Shaker Financial Services, LLC Purchases in Q2 2025

Shaker Financial Services, LLC

  • $268 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BME
Black Rock Health Sciences Trust

Financial Services
225K
New
$34.86 - $38.42 $7.83M - $8.63M
225K $8.19M
RVT
Royce Value Trust, Inc.

Financial Services
301K
+ 105.72%
$12.5 - $15.21 $3.76M - $4.57M
585K $8.81M
USA
Liberty All Star Equity Fund

Financial Services
484K
+ 151.05%
$5.9 - $6.81 $2.85M - $3.29M
804K $5.47M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
353K
+ 128.08%
$7.6 - $8.89 $2.68M - $3.13M
628K $5.58M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
351K
+ 1490.12%
$7.42 - $8.86 $2.61M - $3.11M
375K $3.32M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
181K
+ 52.08%
$12.84 - $15.5 $2.32M - $2.8M
528K $8.18M
SPE
Special Opportunities Fund, Inc.

Financial Services
190K
+ 245.96%
$13.34 - $15.49 $2.53M - $2.94M
267K $4.13M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
189K
+ 70.11%
$12.76 - $14.51 $2.42M - $2.75M
460K $6.59M
GLV
Clough Global Dividend & Income Fund

Financial Services
453K
New
$5.06 - $5.68 $2.29M - $2.57M
453K $2.57M
TY
Tri Continental Corp

Financial Services
72.1K
+ 79.82%
$27.37 - $31.84 $1.97M - $2.29M
162K $5.14M
DSL
Double Line Income Solutions Fund

Financial Services
165K
+ 206.71%
$11.15 - $12.57 $1.83M - $2.07M
244K $2.99M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
88.5K
+ 96.81%
$16.57 - $20.48 $1.47M - $1.81M
180K $3.69M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
129K
+ 175.78%
$11.53 - $13.87 $1.49M - $1.79M
203K $2.82M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
115K
+ 12.62%
$7.35 - $9.25 $842K - $1.06M
1.02M $9.45M
GF
New Germany Fund Inc

Financial Services
112K
+ 1013.03%
$8.88 - $12.01 $991K - $1.34M
123K $1.46M
CSQ
Calamos Strategic Total Return Fund

Financial Services
33.3K
+ 9.2%
$13.86 - $18.24 $461K - $607K
395K $7.2M
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
44.3K
+ 106.35%
$21.28 - $27.19 $944K - $1.21M
86K $2.34M
DLY
Double Line Yield Opportunities Fund

N/A
83.4K
New
$14.45 - $16.11 $1.21M - $1.34M
83.4K $1.3M
CHW
Calamos Global Dynamic Income Fund

Financial Services
102K
+ 13.78%
$5.59 - $7.13 $570K - $727K
841K $6M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
71.1K
New
$14.86 - $17.74 $1.06M - $1.26M
71.1K $1.26M
TEI
Templeton Emerging Markets Income Fund

Financial Services
207K
New
$4.91 - $6.0 $1.02M - $1.24M
207K $1.24M
BGH
Barings Global Short Duration High Yield Fund

Financial Services
76.1K
+ 77.29%
$13.42 - $15.4 $1.02M - $1.17M
175K $2.69M
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
134K
+ 53.69%
$7.53 - $8.44 $1.01M - $1.13M
382K $3.18M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
194K
New
$5.25 - $5.92 $1.02M - $1.15M
194K $1.1M
CHN
China Fund Inc

Financial Services
63.9K
+ 93.74%
$10.69 - $14.89 $683K - $952K
132K $1.97M
FUND
Sprott Focus Trust Inc.

Financial Services
143K
+ 44.95%
$6.41 - $7.56 $914K - $1.08M
460K $3.44M
BST
Black Rock Science & Technology Trust

Financial Services
27.3K
+ 313.15%
$29.62 - $38.3 $809K - $1.05M
36K $1.37M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
110K
+ 32.27%
$7.2 - $8.65 $789K - $948K
449K $3.89M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
178K
+ 84.23%
$4.93 - $5.9 $877K - $1.05M
389K $2.25M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
37.9K
+ 59.63%
$19.51 - $23.9 $740K - $906K
101K $2.43M
EHI
Western Asset Global High Income Fund Inc.

Financial Services
158K
+ 61.51%
$6.16 - $6.64 $974K - $1.05M
415K $2.71M
EEA
European Equity Fund, Inc

Financial Services
54.8K
+ 13.95%
$8.12 - $10.23 $445K - $560K
447K $4.58M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
200K
New
$3.55 - $4.0 $709K - $799K
200K $794K
FTF
Franklin LTD Duration Income Trust

Financial Services
123K
+ 22.51%
$5.86 - $6.47 $724K - $799K
672K $4.32M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
53.5K
+ 100.36%
$12.34 - $14.3 $660K - $765K
107K $1.52M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
138K
+ 152.55%
$4.36 - $5.27 $603K - $729K
229K $1.17M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
40.7K
+ 34.55%
$15.13 - $16.84 $615K - $685K
158K $2.67M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
61.9K
+ 235.09%
$9.66 - $11.35 $598K - $702K
88.2K $1M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
120K
+ 65.19%
$5.17 - $5.91 $619K - $708K
304K $1.79M
RGT
Royce Global Value Trust, Inc.

Financial Services
42.3K
+ 37.64%
$9.34 - $12.03 $395K - $509K
155K $1.86M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
97.4K
+ 27.18%
$5.25 - $6.28 $511K - $611K
455K $2.85M
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
55.8K
+ 155.33%
$10.28 - $11.04 $574K - $616K
91.7K $1.01M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
38.3K
New
$13.91 - $16.31 $532K - $624K
38.3K $614K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
101K
+ 228.9%
$4.43 - $5.39 $448K - $545K
145K $782K
JHI
John Hancock Investors Trust

Financial Services
36.8K
+ 25.15%
$12.41 - $13.85 $457K - $510K
183K $2.54M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
23.4K
New
$20.85 - $24.04 $489K - $564K
23.4K $548K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
36.8K
New
$10.72 - $12.16 $394K - $447K
36.8K $445K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
20K
+ 29.65%
$18.18 - $20.14 $364K - $403K
87.6K $1.76M
PFN
Pimco Income Strategy Fund Ii

Financial Services
51.7K
New
$6.87 - $7.56 $355K - $391K
51.7K $382K
Activity Summary
Buys All Purchases 94 New Holdings 23 Increased Positions 71 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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