Latest Institutional Purchases of Pioneer Floating Rate Fund, Inc. (PHD)
This list provides information on the latest institutional transactions involving Pioneer Floating Rate Fund, Inc. (PHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
71.2KNew |
$624K - $699K
|
71.2K
$699K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.1KNew |
$115K - $129K
|
13.1K
$129K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
2.42K+ 4.05% |
$21.2K - $23.8K
|
62.3K
$611K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
236K+ 168.94% |
$2.21M - $2.31M
|
375K
$3.68M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
215KNew |
$2.02M - $2.11M
|
215K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
112KNew |
$1.05M - $1.1M
|
112K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
38.4KNew |
$360K - $377K
|
38.4K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
26.8KNew |
$252K - $263K
|
26.8K
$263K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
26.6K+ 4.04% |
$249K - $261K
|
684K
$6.71M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
21.3K+ 19.81% |
$200K - $209K
|
129K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.9K+ 8.36% |
$92.9K - $97.1K
|
128K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.96K+ 4.16% |
$37.2K - $38.9K
|
99.2K
$973K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79K+ 13.71% |
$16.8K - $17.6K
|
14.8K
$146K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
928+ 7.8% |
$8.7K - $9.1K
|
12.8K
$126K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
900New |
$8.44K - $8.83K
|
900
$8.83K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
706+ 0.49% |
$6.62K - $6.93K
|
144K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
238+ 0.07% |
$2.23K - $2.33K
|
347K
$3.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
210+ 1.63% |
$1.97K - $2.06K
|
13.1K
$128K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68+ 0.63% |
$638 - $667
|
10.9K
$107K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 0.82% |
$469 - $491
|
6.15K
$60.4K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
40New |
$375 - $392
|
40
$392
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5+ 0.03% |
$46.9 - $49.1
|
15.8K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
14.5K+ 20.63% |
$139K - $144K
|
84.7K
$831K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$48.1K - $49.8K
|
5K
$49.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
647+ 56.07% |
$6.22K - $6.44K
|
1.8K
$17.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
200New |
$1.92K - $1.99K
|
200
$1.96K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
10KNew |
$93.7K - $99.9K
|
10K
$98.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.44KNew |
$22.9K - $24.4K
|
2.44K
$24K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
666KNew |
$6.35M - $6.6M
|
666K
$6.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.2KNew |
$126K - $131K
|
13.2K
$130K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.3KNew |
$119K - $130K
|
13.3K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
417New |
$3.75K - $4.09K
|
417
$4.09K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
15.5KNew |
$131K - $144K
|
15.5K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
12KNew |
$102K - $112K
|
12K
$118K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.44K+ 34.03% |
$71.5K - $78.8K
|
33.2K
$326K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.29KNew |
$36.4K - $40.1K
|
4.29K
$42.1K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.71KNew |
$22.9K - $25.3K
|
2.71K
$26.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$8.64K - $9.53K
|
1.02K
$10K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
750New |
$6.46K - $6.91K
|
750
$7.36K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
750New |
$6.46K - $6.91K
|
750
$7.36K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
87.7KNew |
$728K - $776K
|
87.7K
$860K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5KNew |
$87.3K - $93K
|
10.5K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 686.67% |
$85.6K - $91.2K
|
11.8K
$116K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
48+ 3.2% |
$399 - $425
|
1.55K
$15.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
10KNew |
$84.7K - $94.3K
|
10K
$98.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.56KNew |
$30.1K - $33.5K
|
3.56K
$34.9K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.78KNew |
$15.1K - $16.8K
|
1.78K
$17.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
270New |
$2.29K - $2.55K
|
270
$2.65K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
270New |
$2.29K - $2.55K
|
270
$2.65K
|
|