Shaker Financial Services, LLC Purchases in Q4 2024

Shaker Financial Services, LLC

  • $251 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
7.63K
+ 416.89%
$567.81 - $607.81 $4.33M - $4.63M
9.45K $5.54M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
175K
+ 781.73%
$14.94 - $16.14 $2.62M - $2.83M
197K $3.14M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
313K
+ 577.55%
$8.36 - $8.71 $2.62M - $2.73M
368K $3.1M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
267K
+ 120.59%
$8.1 - $9.04 $2.16M - $2.41M
488K $4.04M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
211K
+ 295.18%
$9.1 - $9.51 $1.92M - $2.01M
283K $2.63M
SPE
Special Opportunities Fund, Inc.

Financial Services
94.2K
+ 147.99%
$13.91 - $15.53 $1.31M - $1.46M
158K $2.31M
NMAI
Nuveen Multi Asset Income Fund

ETFs
117K
+ 152.38%
$11.86 - $13.16 $1.38M - $1.54M
193K $2.33M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
193K
New
$6.56 - $7.11 $1.27M - $1.37M
193K $1.3M
STEW
Boulder Growth & Income Fund

Financial Services
71.5K
+ 10.92%
$15.33 - $16.73 $1.1M - $1.2M
727K $11.6M
CGO
Calamos Global Total Return Fund

Financial Services
113K
New
$11.35 - $12.59 $1.28M - $1.42M
113K $1.29M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
116K
+ 18.65%
$9.32 - $10.4 $1.08M - $1.2M
735K $7.16M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
101K
New
$11.48 - $12.95 $1.16M - $1.31M
101K $1.16M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
145K
New
$7.47 - $8.54 $1.08M - $1.23M
145K $1.08M
GDV
Gabelli Dividend & Income Trust

Financial Services
43.4K
+ 74.05%
$23.77 - $25.59 $1.03M - $1.11M
102K $2.47M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
122K
+ 129.91%
$7.35 - $8.04 $894K - $978K
215K $1.64M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
48.5K
New
$18.42 - $22.58 $893K - $1.1M
48.5K $915K
RSF
River North Specialty Finance Corp

ETFs
59K
New
$15.14 - $15.55 $894K - $918K
59K $911K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
87.2K
+ 152.1%
$10.2 - $10.51 $889K - $916K
144K $1.5M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
95.2K
+ 105.44%
$9.77 - $10.51 $930K - $1M
185K $1.81M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
67.4K
New
$12.1 - $14.95 $816K - $1.01M
67.4K $821K
IGR
Cbre Global Real Estate Income Fund

Financial Services
167K
New
$4.81 - $6.44 $802K - $1.07M
167K $802K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
42.5K
New
$17.37 - $20.25 $738K - $861K
42.5K $754K
WDI
Western Asset Diversified Income Fund

ETFs
55.7K
+ 203.74%
$14.2 - $15.71 $791K - $875K
83K $1.18M
NPCT
Nuveen Core Plus Impact Fund
81.6K
+ 82.28%
$10.48 - $11.85 $855K - $967K
181K $1.9M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
48.8K
New
$14.4 - $16.03 $703K - $783K
48.8K $702K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
53.9K
+ 357.33%
$12.44 - $13.19 $671K - $711K
69K $858K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
55.9K
+ 56.54%
$12.54 - $13.29 $701K - $742K
155K $1.96M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
37.6K
New
$16.46 - $17.93 $619K - $674K
37.6K $646K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
58.8K
New
$10.56 - $11.31 $621K - $665K
58.8K $630K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
46.6K
+ 23.54%
$18.18 - $19.49 $847K - $908K
245K $4.46M
GLQ
Clough Global Equity Fund

Financial Services
93.1K
+ 198.05%
$6.57 - $7.12 $611K - $663K
140K $932K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
71K
+ 39.75%
$10.21 - $11.11 $725K - $789K
250K $2.55M
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
32.4K
+ 167.54%
$19.11 - $21.17 $619K - $686K
51.7K $994K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
50.5K
New
$11.06 - $12.89 $558K - $651K
50.5K $572K
CSQ
Calamos Strategic Total Return Fund

Financial Services
23.9K
+ 7.09%
$17.14 - $18.44 $409K - $440K
361K $6.39M
BIGZ
Black Rock Innovation & Growth Trust
69.3K
+ 682.92%
$7.43 - $8.08 $515K - $560K
79.5K $592K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
21.2K
+ 97.57%
$25.18 - $26.55 $534K - $563K
43K $1.08M
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
31.1K
New
$15.76 - $17.96 $491K - $559K
31.1K $497K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
34.9K
+ 240.6%
$14.43 - $15.02 $503K - $524K
49.4K $715K
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
43.5K
New
$10.11 - $11.75 $439K - $511K
43.5K $441K
DSL
Double Line Income Solutions Fund

Financial Services
33.5K
+ 84.78%
$12.32 - $13.0 $413K - $436K
73.1K $918K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
28.1K
+ 132.39%
$14.82 - $15.89 $416K - $446K
49.2K $730K
BCAT
Black Rock Capital Allocation Trust

ETFs
25.5K
New
$15.1 - $16.65 $385K - $425K
25.5K $386K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
46.4K
+ 38.14%
$9.57 - $10.31 $444K - $478K
168K $1.62M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
7.71K
+ 3.24%
$16.54 - $17.92 $128K - $138K
245K $4.36M
JRS
Nuveen Real Estate Income Fund

Financial Services
42.2K
New
$8.09 - $9.64 $342K - $407K
42.2K $364K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
26.8K
New
$13.12 - $14.37 $351K - $385K
26.8K $363K
RGT
Royce Global Value Trust, Inc.

Financial Services
36.5K
+ 70.57%
$10.64 - $12.0 $389K - $438K
88.3K $949K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
33.6K
+ 53.98%
$11.64 - $13.26 $391K - $445K
95.8K $1.12M
Activity Summary
Buys All Purchases 93 New Holdings 28 Increased Positions 65 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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