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Pioneer Floating Rate Fund (PHD) Institutional Ownership

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$9.69
+0.05 (+0.52%)
(As of 05/3/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for Pioneer Floating Rate Fund (NYSE:PHD)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$3.65M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.21M
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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
4/26/2024 Riverbridge Partners LLC77,957$755K0.0%-21.7%0.000%
4/26/2024 Clear 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%
2/8/2024 Matisse 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%
1/24/2024 Clear Creek Financial Management LLC118,871$1.09M0.2%+1.1%0.000%
1/19/2024 Wagner 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%
10/24/2023 Clear 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%
10/17/2023 Flagship 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%
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%
7/17/2023 Clear Creek Financial Management LLC119,370$1.04M0.2%+1.9%0.000%
7/11/2023 Flagship Harbor Advisors LLC28,538$248K0.0%-71.8%0.000%
5/17/2023 Wagner 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%
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4/20/2023 Clear Creek Financial Management LLC117,125$1.02M0.2%+9.1%0.000%
4/17/2023 GPS 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%
2/8/2023 Fiera 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%
1/24/2023 Clear Creek Financial Management LLC107,395$942K0.2%+3.8%0.000%
1/13/2023 Flagship 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%
11/8/2022 Matisse 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%
10/24/2022 Clear 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%
8/11/2022 Wagner Wealth Management LLC147,887$1.31M1.0%+161.6%0.000%
8/11/2022Sit Investment Associates Inc.11,420$101K0.0%N/A0.000%
8/10/2022 Fiera 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%
7/28/2022 Matisse Capital100,754$895K0.8%N/A0.000%
7/27/2022 Clear Creek Financial Management LLC99,063$880K0.2%+1.8%0.000%
7/20/2022 AEGON USA Investment Management LLC13,528$120K0.1%N/A0.000%
7/19/2022 GPS Wealth Strategies Group LLC4,585$41K0.0%N/A0.000%
7/13/2022 Flagship Harbor Advisors LLC103,551$920K0.1%-21.2%0.000%
7/12/2022 Lake Street Financial LLC88,250$784K0.2%-73.6%0.000%
7/6/2022 Capital Investment Advisors LLC23,547$209K0.0%-6.9%0.000%
5/11/2022Landscape Capital Management L.L.C.13,917$146K0.0%N/A0.000%
5/9/2022 Fiera Capital Corp45,189$473K0.0%+28.0%0.000%
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That's why we have released our Free Precious Metals Investment Guide that explains all the details
5/9/2022Trustcore Financial Services LLC110,982$1.16M0.1%+120.9%0.000%
5/9/2022 Lake Street Financial LLC334,375$3.50M0.6%+2.7%0.000%
5/9/2022Qube Research & Technologies Ltd14,949$157K0.0%+20.4%0.000%
5/6/2022Shaker Financial Services LLC114,757$1.20M0.5%+110.7%0.000%
5/4/2022 Janney Montgomery Scott LLC374,879$3.93M0.0%+227.9%0.000%
5/4/2022Wolverine Asset Management LLC43,098$451K0.0%N/A0.000%
5/2/2022 Clear Creek Financial Management LLC97,345$1.02M0.2%-31.1%0.000%
4/22/2022 Bogart Wealth LLC2,700$28K0.0%N/A0.000%
4/13/2022 Flagship Harbor Advisors LLC131,489$1.38M0.1%-1.5%0.000%
2/14/2022Virtus ETF Advisers LLC34,718$403K0.2%-16.2%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, 35 institutional investors and hedge funds held shares of Pioneer Floating Rate Fund. The most heavily invested institutionals were Lake Street Private Wealth LLC ($5.79M), Lake Street Financial LLC ($4.75M), Clough Capital Partners L P ($2.19M), Guggenheim Capital LLC ($1.52M), Wagner Wealth Management LLC ($1.44M), AQR Arbitrage LLC ($1.18M), and Trustcore Financial Services LLC ($1.16M).Learn more on PHD's institutional investors.

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

Of the 27 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 ($447.25K), Wolverine Asset Management LLC ($209.45K), Shaker Financial Services LLC ($143.73K), Matisse Capital ($121.81K), Riverbridge Partners LLC ($104.33K), Sit Investment Associates Inc. ($102.80K), and Wagner Wealth Management LLC ($91.35K).

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

Institutional investors have bought a total of 1,777,071 shares in the last 24 months. This purchase volume represents approximately $15.94M in transactions.

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

Of the 19 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: Janney Montgomery Scott LLC ($364.72K), Lake Street Financial LLC ($246.13K), Flagship Harbor Advisors LLC ($107.22K), Shaker Financial Services LLC ($103.67K), 1607 Capital Partners LLC ($71.50K), Saba Capital Management L.P. ($52.60K), and Guggenheim Capital LLC ($46.85K).

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

Institutional investors have sold a total of 1,158,913 shares in the last 24 months. This volume of shares sold represents approximately $10.25M in transactions.


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This page (NYSE:PHD) was last updated on 5/6/2024 by MarketBeat.com Staff

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