Pioneer Diversified HighXHNWX
13F holders, Q4 2024 (December 31)28holders −2
2new positions
4sold out
$11.81avg. 13F price*
At the end of Q4 2024, 28 institutions reported holding Pioneer Diversified High (XHNWX) in their 13F filings, down 2 from Q3 2024. 2 opened new positions and 4 sold out. The largest holders were Karpus Management, Inc. ($11.9M), Sit Investment Associates Inc. ($4.3M) and Advisors Asset Management, Inc. ($2.8M).
- Company
- Pioneer Diversified High
- CUSIP
- 723653101
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $29K |
| Exits | 4 | $346K |
All 13F filers, Q3 2024 → Q4 2024: 237,583 shares bought and 187,444 shares sold, net +50,139 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Karpus Management, Inc. | 0.35% | Reduce -10.1% | 1,008,466 | $11.9M |
| Sit Investment Associates Inc. | 0.10% | Add +30.9% | 367,622 | $4.3M |
| Advisors Asset Management, Inc. | 0.05% | Add +52.4% | 237,804 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 144,115 | $1.7M |
| Thomas J. Herzfeld Advisors, Inc. | 0.41% | Add +7.7% | 109,456 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 90,528 | $1.1M |
| Shaker Financial Services, LLC | 0.28% | Reduce -43.6% | 60,364 | $718K |
| Raymond James Financial Inc. | 0.00% | — | 54,068 | $638K |
| Cetera Investment Advisers | 0.00% | Add +6.7% | 50,260 | $593K |
| NewEdge Advisors, LLC | 0.00% | Add +7.9% | 46,018 | $543K |
| Invesco Ltd. | 0.00% | Add +137.6% | 40,971 | $483K |
| Wells Fargo & Company | 0.00% | Add +2.3% | 30,074 | $355K |
| Osaic Holdings, Inc. | 0.00% | Add +3.6% | 26,280 | $310K |
| Choreo, LLC | 0.00% | Add +27.6% | 25,106 | $300K |
| &partners | 0.00% | No change | 24,795 | $296K |
| Clear Creek Financial Management, LLC | 0.03% | Add +8.5% | 22,758 | $269K |
| Sterneck Capital Management, LLC | 0.13% | No change | 19,940 | $235K |
| UBS Group AG | 0.00% | Add +117.7% | 18,152 | $214K |
| Kovack Advisors, Inc. | 0.02% | Add +0.4% | 13,115 | $155K |
| Dakota Wealth Management | 0.00% | No change | 12,650 | $149K |
| Royal Bank of Canada | 0.00% | No change | 11,148 | $132K |
| Morgan Stanley | 0.00% | Add +6.8% | 8,558 | $101K |
| Spire Wealth Management | 0.00% | Add +5.2% | 5,161 | $61K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 2,183 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.2% | 1,080 | $13K |
| Noble Wealth Management PBC | 0.01% | — | 900 | $11K |
| Bank of America Corp. | 0.00% | No change | 769 | $9K |
| Jones Financial Companies LLLP | 0.00% | New | 233 | $3K |
"% of holder's portfolio" is XHNWX's weight in each manager's 13F, not the share of Pioneer Diversified High the manager owns.