Pioneer Diversified High Income Fund, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
KARPUS MANAGEMENT, INC. | 02/14/2025 | 1.01 M | $11.90 M | -10.05% | 12.10% |
SIT INVESTMENT ASSOCIATES INC | 02/13/2025 | 367,622 | $4.34 M | 30.91% | 4.41% |
ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 237,804 | $2.81 M | 52.38% | 2.85% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 144,115 | $1.70 M | 6.34% | 1.73% |
THOMAS J. HERZFELD ADVISORS, INC. | 02/12/2025 | 109,456 | $1.29 M | 7.73% | 1.31% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 90,528 | $1.07 M | 0.46% | 1.09% |
SHAKER FINANCIAL SERVICES, LLC | 02/13/2025 | 60,364 | $718,181 | -43.58% | 0.72% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 54,069 | $638,012 | 100.00% | 0.65% |
CETERA INVESTMENT ADVISERS | 02/14/2025 | 50,260 | $593,068 | 6.67% | 0.60% |
NEWEDGE ADVISORS, LLC | 02/13/2025 | 46,018 | $543,008 | 7.87% | 0.55% |
INVESCO LTD. | 02/13/2025 | 40,971 | $483,458 | 137.64% | 0.49% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 30,074 | $354,874 | 2.30% | 0.36% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 25,430 | $312,138 | 0.23% | 0.31% |
CHOREO, LLC | 01/27/2025 | 25,106 | $299,928 | 27.65% | 0.30% |
WILEY BROS.-AINTREE CAPITAL, LLC | 02/14/2025 | 24,795 | $295,804 | 0.00% | 0.30% |
CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 01/24/2025 | 22,758 | $268,544 | 8.53% | 0.27% |
STERNECK CAPITAL MANAGEMENT, LLC | 01/08/2025 | 19,940 | $235,292 | 0.00% | 0.24% |
UBS GROUP AG | 02/14/2025 | 18,152 | $214,194 | 117.73% | 0.22% |
KOVACK ADVISORS, INC. | 02/05/2025 | 13,115 | $154,753 | 0.38% | 0.16% |
DAKOTA WEALTH MANAGEMENT | 01/17/2025 | 12,650 | $149,270 | 0.00% | 0.15% |
ROYAL BANK OF CANADA | 02/14/2025 | 11,148 | $132,000 | 0.00% | 0.13% |
MORGAN STANLEY | 02/14/2025 | 8,558 | $100,984 | 6.77% | 0.10% |
SPIRE WEALTH MANAGEMENT | 01/24/2025 | 5,161 | $60,900 | 5.22% | 0.06% |
VAN HULZEN ASSET MANAGEMENT, LLC | 02/10/2025 | 2,183 | $25,759 | 100.00% | 0.03% |
02/05/2025 | 900 | $10,620 | 100.00% | 0.01% | |
BANK OF AMERICA CORP /DE/ | 02/14/2025 | 769 | $9,074 | 0.00% | 0.01% |
JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 233 | $2,753 | 100.00% | 0.00% |
JAFFETILCHIN INVESTMENT PARTNERS, LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
COLONY GROUP, LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
NORTHWEST FINANCIAL ADVISORS | 01/22/2025 | 0 | $0 | -100.00% | 0.00% |
Pioneer Diversified High Income Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 42 institutional investors and hedge funds held shares of Pioneer Diversified High Income Fund, Inc.. The most heavily invested institutionals were:
Karpus Management, Inc.: 1.01 M
SIT INVESTMENT ASSOCIATES INC: 367,622
Advisors Asset Management, Inc.: 237,804
AMERIPRISE FINANCIAL INC: 144,115
Thomas J. Herzfeld Advisors, Inc.: 109,456
ENVESTNET ASSET MANAGEMENT INC: 90,528
29.18% of Pioneer Diversified High Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.33 M shares in the last 24 months. This purchase volume represents approximately $37.86 M in transactions.