Purchases and Sales Made in Q4 2024 in High Income Securities Fund (PCF)
This table provides information about the institutional ownership of High Income Securities Fund (PCF) during Q4 2024. The information is specifically focused on institutions that hold shares of HIGH INCOME SECURITIES FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
10.7KNew |
$67.8K - $73.3K
|
10.7K
$71.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2KNew |
$12.7K - $13.7K
|
2K
$13.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.8K+ 4.35% |
$11.5K - $12.4K
|
43.3K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1K+ 14.29% |
$6.35K - $6.87K
|
8K
$53.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
419+ 2.83% |
$2.66K - $2.88K
|
15.2K
$102K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
124+ 2.83% |
$787 - $852
|
4.51K
$30.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
59+ 0.55% |
$375 - $405
|
10.7K
$71.7K
|