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PHD Pioneer Floating Rate Fund

Institutional ownership

Data for period
(Last complete reporting period)
Institutional shares
Float
Outstanding shares
Total positions
Opened positions
Closed positions
Increased positions
Decreased positions

Latest institutional filings

Type Filer #Shares Filed For date #Previous %Chg Prev. Date
13F-HR
Morgan Stanley 191.53K 15 Nov 21 30 Sep 21 173.89K +10% 30 Jun 21
13F-HR
Wagner Wealth Management 10.92K 15 Nov 21 30 Sep 21 20.22K -46% 30 Jun 21
13F-HR
Bank Of America 214.02K 15 Nov 21 30 Sep 21 466 +46K% 30 Jun 21
13F-HR
Royal Bank Of Canada 74.5K 15 Nov 21 30 Sep 21 48.82K +53% 30 Jun 21
13F-HR
Northwestern Mutual Wealth Management 7.2K 15 Nov 21 30 Sep 21 7.2K 0% 30 Jun 21
13F-HR
Invesco 166.1K 15 Nov 21 30 Sep 21 187.83K -12% 30 Jun 21
13F-HR
Invesco Senior Secured Management 613.09K 15 Nov 21 30 Sep 21 613.09K 0% 30 Jun 21
13F-HR
Wells Fargo & Co. 2.85K 15 Nov 21 30 Sep 21 2.85K 0% 30 Jun 21
13F-HR
UBS Group AG - Registered Shares 13.1K 15 Nov 21 30 Sep 21 1.18K +1K% 30 Jun 21
13F-HR
Stonebridge Capital Advisors 1.47K 15 Nov 21 30 Sep 21 1.47K 0% 30 Jun 21

About this data

This data is updated daily from 13F, 13D and 13G SEC filings.

Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.

PHD 5-year stock price

Institutional ownership trends

Institutional shares (*long positions only)
Number of holders
Opened vs closed positions (#holders, opened on top)
Increased vs decreased positions (#holders, increased on top)
Puts vs calls (#shares, puts on top)

Institutional ownership history data

All data in millions (MM) except percentages. "0.0" is < 100,000 and "0.0%" is < 0.1%
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