Pioneer High Income FundXPHTX
13F holders, Q2 2024 (June 30)56holders +4
10new positions
7sold out
$7.52avg. 13F price*
At the end of Q2 2024, 56 institutions reported holding Pioneer High Income Fund (XPHTX) in their 13F filings, up 4 from Q1 2024. 10 opened new positions and 7 sold out. The largest holders were Flagship Harbor Advisors, LLC ($7.6M), Pathstone Holdings, LLC ($7.5M) and UBS Group AG ($6.9M).
- Company
- Pioneer High Income Fund
- CUSIP
- 72369H106
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.9M |
| Exits | 7 | $1.1M |
All 13F filers, Q1 2024 → Q2 2024: 702,255 shares bought and 901,268 shares sold, net −199,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Flagship Harbor Advisors, LLC | 0.46% | Add +2.9% | 1,011,946 | $7.6M |
| Pathstone Holdings, LLC | 0.03% | Add +7.1% | 996,241 | $7.5M |
| UBS Group AG | 0.00% | Add +3.1% | 922,034 | $6.9M |
| Sit Investment Associates Inc. | 0.12% | Reduce -16.3% | 709,693 | $5.3M |
| Invesco Ltd. | 0.00% | Add +5.1% | 518,800 | $3.9M |
| Guggenheim Capital LLC | 0.03% | Reduce -7.9% | 463,870 | $3.5M |
| Advisors Asset Management, Inc. | 0.05% | Add +13.0% | 370,866 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +13.0% | 304,035 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.4% | 171,659 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -3.3% | 169,376 | $1.3M |
| Shaker Financial Services, LLC | 0.47% | Add +197.1% | 155,045 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 138,115 | $1.0M |
| LPL Financial LLC | 0.00% | Add +8.2% | 129,509 | $974K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.1% | 127,403 | $958K |
| Morgan Stanley | 0.00% | Add +1.0% | 106,523 | $801K |
| Landscape Capital Management, L.L.C. | 0.06% | Add +164.4% | 88,861 | $668K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.2% | 82,470 | $620K |
| Walleye Capital LLC | 0.01% | Add +116.7% | 81,451 | $613K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.5% | 69,918 | $526K |
| Royal Bank of Canada | 0.00% | Reduce -5.8% | 42,346 | $318K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.2% | 41,428 | $312K |
| MRA Advisory Group | 0.16% | Add +0.8% | 37,995 | $286K |
| Compound Planning, Inc. | 0.02% | Add +18.5% | 35,458 | $267K |
| Cetera Investment Advisers | 0.00% | Reduce -14.7% | 33,325 | $251K |
| Bank of America Corp. | 0.00% | Reduce -42.4% | 31,460 | $237K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | New | 26,900 | $202K |
| International Assets Investment Management, LLC | 0.02% | Add +0.2% | 24,624 | $185K |
| Integrated Capital Management, Inc. | 0.15% | Add +12.0% | 24,425 | $184K |
| Osaic Holdings, Inc. | 0.00% | Reduce -64.7% | 23,584 | $177K |
| Wolverine Asset Management LLC | 0.02% | New | 23,226 | $175K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 22,449 | $169K |
| MML Investors Services, LLC | 0.00% | Reduce -12.9% | 21,345 | $161K |
| Cerity Partners LLC | 0.00% | New | 21,000 | $158K |
| Collaborative Wealth Managment Inc. | 0.06% | No change | 17,477 | $131K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -96.7% | 15,864 | $119K |
| Uncommon Cents Investing LLC | 0.03% | New | 14,400 | $108K |
| Raymond James & Associates | 0.00% | Reduce -32.2% | 13,653 | $103K |
| Melfa Wealth Management, Inc. | 0.07% | New | 12,910 | $97K |
| CoreCap Advisors, LLC | 0.01% | Add +20.5% | 12,814 | $96K |
| Clear Creek Financial Management, LLC | 0.01% | New | 10,200 | $77K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,000 | $75K |
| Avior Wealth Management, LLC | 0.00% | Add +11.7% | 9,706 | $73K |
| Principal Securities, Inc. | 0.00% | Add +0.5% | 5,094 | $38K |
| Spire Wealth Management | 0.00% | No change | 4,482 | $34K |
| Barrett & Company, Inc. | 0.01% | No change | 3,500 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,025 | $23K |
| Beacon Capital Management, LLC | 0.00% | No change | 2,855 | $21K |
| Gen-Wealth Partners Inc | 0.01% | No change | 2,115 | $16K |
| Activest Wealth Management | 0.01% | New | 2,100 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | — | 1,525 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 700 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 503 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 350 | $3K |
| Comerica Bank | 0.00% | No change | 300 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 32 | $241 |
| FMR LLC | 0.00% | Reduce -99.9% | 1 | $8 |
"% of holder's portfolio" is XPHTX's weight in each manager's 13F, not the share of Pioneer High Income Fund the manager owns.