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Pioneer Floating Rate Fund (PHD) Institutional Ownership

$9.92 +0.02 (+0.20%)
Closing price 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pioneer Floating Rate Fund (NYSE:PHD)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$7.07M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$2.76M
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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
8/15/2025 Balyasny Asset Management L.P.45,406$446K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE194,369$1.91M0.0%-23.5%0.000%
8/14/2025 Raymond James Financial Inc.9,736$96K0.0%-54.9%0.000%
8/13/2025 Guggenheim Capital LLC224,400$2.20M0.0%+2.4%0.000%
8/13/2025 Invesco Ltd.336,488$3.30M0.0%-3.0%0.000%
8/13/2025 Virtus Investment Advisers LLC79,711$783K0.3%-28.9%0.000%
8/12/2025 Advisors Asset Management Inc.342,948$3.37M0.1%-0.7%0.000%
8/12/2025 XTX Topco Ltd13,080$128K0.0%N/A0.000%
8/6/2025 Ethos Financial Group LLC213,365$2.10M0.2%-1.0%0.000%
8/4/2025 Wolverine Asset Management LLC8,035$79K0.0%-79.1%0.000%
8/4/2025 Flagship Harbor Advisors LLC15,708$154K0.0%-15.4%0.000%
7/23/2025 Clear Creek Financial Management LLC173,155$1.70M0.2%+20.4%0.000%
7/15/2025 Riverbridge Partners LLC62,293$612K0.0%+4.0%0.000%
7/15/2025 Absolute Investment Advisers LLC71,220$699K0.1%N/A0.000%
5/16/2025 Advisors Asset Management Inc.345,387$3.27M0.1%-0.4%0.000%
5/15/2025 Royal Bank of Canada99,160$939K0.0%+4.2%0.000%
5/15/2025 Landscape Capital Management L.L.C.26,842$254K0.0%N/A0.000%
5/13/2025 Ethos Financial Group LLC215,427$2.04M0.2%N/A0.000%
5/12/2025 Wolverine Asset Management LLC38,425$364K0.0%N/A0.000%
5/9/2025 Shaker Financial Services LLC128,727$1.22M0.5%+19.8%0.000%
5/2/2025 Melfa Wealth Management Inc.19,497$185K0.1%-7.8%0.000%
4/21/2025 Riverbridge Partners LLC59,870$567K0.0%+10.2%0.000%
4/10/2025 Lake Street Private Wealth LLC683,600$6.47M1.1%+4.0%0.000%
2/17/2025 Cetera Investment Advisers21,625$209K0.0%-17.2%0.000%
2/17/2025 Bank of America Corp DE265,214$2.57M0.0%-8.6%0.000%
2/14/2025 Virtus ETF Advisers LLC84,736$820K0.3%+20.6%0.000%
2/14/2025 Stifel Financial Corp10,873$105K0.0%-12.2%0.000%
2/14/2025 Shaker Financial Services LLC107,446$1.04M0.4%+13.4%0.000%
2/13/2025 Guggenheim Capital LLC305,110$2.95M0.0%-9.0%0.000%
2/13/2025 Raymond James Financial Inc.21,627$209K0.0%N/A0.000%
2/13/2025 Invesco Ltd.346,491$3.35M0.0%+8.1%0.000%
2/6/2025 Raymond James Financial Inc.21,627$209K0.0%N/A0.000%
1/24/2025 Clear Creek Financial Management LLC143,069$1.39M0.1%+4.0%0.000%
1/15/2025 Lake Street Private Wealth LLC657,025$6.36M1.0%-6.6%0.000%
11/15/2024 Stifel Financial Corp12,381$123K0.0%N/A0.000%
11/15/2024 HighTower Advisors LLC12,653$126K0.0%-27.3%0.000%
11/8/2024 Advisors Asset Management Inc.347,536$3.44M0.1%-3.2%0.000%
11/6/2024 Kovack Advisors Inc.10,000$99K0.0%N/A0.000%
11/1/2024 Fiera Capital Corp51,360$508K0.0%N/A0.000%
10/31/2024 Shaker Financial Services LLC94,788$938K0.4%-2.1%0.000%
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10/29/2024 Clear Creek Financial Management LLC137,527$1.36M0.2%+10.8%0.000%
10/22/2024 Lake Street Private Wealth LLC703,350$6.96M1.1%+5.7%0.000%
10/18/2024 Capital Investment Advisors LLC13,031$129K0.0%-15.0%0.000%
8/16/2024 Quarry LP5,659$55K0.0%-89.9%0.000%
8/3/2024 Shaker Financial Services LLC96,815$935K0.4%-9.5%0.000%
7/31/2024 Rothschild Investment LLC24,800$240K0.0%N/A0.000%
7/25/2024 Clear Creek Financial Management LLC124,103$1.20M0.1%+7.4%0.000%
7/12/2024 Capital Investment Advisors LLC15,323$148K0.0%-9.7%0.000%
5/14/2024 Advisors Asset Management Inc.224,884$2.18M0.0%+72.8%0.000%
5/8/2024 Avantax Advisory Services Inc.10,430$101K0.0%N/A0.000%
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%
3/27/2024 Nomura Holdings Inc.12,032$110K0.0%N/A0.000%
2/13/2024 1607 Capital Partners LLC14,336$131K0.0%-83.3%0.000%
2/8/2024 Robinson Capital Management LLC15,455$142K0.1%N/A0.000%
2/8/2024 Matisse Capital80,955$742K0.4%-33.5%0.000%
2/7/2024 Shaker 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%
11/14/2023 AQR Arbitrage LLC131,106$1.18M0.1%-9.1%0.000%
11/14/2023 Saba Capital Management L.P.29,318$264K0.0%-64.2%0.000%
11/14/2023 Clough 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%
11/7/2023 Virtus ETF Advisers LLC67,774$611K0.4%+83.5%0.000%
10/31/2023 Zazove 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%
8/15/2023 Quarry LP36,900$320K0.1%N/A0.000%
8/11/2023 Landscape Capital Management L.L.C.23,831$207K0.0%+75.9%0.000%
8/10/2023 Sit Investment Associates Inc.102,797$892K0.0%+10.8%0.000%
8/9/2023 Robinson Capital Management LLC27,277$237K0.1%N/A0.000%
8/7/2023 Wolverine Asset Management LLC66,830$580K0.0%+511.6%0.000%
8/7/2023 Shaker 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%
5/11/2023 Guggenheim Capital LLC174,954$1.52M0.0%-7.5%0.000%
5/10/2023 Landscape Capital Management L.L.C.13,546$118K0.0%N/A0.000%
5/8/2023 Shaker Financial Services LLC90,613$788K0.3%-2.6%0.000%
5/8/2023 Wolverine 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%
2/10/2023 Sit Investment Associates Inc.92,797$814K0.0%+712.6%0.000%
2/9/2023 HighTower Advisors LLC29,037$257K0.0%-7.4%0.000%
2/8/2023 Fiera Capital Corp57,915$508K0.0%+5.7%0.000%
2/3/2023 Shaker 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%
(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, 41 institutional investors and hedge funds held shares of Pioneer Floating Rate Fund. The most heavily invested institutionals were Lake Street Private Wealth LLC ($6.47M), Lake Street Financial LLC ($4.75M), Advisors Asset Management Inc. ($3.37M), Invesco Ltd. ($3.30M), Guggenheim Capital LLC ($2.20M), Clough Capital Partners L P ($2.19M), and Ethos Financial Group LLC ($2.10M).Learn more on Pioneer Floating Rate Fund's institutional investors.

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

Of the 27 institutional investors that purchased Pioneer Floating Rate Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ethos Financial Group LLC ($215.43K), Lake Street Private Wealth LLC ($120.68K), Advisors Asset Management Inc. ($94.75K), Absolute Investment Advisers LLC ($71.22K), Clear Creek Financial Management LLC ($58.20K), Fiera Capital Corp ($51.36K), and Clough Capital Partners L P ($48.30K).

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

Institutional investors have bought a total of 731,559 shares in the last 24 months. This purchase volume represents approximately $7.07M in transactions.

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

Of the 16 institutional investors that sold Pioneer Floating Rate Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($84.55K), Lake Street Private Wealth LLC ($46.33K), Virtus Investment Advisers LLC ($32.41K), Wolverine Asset Management LLC ($30.39K), Guggenheim Capital LLC ($30.33K), Advisors Asset Management Inc. ($15.05K), and Raymond James Financial Inc. ($11.86K).

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

Institutional investors have sold a total of 282,831 shares in the last 24 months. This volume of shares sold represents approximately $2.76M in transactions.


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This page (NYSE:PHD) was last updated on 9/2/2025 by MarketBeat.com Staff
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