Shaker Financial Services, LLC Purchases in Q3 2024

Shaker Financial Services, LLC

  • $261 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
15.5K
New
$16.35 - $18.0 $254K - $279K
15.5K $275K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
12.5K
+ 26.21%
$19.65 - $22.6 $245K - $282K
60.1K $1.3M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
14.7K
+ 17.52%
$12.32 - $13.26 $181K - $195K
98.8K $1.3M
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
63.7K
+ 50.13%
$2.83 - $3.11 $180K - $198K
191K $592K
MMT
Mfs Multimarket Income Trust

Financial Services
33.2K
+ 13.15%
$4.66 - $4.87 $155K - $162K
286K $1.39M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
16.6K
+ 84.17%
$10.32 - $11.27 $171K - $187K
36.3K $408K
JHS
John Hancock Income Securities Trust

Financial Services
14.2K
+ 32.98%
$10.92 - $11.8 $155K - $168K
57.3K $666K
PGZ
Principal Real Estate Income Fund

Financial Services
16.3K
+ 126.15%
$10.17 - $11.22 $165K - $183K
29.2K $325K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
15.1K
New
$12.32 - $13.15 $186K - $198K
15.1K $192K
EEA
European Equity Fund, Inc

Financial Services
3.7K
+ 0.99%
$8.58 - $9.47 $31.8K - $35K
379K $3.56M
FGB
First Trust Specialty Finance & Financial Opportunities Fund

Financial Services
28.2K
+ 212.22%
$3.69 - $4.19 $104K - $118K
41.5K $169K
SPE
Special Opportunities Fund, Inc.

Financial Services
4.71K
+ 8.0%
$12.89 - $13.92 $60.8K - $65.6K
63.6K $885K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
25.3K
New
$3.8 - $4.05 $96.2K - $103K
25.3K $102K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
5.92K
+ 38.74%
$15.15 - $15.95 $89.6K - $94.4K
21.2K $332K
DSL
Double Line Income Solutions Fund

Financial Services
5.44K
+ 15.95%
$12.42 - $13.06 $67.6K - $71.1K
39.5K $513K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
247
+ 0.22%
$8.2 - $9.0 $2.03K - $2.22K
111K $1M
CAF
Morgan Stanley China A Share Fund, Inc.

Financial Services
1.99K
+ 6.83%
$11.26 - $13.54 $22.4K - $26.9K
31.1K $420K
MIN
Mfs Intermediate Income Trust

Financial Services
23.6K
+ 15.48%
$2.65 - $2.79 $62.6K - $65.9K
176K $478K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
4.95K
+ 14.34%
$10.77 - $11.33 $53.3K - $56.1K
39.5K $441K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
14.1K
New
$3.64 - $4.22 $51.4K - $59.5K
14.1K $51K
FT
Franklin Universal Trust

Financial Services
1.33K
+ 3.43%
$6.79 - $7.58 $9.05K - $10.1K
40.1K $303K
GLQ
Clough Global Equity Fund

Financial Services
3.28K
+ 7.51%
$6.32 - $7.29 $20.8K - $23.9K
47K $326K
Abrdn Asia Pacific Income Fu
29.7K
New
N/A
29.7K $0
Saba Capital Income & Opport
153K
New
N/A
153K $0
Nuveen Global High Income Fd
18.7K
+ 28.56%
N/A
84K $0
Activity Summary
Buys All Purchases 76 New Holdings 20 Increased Positions 56 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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