Shaker Financial Services, LLC New Holdings in Q4 2024

Shaker Financial Services, LLC

  • $251 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
193K
New
$6.56 - $7.11 $1.27M - $1.37M
193K $1.3M
CGO
Calamos Global Total Return Fund

Financial Services
113K
New
$11.35 - $12.59 $1.28M - $1.42M
113K $1.29M
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
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
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
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
48.8K
New
$14.4 - $16.03 $703K - $783K
48.8K $702K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
58.8K
New
$10.56 - $11.31 $621K - $665K
58.8K $630K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
50.5K
New
$11.06 - $12.89 $558K - $651K
50.5K $572K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
31.1K
New
$15.76 - $17.96 $491K - $559K
31.1K $497K
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
43.5K
New
$10.11 - $11.75 $439K - $511K
43.5K $441K
BCAT
Black Rock Capital Allocation Trust

ETFs
25.5K
New
$15.1 - $16.65 $385K - $425K
25.5K $386K
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
DLY
Double Line Yield Opportunities Fund

N/A
20.9K
New
$15.64 - $16.56 $327K - $346K
20.9K $330K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
14K
New
$21.41 - $23.64 $300K - $331K
14K $308K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
24.8K
New
$11.92 - $13.29 $296K - $330K
24.8K $297K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
14.9K
New
$19.51 - $21.41 $290K - $318K
14.9K $291K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
90.9K
New
$2.85 - $3.09 $259K - $281K
90.9K $262K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
96.6K
New
$2.54 - $2.66 $245K - $257K
96.6K $246K
GLV
Clough Global Dividend & Income Fund

Financial Services
42.4K
New
$5.38 - $6.05 $228K - $256K
42.4K $230K
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
12.3K
New
$16.2 - $17.93 $199K - $221K
12.3K $200K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
23.7K
New
$6.37 - $7.15 $151K - $170K
23.7K $157K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
10.1K
New
$10.27 - $11.25 $104K - $114K
10.1K $104K
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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