Purchases and Sales Made in Q2 2025 in Pioneer Floating Rate Fund, Inc. (PHD)
This table provides information about the institutional ownership of Pioneer Floating Rate Fund, Inc. (PHD) during Q2 2025. The information is specifically focused on institutions that hold shares of Pioneer Floating Rate Fund, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
338KNew |
$2.96M - $3.32M
|
338K
$3.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
320KNew |
$2.8M - $3.14M
|
320K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
144KNew |
$1.26M - $1.41M
|
144K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
73KNew |
$640K - $717K
|
73K
$739K
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
71.2KNew |
$624K - $699K
|
71.2K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
60.1K+ 128.6% |
$527K - $590K
|
107K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
45.4KNew |
$398K - $446K
|
45.4K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
40KNew |
$350K - $393K
|
40K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
37.7KNew |
$330K - $370K
|
37.7K
$382K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29.4K+ 20.43% |
$257K - $289K
|
173K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
19.9KNew |
$175K - $196K
|
19.9K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6KNew |
$146K - $163K
|
16.6K
$168K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.1KNew |
$115K - $129K
|
13.1K
$133K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.1KNew |
$115K - $128K
|
13.1K
$132K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.26K+ 2.4% |
$46.1K - $51.7K
|
224K
$2.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.28K+ 3.34% |
$37.5K - $42K
|
133K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.05K+ 0.45% |
$26.7K - $30K
|
687K
$6.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
2.42K+ 4.05% |
$21.2K - $23.8K
|
62.3K
$630K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
930+ 1.85% |
$8.15K - $9.13K
|
51.2K
$518K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
921+ 2.23% |
$8.07K - $9.04K
|
42.2K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
216+ 1.97% |
$1.89K - $2.12K
|
11.2K
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
214+ 1.63% |
$1.87K - $2.1K
|
13.3K
$135K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51+ 0.83% |
$447 - $501
|
6.21K
$62.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33New |
$289 - $324
|
33
$334
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21+ 0.1% |
$184 - $206
|
20.9K
$211K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.04% |
$52.6 - $58.9
|
15.8K
$160K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-322- 0.45% |
$2.82K - $3.16K
|
71.2K
$721K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-827- 1.16% |
$7.24K - $8.12K
|
70.4K
$713K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-866- 6.75% |
$7.59K - $8.5K
|
12K
$121K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.06K- 0.96% |
$18.1K - $20.2K
|
213K
$2.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.44K- 0.71% |
$21.4K - $24K
|
343K
$3.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.87K- 15.45% |
$25.1K - $28.2K
|
15.7K
$159K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.01K- 20.32% |
$26.4K - $29.6K
|
11.8K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.54K- 9.62% |
$83.6K - $93.7K
|
89.6K
$907K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.54K- 9.62% |
$83.6K - $93.7K
|
89.6K
$907K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.2K- 2.95% |
$89.7K - $101K
|
336K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-11.9K- 54.91% |
$104K - $116K
|
9.74K
$98.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-20.6K- 45.37% |
$180K - $202K
|
24.8K
$251K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-30.4K- 79.09% |
$266K - $298K
|
8.04K
$81.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-32.4K- 28.91% |
$284K - $318K
|
79.7K
$807K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-59.6K- 23.46% |
$522K - $585K
|
194K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-202K- 53.82% |
$1.77M - $1.98M
|
173K
$1.75M
|
|