Shaker Financial Services, LLC Purchases in Q3 2025

Shaker Financial Services, LLC

  • $282 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
237K
New
$21.15 - $22.45 $5.01M - $5.32M
237K $5.29M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
362K
New
$9.36 - $9.87 $3.39M - $3.58M
362K $3.44M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
120K
New
$26.16 - $27.65 $3.15M - $3.33M
120K $3.31M
DLY
Double Line Yield Opportunities Fund

N/A
211K
+ 253.31%
$15.08 - $15.65 $3.19M - $3.31M
295K $4.44M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
138K
+ 540.55%
$20.24 - $21.27 $2.79M - $2.93M
163K $3.45M
USA
Liberty All Star Equity Fund

Financial Services
504K
+ 62.65%
$6.34 - $6.94 $3.19M - $3.5M
1.31M $8.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.12K
+ 739.07%
$617.65 - $666.84 $2.55M - $2.75M
4.68K $3.12M
HQL
Tekla Life Sciences Investors

Financial Services
167K
+ 536.8%
$12.76 - $15.51 $2.13M - $2.59M
198K $3.07M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
184K
New
$13.74 - $14.62 $2.53M - $2.69M
184K $2.65M
STEW
Boulder Growth & Income Fund

Financial Services
139K
+ 201.07%
$17.4 - $18.57 $2.42M - $2.58M
208K $3.78M
CSQ
Calamos Strategic Total Return Fund

Financial Services
102K
+ 25.9%
$18.02 - $19.56 $1.84M - $2M
497K $9.59M
GLO
Clough Global Opportunities Fund

Financial Services
327K
New
$5.36 - $5.73 $1.75M - $1.88M
327K $1.86M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
122K
+ 156.75%
$13.87 - $14.46 $1.69M - $1.76M
199K $2.88M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
120K
+ 58.9%
$13.62 - $14.27 $1.63M - $1.71M
323K $4.6M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
65.4K
+ 36.31%
$20.5 - $21.65 $1.34M - $1.41M
245K $5.28M
NPCT
Nuveen Core Plus Impact Fund
143K
New
$10.73 - $11.28 $1.54M - $1.62M
143K $1.58M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
57.4K
+ 116.7%
$23.48 - $24.44 $1.35M - $1.4M
107K $2.55M
SPE
Special Opportunities Fund, Inc.

Financial Services
88K
+ 32.97%
$15.09 - $15.9 $1.33M - $1.4M
355K $5.46M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
99.4K
+ 702.05%
$12.63 - $13.14 $1.25M - $1.31M
114K $1.48M
DSL
Double Line Income Solutions Fund

Financial Services
96.5K
+ 39.55%
$11.99 - $12.67 $1.16M - $1.22M
341K $4.18M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
90.3K
+ 102.42%
$11.19 - $11.74 $1.01M - $1.06M
178K $2.06M
PDT
John Hancock Premium Dividend Fund

Financial Services
77.4K
+ 366.69%
$13.12 - $13.46 $1.01M - $1.04M
98.5K $1.31M
BIGZ
Black Rock Innovation & Growth Trust
144K
New
N/A
144K $951K
GDV
Gabelli Dividend & Income Trust

Financial Services
34.6K
New
$25.8 - $27.4 $892K - $948K
34.6K $938K
SWZ
Swiss Helvetia Fund, Inc.

Financial Services
159K
+ 112.93%
$6.0 - $6.34 $951K - $1M
299K $1.82M
EHI
Western Asset Global High Income Fund Inc.

Financial Services
139K
+ 33.39%
$6.47 - $6.7 $896K - $928K
554K $3.63M
TDF
Templeton Dragon Fund Inc

Financial Services
60.2K
+ 61.88%
$9.9 - $11.84 $596K - $713K
158K $1.84M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
139K
+ 45.66%
$5.79 - $5.98 $802K - $829K
442K $2.56M
BCV
Bancroft Fund LTD

Financial Services
35K
New
$18.88 - $22.19 $662K - $778K
35K $763K
TWN
Taiwan Fund Inc

Financial Services
6.54K
+ 15.24%
$44.41 - $54.88 $290K - $359K
49.4K $2.65M
CGO
Calamos Global Total Return Fund

Financial Services
55.1K
+ 34.56%
$11.48 - $12.33 $632K - $679K
214K $2.58M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
91.2K
New
$7.36 - $7.74 $671K - $706K
91.2K $671K
AVK
Advent Convertible & Income Fund

Financial Services
48.1K
New
$12.06 - $12.79 $580K - $615K
48.1K $615K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
46K
+ 413.78%
$12.43 - $13.13 $571K - $604K
57.1K $732K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
62.1K
+ 20.42%
$8.88 - $9.09 $551K - $564K
366K $3.29M
FUND
Sprott Focus Trust Inc.

Financial Services
14.7K
+ 3.19%
$7.46 - $8.38 $109K - $123K
474K $3.96M
ERC
Allspring Multi Sector Income Fund

Financial Services
51K
+ 16.17%
$9.18 - $9.7 $468K - $495K
367K $3.5M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
31.1K
+ 19.64%
$16.59 - $17.16 $516K - $534K
189K $3.17M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
83K
+ 57.16%
$5.39 - $5.8 $447K - $481K
228K $1.28M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
96.5K
+ 21.24%
$4.23 - $4.4 $408K - $425K
551K $2.4M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
79.4K
+ 17.42%
$6.1 - $6.35 $484K - $504K
535K $3.28M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
31.1K
+ 187.86%
$12.46 - $13.22 $388K - $412K
47.7K $620K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
29.7K
New
$12.8 - $13.71 $380K - $407K
29.7K $381K
VVR
Invesco Senior Income Trust

Financial Services
98K
New
$3.39 - $3.83 $332K - $375K
98K $339K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
11.1K
+ 12.9%
$26.51 - $27.85 $294K - $309K
97.1K $2.68M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
33.3K
+ 15.91%
$10.03 - $10.4 $334K - $346K
243K $2.46M
PCF
High Income Securities Fund

Financial Services
48.9K
+ 171.6%
$6.31 - $6.49 $309K - $317K
77.4K $492K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
12.7K
New
$23.75 - $25.0 $301K - $317K
12.7K $304K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
19K
New
$15.02 - $15.97 $285K - $303K
19K $293K
Activity Summary
Buys All Purchases 92 New Holdings 26 Increased Positions 66 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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