Institutional Ownership Pioneer Floating Rate Fund, Inc. (PHD)
This table provides information about the institutional ownership of Pioneer Floating Rate Fund, Inc. (PHD). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 4.01 Million shares, which have been reported (via 13F filing form) to have a value of $36.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
683,600
shares
|
$6.19 Million
1.1% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
665,600
shares
|
$6.02 Million
0.86% of portfolio
|
Q2 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
346,678
shares
|
$3.14 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
346,491
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
305,110
shares
|
$2.76 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
265,214
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
143,069
shares
|
$1.29 Million
0.16% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
139,497
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Added 63.41%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
118,474
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.85%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
110,982
shares
|
$1 Million
0.09% of portfolio
|
Q1 2022
Added 120.94%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
107,446
shares
|
$972,386
0.41% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
95,198
shares
|
$861,541
0.0% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
84,736
shares
|
$766,860
0.35% of portfolio
|
Q4 2024
Added 20.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
60,154
shares
|
$544,393
0.0% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
55,859
shares
|
$505,523
0.0% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
54,313
shares
|
$491,532
0.01% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
50,231
shares
|
$454,590
0.0% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
48,795
shares
|
$441,594
0.0% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
46,751
shares
|
$423,096
0.01% of portfolio
|
Q3 2024
Reduced 36.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
44,551
shares
|
$403,186
0.0% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
24,800
shares
|
$224,440
0.02% of portfolio
|
Q4 2023
Added 34.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
21,627
shares
|
$195,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
21,625
shares
|
$195,706
0.0% of portfolio
|
Q4 2024
Reduced 17.22%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
21,151
shares
|
$191,416
0.14% of portfolio
|
Q3 2024
Reduced 32.5%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
18,578
shares
|
$168,130
0.01% of portfolio
|
Q3 2024
Reduced 4.13%
|