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Pioneer Floating Rate Fund (PHD) Institutional Ownership

$9.60 -0.03 (-0.26%)
As of 01/21/2025 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pioneer Floating Rate Fund (NYSE:PHD)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$3.49M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.52M
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PHD Institutional Buying and Selling by Quarter

Pioneer Floating Rate Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Lake Street Private Wealth LLC657,025$6.36M1.0%-6.6%0.000%
11/15/2024Stifel Financial Corp12,381$123K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC12,653$126K0.0%-27.3%0.000%
11/8/2024Advisors Asset Management Inc.347,536$3.44M0.1%-3.2%0.000%
11/6/2024Kovack Advisors Inc.10,000$99K0.0%N/A0.000%
11/1/2024Fiera Capital Corp51,360$508K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC94,788$938K0.4%-2.1%0.000%
10/29/2024Clear Creek Financial Management LLC137,527$1.36M0.2%+10.8%0.000%
10/22/2024 Lake Street Private Wealth LLC703,350$6.96M1.1%+5.7%0.000%
10/18/2024 Capital Investment Advisors LLC13,031$129K0.0%-15.0%0.000%
8/16/2024Quarry LP5,659$55K0.0%-89.9%0.000%
8/3/2024Shaker Financial Services LLC96,815$935K0.4%-9.5%0.000%
7/31/2024Rothschild Investment LLC24,800$240K0.0%N/A0.000%
7/25/2024Clear Creek Financial Management LLC124,103$1.20M0.1%+7.4%0.000%
7/12/2024 Capital Investment Advisors LLC15,323$148K0.0%-9.7%0.000%
5/14/2024Advisors Asset Management Inc.224,884$2.18M0.0%+72.8%0.000%
5/8/2024Avantax Advisory Services Inc.10,430$101K0.0%N/A0.000%
4/26/2024 Riverbridge Partners LLC77,957$755K0.0%-21.7%0.000%
4/26/2024Clear Creek Financial Management LLC115,515$1.12M0.1%-2.8%0.000%
4/19/2024 Lake Street Private Wealth LLC598,250$5.79M0.8%+10.4%0.000%
3/27/2024Nomura Holdings Inc.12,032$110K0.0%N/A0.000%
2/13/20241607 Capital Partners LLC14,336$131K0.0%-83.3%0.000%
2/8/2024Robinson Capital Management LLC15,455$142K0.1%N/A0.000%
2/8/2024Matisse Capital80,955$742K0.4%-33.5%0.000%
2/7/2024Shaker Financial Services LLC93,683$868K0.4%+9.7%0.000%
1/24/2024 International Assets Investment Management LLC2,705$25K0.0%+1,703.3%0.000%
1/24/2024Clear Creek Financial Management LLC118,871$1.09M0.2%+1.1%0.000%
1/19/2024Wagner Wealth Management LLC157,261$1.44M0.5%-16.7%0.000%
11/14/2023AQR Arbitrage LLC131,106$1.18M0.1%-9.1%0.000%
11/14/2023Saba Capital Management L.P.29,318$264K0.0%-64.2%0.000%
11/14/2023Clough Capital Partners L P243,016$2.19M0.2%+24.8%0.000%
11/8/2023 Janney Montgomery Scott LLC10,158$92K0.0%-44.5%0.000%
11/7/2023Virtus ETF Advisers LLC67,774$611K0.4%+83.5%0.000%
10/31/2023Zazove Associates LLC6,511$59K0.0%N/A0.000%
10/24/2023Clear Creek Financial Management LLC117,604$1.06M0.2%-1.5%0.000%
10/20/2023 Lake Street Financial LLC526,750$4.75M0.9%+3.7%0.000%
10/17/2023Flagship Harbor Advisors LLC23,538$212K0.0%-17.5%0.000%
10/16/2023 Riverbridge Partners LLC98,350$886K0.0%+18.5%0.000%
8/15/2023Quarry LP36,900$320K0.1%N/A0.000%
8/11/2023Landscape Capital Management L.L.C.23,831$207K0.0%+75.9%0.000%
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8/10/2023Sit Investment Associates Inc.102,797$892K0.0%+10.8%0.000%
8/9/2023Robinson Capital Management LLC27,277$237K0.1%N/A0.000%
8/7/2023Wolverine Asset Management LLC66,830$580K0.0%+511.6%0.000%
8/7/2023Shaker Financial Services LLC86,286$749K0.3%-4.8%0.000%
7/26/2023 Janney Montgomery Scott LLC18,319$159K0.0%-10.4%0.000%
7/26/2023 Riverbridge Partners LLC82,971$720K0.0%-6.7%0.000%
7/18/2023 Melfa Wealth Management LLC31,558$274K0.3%-3.9%0.000%
7/18/2023 Lake Street Financial LLC508,050$4.41M0.8%+5.1%0.000%
7/17/2023Clear Creek Financial Management LLC119,370$1.04M0.2%+1.9%0.000%
7/11/2023Flagship Harbor Advisors LLC28,538$248K0.0%-71.8%0.000%
5/17/2023Wagner Wealth Management LLC187,929$1.64M0.7%-2.0%0.000%
5/11/2023Guggenheim Capital LLC174,954$1.52M0.0%-7.5%0.000%
5/10/2023Landscape Capital Management L.L.C.13,546$118K0.0%N/A0.000%
5/8/2023Shaker Financial Services LLC90,613$788K0.3%-2.6%0.000%
5/8/2023Wolverine Asset Management LLC10,927$95K0.0%N/A0.000%
4/28/2023 Janney Montgomery Scott LLC20,437$178K0.0%-73.5%0.000%
4/21/2023 Riverbridge Partners LLC88,955$774K0.0%+4.3%0.000%
4/20/2023Clear Creek Financial Management LLC117,125$1.02M0.2%+9.1%0.000%
4/17/2023GPS Wealth Strategies Group LLC3,555$31K0.0%N/A0.000%
4/17/2023 Lake Street Financial LLC483,600$4.21M0.8%+26.6%0.000%
4/10/2023 Capital Investment Advisors LLC18,956$165K0.0%-7.4%0.000%
2/10/2023Sit Investment Associates Inc.92,797$814K0.0%+712.6%0.000%
2/9/2023HighTower Advisors LLC29,037$257K0.0%-7.4%0.000%
2/8/2023Fiera Capital Corp57,915$508K0.0%+5.7%0.000%
2/3/2023Shaker Financial Services LLC93,031$824K0.4%-51.0%0.000%
2/1/2023 Janney Montgomery Scott LLC76,987$675K0.0%-37.2%0.000%
1/31/2023 Melfa Wealth Management LLC32,847$288K0.3%N/A0.000%
1/31/2023Wedbush Securities Inc.14,558$128K0.0%-7.9%0.000%
1/25/2023 Lake Street Financial LLC382,100$3.35M0.7%+48.5%0.000%
1/24/2023Clear Creek Financial Management LLC107,395$942K0.2%+3.8%0.000%
1/13/2023Flagship Harbor Advisors LLC101,479$890K0.1%-1.7%0.000%
1/11/2023 Riverbridge Partners LLC85,289$748K0.0%+3.0%0.000%
1/5/2023 Capital Investment Advisors LLC20,479$180K0.0%-7.7%0.000%
11/15/2022Logan Stone Capital LLC58,152$501K0.3%+27.8%0.000%
11/15/2022Clough Capital Partners L P33,914$292K0.0%N/A0.000%
11/15/20221607 Capital Partners LLC200,836$1.73M0.1%+15.0%0.000%
11/14/2022Virtus ETF Advisers LLC42,208$364K0.1%-18.0%0.000%
11/14/2022Guggenheim Capital LLC335,210$2.89M0.0%-8.9%0.000%
11/14/2022 Hennion & Walsh Asset Management Inc.10,627$92K0.0%N/A0.000%
11/10/2022Wolverine Asset Management LLC167,073$1.44M0.0%-10.0%0.000%
11/9/2022Shaker Financial Services LLC189,954$1.64M0.8%+6.2%0.000%
11/8/2022Matisse Capital121,814$1.05M1.3%+20.9%0.000%
11/2/2022Landscape Capital Management L.L.C.36,383$314K0.0%-12.2%0.000%
10/26/2022 Riverbridge Partners LLC82,828$714K0.0%+3.5%0.000%
10/25/2022 Janney Montgomery Scott LLC122,551$1.06M0.0%-61.3%0.000%
10/24/2022Clear Creek Financial Management LLC103,442$892K0.2%+4.4%0.000%
10/21/2022 Lake Street Financial LLC257,250$2.22M0.5%+191.5%0.000%
10/5/2022 Capital Investment Advisors LLC22,181$191K0.0%-5.8%0.000%
8/29/2022 Riverbridge Partners LLC80,037$711K0.0%N/A0.000%
8/12/2022Virtus ETF Advisers LLC51,498$457K0.2%+14.3%0.000%
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8/11/2022Wagner Wealth Management LLC147,887$1.31M1.0%+161.6%0.000%
8/11/2022Sit Investment Associates Inc.11,420$101K0.0%N/A0.000%
8/10/2022Fiera Capital Corp54,907$488K0.0%+21.5%0.000%
8/5/2022Landscape Capital Management L.L.C.41,445$368K0.0%+197.8%0.000%
8/4/2022Northwestern Mutual Wealth Management Co.8,306$74K0.0%+15.4%0.000%
8/3/2022 Janney Montgomery Scott LLC317,003$2.81M0.0%-15.4%0.000%
8/3/2022Wolverine Asset Management LLC185,717$1.65M0.0%+330.9%0.000%
8/1/2022Shaker Financial Services LLC178,925$1.59M0.8%+55.9%0.000%
7/28/2022Matisse Capital100,754$895K0.8%N/A0.000%
7/27/2022Clear Creek Financial Management LLC99,063$880K0.2%+1.8%0.000%
(Data available from 1/1/2016 forward)

PHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHD shares?

During the previous two years, 34 institutional investors and hedge funds held shares of Pioneer Floating Rate Fund. The most heavily invested institutionals were Lake Street Private Wealth LLC ($6.36M), Lake Street Financial LLC ($4.75M), Advisors Asset Management Inc. ($3.44M), Clough Capital Partners L P ($2.19M), Guggenheim Capital LLC ($1.52M), Wagner Wealth Management LLC ($1.44M), and Clear Creek Financial Management LLC ($1.36M).Learn more on PHD's institutional investors.

Which institutional investors have been buying Pioneer Floating Rate Fund stock?

Of the 23 institutional investors that purchased Pioneer Floating Rate Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lake Street Financial LLC ($269.50K), Advisors Asset Management Inc. ($94.75K), Lake Street Private Wealth LLC ($94.10K), Sit Investment Associates Inc. ($91.38K), Wolverine Asset Management LLC ($66.83K), Fiera Capital Corp ($54.50K), and Clough Capital Partners L P ($48.30K).

How much institutional buying is happening at Pioneer Floating Rate Fund?

Institutional investors have bought a total of 1,035,281 shares in the last 24 months. This purchase volume represents approximately $9.41M in transactions.

Which Pioneer Floating Rate Fund major shareholders have been selling company stock?

Of the 18 institutional investors that sold Pioneer Floating Rate Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($115.85K), Janney Montgomery Scott LLC ($112.39K), Flagship Harbor Advisors LLC ($77.51K), 1607 Capital Partners LLC ($71.50K), Saba Capital Management L.P. ($52.60K), Quarry LP ($50.11K), and Lake Street Private Wealth LLC ($46.33K).

How much institutional selling is happening at Pioneer Floating Rate Fund?

Institutional investors have sold a total of 688,933 shares in the last 24 months. This volume of shares sold represents approximately $6.25M in transactions.


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This page (NYSE:PHD) was last updated on 1/22/2025 by MarketBeat.com Staff
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