Fund$2.9M0.10%645,069CommonSOLE
09249E101BHKBLACKROCK CORE BD TR SHS BEN INT$2.9M0.10%289,497CommonSOLE
09253T101XMVTXBLACKROCK MUNIVEST FUND II$2.8M0.09%304,194CommonSOLE
92838J103VISION SENSING ACQ CRP; TNT ACQ DT: 11/01/2022; CASH: $10.15$2.8M0.09%252,741CommonSOLE
G0135E142AIMTFAIMFINITY INVESTMENT CORP. TNT ACQ DT: 07/28/2024; CASH: $10.20$2.7M0.09%255,336CommonSOLE
76137R106REVELSTONE CAPITAL ACQ CORP. TNT ACQ DT: 06/16/2023; CASH: $10.10$2.7M0.09%255,200CommonSOLE
G27740110DISTDISTOKEN ACQ CORP; TNT ACQ DT: 11/15/2023; CASH: $10.20$2.7M0.09%257,110CommonSOLE
G3034H109EMCGFEMBRACE CHANGE ACQ CORP. TNT ACQ DT: 09/09/2023; CASH: $10.25$2.7M0.09%248,938CommonSOLE
746909100PIMPUTNAM MASTER INTERMEDIATE INCOME TRUST$2.6M0.09%854,841CommonSOLE
27828Y108ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$2.6M0.09%214,970CommonSOLE
72942P104PLUTONIAN ACQ CORP. TNT ACQ DT: 08/10/2023; CASH: $10.175$2.5M0.08%232,210CommonSOLE
G12729110BOWEN ACQ CORP. TNT ACQ DT: 04/27/2024; CASH: $10.20$2.4M0.08%232,690CommonSOLE
09216A108BLACK MOUNTAIN ACQ CORP. TNT ACQ DT: 04/14/2023; CASH: $10.20$2.3M0.08%219,600CommonSOLE
61244M109MONTEREY CAPITAL ACQ CORP. TNT ACQ DT: 05/13/2023; CASH: $10.10$2.2M0.07%208,450CommonSOLE
04282M102ARROWROOT ACQ CRP; TNT ACQ DT: 3/2/2023; CASH: $10.00$2.2M0.07%208,061CommonSOLE
G5380L105LATAMGROWTH SPAC; TNT ACQ DT: 10/27/2023; CASH: $10.20$2.2M0.07%201,200CommonSOLE
G06362100AURA FAT PROJECTS ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.20$2.1M0.07%198,569CommonSOLE
626642102MURPHY CANYON ACQ CRP; TNT ACQ DT: 08/07/2023; CASH: $10.20$2.1M0.07%198,925CommonSOLE
G06984119AURORA TECH ACQ CRP; TNT ACQ DT: 6/10/2023; CASH: $10.15$2.1M0.07%189,130CommonSOLE
01864u106ALLIANCE NATIONAL MUNICIPAL INCOME FUND$2.0M0.07%214,088CommonSOLE
464287440IEFISHARES LEHMAN 7-10YR TREAS$2.0M0.07%21,770CommonSOLE
G1263E102BLUE WORLD ACQ CRP; TNT ACQ DT: 11/02/2023; CASH: $10.10$2.0M0.07%182,225CommonSOLE
092479104BLACKROCK MUNICIPAL INCOME QUALITY TRUST$1.9M0.07%196,146CommonSOLE
09248l106BLACKROCK NEW YORK MUNICIPAL INCOME TRUST$1.9M0.06%209,268CommonSOLE
37892F109GLLIGLOBALINK INVESTMENT INCE. TNT ACQ DT: 3/09/2023; CASH: $10.15$1.9M0.06%175,900CommonSOLE
88018T101TDFTEMPLETON DRAGON FD INC COM$1.9M0.06%221,590CommonSOLE
780910105RVTROYCE VALUE TRUST$1.8M0.06%142,268CommonSOLE
35088F107FORLFOUR LEAF ACQ CRP; TNT ACQ DT: 3/17/2024; CASH: $10.30$1.8M0.06%174,412CommonSOLE
26433C105DPGDuff & Phelps Utility & Inc$1.8M0.06%205,047CommonSOLE
98741Y103YOTAYOTTA OPPORTUNITY ACQ CRP; TNT ACQ DT: 1/23/2023; CASH: $10.00$1.8M0.06%164,275CommonSOLE
670972108XNQPXNUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND$1.7M0.06%170,104CommonSOLE
G7308p101PYROPHYTE ACQ CRP; TNT ACQ DT: 4/27/2023; CASH: $10.25$1.7M0.06%155,625CommonSOLE
74349W104PROOF ACQ CORP I. TNT ACQ DT: 06/03/2023; CASH: $10.20$1.7M0.06%156,300CommonSOLE
27828A100XEVMXEATON VANCE CALIF MUN BD FD COM$1.6M0.05%200,117CommonSOLE
G6256B106DENALI CAPITAL ACQ CRP; TNT ACQ DT: 4/7/2023; CASH: $10.20$1.5M0.05%139,050CommonSOLE
464288240ACWXISHARES TR MSCI ACWI EX US$1.5M0.05%32,332CommonSOLE
00306J109XJEQXABERDEEN JAPAN EQUITY FUND INC$1.5M0.05%281,812CommonSOLE
95766P108WESTERN ASST MN PRT FD INC COM$1.5M0.05%141,845CommonSOLE
464288679SHVISHARES SHORT TREASURY BOND$1.5M0.05%13,500CommonSOLE
09254C107BLACKROCK MUNIHOLDINGS QUALITY FUND II INC$1.4M0.05%163,306CommonSOLE
G3R34K103FNVTFINNOVATE ACQ CRP; TNT ACQ DT: 5/04/2023; CASH: $10.20$1.4M0.05%131,325CommonSOLE
15719Y105CETUS CAPITAL ACQ CRP; TNT ACQ DT:11/01/2023; CASH: $10.25$1.4M0.05%135,403CommonSOLE
00301w105ABERDEEN EMERGING MARKETS EQUITY INCOME FUND INC$1.4M0.05%286,411CommonSOLE
53118A105LIBERTY RESOURCES ACQ CRP; TNT ACQ DT: 08/08/2023; CASH: $10.15$1.3M0.04%122,825CommonSOLE
G3934P102GLOBAL PARTNER ACQ CRP II; TNT ACQ DT: 1/12/2023; CASH: $10.00$1.3M0.04%121,650CommonSOLE
09257A108BCXBLACKROCK RESOURCES AND COMMODITIES$1.3M0.04%137,510CommonSOLE
G3312W109EVERGREEN CORP; TNT ACQ DT: 08/11/2023; CASH: $10.15$1.2M0.04%113,350CommonSOLE
G3167L109ENPHYS ACQ CRP UNIT; TNT ACQ DT: 10/6/2023; CASH: $10.00$1.2M0.04%116,300CommonSOLE
G9074V106TRISTAR ACQ CRP; TNT ACQ DT: 07/13/2023; CASH: $10.10$1.2M0.04%111,892CommonSOLE
27827Y109XENWXEATON VANCE NEW YORK MUN BD FD COM$1.2M0.04%142,441CommonSOLE
89278D109TBMCTRAILBLAZER ACQ CRP; TNT ACQ DT: 3/29/2024; CASH: $10.20$1.2M0.04%111,750CommonSOLE
368802104GAMGENERAL AMERICAN INVESTORS COMPANY, INC$1.1M0.04%27,010CommonSOLE
079174108BELLEVUE LIFE SCIENCES ACQ CRP; TNT ACQ DT: 11/10/2023; CASH: $10.20$1.1M0.04%103,250CommonSOLE
758083109REDWOODS ACQ CORP. TNT ACQ DT: 4/4/2023; CASH: $10.10$1.1M0.04%100,075CommonSOLE
G5260A104KEYARCH ACQ CRP; TNT ACQ DT: 7/25/2023; CASH: $10.10$1.1M0.04%99,950CommonSOLE
922042742VTVANGUARD TOTAL WORLD STOCK ETF$1.0M0.04%11,245CommonSOLE
G5000D103IXAQFIX ACQ CRP; TNT ACQ DT: 4/7/2023; CASH: $10.05$1.0M0.03%93,150CommonSOLE
27826U108EVNEATON VANCE MUNICIPAL INCOME TRUST$1.0M0.03%112,695CommonSOLE
G0888J108BATTERY FUTURE ACQ CRP; TNT ACQ DT: 12/17/2023; CASH: $10.20$984,7710.03%90,512CommonSOLE
G87119106TETEFTECH AND TELECOM ACQ CRP UNIT; TNT ACQ DT: 1/18/2023; CASH: $10.15$963,8990.03%84,925CommonSOLE
G4828B100WELNFINTEGRATED WELLNESS ACQ CRP UNIT; TNT ACQ DT: 09/13/2023; CASH: $10.20$950,5060.03%86,725CommonSOLE
723763108XMHIXPIONEER MUNICIPAL HIGH INCOME TRUST$900,7780.03%124,589CommonSOLE
921937793BLVVANGUARD BD INDEX FD INC LONG TERM BOND$873,7920.03%13,030CommonSOLE
44364H100HUDSON ACQ I CORP. TNT ACQ DT: 07/14/2023; CASH: $10.15$849,6040.03%79,775CommonSOLE
G2058L103CHAVANT CAPITAL ACQ CRP; TNT ACQ DT: 7/20/2022; CASH: $10.00$819,6450.03%74,176CommonSOLE
28201D109EF HUTTON ACQ CORP I. TNT ACQ DT: 06/09/2023; CASH: $10.10$813,1200.03%77,000CommonNONE
09254G108XMQTXBLACKROCK MUNITIELD QUALITY FUND II$759,0260.03%84,430CommonSOLE
04845A108ATLANTIC COAST ACQ CRP; TNT ACQ DT: 4/14/2023; CASH: $10.20$734,9020.02%69,725CommonSOLE
64124k102NEUBERGER BERMAN NY INTMD MU$723,2870.02%82,567CommonSOLE
155123102CETCENTRAL SECURITIES CORP$706,4830.02%19,929CommonSOLE
34417L109FOCUS IMPACT ACQ CRP; TNT ACQ DT: 05/01/2023; CASH: $10.20$699,3000.02%64,750CommonSOLE
552738106MFMMFS MUNICIPAL INCOME TRUST$663,8500.02%145,901CommonSOLE
410123103JHSJOHN HANCOCK INCOME SECURITIES TRUST$654,7210.02%63,813CommonSOLE
45784L100INSIGHT ACQ CRP; TNT ACQ DT: 3/02/2023; CASH: $10.05$646,0700.02%60,950CommonNONE
169373107XXCHNXXCHINA FD INC COM$634,6120.02%60,040CommonSOLE
464287622IWBISHARES RUSSELL 1000 ETF$582,1070.02%2,478CommonSOLE
G8675N109TGAAFTARGET GLOBAL ACQ CRP; TNT ACQ DT: 06/9/2023; CASH: $10.20$567,5070.02%52,300CommonSOLE
G8210L105SLAMFSLAM CRP; TNT ACQ DT: 02/25/2023; CASH: $10.00$544,9830.02%50,555CommonSOLE
594918104MSFTMICROSOFT CORP COM$536,7750.02%1,700CommonSOLE
G0440J109APXIFAPX ACQ CRP; TNT ACQ DT: 03/07/2023; CASH: $10.20$524,9150.02%47,850CommonSOLE
950415109WELSBACH TECHNOLOGY METALS ACQ CRP; TNT ACQ DT: 03/30/2023; CASH: $10.00$496,9090.02%45,925CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$483,0520.02%1,130CommonSOLE
G5259L103KERNAL ACQ CORP; TNT ACQ DT: 2/3/2023; CASH; $10.00$478,7760.02%45,125CommonSOLE
12530D105C5 ACQ CRP; TNT ACQ DT: 04/11/2023; CASH: $10.20$471,6550.02%42,995CommonSOLE
G71704103HOVRPONO CAPITAL THREE ACQ CRP; TNT ACQ DT: 8/10/2024 CASH: $10.25$466,8380.02%44,250CommonSOLE
G63290111PLMJFALPINE PARTNERS TECHNOLOGY MERGER CRP; TNT ACQ DT: 7/30/2023; CASH: $10.00$452,4960.02%42,850CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MARKETS ETF$444,5860.01%9,342CommonSOLE
437076102HDHOME DEPOT INC COM$423,0240.01%1,400CommonSOLE
780915104RMTROYCE MICRO-CAP TRUST INC$414,0000.01%50,000CommonSOLE
07402Q101BEARD ENERGY TRANSITION ACQ CORP. TNT ACQ DT: 05/29/2023; CASH: $10.20$402,3190.01%37,425CommonSOLE
482082104JUPITER ACQ CRP; TNT ACQ DT: 8/17/2023; CASH: $10.00$384,5090.01%37,440CommonSOLE
68389X105ORCLORACLE CORP COM$376,0160.01%3,550CommonSOLE
83014E109SIZZLE ACQ CRP; TNT ACQ DT: 2/4/2023; CASH: $10.20$370,3260.01%34,100CommonSOLE
532457108LLYLILLY ELI & CO COM$365,2480.01%680CommonSOLE
233276104DMYYDMY SQUARED TECHNOLOGY GROUP, INC. TNT ACQ DT: 12/30/2023; CASH: $10.15$353,2130.01%33,800CommonSOLE
G9R16L100VMCAFVALUENCE ACQ CRP; TNT ACQ DT: 6/1/2023; CASH: $10.30$352,4250.01%31,750CommonSOLE
09260U109BCATBLACKROCK CAPITAL ALLOCATION$322,4030.01%22,250CommonSOLE
G44525106PEARL HOLDINGS ACQ CRP; TNT ACQ DT: 12/17/2023; CASH: $10.20$319,7700.01%30,600CommonSOLE
95790A101IGIWESTERN ASSET INV GRA DEF OP$314,0360.01%19,838CommonSOLE
G2365L101CONSILIUM ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.15$302,2750.01%28,250CommonSOLE
59318b108MFS INVT GRADE MUN TR SH BEN INT$293,6000.01%41,528CommonSOLE
G9831X106ZLSSFXPAC ACQ CORP. TNT ACQ DT: 08/03/2023; CASH: $10.00$290,4000.01%27,500CommonSOLE
958435109SBIWESTERN ASSET INTERMEDIATE$286,4000.01%40,000CommonSOLE
46132K109VPVINVESCO PENNSYLVANIA VALUE MUNICIPAL INCOME TRUST$284,2700.01%31,762CommonSOLE
92912X101IDEVOYA INFRASTRUCTURE INDUST AND MATER FUND$282,9280.01%30,003CommonSOLE
02115M109ALSET CAPITAL ACQ CRP; TNT ACQ DT: 11/03/2023; CASH: $10.10$262,5000.01%25,000CommonSOLE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF$254,8010.01%2,775CommonSOLE
600379101XHIEXMILLER/HOWARD HIGH INCOME EQUITY FUND$248,0000.01%25,000CommonSOLE
592835102MXFMEXICO FUND INC$235,9660.01%14,327CommonSOLE
870875101SWZSWISS HELVETIA FD INC COM$213,3090.01%27,920CommonSOLE
538086109LIVE OAK CRESTVIEW CLIMATE ACQ CRP; TNT ACQ DT: 9/22/2023; CASH: $10.10$210,7080.01%20,319CommonSOLE
19247L106RQICOHEN & STEERS QUAL INC RLTY$208,8480.01%20,637CommonSOLE
723762100XPMAXPIONEER MUNI HI INC ADV TRST$197,6530.01%29,369CommonSOLE
G6859L105BRLSOXUS ACQ CORP; TNT ACT DT: 03/08/2023: CASH $10.20$169,4000.01%15,400CommonSOLE
45827K101INTEINTEGRAL ACQ CRP; TNT ACQ DT: 05/05/2023; CASH: $10.15$166,3460.01%15,474CommonSOLE
G81173109SHUAA PARTNERS ACQ CORP. TNT ACQ DT: 03/04/2023; CASH: $10.25$143,7120.00%12,947CommonSOLE
36246K103GRXGABELLI HLTHCARE & WELLNESS TR SHS$137,2800.00%16,000CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUNICIPAL BOND FUND INC$128,1910.00%25,793CommonSOLE
72201A103XPMQXPIMCO MUNICIPAL INCOME FUND III$123,3120.00%19,059CommonSOLE
G11217117BIOPLUS METEORA ACQ CRP; TNT ACQ DT: 6/03/2023; CASH: $10.20$110,9460.00%10,235CommonSOLE
G48028107INFINITE CQ CORP. TNT ACQ DT: 08/23/2023; CASH: $10.20$110,8280.00%10,300CommonSOLE
95766R104WIWWESTERN ASSET INFLATION-LINKED OPP & INC FD$102,8750.00%12,500CommonSOLE
72200M108XPCKXPIMCO CALIFORNIA MUNICIPAL INCOME FUND II$94,6620.00%18,857CommonSOLE

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.