Shaker Financial Services, LLC Reduced Holdings in Q4 2024

Shaker Financial Services, LLC

  • $251 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
-13.9K
- 27.37%
$20.63 - $23.32 $287K - $325K
37K $811K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
-50.6K
- 14.75%
$4.76 - $5.09 $241K - $257K
292K $1.45M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-19.4K
- 23.49%
$9.7 - $10.62 $188K - $206K
63K $617K
BCV
Bancroft Fund LTD

Financial Services
-18.6K
- 22.14%
$16.68 - $18.56 $310K - $345K
65.4K $1.16M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
-18.8K
- 34.28%
$12.78 - $13.52 $240K - $254K
36K $461K
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
-7.85K
- 4.61%
$6.05 - $6.86 $47.5K - $53.9K
163K $988K
BIT
Black Rock Multi Sector Income Trust

Financial Services
-10.3K
- 22.91%
$14.25 - $15.15 $146K - $156K
34.6K $504K
MGF
Mfs Government Markets Income Trust

Financial Services
-47.2K
- 37.78%
$3.05 - $3.3 $144K - $156K
77.7K $238K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
-9.03K
- 28.91%
$19.62 - $21.98 $177K - $199K
22.2K $461K
JEQ
Aberdeen Japan Equity Fund, Inc.

Financial Services
-17.4K
- 20.28%
$5.65 - $6.29 $98.3K - $109K
68.4K $393K
MMT
Mfs Multimarket Income Trust

Financial Services
-16.6K
- 5.8%
$4.57 - $4.88 $75.8K - $81K
270K $1.26M
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-8.76K
- 11.58%
$7.5 - $8.25 $65.7K - $72.2K
66.9K $512K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-4.56K
- 25.74%
$20.38 - $21.75 $92.9K - $99.1K
13.1K $270K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
-5.87K
- 8.9%
$12.31 - $13.03 $72.3K - $76.5K
60.1K $751K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
-7.01K
- 27.58%
$12.51 - $13.59 $87.7K - $95.3K
18.4K $235K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
-6.21K
- 11.62%
$9.13 - $9.72 $56.7K - $60.3K
47.2K $434K
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
-3.5K
- 5.72%
$5.01 - $5.7 $17.5K - $20K
57.7K $289K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
-15.3K
- 46.57%
$3.38 - $3.72 $51.7K - $56.9K
17.6K $60K
BGB
Blackstone Strategic Credit Fund

Financial Services
-3.39K
- 3.81%
$12.19 - $12.64 $41.3K - $42.8K
85.5K $1.05M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-16.3K
- 1.29%
$5.55 - $6.07 $90.2K - $98.7K
1.24M $7M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
-1.45K
- 2.27%
$4.16 - $4.68 $6.03K - $6.79K
62.5K $262K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
-2.18K
- 5.53%
$10.84 - $11.38 $23.7K - $24.8K
37.3K $407K
FGB
First Trust Specialty Finance & Financial Opportunities Fund

Financial Services
-10.4K
- 25.05%
$4.05 - $4.36 $42.1K - $45.4K
31.1K $135K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-1.5K
- 6.92%
$14.04 - $14.76 $21.1K - $22.1K
20.2K $289K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
-868
- 1.8%
N/A
47.3K $582K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
-1.63K
- 11.54%
$3.66 - $4.12 $5.96K - $6.71K
12.5K $47K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9
- 1.52%
$481.22 - $538.17 $4.33K - $4.84K
582 $297K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
-4.81K
- 4.33%
$8.96 - $9.99 $43.1K - $48.1K
106K $1.03M
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
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