Shaker Financial Services, LLC Incresed Positions in Q4 2025

Shaker Financial Services, LLC

  • $301 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
KIO
Kkr Income Opportunities Fund

Financial Services
250K
+ 428.12%
$11.59 - $12.58 $2.9M - $3.14M
308K $3.61M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
192K
+ 646.91%
$12.25 - $12.9 $2.35M - $2.47M
221K $2.76M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
83.3K
+ 69.09%
$27.01 - $28.4 $2.25M - $2.36M
204K $5.61M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
174K
+ 364.93%
$12.75 - $13.13 $2.22M - $2.29M
222K $2.86M
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
189K
+ 452.77%
$11.27 - $11.69 $2.13M - $2.21M
231K $2.61M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
89.8K
+ 110.07%
$24.01 - $24.68 $2.16M - $2.22M
171K $4.11M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
84.9K
+ 469.32%
$24.31 - $25.21 $2.06M - $2.14M
103K $2.53M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.1K
+ 66.19%
$653.02 - $687.39 $2.02M - $2.13M
7.78K $5.18M
TY
Tri Continental Corp

Financial Services
57.8K
+ 455.47%
$33.61 - $34.62 $1.94M - $2M
70.4K $2.4M
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
93.5K
+ 173.09%
$19.49 - $20.73 $1.82M - $1.94M
147K $2.89M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
78.4K
+ 73.63%
$22.9 - $24.23 $1.8M - $1.9M
185K $4.25M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
403K
+ 191.02%
$3.77 - $3.89 $1.52M - $1.57M
614K $2.33M
NPCT
Nuveen Core Plus Impact Fund
141K
+ 98.58%
$10.6 - $10.97 $1.5M - $1.55M
285K $3.02M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
111K
+ 260.56%
$12.97 - $13.56 $1.43M - $1.5M
153K $1.99M
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
118K
+ 483.47%
$9.52 - $9.97 $1.12M - $1.18M
143K $1.37M
GDV
Gabelli Dividend & Income Trust

Financial Services
39.2K
+ 113.39%
$26.53 - $27.44 $1.04M - $1.08M
73.8K $2M
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
91K
+ 328.84%
$10.98 - $11.25 $1M - $1.02M
119K $1.31M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
64.8K
+ 341.09%
$14.54 - $15.72 $942K - $1.02M
83.8K $1.23M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
41.2K
+ 16.81%
$21.19 - $21.91 $874K - $903K
287K $6.14M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
233K
+ 17.72%
$5.25 - $5.66 $1.22M - $1.32M
1.55M $8.13M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
82.7K
+ 62.9%
$10.71 - $11.22 $886K - $928K
214K $2.29M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
121K
+ 199.85%
$7.1 - $7.67 $859K - $928K
182K $1.29M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
149K
+ 27.91%
$5.9 - $6.33 $881K - $945K
684K $4.06M
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
61.1K
+ 180.95%
$11.43 - $12.11 $699K - $740K
94.9K $1.1M
NMAI
Nuveen Multi Asset Income Fund

ETFs
52.3K
+ 52.72%
$12.77 - $13.38 $667K - $699K
151K $1.97M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
152K
+ 34.36%
$5.42 - $5.8 $823K - $881K
594K $3.22M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
89.2K
+ 97.76%
$7.22 - $7.49 $644K - $668K
180K $1.31M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
54.2K
+ 423.53%
$11.39 - $11.82 $617K - $641K
67K $763K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
31K
+ 42.33%
$18.55 - $19.06 $575K - $591K
104K $1.97M
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
16.9K
+ 17.36%
$27.12 - $28.89 $457K - $487K
114K $3.2M
EEA
European Equity Fund, Inc

Financial Services
56.6K
+ 12.7%
$10.6 - $11.1 $600K - $628K
502K $5.33M
EAD
Allspring Income Opportunities Fund

Financial Services
82.8K
+ 16.43%
$6.8 - $7.03 $563K - $582K
587K $4M
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
51.2K
+ 81.73%
$8.29 - $8.85 $424K - $453K
114K $993K
RGT
Royce Global Value Trust, Inc.

Financial Services
39.3K
+ 25.52%
$12.44 - $13.16 $488K - $517K
193K $2.41M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
20.5K
+ 3.79%
$15.17 - $15.98 $311K - $327K
561K $8.81M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
18.2K
+ 143.88%
$22.98 - $24.72 $419K - $451K
30.9K $710K
PPT
Putnam Premier Income Trust

Financial Services
107K
+ 310.76%
$3.61 - $3.72 $386K - $397K
141K $511K
PGZ
Principal Real Estate Income Fund

Financial Services
37.2K
+ 272.93%
$10.27 - $10.51 $382K - $391K
50.8K $526K
DSL
Double Line Income Solutions Fund

Financial Services
54.5K
+ 15.99%
$11.49 - $12.36 $626K - $673K
395K $4.55M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
49.8K
+ 82.34%
$8.03 - $8.57 $400K - $427K
110K $885K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
48.1K
+ 13.14%
$8.76 - $8.98 $421K - $432K
414K $3.63M
BIGZ
Black Rock Innovation & Growth Trust
50.3K
+ 34.91%
N/A
194K $1.28M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
25.8K
+ 23.15%
$13.97 - $14.36 $360K - $370K
137K $1.92M
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
99.9K
+ 190.95%
$2.8 - $2.98 $280K - $298K
152K $429K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
20.6K
+ 62.31%
$10.8 - $11.17 $222K - $230K
53.6K $578K
TEI
Templeton Emerging Markets Income Fund

Financial Services
27.3K
+ 17.94%
$6.18 - $6.5 $169K - $178K
180K $1.15M
JFR
Nuveen Floating Rate Income Fund

Financial Services
27.3K
+ 31.48%
$7.77 - $8.15 $212K - $222K
114K $901K
PDT
John Hancock Premium Dividend Fund

Financial Services
15.8K
+ 16.06%
$12.87 - $13.48 $204K - $213K
114K $1.49M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
9.42K
+ 11.15%
$21.27 - $21.99 $200K - $207K
93.9K $2M
Activity Summary
Buys All Purchases 97 New Holdings 30 Increased Positions 67 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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