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Get Institutions for : 
Pioneer High Income (PHT)  
$7.47 0.02 (0.27%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 56    4
Total shares held : 
 7,243,738  
% of shares held : 
 24.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 -663,256  
% of shares held change : 
   -2.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $6.63  
Last Quarter's Ending Price : 
 $7.15  
Last Quarter's Average Price : 
 $6.94  
Change from last quarter's     
avg. price to the last closing  : 
0.53 (7.64%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 51,244
 0.71%
 
Increased Positions :
17
 380,232
 5.25%
 
Unchanged Positions :
11
 932,712
 12.88%
 
Decreased Positions :
20
-1,016,887
-14.04%
 
Closed Positions :
4
-77,845
-1.07%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FLAGSHIP HARBOR ADVISORS LLC 43 - 2024-03-31 983,291 $7,532,000 28,989
   Pathstone Holdings LLC 407 - 2024-03-31 930,320 $7,126,000 65,210
   UBS Group AG 1895 - 2024-03-31 894,522 $6,852,000 51,938
   SIT INVESTMENT ASSOCIATES INC 184 - 2024-03-31 848,221 $6,497,000 -40,000
   GUGGENHEIM CAPITAL LLC 645 - 2024-03-31 503,543 $3,857,000 -35,992
   INVESCO LTD 2318 - 2024-03-31 493,825 $3,783,000 30,959
   Foundations Investment Advisors LLC 164 - 2024-03-31 484,421 $3,711,000 15,837
   FIXED INCOME SECURITIES INC 479 - 2024-03-31 326,613 $2,502,000 21,957
   WELLS FARGO & CO/MN 2549 - 2024-03-31 268,982 $2,060,000 39,228
   ADVISOR PARTNERS II LLC 349 *New 2023-09-30 228,580 $1,534,000 228,580
   ENVESTNET ASSET MANAGEMENT INC 2787 - 2024-03-31 181,451 $1,390,000 35,083
   Capital Investment Advisors LLC 241 - 2024-03-31 175,126 $1,341,000 -295
   PARK AVENUE SECURITIES LLC 656 - 2024-03-31 131,531 $1,008,000 -4,621
   LPL FINANCIAL CORP 3207 - 2024-03-31 119,732 $917,000 895
   MORGAN STANLEY 4914 - 2024-03-31 105,442 $808,000 -1,169
   CNH PARTNERS LLC 231 - 2024-03-31 88,443 $677,000 -83,286
   Rockefeller Capital Management L.P. 1394 - 2024-03-31 81,470 $624,000 -12,087
   Goss Wealth Management LLC 1212 - 2024-03-31 79,904 $612,000 -2,696
   Advisor Group Holdings Inc. 2900 - 2024-03-31 66,754 $511,000 391
   BANK OF AMERICA CORP /DE/ 4489 - 2024-03-31 54,599 $418,000 2,681
   SHAKER FINANCIAL SERVICES, LLC 118 - 2024-03-31 52,182 $400,000 5,146
   ROYAL BANK OF CANADA 3704 - 2024-03-31 44,943 $344,000 -5,294
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2768 - 2024-03-31 42,365 $325,000 15,000
   Morris Retirement Advisors LLC 71 - 2024-03-31 37,694 $289,000 9,770
   Walleye Trading Advisors LLC 1571 - 2024-03-31 37,581 $288,000 26,607
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 558 - 2024-03-31 33,611 $257,000 15,423
   Atomi Financial Group Inc. 622 - 2024-03-31 29,913 $229,000 -1,573
   MML INVESTORS SERVICES LLC 2350 - 2024-03-31 24,511 $188,000 -679
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 690 - 2024-03-31 24,568 $188,000 3,053
   WETHERBY ASSET MANAGEMENT INC 896 *New 2024-03-31 22,449 $172,000 22,449
   Integrated Capital Management Inc. 67 - 2024-03-31 21,804 $167,000 69
   Cetera Investment Advisers 1674 - 2024-03-31 20,935 $160,000 3,246
   RAYMOND JAMES & ASSOCIATES 3609 - 2024-03-31 20,149 $154,000 5,479
   Baird Financial Group Inc. 1693 - 2024-03-31 20,000 $153,000 0
   Collaborative Wealth Managment Inc. 168 - 2024-03-31 17,477 $134,000 -5,363
   LINCOLN NATIONAL CORP 1159 - 2024-03-31 11,826 $91,000 128
   COMMONWEALTH EQUITY SERVICES LLC. 3786 *New 2024-03-31 10,489 $80,000 10,489
   FINANCIAL NETWORK 2692 - 2024-03-31 10,065 $77,000 45
   PNC FINANCIAL SERVICES GROUP INC 2758 - 2024-03-31 10,000 $77,000 0
   CoreCap Advisors LLC 590 *New 2023-12-31 10,460 $75,000 10,460
   Nelson Van Denburg & Campbell Wealth Management Gr 1123 *New 2024-03-31 8,692 $67,000 8,692
   Anfield Capital Management LLC 98 *New 2024-03-31 7,607 $58,000 7,607
   PRINCIPAL SECURITIES INC. 1675 - 2024-03-31 5,071 $39,000 15
   Spire Wealth Management 1347 - 2024-03-31 4,482 $34,000 0
   BARRETT & COMPANY INC. 330 - 2024-03-31 3,500 $27,000 0
   Beacon Capital Management LLC 435 - 2024-03-31 2,855 $22,000 -2
   Gen-Wealth Partners Inc 435 - 2024-03-31 2,115 $16,000 0
   Coppell Advisory Solutions LLC 910 - 2023-12-31 1,525 $11,000 0
   FMR LLC 4328 *New 2024-03-31 705 $5,000 705
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2780 - 2024-03-31 700 $5,000 0
   IFP Advisors Inc 2433 - 2023-12-31 503 $4,000 0
   Atlantic Edge Private Wealth Management LLC 398 *New 2024-03-31 500 $4,000 500
   Steward Partners Investment Advisory LLC 3203 - 2024-03-31 350 $3,000 0
   COMERICA BANK 3484 - 2024-03-31 300 $2,000 0
   SFI Advisors LLC 81 *Closed 2024-03-31 0 $0 -10,794
   VIRTU FINANCIAL LLC 1583 *Closed 2023-12-31 0 $0 -24,563
   AMERICAN NATIONAL BANK 538 *Closed 2024-03-31 0 $0 -26
   McGlone Suttner Wealth Management Inc. 542 *Closed 2024-03-31 0 $0 -2,992
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6035 *Closed 2024-03-31 0 $0 -13,023
   NOMURA HOLDINGS INC 1137 *Closed 2024-03-31 0 $0 -11,542
   TOWER RESEARCH CAPITAL LLC 6032 *New 2024-03-31 61 $0 61
   PROEQUITIES INC. 9650 - 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 3821 *Closed 2024-03-31 0 $0 -5,228
   Hennion & Walsh Asset Management Inc. 871 *Closed 2024-03-31 0 $0 -71,762
   Cape Investment Advisory Inc. 1212 *New 2023-12-31 22 $0 22
   ELEQUIN CAPITAL LP 445 *Closed 2024-03-31 0 $0 -4,881
  66 Records found
  1    
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