Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Pioneer Floating Rate Fund, Inc. include Kovitz Investment Group Partners, LLC, Css Llc/il, Balyasny Asset Management Llc, Cohen & Steers Closed-end Opportunity Fund, Inc., ACEFX - Absolute Strategies Fund Institutional Shares, XTX Topco Ltd, StoneX Group Inc., and Noble Wealth Management PBC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Stifel Financial Corp | 11,157 | 1.97 | 110 | 5.83 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 224,400 | 2.40 | 2,204 | 6.17 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 62,293 | 4.05 | 612 | 7.95 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 13,132 | 0.25 | 129 | 3.23 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 51,161 | 1.85 | 502 | 5.68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 20,866 | 0.10 | 205 | 3.55 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 40,000 | 393 | ||||||
| 2025-08-14 | 13F | Almitas Capital LLC | 338,368 | 3,323 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 42,249 | 2.23 | 415 | 5.88 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6,205 | 0.83 | 61 | 3.45 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 10,128 | 90 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13,311 | 1.63 | 131 | 4.84 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 144,085 | 1,415 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 37,707 | 370 | ||||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 22,571 | 222 | ||||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 34,758 | 11,333.55 | 339 | 16,800.00 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 45,406 | 446 | ||||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 102,419 | 9.22 | 957 | 5.17 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 173,155 | 20.43 | 1,700 | 24.91 | ||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 319,614 | 3,139 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 128 | 1 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 13,080 | 128 | ||||||
| 2025-07-15 | 13F | Absolute Investment Advisers Llc | 71,220 | 699 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 686,650 | 0.45 | 6,743 | 4.16 | ||||
| 2025-08-14 | 13F | Quarry LP | 19,934 | 252.25 | 196 | 261.11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 132,658 | 3.34 | 1,303 | 7.16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15,762 | 0.04 | 0 | |||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 40,000 | 0 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 900 | 9 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,631 | 163 | ||||||
| 2025-08-14 | 13F | Css Llc/il | 73,012 | 717 | ||||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 106,873 | 128.60 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 33 | 0 |
