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 | 684k | $6.5M | 4% | Mar 2025 |
|
| Advisors Asset Management | 347k | $3.4M | 0% | Dec 2024 |
|
| Invesco | 347k | $3.4M | 8% | Dec 2024 |
|
| Guggenheim Capital, LLC Managers | 305k | $3.0M | -9% | Dec 2024 |
|
| Bank of America Corporation | 265k | $2.6M | -9% | Dec 2024 |
|
| Clear Creek Financial Management | 143k | $1.4M | 4% | Dec 2024 |
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| Pathstone Holdings | 140k | $1.4M | 63% | Dec 2024 |
|
| Morgan Stanley | 119k | $1.1M | -23% | Dec 2024 |
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| Shaker Financial Services | 107k | $1.0M | 13% | Dec 2024 |
|
| Royal Bank of Canada | 95k | $922k | -2% | Dec 2024 |
|
| Virtus ETF Advisers | 85k | $820k | 21% | Dec 2024 |
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| Advisor Group Holdings | 60k | $595k | 0% | Dec 2024 |
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| UBS Group | 56k | $541k | 3% | Dec 2024 |
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| Riverbrige Partners | 54k | $526k | -1% | Dec 2024 |
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| Captrust Financial Advisors | 50k | $486k | 0% | Dec 2024 |
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| Fiera Capital Corporation | 49k | $472k | -5% | Dec 2024 |
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| Sit Investment Associates | 47k | $453k | 0% | Dec 2024 |
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| Wells Fargo & Company | 45k | $431k | 2% | Dec 2024 |
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| Rothschild Investment | 25k | $235k | 0% | Mar 2025 |
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| Raymond James Financial | 22k | $209k | 100% | Dec 2024 |
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| Cetera Investment Advisers | 22k | $209k | -17% | Dec 2024 |
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| Melfa Wealth Management | 21k | $205k | 0% | Dec 2024 |
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| Flagship Harbor Advisors | 19k | $180k | 0% | Dec 2024 |
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| Commonwealth Equity Services | 16k | $152k | -4% | Dec 2024 |
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| Capital Investment Advisors | 13k | $124k | 0% | Mar 2025 |
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| LPL Financial | 13k | $126k | 0% | Dec 2024 |
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| HighTower Advisors | 13k | $125k | 2% | Dec 2024 |
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| Wedbush Morgan Securities | 12k | $119k | 0% | Dec 2024 |
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| H D Vest Advisory Services | 12k | $115k | -2% | Dec 2024 |
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| Stifel Financial | 11k | $105k | -12% | Dec 2024 |
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| Kovack Advisors | 10k | $97k | 0% | Dec 2024 |
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| Pnc Financial Services | 6.1k | $59k | 1% | Dec 2024 |
|
| MAI Wealth Advisors | 5.0k | $48k | 100% | Dec 2024 |
|
| GPS Wealth Strategies Group | 3.6k | $34k | 0% | Mar 2025 |
|
| Bogart Wealth | 2.7k | $26k | 0% | Dec 2024 |
|
| TCTC Holdings | 2.3k | $22k | 0% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.8k | $17k | 56% | Dec 2024 |
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| Venturi Wealth Management | 1.8k | $17k | 0% | Dec 2024 |
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| Noble Wealth Management PBC | 900.00 | $8.5k | 100% | Mar 2025 |
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| Gen-Wealth Partners | 417.00 | $4.0k | 0% | Dec 2024 |
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| Maia Wealth | 200.00 | $1.9k | 100% | Dec 2024 |
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| Huntington National Bank | 2.00 | $19.000000 | 0% | Dec 2024 |
|
Who sold out of Pioneer Floating Rate Trust?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Jaffetilchin Investment Partners | Sep 2024 | 2.4k | $24k |
| Bartlett & Co. Wealth Management | Sep 2024 | 750.00 | $7.4k |