Free Trial
→ What's the Best Way to Lower RMD Taxes? (From SmartAsset) (Ad)tc pixel Free PHD Stock Alerts

Pioneer Floating Rate Fund (PHD) Institutional Ownership

$9.96 +0.01 (+0.10%)
Closing price 09/19/2025 03:59 PM Eastern
Extended Trading
$9.96 0.00 (0.00%)
As of 09/19/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
17
Total
Institutional Outflows
(last 12 months)
$2.78M
Get PHD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pioneer Floating Rate Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PHD Institutional Buying and Selling by Quarter

Pioneer Floating Rate Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.70,408$691K0.0%-1.6%0.000%
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%
5/16/2025Advisors Asset Management Inc.345,387$3.27M0.1%-0.4%0.000%
5/15/2025Royal Bank of Canada99,160$939K0.0%+4.2%0.000%
5/15/2025Landscape Capital Management L.L.C.26,842$254K0.0%N/A0.000%
5/13/2025Ethos Financial Group LLC215,427$2.04M0.2%N/A0.000%
5/12/2025Wolverine Asset Management LLC38,425$364K0.0%N/A0.000%
5/9/2025Shaker Financial Services LLC128,727$1.22M0.5%+19.8%0.000%
5/2/2025Melfa Wealth Management Inc.19,497$185K0.1%-7.8%0.000%
4/21/2025Riverbridge Partners LLC59,870$567K0.0%+10.2%0.000%
4/10/2025Lake Street Private Wealth LLC683,600$6.47M1.1%+4.0%0.000%
2/17/2025Cetera Investment Advisers21,625$209K0.0%-17.2%0.000%
2/17/2025Bank of America Corp DE265,214$2.57M0.0%-8.6%0.000%
2/14/2025Virtus ETF Advisers LLC84,736$820K0.3%+20.6%0.000%
2/14/2025Stifel Financial Corp10,873$105K0.0%-12.2%0.000%
2/14/2025Shaker Financial Services LLC107,446$1.04M0.4%+13.4%0.000%
2/13/2025Guggenheim Capital LLC305,110$2.95M0.0%-9.0%0.000%
2/13/2025Raymond James Financial Inc.21,627$209K0.0%N/A0.000%
2/13/2025Invesco Ltd.346,491$3.35M0.0%+8.1%0.000%
2/6/2025Raymond James Financial Inc.21,627$209K0.0%N/A0.000%
1/24/2025Clear Creek Financial Management LLC143,069$1.39M0.1%+4.0%0.000%
1/15/2025Lake Street Private Wealth LLC657,025$6.36M1.0%-6.6%0.000%
11/15/2024Stifel Financial Corp12,381$123K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC12,653$126K0.0%-27.3%0.000%
11/8/2024Advisors Asset Management Inc.347,536$3.44M0.1%-3.2%0.000%
11/6/2024Kovack Advisors Inc.10,000$99K0.0%N/A0.000%
11/1/2024Fiera Capital Corp51,360$508K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC94,788$938K0.4%-2.1%0.000%
10/29/2024Clear Creek Financial Management LLC137,527$1.36M0.2%+10.8%0.000%
10/22/2024Lake Street Private Wealth LLC703,350$6.96M1.1%+5.7%0.000%
10/18/2024Capital Investment Advisors LLC13,031$129K0.0%-15.0%0.000%
8/16/2024Quarry LP5,659$55K0.0%-89.9%0.000%
8/3/2024Shaker Financial Services LLC96,815$935K0.4%-9.5%0.000%
7/31/2024Rothschild Investment LLC24,800$240K0.0%N/A0.000%
7/25/2024Clear Creek Financial Management LLC124,103$1.20M0.1%+7.4%0.000%
7/12/2024Capital Investment Advisors LLC15,323$148K0.0%-9.7%0.000%
5/14/2024Advisors Asset Management Inc.224,884$2.18M0.0%+72.8%0.000%
5/8/2024Avantax Advisory Services Inc.10,430$101K0.0%N/A0.000%
4/26/2024Riverbridge Partners LLC77,957$755K0.0%-21.7%0.000%
4/26/2024Clear Creek Financial Management LLC115,515$1.12M0.1%-2.8%0.000%
4/19/2024Lake Street Private Wealth LLC598,250$5.79M0.8%+10.4%0.000%
3/27/2024Nomura Holdings Inc.12,032$110K0.0%N/A0.000%
2/13/20241607 Capital Partners LLC14,336$131K0.0%-83.3%0.000%
2/8/2024Robinson Capital Management LLC15,455$142K0.1%N/A0.000%
2/8/2024Matisse Capital80,955$742K0.4%-33.5%0.000%
2/7/2024Shaker Financial Services LLC93,683$868K0.4%+9.7%0.000%
1/24/2024International Assets Investment Management LLC2,705$25K0.0%+1,703.3%0.000%
1/24/2024Clear Creek Financial Management LLC118,871$1.09M0.2%+1.1%0.000%
1/19/2024Wagner Wealth Management LLC157,261$1.44M0.5%-16.7%0.000%
11/14/2023AQR Arbitrage LLC131,106$1.18M0.1%-9.1%0.000%
11/14/2023Saba Capital Management L.P.29,318$264K0.0%-64.2%0.000%
11/14/2023Clough Capital Partners L P243,016$2.19M0.2%+24.8%0.000%
11/8/2023Janney Montgomery Scott LLC10,158$92K0.0%-44.5%0.000%
11/7/2023Virtus ETF Advisers LLC67,774$611K0.4%+83.5%0.000%
10/31/2023Zazove Associates LLC6,511$59K0.0%N/A0.000%
10/24/2023Clear Creek Financial Management LLC117,604$1.06M0.2%-1.5%0.000%
10/20/2023Lake Street Financial LLC526,750$4.75M0.9%+3.7%0.000%
10/17/2023Flagship Harbor Advisors LLC23,538$212K0.0%-17.5%0.000%
10/16/2023Riverbridge Partners LLC98,350$886K0.0%+18.5%0.000%
8/15/2023Quarry LP36,900$320K0.1%N/A0.000%
8/11/2023Landscape Capital Management L.L.C.23,831$207K0.0%+75.9%0.000%
8/10/2023Sit Investment Associates Inc.102,797$892K0.0%+10.8%0.000%
8/9/2023Robinson Capital Management LLC27,277$237K0.1%N/A0.000%
8/7/2023Wolverine Asset Management LLC66,830$580K0.0%+511.6%0.000%
8/7/2023Shaker Financial Services LLC86,286$749K0.3%-4.8%0.000%
7/26/2023Janney Montgomery Scott LLC18,319$159K0.0%-10.4%0.000%
7/26/2023Riverbridge Partners LLC82,971$720K0.0%-6.7%0.000%
7/18/2023Melfa Wealth Management LLC31,558$274K0.3%-3.9%0.000%
7/18/2023Lake Street Financial LLC508,050$4.41M0.8%+5.1%0.000%
7/17/2023Clear Creek Financial Management LLC119,370$1.04M0.2%+1.9%0.000%
7/11/2023Flagship Harbor Advisors LLC28,538$248K0.0%-71.8%0.000%
5/17/2023Wagner Wealth Management LLC187,929$1.64M0.7%-2.0%0.000%
5/11/2023Guggenheim Capital LLC174,954$1.52M0.0%-7.5%0.000%
5/10/2023Landscape Capital Management L.L.C.13,546$118K0.0%N/A0.000%
5/8/2023Shaker Financial Services LLC90,613$788K0.3%-2.6%0.000%
5/8/2023Wolverine Asset Management LLC10,927$95K0.0%N/A0.000%
4/28/2023Janney Montgomery Scott LLC20,437$178K0.0%-73.5%0.000%
4/21/2023Riverbridge Partners LLC88,955$774K0.0%+4.3%0.000%
4/20/2023Clear Creek Financial Management LLC117,125$1.02M0.2%+9.1%0.000%
4/17/2023GPS Wealth Strategies Group LLC3,555$31K0.0%N/A0.000%
4/17/2023Lake Street Financial LLC483,600$4.21M0.8%+26.6%0.000%
4/10/2023Capital Investment Advisors LLC18,956$165K0.0%-7.4%0.000%
2/10/2023Sit Investment Associates Inc.92,797$814K0.0%+712.6%0.000%
2/9/2023HighTower Advisors LLC29,037$257K0.0%-7.4%0.000%
2/8/2023Fiera Capital Corp57,915$508K0.0%+5.7%0.000%
2/3/2023Shaker Financial Services LLC93,031$824K0.4%-51.0%0.000%
2/1/2023Janney Montgomery Scott LLC76,987$675K0.0%-37.2%0.000%
(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, 42 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 17 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 283,980 shares in the last 24 months. This volume of shares sold represents approximately $2.78M in transactions.


Related Companies

This page (NYSE:PHD) was last updated on 9/21/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
A New Way to Double Your Retirement Income?
Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...
Investors Alley | Sponsoredtc pixel
Strange crypto pattern discovered by 40-person research team
Something unusual is happening inside a 40-person crypto research firm. They're helping 8,000+ ordinary peo...
Crypto Swap Profits | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel