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HNW

Pioneer Diversified High Income Fund

Delisted

HNW was delisted on the 25th of September, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$14M -$217K -18,686 -2%
SIA
2
Sit Investment Associates
Minnesota
$3.83M -$1.62M -139,695 -30%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$2.13M -$64.9K -5,595 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.89M +$230K +19,797 +14%
Ameriprise
5
Ameriprise
Minnesota
$1.47M +$100K +8,646 +7%
SFS
6
Shaker Financial Services
Virginia
$805K -$410K -35,303 -34%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$677K -$67.7K -5,828 -9%
AAM
8
Advisors Asset Management
Colorado
$595K +$592K +50,957 New
NA
9
NewEdge Advisors
Louisiana
$499K +$18.9K +1,626 +4%
SCM
10
Sterneck Capital Management
Missouri
$453K -$31K -2,670 -6%
CL
11
Choreo LLC
Illinois
$399K +$19.3K +1,663 +5%
RJA
12
Raymond James & Associates
Florida
$348K +$27K +2,326 +8%
UBS Group
13
UBS Group
Switzerland
$336K +$239K +20,555 +250%
Osaic Holdings
14
Osaic Holdings
Arizona
$306K +$16.4K +1,410 +6%
Wells Fargo
15
Wells Fargo
California
$280K -$48.1K -4,146 -15%
CCFM
16
Clear Creek Financial Management
Washington
$225K +$28.8K +2,480 +15%
AUIM
17
Aegon USA Investment Management
Iowa
$225K
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$195K -$18.9K -1,629 -9%
KA
19
Kovack Advisors
Florida
$152K -$12.6K -1,085 -8%
DWM
20
Dakota Wealth Management
Florida
$148K
NAS
21
NWF Advisory Services
California
$131K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$130K
Morgan Stanley
23
Morgan Stanley
New York
$99.5K +$6.7K +577 +7%
SWM
24
Spire Wealth Management
Virginia
$53.5K +$1.26K +109 +2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$11.7K +$279 +24 +2%