PIONEER HIGH INCOME TR shareholder history

Current and past PIONEER HIGH INCOME TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 23150.00%0.01%0.04%Q2 2013Q3 202338
Capital Investment Advisors, LLC 27100.01%0.08%0.21%Q4 2013Q4 202337
Invesco Ltd. 3430.00%0.00%0.00%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
COHEN & STEERS, INC. 3320.00%0.01%0.02%Q2 2013Q1 202335
Raymond James Financial Services Advisors, Inc. 3310.00%0.00%0.01%Q2 2013Q3 202334
Advisors Asset Management, Inc. 2670.00%0.03%0.12%Q2 2013Q3 202333
GUGGENHEIM CAPITAL LLC 33330.00%0.02%0.04%Q3 2015Q3 202333
Cetera Investment Advisers 2290.00%0.11%0.42%Q4 2015Q3 202331
CITIGROUP INC 20110.00%0.00%0.00%Q2 2013Q3 202131
Windsor Capital Management, LLC 30300.04%0.69%2.06%Q2 2013Q3 202030
SIT INVESTMENT ASSOCIATES INC 2510.00%0.05%0.16%Q1 2015Q3 202330
FLAGSHIP HARBOR ADVISORS, LLC 28280.41%0.53%0.88%Q4 2016Q3 202328
LINCOLN NATIONAL CORP 28280.00%0.00%0.01%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.00%0.01%0.04%Q1 2017Q3 202327
ROBINSON CAPITAL MANAGEMENT, LLC 2310.00%0.85%1.93%Q4 2015Q2 202327
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1150.00%0.00%0.00%Q2 2013Q3 202327
NEXT Financial Group, Inc 1360.00%0.01%0.04%Q3 2014Q4 202126
Geneos Wealth Management Inc. 26260.00%0.00%0.01%Q1 2016Q2 202226
Bartlett & Co. LLC 26260.00%0.00%0.00%Q2 2013Q3 201926
Shaker Financial Services, LLC 1610.05%0.76%1.77%Q4 2016Q3 202325
Cetera Advisor Networks LLC 2010.00%0.04%0.11%Q1 2013Q3 202323
PARK AVENUE SECURITIES LLC 1470.01%0.02%0.04%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1470.01%0.04%0.10%Q1 2017Q2 202321
ENVESTNET ASSET MANAGEMENT INC 1270.00%0.00%0.00%Q3 2018Q3 202319
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q3 202319
CWA Asset Management Group, LLC 19190.01%0.08%0.29%Q4 2015Q2 202019
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
Cambridge Investment Research Advisors, Inc. 1070.00%0.01%0.02%Q2 2013Q3 201717
Creative Planning 810.00%0.00%0.00%Q1 2014Q2 202316
D.A. DAVIDSON & CO. 970.00%0.00%0.01%Q2 2013Q2 201716
Rockefeller Capital Management L.P. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
NATIONAL PLANNING CORP 15150.01%0.12%0.18%Q2 2013Q4 201615
TFG Advisers LLC 15150.06%0.13%0.23%Q4 2018Q2 202215
MSI Financial Services Inc 15150.06%0.15%0.24%Q2 2013Q4 201615
THRIVENT FINANCIAL FOR LUTHERANS 15150.00%0.00%0.00%Q4 2019Q2 202315
Concert Wealth Management Inc. 15150.02%0.04%0.13%Q4 2013Q2 201715
Fiera Capital Corp 14140.00%0.00%0.00%Q3 2017Q4 202014
WOLVERINE ASSET MANAGEMENT LLC 610.00%0.01%0.02%Q2 2015Q2 202314
DOLIVER ADVISORS, LP 1040.08%0.54%1.44%Q1 2015Q3 201814
Investors Capital Advisory Services 13130.03%0.06%0.12%Q2 2013Q2 201613
INTEGRATED CAPITAL MANAGEMENT, INC. 760.08%0.12%0.15%Q1 2020Q3 202313
RAYMOND JAMES & ASSOCIATES 710.00%0.00%0.00%Q2 2016Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.08%0.12%Q4 2018Q3 202112
MRA Advisory Group 12120.09%0.13%0.16%Q4 2020Q3 202312
1832 Asset Management L.P. 12120.00%0.01%0.01%Q3 2017Q2 202012
Transamerica Financial Advisors, Inc. 12120.00%0.00%0.00%Q2 2013Q1 201612
Saba Capital Management, L.P. 510.00%0.04%0.32%Q4 2017Q2 202311
Sheaff Brock Investment Advisors, LLC 11110.02%0.02%0.02%Q4 2015Q2 201811
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 640.02%0.02%0.04%Q2 2013Q1 201810
Steward Partners Investment Advisory, LLC 710.00%0.00%0.00%Q2 2018Q3 202310
Private Advisor Group, LLC 910.00%0.10%0.22%Q4 2013Q2 202010
AQR Arbitrage LLC 620.00%0.02%0.08%Q4 2018Q3 202310
WFG Advisors, LP 10100.00%0.06%0.11%Q2 2013Q3 201510
Wagner Wealth Management, LLC 420.01%0.06%0.17%Q4 2017Q3 202210
Hennion & Walsh Asset Management, Inc. 810.01%0.04%0.05%Q1 2021Q3 20239
DEUTSCHE BANK AG\ 990.00%0.00%0.00%Q2 2014Q2 20169
Clear Creek Financial Management, LLC 410.01%0.03%0.04%Q2 2020Q3 20239
FNY Investment Advisers, LLC 410.00%0.02%0.07%Q1 2019Q1 20238
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 620.00%0.01%0.02%Q4 2020Q3 20238
FourThought Financial, LLC 880.00%0.01%0.02%Q4 2020Q3 20228
Thomas J. Herzfeld Advisors, Inc. 880.02%0.08%0.12%Q2 2017Q1 20198
OneDigital Investment Advisors LLC 530.00%0.00%0.01%Q2 2017Q2 20198
Collaborative Wealth Managment Inc. 610.10%0.12%0.14%Q1 2021Q3 20238
Penserra Capital Management LLC 880.00%0.00%0.00%Q4 2015Q3 20178
BANK OF MONTREAL /CAN/ 510.00%0.00%0.00%Q4 2013Q3 20188
NewEdge Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Jacobi Capital Management LLC 770.00%0.01%0.02%Q2 2017Q4 20187
BDO Wealth Advisors, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.04%0.07%Q2 2013Q4 20147
Baird Financial Group, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
PANAGORA ASSET MANAGEMENT INC 770.00%0.00%0.00%Q4 2019Q2 20217
PNC FINANCIAL SERVICES GROUP, INC. 310.00%0.00%0.00%Q2 2013Q3 20207
HOWE & RUSLING INC 770.00%0.00%0.00%Q1 2014Q3 20157
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Patriot Financial Group Insurance Agency, LLC 660.01%0.02%0.03%Q4 2016Q1 20186
FIFTH THIRD BANCORP 510.00%0.00%0.00%Q4 2014Q2 20206
Parallel Advisors, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2013Q1 20226
LAZARD ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Laurion Capital Management LP 310.00%0.01%0.03%Q3 2015Q1 20186
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2016Q3 20236
SG Americas Securities, LLC 310.00%0.00%0.00%Q4 2015Q2 20186
Weiss Asset Management LP 110.01%0.02%0.06%Q4 2015Q4 20215
BARRETT & COMPANY, INC. 550.01%0.02%0.02%Q3 2022Q3 20235
Karpus Management, Inc. 550.01%0.01%0.01%Q1 2018Q1 20195
INVESTMENT CENTERS OF AMERICA INC 550.02%0.02%0.04%Q1 2015Q1 20165
Alpine Global Management, LLC 550.02%0.16%0.33%Q1 2017Q1 20185
Janney Montgomery Scott LLC 550.00%0.00%0.00%Q4 2018Q4 20195
CAROLINAS WEALTH CONSULTING LLC 550.00%0.02%0.02%Q3 2020Q3 20215
Regal Investment Advisors LLC 410.00%0.00%0.00%Q2 2013Q3 20155
CoreCap Advisors, LLC 310.01%0.01%0.01%Q4 2021Q4 20224
Brown Miller Wealth Management, LLC 440.05%0.05%0.06%Q3 2021Q2 20224
FMR LLC 210.00%0.00%0.00%Q4 2019Q1 20224
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q2 2016Q1 20174
Gary Goldberg Planning Services Inc 440.01%0.01%0.01%Q1 2013Q4 20134
Virtu KCG Holdings LLC 110.00%0.00%0.01%Q4 2013Q4 20164
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 310.01%0.06%0.08%Q3 2017Q1 20194
Logan Stone Capital, LLC 310.08%0.22%0.45%Q1 2022Q1 20234
Matisse Capital 440.11%0.13%0.16%Q4 2022Q3 20234
Worth Asset Management, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
IFC Holdings Incorporated/FL 440.01%0.01%0.02%Q1 2017Q4 20174
Stonebridge Capital Advisors LLC 440.00%0.00%0.00%Q2 2019Q1 20204
CLOUGH CAPITAL PARTNERS L P 440.04%0.05%0.05%Q4 2016Q3 20174
AMERIPRISE FINANCIAL INC 210.00%0.00%0.00%Q2 2013Q1 20173
Simmons Bank 330.01%0.01%0.01%Q4 2020Q2 20213
Atomi Financial Group, Inc. 330.07%0.10%0.12%Q1 2023Q3 20233
Moors & Cabot, Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q4 20213
Elequin Capital, LP 210.00%0.02%0.04%Q4 2022Q3 20233
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
RMB Capital Management, LLC 110.01%0.02%0.04%Q2 2017Q1 20203
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2021Q1 20233
BlackRock Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Snowden Capital Advisors LLC 330.00%0.00%0.00%Q2 2019Q4 20193
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q1 2015Q1 20203
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2020Q1 20233
Squarepoint Ops LLC 110.00%0.02%0.05%Q4 2015Q4 20173
Claraphi Advisory Network, LLC 330.03%0.04%0.05%Q4 2021Q2 20223
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
HOLLENCREST CAPITAL MANAGEMENT 330.02%0.02%0.02%Q1 2016Q3 20163
Plante Moran Financial Advisors, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
SFI Advisors, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
Vident Investment Advisory, LLC 330.04%0.04%0.04%Q4 2021Q2 20223
Foundations Investment Advisors, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
STEPHENS INC /AR/ 220.01%0.01%0.01%Q2 2018Q3 20182
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2022Q3 20232
SELZ CAPITAL LLC 220.27%0.31%0.34%Q1 2017Q2 20172
COMMONS CAPITAL, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
AMUSSEN HUNSAKER ASSOCIATES LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20212
Citadel Advisors 110.00%0.00%0.00%Q3 2017Q4 20212
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20212
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2020Q3 20232
First Allied Advisory Services, Inc. 220.01%0.01%0.01%Q3 2013Q4 20132
TWO SIGMA SECURITIES, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
GHP Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
Harbour Capital Advisors, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Private Ocean, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
COHEN & STEERS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2015Q1 20151
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2014Q4 20141
CASTLE WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
CWM, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.02%0.02%0.02%Q2 2016Q2 20161
Doyle Wealth Management 110.01%0.01%0.01%Q1 2022Q1 20221
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Virtu Financial LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Vectors Research Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Sunbelt Securities, Inc. 110.03%0.03%0.03%Q4 2016Q4 20161
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2020Q3 20201
Western Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2020Q4 20201
ADVISOR PARTNERS II, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2015Q2 20151
Cetera Advisors LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Financial Architects, Inc 110.01%0.01%0.01%Q3 2017Q3 20171
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
B. Riley Wealth Management, Inc. 110.04%0.04%0.04%Q2 2015Q2 20151
Alpine Group USVI, LLC 110.28%0.28%0.28%Q2 2017Q2 20171
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2015Q3 20151
Paloma Partners Management Co 110.02%0.02%0.02%Q4 2013Q4 20131
TFS CAPITAL LLC 110.07%0.07%0.07%Q1 2015Q1 20151
Bogart Wealth, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
LexAurum Advisors, LLC 110.14%0.14%0.14%Q1 2020Q1 20201
Price Capital Management, Inc. 110.04%0.04%0.04%Q1 2020Q1 20201
ASSETMARK, INC 110.00%0.00%0.00%Q2 2023Q2 20231
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2017Q2 20171
External links

This page lists all the filers that currently own PIONEER HIGH INCOME TR or have owned PIONEER HIGH INCOME TR in the past.