George W Karpus - Net Worth and Insider Trading

George W Karpus Net Worth

The estimated net worth of George W Karpus is at least $5 Million dollars as of 2024-12-25. George W Karpus is the 10% Owner of Eaton Vance Municipal Bond Fund and owns about 418,419 shares of Eaton Vance Municipal Bond Fund (EIM) stock worth over $4 Million. George W Karpus is also the 10% Owner of Lazard World Dividend & Income Fund, Inc. and owns about 23,803 shares of Lazard World Dividend & Income Fund, Inc. (LOR) stock worth over $230,413. Details can be seen in George W Karpus'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 George W Karpus has not made any transactions after 2020-07-28 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of George W Karpus

George W Karpus Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, George W Karpus owns 16 companies in total, including DTFTax-Free Income Inc (DTF) , DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC (DUC) , and Western Asset Inflation Linked Income Fund (WIA) among others .

Click here to see the complete history of George W Karpus’s form 4 insider trades.

Insider Ownership Summary of George W Karpus

Ticker	Comapny	Transaction Date	Type of Owner
DTF	DTFTax-Free Income Inc	2020-10-01	other: See Explanation of Responses
DUC	DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC	2020-10-01	other: See Explanation of Responses
WIA	Western Asset Inflation Linked Income Fund	2020-10-01	other: See Explanation of Responses
		2020-10-01	other: See Explanation of Responses
		2020-10-01	other: See Explanation of Responses
		2020-07-28	10 percent owner
		2019-08-28	10 percent owner
		2019-01-25	10 percent owner
		2018-03-08	10 percent owner
		2018-01-22	10 percent owner
		2017-04-11	10 percent owner
		2017-03-30	10 percent owner
		2017-03-20	10 percent owner
		2015-12-21	10 percent owner
		2008-08-22	other: President of KIM
		2003-07-08	director

George W Karpus Latest Holdings Summary

George W Karpus currently owns a total of 2 stocks. Among these stocks, George W Karpus owns 418,419 shares of Eaton Vance Municipal Bond Fund (EIM) as of July 28, 2020, with a value of $4 Million and a weighting of 94.91%. George W Karpus also owns 23,803 shares of Lazard World Dividend & Income Fund, Inc. (LOR) as of August 28, 2019, with a value of $230,413 and a weighting of 5.09%.

Latest Holdings of George W Karpus

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
EIM	Eaton Vance Municipal Bond Fund	2020-07-28	418,419	10.27	4,297,163
LOR	Lazard World Dividend & Income Fund, Inc.	2019-08-28	23,803	9.68	230,413

Holding Weightings of George W Karpus

George W Karpus Form 4 Trading Tracker

According to the SEC Form 4 filings, George W Karpus has made a total of 2 transactions in Eaton Vance Municipal Bond Fund (EIM) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in Eaton Vance Municipal Bond Fund is the sale of 77,932 shares on July 28, 2020, which brought George W Karpus around $1 Million.

According to the SEC Form 4 filings, George W Karpus has made a total of 0 transactions in Lazard World Dividend & Income Fund, Inc. (LOR) over the past 5 years. The most-recent trade in Lazard World Dividend & Income Fund, Inc. is the sale of 24,288 shares on August 28, 2019, which brought George W Karpus around $242,880.

Insider Trading History of George W Karpus

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.

Total 0

Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

George W Karpus Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

George W Karpus Ownership Network

Ownership Network List of George W Karpus

No Data

Ownership Network Relation of George W Karpus

George W Karpus Owned Company Details

What does DTFTax-Free Income Inc do?

Who are the key executives at DTFTax-Free Income Inc?

George W Karpus is the other: See Explanation of Responses of DTFTax-Free Income Inc. Other key executives at DTFTax-Free Income Inc include other: Officer of Investment Adviser Grumhaus David D Jr. , Vice President Timothy P. Riordan , and CCO Kathleen Hegyi .

DTFTax-Free Income Inc (DTF) Insider Trades Summary

Over the past 18 months, George W Karpus made no insider transaction in DTFTax-Free Income Inc (DTF). Other recent insider transactions involving DTFTax-Free Income Inc (DTF) include a net purchase of 2,506 shares made by Grumhaus David D Jr. ,

In summary, during the past 3 months, insiders sold 0 shares of DTFTax-Free Income Inc (DTF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of DTFTax-Free Income Inc (DTF) were sold and 2,506 shares were bought by its insiders, resulting in a net purchase of 2,506 shares.

DTFTax-Free Income Inc (DTF)'s detailed insider trading history can be found in Insider Trading Tracker table.

DTFTax-Free Income Inc Insider Transactions

No Available Data

What does DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC do?

Who are the key executives at DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC?

George W Karpus is the other: See Explanation of Responses of DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC. Other key executives at DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC include other: Officer of Investment Adviser Grumhaus David D Jr. , VP and Secretary William J Renahan , and 10 percent owner Blue Ridge Investments, L.l.c. .

DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC (DUC) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC (DUC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC (DUC) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC (DUC)'s detailed insider trading history can be found in Insider Trading Tracker table.

DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC Insider Transactions

No Available Data

What does Western Asset Inflation Linked Income Fund do?

Who are the key executives at Western Asset Inflation Linked Income Fund?

George W Karpus is the other: See Explanation of Responses of Western Asset Inflation Linked Income Fund. Other key executives at Western Asset Inflation Linked Income Fund include other: Secretary/GC Subadviser Hoffmann Courtney A. , 10 percent owner Cascade Investment, L.l.c. , and other: COO/Subadviser Andrew J. Bowden .

Western Asset Inflation Linked Income Fund (WIA) Insider Trades Summary

Over the past 18 months, George W Karpus made no insider transaction in Western Asset Inflation Linked Income Fund (WIA). Other recent insider transactions involving Western Asset Inflation Linked Income Fund (WIA) include a net purchase of 13,000 shares made by Michael Larson ,

In summary, during the past 3 months, insiders sold 0 shares of Western Asset Inflation Linked Income Fund (WIA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Western Asset Inflation Linked Income Fund (WIA) were sold and 13,000 shares were bought by its insiders, resulting in a net purchase of 13,000 shares.

Western Asset Inflation Linked Income Fund (WIA)'s detailed insider trading history can be found in Insider Trading Tracker table.

Western Asset Inflation Linked Income Fund Insider Transactions

No Available Data

What does First Trust/aberdeen Global Oppo Income do?

Who are the key executives at First Trust/aberdeen Global Oppo Income?

George W Karpus is the other: See Explanation of Responses of First Trust/aberdeen Global Oppo Income. Other key executives at First Trust/aberdeen Global Oppo Income include other: Director-Investment Advisor Jaclyn Marie Matsick , other: Officer-Investment Advisor Kelly Catherine Dehler , and other: Officer-Investment Advisor Scott Michael Friske .

First Trust/aberdeen Global Oppo Income (FAM) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of First Trust/aberdeen Global Oppo Income (FAM) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of First Trust/aberdeen Global Oppo Income (FAM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

First Trust/aberdeen Global Oppo Income (FAM)'s detailed insider trading history can be found in Insider Trading Tracker table.

First Trust/aberdeen Global Oppo Income Insider Transactions

No Available Data

What does Pioneer Diversified High Income Trust do?

Who are the key executives at Pioneer Diversified High Income Trust?

George W Karpus is the other: See Explanation of Responses of Pioneer Diversified High Income Trust. Other key executives at Pioneer Diversified High Income Trust include CHIEF COMPLIANCE OFFICER Yana Karalnik , other: Affiliated Person Lawrence R Zeno , and Assistant Treasurer Michael Melnick .

Pioneer Diversified High Income Trust (HNW) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Pioneer Diversified High Income Trust (HNW) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Pioneer Diversified High Income Trust (HNW) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Pioneer Diversified High Income Trust (HNW)'s detailed insider trading history can be found in Insider Trading Tracker table.

Pioneer Diversified High Income Trust Insider Transactions

No Available Data

What does Eaton Vance Municipal Bond Fund do?

Who are the key executives at Eaton Vance Municipal Bond Fund?

George W Karpus is the 10 percent owner of Eaton Vance Municipal Bond Fund. Other key executives at Eaton Vance Municipal Bond Fund include President Kenneth A Topping , other: Management Committee of Eaton Faust Thomas E Jr , and Officer Anchal Pachnanda .

Eaton Vance Municipal Bond Fund (EIM) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Eaton Vance Municipal Bond Fund (EIM) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Eaton Vance Municipal Bond Fund (EIM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Eaton Vance Municipal Bond Fund (EIM)'s detailed insider trading history can be found in Insider Trading Tracker table.

Eaton Vance Municipal Bond Fund Insider Transactions

No Available Data

What does Lazard World Dividend & Income Fund, Inc. do?

Who are the key executives at Lazard World Dividend & Income Fund, Inc.?

George W Karpus is the 10 percent owner of Lazard World Dividend & Income Fund, Inc.. Other key executives at Lazard World Dividend & Income Fund, Inc. include 10 percent owner Karpus Management, Inc. , Assistant Secretary Jessica A Falzone , and other: See comment* William B Rosenberg .

Lazard World Dividend & Income Fund, Inc. (LOR) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Lazard World Dividend & Income Fund, Inc. (LOR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Lazard World Dividend & Income Fund, Inc. (LOR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Lazard World Dividend & Income Fund, Inc. (LOR)'s detailed insider trading history can be found in Insider Trading Tracker table.

Lazard World Dividend & Income Fund, Inc. Insider Transactions

No Available Data

What does Eaton Vance Municipal Bond Fund II do?

Who are the key executives at Eaton Vance Municipal Bond Fund II?

George W Karpus is the 10 percent owner of Eaton Vance Municipal Bond Fund II. Other key executives at Eaton Vance Municipal Bond Fund II include 10 percent owner Karpus Management, Inc. , other: Trustee Marcus L. Smith , and other: Trustee Keith Quinton .

Eaton Vance Municipal Bond Fund II (EIV) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Eaton Vance Municipal Bond Fund II (EIV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Eaton Vance Municipal Bond Fund II (EIV) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Eaton Vance Municipal Bond Fund II (EIV)'s detailed insider trading history can be found in Insider Trading Tracker table.

Eaton Vance Municipal Bond Fund II Insider Transactions

No Available Data

What does Managed Duration Investment Grade Municipal Fund do?

Who are the key executives at Managed Duration Investment Grade Municipal Fund?

George W Karpus is the 10 percent owner of Managed Duration Investment Grade Municipal Fund. Other key executives at Managed Duration Investment Grade Municipal Fund include 10 percent owner Karpus Management, Inc. , Chief Compliance Officer David Lebisky , and 10 percent owner Wells Fargo Municipal Capital Strategies, Llc .

Managed Duration Investment Grade Municipal Fund (MZF) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Managed Duration Investment Grade Municipal Fund (MZF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Managed Duration Investment Grade Municipal Fund (MZF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Managed Duration Investment Grade Municipal Fund (MZF)'s detailed insider trading history can be found in Insider Trading Tracker table.

Managed Duration Investment Grade Municipal Fund Insider Transactions

No Available Data

What does Morgan Stanley Income Securities Inc do?

Who are the key executives at Morgan Stanley Income Securities Inc?

George W Karpus is the 10 percent owner of Morgan Stanley Income Securities Inc. Other key executives at Morgan Stanley Income Securities Inc include 10 percent owner Karpus Management, Inc. , 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

No Available Data

What does Mfs Investment Grade Municipal Trust do?

Who are the key executives at Mfs Investment Grade Municipal Trust?

George W Karpus is the 10 percent owner of Mfs Investment Grade Municipal Trust. Other key executives at Mfs Investment Grade Municipal Trust include 10 percent owner Saba Capital Management, L.p. , other: OFFICER OF ADVISOR Linda Dougherty , and 10 percent owner Boaz Weinstein .

Mfs Investment Grade Municipal Trust (CXH) Insider Trades Summary

Over the past 18 months, George W Karpus made no insider transaction in Mfs Investment Grade Municipal Trust (CXH). Other recent insider transactions involving Mfs Investment Grade Municipal Trust (CXH) include a net sale of 4,935 shares made by Saba Capital Management, L.p. ,

In summary, during the past 3 months, insiders sold 0 shares of Mfs Investment Grade Municipal Trust (CXH) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 4,935 shares of Mfs Investment Grade Municipal Trust (CXH) were sold and 0 shares were bought by its insiders, resulting in a net sale of 4,935 shares.

Mfs Investment Grade Municipal Trust (CXH)'s detailed insider trading history can be found in Insider Trading Tracker table.

Mfs Investment Grade Municipal Trust Insider Transactions

No Available Data

What does Madison Covrd Call & Eqt Strtg Fd do?

Who are the key executives at Madison Covrd Call & Eqt Strtg Fd?

George W Karpus is the 10 percent owner of Madison Covrd Call & Eqt Strtg Fd. Other key executives at Madison Covrd Call & Eqt Strtg Fd include other: Former Director Imhoff James R Jr , President Patrick F Ryan , and CCO Steven J Fredricks .

Madison Covrd Call & Eqt Strtg Fd (MCN) Insider Trades Summary

Over the past 18 months, George W Karpus made no insider transaction in Madison Covrd Call & Eqt Strtg Fd (MCN). Other recent insider transactions involving Madison Covrd Call & Eqt Strtg Fd (MCN) include a net purchase of 2,500 shares made by John Yogi Spence ,

In summary, during the past 3 months, insiders sold 0 shares of Madison Covrd Call & Eqt Strtg Fd (MCN) in total and bought 2,500 shares, with a net purchase of 2,500 shares. During the past 18 months, 0 shares of Madison Covrd Call & Eqt Strtg Fd (MCN) were sold and 2,500 shares were bought by its insiders, resulting in a net purchase of 2,500 shares.

Madison Covrd Call & Eqt Strtg Fd (MCN)'s detailed insider trading history can be found in Insider Trading Tracker table.

Madison Covrd Call & Eqt Strtg Fd Insider Transactions

No Available Data

What does Federated Premier Intmd Muni Income Fund do?

Who are the key executives at Federated Premier Intmd Muni Income Fund?

George W Karpus is the 10 percent owner of Federated Premier Intmd Muni Income Fund. Other key executives at Federated Premier Intmd Muni Income Fund include 10 percent owner Bank Of America Na , 10 percent owner Blue Ridge Investments, L.l.c. , and other: Investment Adviser to FPT Federated Investment Management Co .

Federated Premier Intmd Muni Income Fund (FPT) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Federated Premier Intmd Muni Income Fund (FPT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Federated Premier Intmd Muni Income Fund (FPT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Federated Premier Intmd Muni Income Fund (FPT)'s detailed insider trading history can be found in Insider Trading Tracker table.

Federated Premier Intmd Muni Income Fund Insider Transactions

No Available Data

What does Virtus Total Return Fund Inc do?

Who are the key executives at Virtus Total Return Fund Inc?

George W Karpus is the 10 percent owner of Virtus Total Return Fund Inc. Other key executives at Virtus Total Return Fund Inc include VP & CFO & Treasurer Bradley William Patrick Iii , other: Affiliate of the Adviser Virtus Partners Inc , and SVP & PM of the Adviser David Dickerson .

Virtus Total Return Fund Inc (ZTR) Insider Trades Summary

Over the past 18 months, George W Karpus made no insider transaction in Virtus Total Return Fund Inc (ZTR). Other recent insider transactions involving Virtus Total Return Fund Inc (ZTR) include a net purchase of 7,250 shares made by Bradley William Patrick Iii , and a net purchase of 6,000 shares made by .

In summary, during the past 3 months, insiders sold 0 shares of Virtus Total Return Fund Inc (ZTR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Total Return Fund Inc (ZTR) were sold and 13,250 shares were bought by its insiders, resulting in a net purchase of 13,250 shares.

Virtus Total Return Fund Inc (ZTR)'s detailed insider trading history can be found in Insider Trading Tracker table.

Virtus Total Return Fund Inc Insider Transactions

No Available Data

What does MFS Intermediate Income Trust do?

Who are the key executives at MFS Intermediate Income Trust?

George W Karpus is the other: President of KIM of MFS Intermediate Income Trust. Other key executives at MFS Intermediate Income Trust include other: OFFICER OF ADVISOR Linda Dougherty , other: PORTFOLIO MANAGER Jake Stone , and other: CHIEF COMPLIANCE OFFICER Rosa Licea-mailloux .

MFS Intermediate Income Trust (MIN) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of MFS Intermediate Income Trust (MIN) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of MFS Intermediate Income Trust (MIN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

MFS Intermediate Income Trust (MIN)'s detailed insider trading history can be found in Insider Trading Tracker table.

MFS Intermediate Income Trust Insider Transactions

No Available Data

What does MVC Capital Inc do?

Who are the key executives at MVC Capital Inc?

George W Karpus is the director of MVC Capital Inc. Other key executives at MVC Capital Inc include director & Chairman Michael T Tokarz , Chief Compliance Officer Kevin M. Byrne , and Managing Director Bruce W Shewmaker .

MVC Capital Inc (MVC) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of MVC Capital Inc (MVC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of MVC Capital Inc (MVC) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

MVC Capital Inc (MVC)'s detailed insider trading history can be found in Insider Trading Tracker table.

MVC Capital Inc Insider Transactions

No Available Data

George W Karpus Mailing Address

Above is the net worth, insider trading, and ownership report for George W Karpus. Currently GuruFocus does not have mailing address information for George W Karpus.

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