Pioneer NAT RES Co

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Calamos Advisors LLC

DECREASED

Shares83,087,000 from 83,230,000

Change-143,000 (0%)

Value$237.8M (+$34.9M)

Filed 2024-05-08

Victory Capital Management Inc

INCREASED

Shares40,845,000 from 38,373,000

Change+2,472,000 (+6%)

Value$116.9M (+$23.5M)

Filed 2024-05-03

Mackay Shields LLC

DECREASED

Shares36,290,000 from 36,604,000

Change-314,000 (-1%)

Value$103.9M (+$14.8M)

Filed 2024-05-03

Lazard Asset Management LLC

DECREASED

Shares27,402,000 from 28,148,000

Change-746,000 (-3%)

Value$78.5K (+$9.9K)

Filed 2024-07-09

Advent Capital Management

DECREASED

Shares25,839,000 from 26,667,000

Change-828,000 (-3%)

Value$74.6M (+$9.6M)

Filed 2024-05-14

UBS Asset Management Americas LLC

DECREASED

Shares17,100,000 from 18,100,000

Change-1,000,000 (-6%)

Value$48.9M (+$4.9M)

Filed 2024-05-15

State Street Corp

DECREASED

Shares10,470,000 from 12,070,000

Change-1,600,000 (-13%)

Value$30.0M (+$585.0K)

Filed 2024-05-15

FMR LLC

DECREASED

Shares8,378,000 from 8,678,000

Change-300,000 (-3%)

Value$24.0M (+$2.9M)

Filed 2026-11-05

SSI Investment Management LLC

DECREASED

Shares8,121,000 from 10,237,000

Change-2,116,000 (-21%)

Value$23.2M (-$1.6M)

Filed 2024-05-14

Voya Investment Management LLC

UNCHANGED

Shares7,300,000 from 7,300,000

Change0 (0%)

Value$20.9M (+$3.1M)

Filed 2025-02-07

Thrivent Financial for Lutherans

DECREASED

Shares6,884,000 from 8,016,000

Change-1,132,000 (-14%)

Value$19.7K (+$214)

Filed 2024-05-14

Credit Suisse AG/

DECREASED

Shares6,500,000 from 7,300,000

Change-800,000 (-11%)

Value$14.3M (-$1.8M)

Filed 2024-05-10

CQS (US), LLC

DECREASED

Shares5,200,000 from 5,600,000

Change-400,000 (-7%)

Value$14.8M (+$1.1M)

Filed 2024-05-08

Lord, Abbett & Co. LLC

INCREASED

Shares4,677,000 from 2,720,000

Change+1,957,000 (+72%)

Value$13.4K (+$6.8K)

Filed 2024-10-07

Piper Sandler & Co.

INCREASED

Shares4,422,000 from 1,805,000

Change+2,617,000 (+145%)

Value$12.4M (+$8.0M)

Filed 2024-05-13

BlackRock Inc.

DECREASED

Shares3,649,000 from 3,999,000

Change-350,000 (-9%)

Value$10.4M (+$720.8K)

Filed 2024-05-10

Elequin Capital, LP

DECREASED

Shares3,332,000 from 13,632,000

Change-10,300,000 (-76%)

Value$9.2M (-$24.0M)

Filed 2025-03-11

Conning Inc.

UNCHANGED

Shares3,015,000 from 3,015,000

Change0 (0%)

Value$8.6M (+$1.3M)

Filed 2024-04-26

Nicholas Investment Partners, LP

UNCHANGED

Shares2,655,000 from 2,655,000

Change0 (0%)

Value$7.6M (+$1.1M)

Filed 2024-05-14

Warberg Asset Management LLC

INCREASED

Shares2,460,000 from 1,122,000

Change+1,338,000 (+119%)

Value$7.0M (+$4.3M)

Filed 2024-05-06

JPMorgan Chase & Co

DECREASED

Shares2,375,000 from 12,045,000

Change-9,670,000 (-80%)

Value$6.8M (-$23.1M)

Filed 2024-12-26

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

DECREASED

Shares2,250,000 from 2,750,000

Change-500,000 (-18%)

Value$6.4M (-$252.0K)

Filed 2026-05-04

Wells Fargo & Company

INCREASED

Shares2,232,000 from 1,936,000

Change+296,000 (+15%)

Value$6.4M (+$1.6M)

Filed 2024-05-10

AGF Management LTD

UNCHANGED

Shares825,000 from 825,000

Change0 (0%)

Value$2.4M (+$355.2K)

Filed 2024-05-13

First Hawaiian Bank

DECREASED

Shares421,000 from 515,000

Change-94,000 (-18%)

Value$1.2M (-$47.1K)

Filed 2024-04-05

Groupama Asset Managment

UNCHANGED

Shares350,000 from 350,000

Change0 (0%)

Value$927.8K (+$74.2K)

Filed 2024-05-14

Bank of Montreal

UNCHANGED

Shares350,000 from 350,000

Change0 (0%)

Value$1.0M (+$133.3K)

Filed 2024-05-13

Palisade Capital Management, LP

DECREASED

Shares338,000 from 699,000

Change-361,000 (-52%)

Value$967.3K (-$732.2K)

Filed 2024-05-15

Shenkman Capital Management Inc

UNCHANGED

Shares324,000 from 324,000

Change0 (0%)

Value$928.4K (+$139.3K)

Filed 2024-05-09

Jane Street Group, LLC

NEW

Shares307,000

Change+307,000

Value$875.7K

Filed 2024-05-16

SEI Investments Co

UNCHANGED

Shares262,000 from 262,000

Change0 (0%)

Value$749.5K (+$112.8K)

Filed 2024-05-07

Wellington Management Group LLP

NEW

Shares250,000

Change+250,000

Value$715.4K

Filed 2024-05-15

Citigroup Inc

UNCHANGED

Shares215,000 from 215,000

Change0 (0%)

Value$615.2K (+$92.7K)

Filed 2024-05-10

American Century Companies Inc

INCREASED

Shares198,000 from 175,000

Change+23,000 (+13%)

Value$567.1K (+$141.0K)

Filed 2024-05-14

Central Pacific Bank - Trust Division

NEW

Shares180,000

Change+180,000

Value$517.8K

Filed 2024-05-02

Calamos Wealth Management LLC

INCREASED

Shares132,000 from 129,000

Change+3,000 (+2%)

Value$377.8K (+$63.3K)

Filed 2024-05-08

Liberty Mutual Group Asset Management Inc.

UNCHANGED

Shares125,000 from 125,000

Change0 (0%)

Value$357.6K (+$53.8K)

Filed 2025-02-14

Oppenheimer Asset Management Inc.

DECREASED

Shares80,000 from 164,000

Change-84,000 (-51%)

Value$228.8K (-$169.7K)

Filed 2024-05-07

Stephens Inc

INCREASED

Shares71,000 from 49,000

Change+22,000 (+45%)

Value$203.1K (+$84.0K)

Filed 2024-05-15

Jefferies Financial Group Inc.

NEW

Shares45,000

Change+45,000

Value$127.7K

Filed 2024-05-13

Barclays PLC

DECREASED

Shares39,000 from 108,000

Change-69,000 (-64%)

Value$111.6K (-$150.5K)

Filed 2026-03-24

Balboa Wealth Partners

UNCHANGED

Shares27,000 from 27,000

Change0 (0%)

Value$77.3K (+$11.6K)

Filed 2024-05-13

Virtus Investment Advisers, LLC

UNCHANGED

Shares24,000 from 24,000

Change0 (0%)

Value$68.7K (+$10.3K)

Filed 2024-05-16

Northside Capital Management, LLC

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$57.2K (+$8.6K)

Filed 2024-04-04

Colonial Trust Advisors

NEW

Shares17,000

Change+17,000

Value$48.6K

Filed 2024-05-14

Royal Bank of Canada

INCREASED

Shares17,000 from 9,000

Change+8,000 (+89%)

Value$49.0K (+$28.0K)

Filed 2024-11-05

Goldstein Advisors, LLC

DECREASED

Shares17,000 from 22,000

Change-5,000 (-23%)

Value$48.6K (-$5.3M)

Filed 2024-05-13

Fox Hill Wealth Management

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$40.1K (+$6.0K)

Filed 2024-04-17

Northwestern Mutual Wealth Management Co

DECREASED

Shares13,000 from 16,000

Change-3,000 (-19%)

Value$37.2K (-$1.7K)

Filed 2024-05-15

US Bancorp \de\

UNCHANGED

Shares13,000 from 13,000

Change0 (0%)

Value$37.2K (+$5.6K)

Filed 2024-05-08

Stonegate Investment Group, LLC

NEW

Shares12,000

Change+12,000

Value$34.3K

Filed 2024-04-22

Lanark Financial, Inc.

DECREASED

Shares11,000 from 24,000

Change-13,000 (-54%)

Value$31 (-$27)

Filed 2024-04-05

UBS Group AG

INCREASED

Shares11,000 from 2,000

Change+9,000 (+450%)

Value$31.5K (+$26.6K)

Filed 2024-05-13

Iron Horse Wealth Management, LLC

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$31.5K (+$4.7K)

Filed 2024-04-17

Bluefin Capital Management, LLC

NEW

Shares10,000

Change+10,000

Value$2.9M

Filed 2024-05-20

Prudent Investors Network, Inc.

NEW

Shares10,000

Change+10,000

Value$28.6K

Filed 2024-05-16

SG Americas Securities, LLC

UNCHANGED

Shares4,160 from 4,160

Change0 (0%)

Value$1.2K (+$175)

Filed 2024-05-06

Fifth Third Bancorp

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$858.2K (+$129.2K)

Filed 2024-04-23

TD Private Client Wealth LLC

NEW

Shares2,000

Change+2,000

Value$5.7K

Filed 2024-08-16

Morgan Stanley

DECREASED

Shares2,000 from 202,000

Change-200,000 (-99%)

Value$5.7K (-$486.7K)

Filed 2024-10-17

Comerica Bank

DECREASED

Shares2,000 from 41,000

Change-39,000 (-95%)

Value$5.7K (-$93.9K)

Filed 2024-05-16

Laffer Tengler Investments, Inc.

DECREASED

Shares1,894 from 1,975

Change-81 (-4%)

Value$5.4M (+$624.3K)

Filed 2024-05-15

Allianz Asset Management GmbH

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$2.9K (+$429)

Filed 2024-05-14

Bank of America Corp

CLOSED

Shares0 from 5,063,000

Change-5,063,000 (-100%)

Value$0 (-$12.3M)

Filed 2025-03-18

Osaic Holdings, Inc.

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$2.4K)

Filed 2024-05-10

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-05-01

	Status
Calamos Advisors LLC	DECREASED	83,087,000	83,230,000	-143,000	0%	$202.9M	$237.8M	+$34.9M	2024-05-08
Victory Capital Management Inc	INCREASED	40,845,000	38,373,000	+2,472,000	+6%	$93.4M	$116.9M	+$23.5M	2024-05-03
Mackay Shields LLC	DECREASED	36,290,000	36,604,000	-314,000	-1%	$89.1M	$103.9M	+$14.8M	2024-05-03
Lazard Asset Management LLC	DECREASED	27,402,000	28,148,000	-746,000	-3%	$68.5K	$78.5K	+$9.9K	2024-07-09
Advent Capital Management	DECREASED	25,839,000	26,667,000	-828,000	-3%	$64.9M	$74.6M	+$9.6M	2024-05-14
UBS Asset Management Americas LLC	DECREASED	17,100,000	18,100,000	-1,000,000	-6%	$44.0M	$48.9M	+$4.9M	2024-05-15
State Street Corp	DECREASED	10,470,000	12,070,000	-1,600,000	-13%	$29.4M	$30.0M	+$585.0K	2024-05-15
FMR LLC	DECREASED	8,378,000	8,678,000	-300,000	-3%	$21.1M	$24.0M	+$2.9M	2026-11-05
SSI Investment Management LLC	DECREASED	8,121,000	10,237,000	-2,116,000	-21%	$24.9M	$23.2M	-$1.6M	2024-05-14
Voya Investment Management LLC	UNCHANGED	7,300,000	7,300,000	0	0%	$17.8M	$20.9M	+$3.1M	2025-02-07
Thrivent Financial for Lutherans	DECREASED	6,884,000	8,016,000	-1,132,000	-14%	$19.5K	$19.7K	+$214	2024-05-14
Credit Suisse AG/	DECREASED	6,500,000	7,300,000	-800,000	-11%	$16.1M	$14.3M	-$1.8M	2024-05-10
CQS (US), LLC	DECREASED	5,200,000	5,600,000	-400,000	-7%	$13.6M	$14.8M	+$1.1M	2024-05-08
Lord, Abbett & Co. LLC	INCREASED	4,677,000	2,720,000	+1,957,000	+72%	$6.6K	$13.4K	+$6.8K	2024-10-07
Piper Sandler & Co.	INCREASED	4,422,000	1,805,000	+2,617,000	+145%	$4.4M	$12.4M	+$8.0M	2024-05-13
BlackRock Inc.	DECREASED	3,649,000	3,999,000	-350,000	-9%	$9.7M	$10.4M	+$720.8K	2024-05-10
Elequin Capital, LP	DECREASED	3,332,000	13,632,000	-10,300,000	-76%	$33.2M	$9.2M	-$24.0M	2025-03-11
Conning Inc.	UNCHANGED	3,015,000	3,015,000	0	0%	$7.3M	$8.6M	+$1.3M	2024-04-26
Nicholas Investment Partners, LP	UNCHANGED	2,655,000	2,655,000	0	0%	$6.5M	$7.6M	+$1.1M	2024-05-14
Warberg Asset Management LLC	INCREASED	2,460,000	1,122,000	+1,338,000	+119%	$2.7M	$7.0M	+$4.3M	2024-05-06
JPMorgan Chase & Co	DECREASED	2,375,000	12,045,000	-9,670,000	-80%	$29.9M	$6.8M	-$23.1M	2024-12-26
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	DECREASED	2,250,000	2,750,000	-500,000	-18%	$6.7M	$6.4M	-$252.0K	2026-05-04
Wells Fargo & Company	INCREASED	2,232,000	1,936,000	+296,000	+15%	$4.8M	$6.4M	+$1.6M	2024-05-10
AGF Management LTD	UNCHANGED	825,000	825,000	0	0%	$2.0M	$2.4M	+$355.2K	2024-05-13
First Hawaiian Bank	DECREASED	421,000	515,000	-94,000	-18%	$1.3M	$1.2M	-$47.1K	2024-04-05
Groupama Asset Managment	UNCHANGED	350,000	350,000	0	0%	$853.6K	$927.8K	+$74.2K	2024-05-14
Bank of Montreal	UNCHANGED	350,000	350,000	0	0%	$867.6K	$1.0M	+$133.3K	2024-05-13
Palisade Capital Management, LP	DECREASED	338,000	699,000	-361,000	-52%	$1.7M	$967.3K	-$732.2K	2024-05-15
Shenkman Capital Management Inc	UNCHANGED	324,000	324,000	0	0%	$789.0K	$928.4K	+$139.3K	2024-05-09
Jane Street Group, LLC	NEW	307,000	—	+307,000	—	—	$875.7K	—	2024-05-16
SEI Investments Co	UNCHANGED	262,000	262,000	0	0%	$636.7K	$749.5K	+$112.8K	2024-05-07
Wellington Management Group LLP	NEW	250,000	—	+250,000	—	—	$715.4K	—	2024-05-15
Citigroup Inc	UNCHANGED	215,000	215,000	0	0%	$522.5K	$615.2K	+$92.7K	2024-05-10
American Century Companies Inc	INCREASED	198,000	175,000	+23,000	+13%	$426.1K	$567.1K	+$141.0K	2024-05-14
Central Pacific Bank - Trust Division	NEW	180,000	—	+180,000	—	—	$517.8K	—	2024-05-02
Calamos Wealth Management LLC	INCREASED	132,000	129,000	+3,000	+2%	$314.5K	$377.8K	+$63.3K	2024-05-08
Liberty Mutual Group Asset Management Inc.	UNCHANGED	125,000	125,000	0	0%	$303.8K	$357.6K	+$53.8K	2025-02-14
Oppenheimer Asset Management Inc.	DECREASED	80,000	164,000	-84,000	-51%	$398.5K	$228.8K	-$169.7K	2024-05-07
Stephens Inc	INCREASED	71,000	49,000	+22,000	+45%	$119.1K	$203.1K	+$84.0K	2024-05-15
Jefferies Financial Group Inc.	NEW	45,000	—	+45,000	—	—	$127.7K	—	2024-05-13
Barclays PLC	DECREASED	39,000	108,000	-69,000	-64%	$262.1K	$111.6K	-$150.5K	2026-03-24
Balboa Wealth Partners	UNCHANGED	27,000	27,000	0	0%	$65.7K	$77.3K	+$11.6K	2024-05-13
Virtus Investment Advisers, LLC	UNCHANGED	24,000	24,000	0	0%	$58.3K	$68.7K	+$10.3K	2024-05-16
Northside Capital Management, LLC	UNCHANGED	20,000	20,000	0	0%	$48.6K	$57.2K	+$8.6K	2024-04-04
Colonial Trust Advisors	NEW	17,000	—	+17,000	—	—	$48.6K	—	2024-05-14
Royal Bank of Canada	INCREASED	17,000	9,000	+8,000	+89%	$21.0K	$49.0K	+$28.0K	2024-11-05
Goldstein Advisors, LLC	DECREASED	17,000	22,000	-5,000	-23%	$5.3M	$48.6K	-$5.3M	2024-05-13
Fox Hill Wealth Management	UNCHANGED	14,000	14,000	0	0%	$34.0K	$40.1K	+$6.0K	2024-04-17
Northwestern Mutual Wealth Management Co	DECREASED	13,000	16,000	-3,000	-19%	$38.9K	$37.2K	-$1.7K	2024-05-15
US Bancorp \de\	UNCHANGED	13,000	13,000	0	0%	$31.6K	$37.2K	+$5.6K	2024-05-08
Stonegate Investment Group, LLC	NEW	12,000	—	+12,000	—	—	$34.3K	—	2024-04-22
Lanark Financial, Inc.	DECREASED	11,000	24,000	-13,000	-54%	$58	$31	-$27	2024-04-05
UBS Group AG	INCREASED	11,000	2,000	+9,000	+450%	$4.9K	$31.5K	+$26.6K	2024-05-13
Iron Horse Wealth Management, LLC	UNCHANGED	11,000	11,000	0	0%	$26.7K	$31.5K	+$4.7K	2024-04-17
Bluefin Capital Management, LLC	NEW	10,000	—	+10,000	—	—	$2.9M	—	2024-05-20
Prudent Investors Network, Inc.	NEW	10,000	—	+10,000	—	—	$28.6K	—	2024-05-16
SG Americas Securities, LLC	UNCHANGED	4,160	4,160	0	0%	$1.0K	$1.2K	+$175	2024-05-06
Fifth Third Bancorp	UNCHANGED	3,000	3,000	0	0%	$729.0K	$858.2K	+$129.2K	2024-04-23
TD Private Client Wealth LLC	NEW	2,000	—	+2,000	—	—	$5.7K	—	2024-08-16
Morgan Stanley	DECREASED	2,000	202,000	-200,000	-99%	$492.4K	$5.7K	-$486.7K	2024-10-17
Comerica Bank	DECREASED	2,000	41,000	-39,000	-95%	$99.6K	$5.7K	-$93.9K	2024-05-16
Laffer Tengler Investments, Inc.	DECREASED	1,894	1,975	-81	-4%	$4.8M	$5.4M	+$624.3K	2024-05-15
Allianz Asset Management GmbH	UNCHANGED	1,000	1,000	0	0%	$2.4K	$2.9K	+$429	2024-05-14
Bank of America Corp	CLOSED	0	5,063,000	-5,063,000	-100%	$12.3M	$0	-$12.3M	2025-03-18
Osaic Holdings, Inc.	CLOSED	0	1,000	-1,000	-100%	$2.4K	$0	-$2.4K	2024-05-10
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2024-05-01

Showing 66 of 66 institutions