Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Virtus Dividend, Interest & Premium Strategy Fund meliputi Polar Asset Management Partners Inc., M Holdings Securities, Inc., NWF Advisory Services Inc., Nations Financial Group Inc, /ia/ /adv, Franklin Resources Inc, Dymon Asia Capital (singapore) Pte. Ltd., Kovack Advisors, Inc., Cresset Asset Management, LLC, Winnow Wealth Llc, Pinnacle Bancorp, Inc., dan Key FInancial Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 216,164 | 1.00 | 2,680 | 3.24 | ||||
| 2025-08-14 | 13F | UBS Group AG | 421,067 | 4.38 | 5,221 | 6.70 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 196 | 2 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 449,977 | 1.10 | 5,580 | 3.33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35,135 | 7.73 | 436 | 10.13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17,747 | 33.33 | 220 | 36.65 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14,198 | 33.98 | 176 | 38.58 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 62,739 | 68.23 | 778 | 71.90 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 79,075 | 265.33 | 981 | 274.05 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 59,817 | 0.60 | 742 | 2.77 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 13,921 | 173 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18,049 | 5.92 | 224 | 8.25 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 645 | 1.74 | 8 | 14.29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 55,784 | 14.34 | 692 | 16.92 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,551 | 2.47 | 143 | 5.15 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 25,500 | 309 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 43,890 | 11.74 | 544 | 14.29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,387,545 | 2.67 | 42,006 | 4.95 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 26,647 | 0 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 389,083 | 1.99 | 4,825 | 4.26 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 15,949 | 6.51 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10,229 | 127 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 1,800 | 22 | ||||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 2,600 | 32 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,166,947 | 4.47 | 14,470 | 6.80 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 248,822 | 3.30 | 3,085 | 5.61 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 58,577 | 30.66 | 726 | 33.70 | ||||
| 2025-08-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 13,525 | 168 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 63,051 | 0.77 | 782 | 3.03 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 37,953 | 6.99 | 471 | 9.30 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 672 | 2.44 | 8 | 14.29 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 1,404,320 | 8.90 | 17,414 | 11.33 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2,536 | 31 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,726 | 21 | ||||||
| 2025-08-13 | 13F | Berry Wealth Group, LP | 11,240 | 2.11 | 139 | 4.51 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 170,040 | 94.63 | 2,108 | 99.06 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1,012 | 2.43 | 13 | 9.09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 471,137 | 2.63 | 5,842 | 4.92 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 20,000 | 248 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46,920 | 9.59 | 591 | 13.87 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 128,874 | 5.67 | 1,598 | 8.05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 400 | 5 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 3,958 | 33.72 | 0 | |||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 177,665 | 2,203 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12,724 | 158 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 58,707 | 2.84 | 728 | 5.06 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,519,650 | 5.19 | 18,844 | 7.53 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 27,868 | 114.44 | 346 | 110.37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 605,466 | 1.85 | 7,508 | 4.10 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 393,083 | 3.04 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 33,859 | 7.65 | 420 | 9.97 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 20,562 | 10.48 | 255 | 12.89 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 23,400 | 290 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 27,722 | 6.96 | 344 | 9.24 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,610 | 2.46 | 194 | 4.89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,000 | 124 | ||||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 27,123 | 3.57 | 336 | 5.99 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8,105 | 11.50 | 101 | 13.64 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15,305 | 0.16 | 190 | 2.16 | ||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 7,683,458 | 0.61 | 95,275 | 2.85 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 180,697 | 213.01 | 2,241 | 220.00 |
