West Oak Capital, LLC - PIONEER FLOATING RATE TR ownership

PIONEER FLOATING RATE TR's ticker is PHD and the CUSIP is 72369J102. A total of 47 filers reported holding PIONEER FLOATING RATE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
West Oak Capital, LLC ownership history of PIONEER FLOATING RATE TR
ValueSharesWeighting
Q3 2018$186,959,000
+1.7%
16,950
+3.0%
0.11%
-3.6%
Q2 2018$183,911,000
-4.0%
16,4500.0%0.11%
-1.8%
Q1 2018$191,643,000
-65.4%
16,450
-64.5%
0.11%
-65.3%
Q3 2017$553,748,000
+57.2%
46,300
+56.4%
0.33%
+53.7%
Q2 2017$352,240,000
+11.7%
29,600
+14.7%
0.21%
+10.3%
Q1 2017$315,276,000
+2556.1%
25,800
+2480.0%
0.19%
+2325.0%
Q4 2016$11,870,000
+0.6%
1,0000.0%0.01%0.0%
Q3 2016$11,800,000
+4.7%
1,0000.0%0.01%0.0%
Q2 2016$11,270,0001,0000.01%
Other shareholders
PIONEER FLOATING RATE TR shareholders Q3 2023
NameSharesValueWeighting ↓
LAKE STREET PRIVATE WEALTH, LLC 526,750$4,751,2850.86%
Matisse Capital 121,814$1,097,5440.78%
Wagner Wealth Management, LLC 188,792$1,701,0130.62%
Virtus ETF Advisers LLC 67,774$610,6440.37%
Shaker Financial Services, LLC 85,433$769,7520.36%
MELFA WEALTH MANAGEMENT, INC. 31,308$282,0830.31%
CLOUGH CAPITAL PARTNERS L P 243,016$2,189,5740.24%
Clear Creek Financial Management, LLC 117,604$1,059,6120.19%
Quarry LP 85,200$767,6520.18%
AEGON USA Investment Management, LLC 13,528$121,8870.09%
View complete list of PIONEER FLOATING RATE TR shareholders