Pioneer High Income FundXPHTX
13F holders, Q4 2024 (December 31)52holders −4
3new positions
6sold out
$7.75avg. 13F price*
At the end of Q4 2024, 52 institutions reported holding Pioneer High Income Fund (XPHTX) in their 13F filings, down 4 from Q3 2024. 3 opened new positions and 6 sold out. The largest holders were Pathstone Holdings, LLC ($10.3M), UBS Group AG ($7.9M) and Flagship Harbor Advisors, LLC ($7.8M).
- Company
- Pioneer High Income Fund
- CUSIP
- 72369H106
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $268K |
| Exits | 6 | $488K |
All 13F filers, Q3 2024 → Q4 2024: 714,288 shares bought and 186,659 shares sold, net +527,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Pathstone Holdings, LLC | 0.05% | Add +9.1% | 1,332,034 | $10.3M |
| UBS Group AG | 0.00% | Add +6.1% | 1,025,483 | $7.9M |
| Flagship Harbor Advisors, LLC | 0.41% | Reduce -1.5% | 1,006,646 | $7.8M |
| Sit Investment Associates Inc. | 0.17% | Add +44.3% | 973,294 | $7.5M |
| Invesco Ltd. | 0.00% | Add +0.5% | 579,219 | $4.5M |
| Guggenheim Capital LLC | 0.03% | Add +10.0% | 482,786 | $3.7M |
| Wells Fargo & Company | 0.00% | Add +14.8% | 435,122 | $3.4M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -0.6% | 371,991 | $2.9M |
| Shaker Financial Services, LLC | 0.56% | Add +32.0% | 189,954 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.6% | 182,477 | $1.4M |
| Thomas J. Herzfeld Advisors, Inc. | 0.45% | Add +4.6% | 179,982 | $1.4M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -5.2% | 162,268 | $1.3M |
| LPL Financial LLC | 0.00% | Add +4.4% | 138,465 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 137,415 | $1.1M |
| Morgan Stanley | 0.00% | Add +15.9% | 131,007 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +5.9% | 128,071 | $993K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.4% | 91,216 | $707K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -43.5% | 66,683 | $517K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.0% | 63,744 | $494K |
| Walleye Capital LLC | 0.00% | Reduce -29.3% | 52,852 | $410K |
| Compound Planning, Inc. | 0.02% | Add +10.3% | 38,806 | $301K |
| Cetera Investment Advisers | 0.00% | Add +9.2% | 38,705 | $300K |
| MRA Advisory Group | 0.16% | Add +0.6% | 38,463 | $298K |
| Raymond James Financial Inc. | 0.00% | — | 37,430 | $290K |
| Royal Bank of Canada | 0.00% | Reduce -17.5% | 35,191 | $273K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | No change | 26,900 | $208K |
| Integrated Capital Management, Inc. | 0.15% | Add +2.4% | 25,289 | $196K |
| Uncommon Cents Investing LLC | 0.06% | Add +39.5% | 23,850 | $185K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 22,449 | $174K |
| MML Investors Services, LLC | 0.00% | Add +3.6% | 22,324 | $173K |
| Truist Financial Corp. | 0.00% | New | 19,500 | $151K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.9% | 18,981 | $147K |
| Bank of America Corp. | 0.00% | Reduce -28.9% | 17,754 | $138K |
| Collaborative Wealth Managment Inc. | 0.06% | No change | 17,229 | $134K |
| Apollon Wealth Management, LLC | 0.00% | New | 14,225 | $110K |
| Melfa Wealth Management, Inc. | 0.07% | No change | 12,910 | $100K |
| Avior Wealth Management, LLC | 0.00% | Reduce -3.0% | 11,966 | $93K |
| CoreCap Advisors, LLC | 0.00% | Reduce -14.4% | 11,098 | $86K |
| Clear Creek Financial Management, LLC | 0.01% | Reduce -0.0% | 10,397 | $81K |
| Principal Securities, Inc. | 0.00% | Add +0.6% | 5,148 | $40K |
| Spire Wealth Management | 0.00% | No change | 4,482 | $35K |
| Barrett & Company, Inc. | 0.01% | No change | 3,500 | $27K |
| Beacon Capital Management, LLC | 0.00% | No change | 2,855 | $22K |
| Gen-Wealth Partners Inc | 0.01% | No change | 2,115 | $16K |
| Activest Wealth Management | 0.00% | No change | 2,100 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 1,525 | $12K |
| Elequin Capital, LP | 0.00% | New | 799 | $6K |
| 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% | Reduce -41.2% | 500 | $4K |
| Comerica Bank | 0.00% | No change | 300 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 32 | $248 |
"% of holder's portfolio" is XPHTX's weight in each manager's 13F, not the share of Pioneer High Income Fund the manager owns.