Shaker Financial Services, LLC Purchases in Q1 2025

Shaker Financial Services, LLC

  • $247 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GAM
General American Investors CO Inc

Financial Services
159K
New
$49.23 - $53.5 $7.81M - $8.49M
159K $7.99M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
334K
+ 152.64%
$13.63 - $15.28 $4.56M - $5.11M
554K $7.56M
RVT
Royce Value Trust, Inc.

Financial Services
210K
+ 281.74%
$14.07 - $16.68 $2.95M - $3.5M
284K $4.05M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
174K
+ 179.86%
$14.19 - $15.67 $2.46M - $2.72M
270K $3.91M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
107K
+ 58.84%
$22.77 - $24.73 $2.43M - $2.64M
289K $6.72M
BIGZ
Black Rock Innovation & Growth Trust
355K
+ 446.07%
$6.4 - $8.25 $2.27M - $2.93M
434K $2.87M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
168K
New
$11.85 - $13.1 $1.99M - $2.2M
168K $2.04M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
150K
+ 75.83%
$14.32 - $16.14 $2.14M - $2.42M
347K $5.07M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
236K
+ 83.5%
$8.46 - $9.3 $2M - $2.2M
519K $4.39M
EHI
Western Asset Global High Income Fund Inc.

Financial Services
236K
+ 1138.72%
$6.57 - $6.89 $1.55M - $1.63M
257K $1.7M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
63.6K
New
$21.85 - $25.19 $1.39M - $1.6M
63.6K $1.41M
NPCT
Nuveen Core Plus Impact Fund
127K
+ 70.11%
$10.44 - $11.13 $1.32M - $1.41M
307K $3.29M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
108K
New
$12.04 - $13.32 $1.29M - $1.43M
108K $1.35M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
75.2K
+ 95.88%
$18.47 - $21.1 $1.39M - $1.59M
154K $2.84M
EEA
European Equity Fund, Inc

Financial Services
91.1K
+ 30.22%
$8.09 - $9.45 $737K - $861K
393K $3.57M
NMAI
Nuveen Multi Asset Income Fund

ETFs
92.8K
+ 48.02%
$11.9 - $12.65 $1.1M - $1.17M
286K $3.44M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
61.4K
+ 276.56%
$18.72 - $21.24 $1.15M - $1.3M
83.6K $1.57M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
99.2K
+ 168.66%
$10.53 - $11.08 $1.04M - $1.1M
158K $1.7M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
70.4K
+ 142.59%
$14.31 - $14.8 $1.01M - $1.04M
120K $1.73M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
59.6K
+ 40.3%
$18.61 - $21.28 $1.11M - $1.27M
207K $3.94M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
165K
+ 85.35%
$6.12 - $6.74 $1.01M - $1.11M
358K $2.2M
VLT
Invesco High Income Trust Ii

Financial Services
83.8K
+ 126.93%
$10.59 - $11.15 $888K - $935K
150K $1.59M
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
93.6K
+ 99.15%
$7.65 - $8.11 $716K - $759K
188K $1.52M
CGO
Calamos Global Total Return Fund

Financial Services
86.6K
+ 76.55%
$10.33 - $11.66 $895K - $1.01M
200K $2.06M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
53.3K
New
$14.1 - $15.62 $752K - $833K
53.3K $752K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
47.7K
+ 93.88%
$15.12 - $16.04 $721K - $765K
98.5K $1.49M
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
44.2K
+ 142.06%
$15.38 - $17.01 $680K - $753K
75.4K $1.16M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
34.3K
+ 80.71%
$17.03 - $18.6 $584K - $638K
76.8K $1.41M
FTF
Franklin LTD Duration Income Trust

Financial Services
107K
+ 24.17%
$6.43 - $6.7 $687K - $716K
549K $3.54M
GDV
Gabelli Dividend & Income Trust

Financial Services
23.2K
+ 22.76%
$23.47 - $25.3 $545K - $588K
125K $3.02M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
27.8K
+ 237.87%
$21.0 - $24.67 $584K - $686K
39.5K $833K
JHI
John Hancock Investors Trust

Financial Services
41.3K
+ 39.28%
$13.41 - $14.23 $554K - $587K
146K $1.99M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
37.2K
+ 136.47%
$13.1 - $13.52 $487K - $503K
64.5K $848K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
172K
+ 23.46%
$8.4 - $10.21 $1.45M - $1.76M
907K $7.65M
KIO
Kkr Income Opportunities Fund

Financial Services
38.3K
New
$12.16 - $13.6 $466K - $521K
38.3K $471K
CET
Central Securities Corp

Financial Services
13.2K
+ 7.86%
$44.41 - $48.17 $585K - $634K
181K $8.13M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
22.5K
+ 31.83%
$20.08 - $21.07 $451K - $474K
93.1K $1.9M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
74.2K
+ 66.4%
$5.28 - $5.77 $392K - $428K
186K $1.07M
BGB
Blackstone Strategic Credit Fund

Financial Services
39.2K
+ 45.87%
$11.96 - $12.62 $469K - $495K
125K $1.51M
VGI
Virtus Global Multi Sector Income Fund

Financial Services
53.4K
+ 20.58%
$7.58 - $7.94 $405K - $424K
313K $2.42M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
41.3K
+ 23.14%
$23.71 - $27.77 $980K - $1.15M
220K $5.23M
JPI
Nuveen Preferred & Income Term Fund

Financial Services
19.9K
+ 133.52%
$19.35 - $20.45 $384K - $406K
34.7K $683K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
27K
+ 133.86%
$14.03 - $14.65 $379K - $396K
47.2K $666K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
118K
+ 130.1%
$2.88 - $2.99 $341K - $354K
209K $606K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
131K
+ 135.23%
$2.52 - $2.63 $329K - $344K
227K $579K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
27.9K
+ 16.61%
$9.62 - $10.03 $268K - $280K
196K $1.94M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
39K
+ 279.52%
$7.89 - $8.07 $308K - $315K
53K $421K
HQL
Tekla Life Sciences Investors

Financial Services
23.4K
New
$12.69 - $14.36 $297K - $336K
23.4K $297K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
14.1K
+ 27.27%
$19.17 - $20.25 $270K - $286K
65.8K $1.28M
Activity Summary
Buys All Purchases 86 New Holdings 12 Increased Positions 74 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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