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Pioneer Floating Rate Fund (PHD) Institutional Ownership

$9.89 +0.04 (+0.41%)
As of 07/3/2025 03:30 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Pioneer Floating Rate Fund (NYSE:PHD)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$5.75M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.87M
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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
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%
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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%
1/31/2023Melfa Wealth Management LLC32,847$288K0.3%N/A0.000%
1/31/2023Wedbush Securities Inc.14,558$128K0.0%-7.9%0.000%
1/25/2023Lake Street Financial LLC382,100$3.35M0.7%+48.5%0.000%
1/24/2023Clear Creek Financial Management LLC107,395$942K0.2%+3.8%0.000%
1/13/2023Flagship Harbor Advisors LLC101,479$890K0.1%-1.7%0.000%
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1/11/2023Riverbridge Partners LLC85,289$748K0.0%+3.0%0.000%
1/5/2023Capital Investment Advisors LLC20,479$180K0.0%-7.7%0.000%
11/15/2022Logan Stone Capital LLC58,152$501K0.3%+27.8%0.000%
11/15/2022Clough Capital Partners L P33,914$292K0.0%N/A0.000%
11/15/20221607 Capital Partners LLC200,836$1.73M0.1%+15.0%0.000%
11/14/2022Virtus ETF Advisers LLC42,208$364K0.1%-18.0%0.000%
11/14/2022Guggenheim Capital LLC335,210$2.89M0.0%-8.9%0.000%
11/14/2022Hennion & Walsh Asset Management Inc.10,627$92K0.0%N/A0.000%
11/10/2022Wolverine Asset Management LLC167,073$1.44M0.0%-10.0%0.000%
11/9/2022Shaker Financial Services LLC189,954$1.64M0.8%+6.2%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, 39 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), Invesco Ltd. ($3.35M), Advisors Asset Management Inc. ($3.27M), Guggenheim Capital LLC ($2.95M), Bank of America Corp DE ($2.57M), and Clough Capital Partners L P ($2.19M).Learn more on Pioneer Floating Rate Fund's institutional investors.

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

Of the 25 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), Wolverine Asset Management LLC ($94.33K), Fiera Capital Corp ($51.36K), Clough Capital Partners L P ($48.30K), and Virtus ETF Advisers LLC ($45.34K).

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

Institutional investors have bought a total of 598,175 shares in the last 24 months. This purchase volume represents approximately $5.75M in transactions.

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

Of the 11 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: Quarry LP ($50.11K), Lake Street Private Wealth LLC ($46.33K), Guggenheim Capital LLC ($30.33K), Bank of America Corp DE ($24.99K), Advisors Asset Management Inc. ($12.61K), Shaker Financial Services LLC ($12.18K), and HighTower Advisors LLC ($4.76K).

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

Institutional investors have sold a total of 192,900 shares in the last 24 months. This volume of shares sold represents approximately $1.87M in transactions.


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This page (NYSE:PHD) was last updated on 7/6/2025 by MarketBeat.com Staff
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