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 | 542k | $5.0M | 3% | Dec 2023 |
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| Bank of America Corporation | 371k | $3.4M | -6% | Dec 2023 |
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| Clough Capital Partners | 217k | $2.0M | -11% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 162k | $1.5M | 177% | Dec 2023 |
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| Wagner Wealth Management | 157k | $1.4M | -17% | Dec 2023 |
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| Advisors Asset Management | 130k | $1.2M | 100% | Dec 2023 |
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| CNH Partners | 120k | $1.1M | -9% | Dec 2023 |
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| Clear Creek Financial Management | 119k | $1.1M | 1% | Dec 2023 |
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| Royal Bank of Canada | 115k | $1.1M | -3% | Dec 2023 |
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| Riverbrige Partners | 100k | $913k | 1% | Dec 2023 |
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| Shaker Financial Services | 94k | $868k | 10% | Dec 2023 |
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| Wells Fargo & Company | 92k | $842k | 7% | Dec 2023 |
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| Quarry | 85k | $781k | 0% | Dec 2023 |
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| Deschutes Portfolio Strategy | 81k | $742k | -34% | Dec 2023 |
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| Advisor Group Holdings | 74k | $676k | -5% | Dec 2023 |
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| Captrust Financial Advisors | 51k | $467k | 1% | Dec 2023 |
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| Virtus ETF Advisers | 50k | $456k | -27% | Dec 2023 |
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| UBS Group | 44k | $407k | 178% | Dec 2023 |
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| Melfa Wealth Management | 31k | $287k | 0% | Dec 2023 |
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| Landscape Capital Management | 30k | $279k | 100% | Dec 2023 |
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| HighTower Advisors | 23k | $210k | -7% | Dec 2023 |
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| Flagship Harbor Advisors | 19k | $188k | -11% | Mar 2024 |
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| Capital Investment Advisors | 17k | $164k | -4% | Mar 2024 |
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| Commonwealth Equity Services | 16k | $148k | 0% | Dec 2023 |
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| Robinson Capital Management | 16k | $142k | 100% | Dec 2023 |
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| AEGON USA Investment Management | 14k | $124k | 0% | Dec 2023 |
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| Wedbush Morgan Securities | 13k | $122k | -3% | Dec 2023 |
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| Nomura Holdings | 12k | $110k | 100% | Dec 2023 |
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| Zazove Associates | 6.5k | $60k | 0% | Dec 2023 |
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| Pnc Financial Services | 5.9k | $54k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 4.3k | $39k | 100% | Dec 2023 |
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| GPS Wealth Strategies Group | 3.6k | $33k | 0% | Dec 2023 |
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| Bogart Wealth | 2.7k | $25k | 0% | Dec 2023 |
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| TCTC Holdings | 2.3k | $21k | 0% | Dec 2023 |
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| Venturi Wealth Management | 1.8k | $16k | 0% | Dec 2023 |
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| Baystate Wealth Management | 1.0k | $9.4k | 100% | Dec 2023 |
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| Bartlett & Co. | 750.00 | $7.0k | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 750.00 | $6.9k | 0% | Dec 2023 |
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| Beacon Capital Management | 449.00 | $4.0k | 0% | Dec 2023 |
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| Geneos Wealth Management | 270.00 | $2.5k | -45% | Dec 2023 |
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| Gradient Investments | 157.00 | $1.4k | 0% | Dec 2023 |
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| Huntington National Bank | 2.00 | $18.000000 | 0% | Dec 2023 |
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Who sold out of Pioneer Floating Rate Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Congress Wealth Management LLC / DE / | Sep 2023 | 42k | $377k |
| Saba Capital Management | Sep 2023 | 29k | $264k |
| Janney Montgomery Scott | Sep 2023 | 10k | $92k |
| Hennion & Walsh Asset Management | Sep 2023 | 10k | $91k |
| Stonebridge Capital Advisors | Sep 2023 | 1.5k | $13k |