NFJ

Virtus Dividend, Interest & Premium Strategy Fund

128 hedge funds and large institutions have $496M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
48
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
26
Park Avenue Securities
New York
$2.07M +$53K +4,319 +3%
LCM
27
Landscape Capital Management
New Jersey
$1.91M -$395K -32,129 -17%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.89M -$7.61K -620 -0.4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.47M -$62.5K -5,088 -4%
MWM
30
Modern Wealth Management
Kansas
$1.41M +$1.41M +114,590 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.21M +$60.1K +4,893 +5%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$1.14M +$31.2K +2,537 +3%
CL
33
Choreo LLC
Illinois
$1.13M +$860K +70,356 +316%
DADC
34
D.A. Davidson & Co
Montana
$1.06M -$23.9K -1,946 -2%
PCM
35
Pointe Capital Management
Michigan
$1.03M -$49.1K -4,000 -5%
OWA
36
Opal Wealth Advisors
New York
$909K +$2.46K +200 +0.3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$901K -$32K -2,603 -3%
Mariner
38
Mariner
Kansas
$799K +$4.03K +328 +0.5%
BRWA
39
B. Riley Wealth Advisors
Florida
$759K +$43.5K +3,545 +6%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$689K -$181K -14,710 -21%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$633K +$4.72K +384 +0.8%
Comerica Bank
42
Comerica Bank
Texas
$609K -$47.2K -3,844 -7%
DWM
43
Dakota Wealth Management
Florida
$600K -$10.6K -860 -2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$591K -$13.6K -1,106 -2%
AO
45
Advisor OS
Illinois
$581K +$65.9K +5,367 +13%
WP
46
WealthShield Partners
North Carolina
$540K +$1.72K +140 +0.3%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$532K +$13.4K +1,089 +3%
Osaic Holdings
48
Osaic Holdings
Arizona
$483K -$72.8K -5,925 -13%
DAS
49
Diversify Advisory Services
Utah
$480K -$3.36K -275 -0.7%
TCA
50
Transcend Capital Advisors
New Jersey
$452K