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 | 703k | $7.0M | 6% | Sep 2024 |
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| Relative Value Partners | 666k | $6.4M | 100% | Jun 2024 |
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| Advisors Asset Management | 348k | $3.4M | -3% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 335k | $3.3M | 1% | Sep 2024 |
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| Invesco | 321k | $3.2M | 23% | Sep 2024 |
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| Bank of America Corporation | 290k | $2.9M | -8% | Sep 2024 |
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| Morgan Stanley | 180k | $1.7M | 7% | Jun 2024 |
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| Clear Creek Financial Management | 138k | $1.4M | 11% | Sep 2024 |
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| Royal Bank of Canada | 98k | $966k | 0% | Sep 2024 |
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| Shaker Financial Services | 95k | $938k | -2% | Sep 2024 |
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| Pathstone Holdings | 85k | $845k | -3% | Sep 2024 |
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| Advisor Group Holdings | 60k | $595k | -45% | Sep 2024 |
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| Riverbrige Partners | 55k | $542k | -32% | Sep 2024 |
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| Fiera Capital Corporation | 51k | $509k | 100% | Sep 2024 |
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| Captrust Financial Advisors | 50k | $497k | 0% | Sep 2024 |
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| Wells Fargo & Company | 44k | $433k | -4% | Sep 2024 |
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| Cetera Investment Advisers | 26k | $252k | 15% | Jun 2024 |
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| Rothschild Investment | 25k | $246k | 0% | Sep 2024 |
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| Melfa Wealth Management | 21k | $209k | -33% | Sep 2024 |
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| Flagship Harbor Advisors | 19k | $184k | -4% | Sep 2024 |
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| HighTower Advisors | 17k | $167k | -25% | Jun 2024 |
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| Commonwealth Equity Services | 16k | $162k | 0% | Sep 2024 |
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| LPL Financial | 13k | $129k | -6% | Sep 2024 |
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| Capital Investment Advisors | 13k | $129k | -15% | Sep 2024 |
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| H D Vest Advisory Services | 13k | $120k | 19% | Jun 2024 |
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| Wedbush Morgan Securities | 12k | $121k | 0% | Sep 2024 |
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| Kovack Advisors | 10k | $99k | 100% | Sep 2024 |
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| Pnc Financial Services | 6.0k | $60k | 1% | Sep 2024 |
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| Quarry | 5.7k | $55k | -90% | Jun 2024 |
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| GPS Wealth Strategies Group | 3.6k | $35k | 0% | Sep 2024 |
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| Bogart Wealth | 2.7k | $27k | 0% | Sep 2024 |
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| Jaffetilchin Investment Partners | 2.4k | $24k | 100% | Sep 2024 |
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| TCTC Holdings | 2.3k | $22k | 0% | Sep 2024 |
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| Venturi Wealth Management | 1.8k | $18k | 0% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.2k | $11k | 0% | Sep 2024 |
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| Bartlett & Co. Wealth Management | 750.00 | $7.4k | 0% | Sep 2024 |
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| Gen-Wealth Partners | 417.00 | $4.0k | 0% | Jun 2024 |
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| Tower Research Capital | 126.00 | $1.2k | 100% | Jun 2024 |
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| Huntington National Bank | 2.00 | $20.000000 | 0% | Sep 2024 |
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Who sold out of Pioneer Floating Rate Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Private Advisor | Jun 2024 | 13k | $128k |
| Zazove Associates | Mar 2024 | 6.5k | $63k |
| Beacon Capital Management | Jun 2024 | 449.00 | $4.3k |
| Geneos Wealth Management | Mar 2024 | 270.00 | $2.6k |
| Gradient Investments | Jun 2024 | 157.00 | $1.5k |