Shaker Financial Services, LLC Q3 2023 significant ownership

Add to watchlist

Shaker Financial Services, LLC is required to file a 13D/G report to the SEC when the ownership of a company's total stock issue exceeds 5%.

Shaker Financial Services, LLC Q3 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
SPECIAL OPPORTUNITIES FUND, INC.February 07, 2020196,7302.3%
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INCSold outFebruary 13, 201900.0%
MFS SPECIAL VALUE TRUSTSold outFebruary 05, 201800.0%
GABELLI EQUITY TRUST INCFebruary 13, 2017119,1354.3%

Compare quarters

Export Shaker Financial Services, LLC's holdings

CSVXLS