Purchases and Sales Made in Q4 2024 in Pioneer Floating Rate Fund, Inc. (PHD)
This table provides information about the institutional ownership of Pioneer Floating Rate Fund, Inc. (PHD) during Q4 2024. The information is specifically focused on institutions that hold shares of Pioneer Floating Rate Fund, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
54.1K+ 63.41% |
$520K - $539K
|
139K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25.9K+ 8.06% |
$248K - $257K
|
346K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.6KNew |
$208K - $215K
|
21.6K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
14.5K+ 20.63% |
$139K - $144K
|
84.7K
$809K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.7K+ 13.35% |
$122K - $126K
|
107K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.54K+ 4.03% |
$53.3K - $55.1K
|
143K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$48.1K - $49.8K
|
5K
$47.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.78K+ 3.29% |
$17.1K - $17.7K
|
55.9K
$533K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
865+ 1.98% |
$8.31K - $8.61K
|
44.6K
$425K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
647+ 56.07% |
$6.22K - $6.44K
|
1.8K
$17.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
234+ 1.85% |
$2.25K - $2.33K
|
12.9K
$123K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
200New |
$1.92K - $1.99K
|
200
$1.91K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55+ 0.91% |
$529 - $547
|
6.1K
$58.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
36+ 0.28% |
$346 - $358
|
13.1K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-253- 2.08% |
$2.43K - $2.52K
|
11.9K
$114K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-383- 0.7% |
$3.68K - $3.81K
|
54.3K
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-620- 3.79% |
$5.96K - $6.17K
|
15.8K
$150K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-858- 0.25% |
$8.25K - $8.54K
|
347K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.51K- 12.18% |
$14.5K - $15K
|
10.9K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.38K- 2.44% |
$22.9K - $23.7K
|
95.2K
$909K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.57K- 4.99% |
$24.6K - $25.5K
|
48.8K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.5K- 17.22% |
$43.2K - $44.8K
|
21.6K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25K- 8.61% |
$240K - $249K
|
265K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-30.3K- 9.04% |
$291K - $302K
|
305K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.1K- 22.85% |
$337K - $349K
|
118K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-46.3K- 6.59% |
$445K - $461K
|
657K
$6.27M
|