Who owns Pioneer Floating Rate Trust?
- Ticker: PHD
- CUSIP Number: 72369j102
Tip: Access positions for across all investors
Analyze quarterly positions in Pioneer Floating Rate Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Pioneer Floating Rate Trust stock
Who bought or sold Pioneer Floating Rate Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Lake Street Financial | 598k | $5.8M | 10% | Mar 2024 |
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| Bank of America Corporation | 340k | $3.3M | -9% | Mar 2024 |
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| Morgan Stanley | 168k | $1.6M | 12% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 162k | $1.5M | 177% | Dec 2023 |
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| Advisors Asset Management | 130k | $1.2M | 100% | Dec 2023 |
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| Clear Creek Financial Management | 116k | $1.1M | -3% | Mar 2024 |
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| Advisor Group Holdings | 110k | $1.1M | 49% | Mar 2024 |
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| Shaker Financial Services | 107k | $1.0M | 14% | Mar 2024 |
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| Royal Bank of Canada | 106k | $1.0M | -8% | Mar 2024 |
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| Sit Investment Associates | 94k | $910k | -9% | Mar 2024 |
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| Riverbrige Partners | 78k | $755k | -22% | Mar 2024 |
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| Virtus ETF Advisers | 63k | $612k | 27% | Mar 2024 |
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| CNH Partners | 57k | $547k | -53% | Mar 2024 |
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| Quarry | 56k | $540k | -35% | Mar 2024 |
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| UBS Group | 55k | $529k | 23% | Mar 2024 |
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| Wells Fargo & Company | 51k | $496k | -44% | Mar 2024 |
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| Captrust Financial Advisors | 50k | $486k | -1% | Mar 2024 |
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| Melfa Wealth Management | 31k | $303k | 0% | Mar 2024 |
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| HighTower Advisors | 23k | $223k | 1% | Mar 2024 |
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| Flagship Harbor Advisors | 19k | $188k | -11% | Mar 2024 |
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| Landscape Capital Management | 17k | $168k | -43% | Mar 2024 |
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| Capital Investment Advisors | 17k | $164k | -4% | Mar 2024 |
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| Commonwealth Equity Services | 16k | $156k | 0% | Mar 2024 |
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| LPL Financial | 16k | $151k | 2% | Mar 2024 |
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| Robinson Capital Management | 16k | $142k | 100% | Dec 2023 |
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| Wedbush Morgan Securities | 13k | $122k | -3% | Dec 2023 |
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| H D Vest Advisory Services | 10k | $101k | 100% | Mar 2024 |
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| Zazove Associates | 6.5k | $63k | 0% | Mar 2024 |
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| Pnc Financial Services | 5.9k | $58k | 1% | Mar 2024 |
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| GPS Wealth Strategies Group | 3.6k | $34k | 0% | Mar 2024 |
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| Bogart Wealth | 2.7k | $26k | 0% | Mar 2024 |
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| TCTC Holdings | 2.3k | $22k | 0% | Mar 2024 |
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| Venturi Wealth Management | 1.8k | $17k | 0% | Mar 2024 |
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| Baystate Wealth Management | 1.0k | $9.4k | 100% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 750.00 | $7.3k | 0% | Mar 2024 |
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| Bartlett & Co. | 750.00 | $7.0k | 0% | Dec 2023 |
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| Beacon Capital Management | 449.00 | $4.3k | 0% | Mar 2024 |
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| Gen-Wealth Partners | 417.00 | $4.0k | 100% | Mar 2024 |
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| Geneos Wealth Management | 270.00 | $2.6k | 0% | Mar 2024 |
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| Gradient Investments | 157.00 | $1.5k | 0% | Mar 2024 |
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| Huntington National Bank | 2.00 | $19.000000 | 0% | Mar 2024 |
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Who sold out of Pioneer Floating Rate Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Clough Capital Partners | Dec 2023 | 217k | $2.0M |
| Wagner Wealth Management | Dec 2023 | 157k | $1.4M |
| 1607 Capital Partners | Sep 2023 | 86k | $773k |
| Deschutes Portfolio Strategy | Dec 2023 | 81k | $742k |
| Qube Research & Technologies | Sep 2023 | 15k | $135k |
| AEGON USA Investment Management | Dec 2023 | 14k | $124k |
| Nomura Holdings | Dec 2023 | 12k | $110k |
| Jpmorgan Chase & Co | Dec 2023 | 4.3k | $39k |
| Stonebridge Capital Advisors | Sep 2023 | 1.5k | $13k |