Shaker Financial Services, LLC Incresed Positions in Q4 2024

Shaker Financial Services, LLC

  • $251 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
7.63K
+ 416.89%
$567.81 - $607.81 $4.33M - $4.63M
9.45K $5.54M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
175K
+ 781.73%
$14.94 - $16.14 $2.62M - $2.83M
197K $3.14M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
313K
+ 577.55%
$8.36 - $8.71 $2.62M - $2.73M
368K $3.1M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
267K
+ 120.59%
$8.1 - $9.04 $2.16M - $2.41M
488K $4.04M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
211K
+ 295.18%
$9.1 - $9.51 $1.92M - $2.01M
283K $2.63M
SPE
Special Opportunities Fund, Inc.

Financial Services
94.2K
+ 147.99%
$13.91 - $15.53 $1.31M - $1.46M
158K $2.31M
NMAI
Nuveen Multi Asset Income Fund

ETFs
117K
+ 152.38%
$11.86 - $13.16 $1.38M - $1.54M
193K $2.33M
STEW
Boulder Growth & Income Fund

Financial Services
71.5K
+ 10.92%
$15.33 - $16.73 $1.1M - $1.2M
727K $11.6M
CET
Central Securities Corp

Financial Services
28.3K
+ 20.3%
$45.38 - $49.1 $1.28M - $1.39M
168K $7.66M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
116K
+ 18.65%
$9.32 - $10.4 $1.08M - $1.2M
735K $7.16M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
122K
+ 129.91%
$7.35 - $8.04 $894K - $978K
215K $1.64M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
87.2K
+ 152.1%
$10.2 - $10.51 $889K - $916K
144K $1.5M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
95.2K
+ 105.44%
$9.77 - $10.51 $930K - $1M
185K $1.81M
WDI
Western Asset Diversified Income Fund

ETFs
55.7K
+ 203.74%
$14.2 - $15.71 $791K - $875K
83K $1.18M
NPCT
Nuveen Core Plus Impact Fund
81.6K
+ 82.28%
$10.48 - $11.85 $855K - $967K
181K $1.9M
BGX
Blackstone Long Short Credit Income Fund

Financial Services
53.9K
+ 357.33%
$12.44 - $13.19 $671K - $711K
69K $858K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
55.9K
+ 56.54%
$12.54 - $13.29 $701K - $742K
155K $1.96M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
46.6K
+ 23.54%
$18.18 - $19.49 $847K - $908K
245K $4.46M
GLQ
Clough Global Equity Fund

Financial Services
93.1K
+ 198.05%
$6.57 - $7.12 $611K - $663K
140K $932K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
71K
+ 39.75%
$10.21 - $11.11 $725K - $789K
250K $2.55M
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
32.4K
+ 167.54%
$19.11 - $21.17 $619K - $686K
51.7K $994K
CSQ
Calamos Strategic Total Return Fund

Financial Services
23.9K
+ 7.09%
$17.14 - $18.44 $409K - $440K
361K $6.39M
BIGZ
Black Rock Innovation & Growth Trust
69.3K
+ 682.92%
$7.43 - $8.08 $515K - $560K
79.5K $592K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
21.2K
+ 97.57%
$25.18 - $26.55 $534K - $563K
43K $1.08M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
34.9K
+ 240.6%
$14.43 - $15.02 $503K - $524K
49.4K $715K
DSL
Double Line Income Solutions Fund

Financial Services
33.5K
+ 84.78%
$12.32 - $13.0 $413K - $436K
73.1K $918K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
28.1K
+ 132.39%
$14.82 - $15.89 $416K - $446K
49.2K $730K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
46.4K
+ 38.14%
$9.57 - $10.31 $444K - $478K
168K $1.62M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
7.71K
+ 3.24%
$16.54 - $17.92 $128K - $138K
245K $4.36M
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
33.6K
+ 53.98%
$11.64 - $13.26 $391K - $445K
95.8K $1.12M
RGT
Royce Global Value Trust, Inc.

Financial Services
36.5K
+ 70.57%
$10.64 - $12.0 $389K - $438K
88.3K $949K
PHT
Pioneer High Income Fund, Inc.

Financial Services
46K
+ 31.98%
$7.71 - $8.03 $355K - $370K
190K $1.47M
FTF
Franklin LTD Duration Income Trust

Financial Services
47K
+ 11.91%
$6.39 - $6.77 $300K - $318K
442K $2.93M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
52.2K
+ 87.66%
$5.34 - $5.65 $279K - $295K
112K $605K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
28.3K
+ 53.94%
$8.36 - $9.06 $237K - $257K
80.9K $680K
PGZ
Principal Real Estate Income Fund

Financial Services
22.9K
+ 78.39%
$9.74 - $11.19 $223K - $256K
52K $514K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
49.1K
+ 31.43%
$5.23 - $5.8 $257K - $285K
205K $1.09M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
16.8K
+ 46.34%
$10.65 - $11.42 $179K - $192K
53.1K $571K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
16.9K
+ 11.72%
$11.72 - $12.36 $199K - $209K
162K $1.91M
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
12.7K
+ 13.35%
$9.61 - $9.95 $122K - $126K
107K $1.04M
FT
Franklin Universal Trust

Financial Services
11K
+ 27.5%
$7.22 - $7.79 $79.7K - $86K
51.2K $374K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
1.16K
+ 0.98%
$19.86 - $21.15 $23K - $24.5K
119K $2.47M
CAF
Morgan Stanley China A Share Fund, Inc.

Financial Services
6.5K
+ 20.91%
$12.28 - $16.03 $79.8K - $104K
37.6K $468K
TDF
Templeton Dragon Fund Inc

Financial Services
12.4K
+ 13.07%
$8.31 - $10.39 $103K - $128K
107K $907K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
6.49K
+ 10.12%
$20.17 - $21.84 $131K - $142K
70.6K $1.43M
GLO
Clough Global Opportunities Fund

Financial Services
18.6K
+ 8.14%
$5.1 - $5.5 $94.8K - $102K
247K $1.26M
TEI
Templeton Emerging Markets Income Fund

Financial Services
23K
+ 16.28%
$5.09 - $5.89 $117K - $135K
164K $841K
CHN
China Fund Inc

Financial Services
5.19K
+ 8.26%
$11.47 - $14.68 $59.6K - $76.2K
68.1K $812K
TWN
Taiwan Fund Inc

Financial Services
4.43K
+ 14.3%
$38.1 - $46.93 $169K - $208K
35.4K $1.37M
Activity Summary
Buys All Purchases 93 New Holdings 28 Increased Positions 65 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Shaker Financial Services, LLC Portfolio

Follow Shaker Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shaker Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shaker Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email