Pioneer Diversified HighXHNWX
13F holders, Q1 2024 (March 31)24holders
$11.88avg. 13F price*
At the end of Q1 2024, 24 institutions reported holding Pioneer Diversified High (XHNWX) in their 13F filings. The largest holders were Karpus Management, Inc. ($14.4M), Sit Investment Associates Inc. ($5.5M) and Thomas J. Herzfeld Advisors, Inc. ($2.2M).
- Company
- Pioneer Diversified High
- CUSIP
- 723653101
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $714K |
| Exits | 1 | $29K |
Ownership 24 holders
| Karpus Management, Inc. | 0.42% | Reduce -0.7% | 1,213,240 | $14.4M |
| Sit Investment Associates Inc. | 0.13% | Reduce -3.1% | 467,232 | $5.5M |
| Thomas J. Herzfeld Advisors, Inc. | 0.79% | Add +5.5% | 188,082 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.3% | 142,309 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 117,308 | $1.4M |
| Shaker Financial Services, LLC | 0.48% | Reduce -32.6% | 104,265 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +22.8% | 63,782 | $757K |
| Sterneck Capital Management, LLC | 0.29% | Add +5.4% | 41,450 | $492K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.1% | 41,057 | $488K |
| Choreo, LLC | 0.01% | New | 32,625 | $387K |
| Wells Fargo & Company | 0.00% | Add +7.7% | 28,130 | $334K |
| Raymond James & Associates | 0.00% | New | 27,509 | $327K |
| Osaic Holdings, Inc. | 0.00% | Add +109.9% | 24,766 | $294K |
| AEGON USA Investment Management, LLC | 0.24% | No change | 19,260 | $229K |
| Focus Partners Wealth | 0.00% | Reduce -11.7% | 18,297 | $217K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -5.0% | 16,790 | $199K |
| Kovack Advisors, Inc. | 0.02% | Add +0.3% | 14,127 | $168K |
| Dakota Wealth Management | 0.00% | No change | 12,650 | $150K |
| NWF Advisory Services Inc. | 0.02% | No change | 11,200 | $133K |
| Royal Bank of Canada | 0.00% | No change | 11,148 | $132K |
| UBS Group AG | 0.00% | Reduce -5.8% | 8,221 | $98K |
| Morgan Stanley | 0.00% | Reduce -9.4% | 7,938 | $94K |
| Spire Wealth Management | 0.00% | Add +1.6% | 4,469 | $53K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 978 | $12K |
"% of holder's portfolio" is XHNWX's weight in each manager's 13F, not the share of Pioneer Diversified High the manager owns.