Pioneer Floating Rate Fund Ownership | Who Owns Pioneer Floating Rate Fund?

Pioneer Floating Rate Fund Ownership Summary

Pioneer Floating Rate Fund is owned by 25.95% institutional investors, and 74.05% retail investors. Relative value partners group is the largest institutional shareholder, holding 5.38% of PHD shares.

PHD Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Pioneer Floating Rate Fund	25.95%	-	74.05%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Asset Management Stocks	41.71%	9.02%	49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Relative value partners group	665.60K	5.38%	$6.43M
Lake street financial	665.60K	5.38%	$6.43M
Advisors asset management	358.86K	2.90%	$3.47M
Guggenheim capital	333.68K	2.70%	$3.22M
Bank of america corp /de/	317.04K	2.56%	$3.06M
Invesco	261.41K	2.11%	$2.53M
Morgan stanley	180.02K	1.45%	$1.74M
Clear creek financial management	124.10K	1.00%	$1.20M
Royal bank of canada	97.83K	0.79%	$945.00K
Shaker financial services	96.81K	0.78%	$935.23K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Relative value partners group	665.60K	0.83%	$6.43M
Lake street financial	665.60K	0.83%	$6.43M
Virtus etf advisers	89.81K	0.42%	$867.60K
Shaker financial services	96.81K	0.38%	$935.23K
Melfa wealth management	31.34K	0.21%	$302.69K
Clear creek financial management	124.10K	0.15%	$1.20M
Advisors asset management	358.86K	0.07%	$3.47M
Guggenheim capital	333.68K	0.02%	$3.22M
Rothschild investment	24.80K	0.02%	$239.57K
Sit investment associates	73.16K	0.02%	$707.00K

Top Buyers

Holder	Shares	% Assets	Change
Relative value partners group	665.60K	0.83%	665.60K
Advisors asset management	358.86K	0.07%	133.97K
Pathstone	87.97K	0.00%	87.97K
Lake street financial	665.60K	0.83%	67.35K
Virtus etf advisers	89.81K	0.42%	26.58K

Top Sellers

Holder	Shares	% Assets	Change
Aqr arbitrage	-	-	-56.53K
Advisor group	62.95K	0.00%	-46.99K
Bank of america corp /de/	317.04K	0.00%	-22.41K
Sit investment associates	73.16K	0.02%	-20.84K
Landscape capital management	-	-	-17.36K

New Positions

Holder	Shares	% Assets	Change	Value
Relative value partners group	665.60K	0.83%	665.60K	$6.43M
Pathstone	87.97K	0.00%	87.97K	$849.74K
Nelson, van denburg & campbell wealth management group	1.16K	0.00%	1.16K	$11.18K

Sold Out

Holder	Change
Tower research capital llc (trc)	-126.00
Gradient investments	-157.00
Geneos wealth management	-270.00
Beacon capital management	-449.00
Quarry lp	-5.66K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	40	-2.44%	3,210,820	-16.84%	25	2.67%	12	-33.33%	18	63.64%
Jun 30, 2024	41	-2.38%	3,861,123	24.82%	31	4.99%	18	5.88%	11	-15.38%
Mar 31, 2024	42	-14.29%	3,093,230	-11.40%	24	12.36%	17	-15.00%	13	-7.14%
Dec 31, 2023	49	4.26%	3,491,294	7.01%	14	8.05%	20	17.65%	14	-
Sep 30, 2023	47	-7.84%	3,262,502	-7.30%	13	6.47%	17	6.25%	14	-26.32%

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 23, 2020	Saba Capital Management, L.P.	-	Sell	$142.42K
Jun 17, 2020	Saba Capital Management, L.P.	-	Buy	$2.96M
Jun 16, 2020	Saba Capital Management, L.P.	-	Buy	$2.37M
Jun 15, 2020	Saba Capital Management, L.P.	-	Buy	$6.40M
Jun 12, 2020	Saba Capital Management, L.P.	-	Buy	$1.46M

Insider Transactions Trends

Date	Buy	Sell
2021 Q3	-	-
2021 Q2	-	-
2021 Q1	-	-
2020 Q4	-	1
2020 Q2	40	-

PHD Ownership FAQ

Who Owns Pioneer Floating Rate Fund?

Pioneer Floating Rate Fund shareholders are primarily institutional investors at 25.95%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Pioneer Floating Rate Fund's industry, Asset Management Stocks, is 41.71%, which Pioneer Floating Rate Fund falls below.

Who owns the most shares of Pioneer Floating Rate Fund?

Pioneer Floating Rate Fund’s largest shareholders are Relative value partners group (665.6K shares, 5.38%), Lake street financial (665.6K shares, 5.38%), and Advisors asset management (358.86K shares, 2.90%). Together, they hold 13.66% of Pioneer Floating Rate Fund’s total shares outstanding.

Does Blackrock own Pioneer Floating Rate Fund?

BlackRock is not among the top 10 institutional shareholders of Pioneer Floating Rate Fund.

Who is Pioneer Floating Rate Fund’s biggest shareholder by percentage of total assets invested?

Relative value partners group is Pioneer Floating Rate Fund’s biggest shareholder by percentage of total assets invested, with 0.83% of its assets in 665.6K Pioneer Floating Rate Fund shares, valued at 6.43M$.

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