NFJ

Virtus Dividend, Interest & Premium Strategy Fund

129 hedge funds and large institutions have $413M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
46
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
101
EverSource Wealth Advisors
Alabama
$42.6K +$541 +46 +1%
GI
102
Gradient Investments
Minnesota
$35.3K +$35.3K +2,999 New
US Bancorp
103
US Bancorp
Minnesota
$35K +$2.35K +200 +7%
ASN
104
Advisory Services Network
Georgia
$21.6K -$35 -3 -0.2%
AAS
105
Ameritas Advisory Services
Nebraska
$20.3K +$20.3K +1,726 New
BWL
106
Bogart Wealth LLC
Virginia
$18.9K
AF
107
Allworth Financial
California
$18.4K
JPMorgan Chase & Co
108
JPMorgan Chase & Co
New York
$18.4K -$13.2K -1,125 -42%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$16K -$2.25K -186 -12%
TWC
110
TD Waterhouse Canada
Ontario, Canada
$15.8K
HI
111
Harbour Investments
Wisconsin
$15.6K
IA
112
IFP Advisors
Florida
$14.6K -$77.8K -5,758 -84%
RBC
113
Roble Belko & Company
Pennsylvania
$14K
RCM
114
Raleigh Capital Management
North Carolina
$12.9K -$2.35K -200 -15%
SWA
115
SOA Wealth Advisors
New York
$12.9K +$294 +25 +2%
TFGT
116
TS Financial Group (TSFG)
Illinois
$12K
CCP
117
Carmel Capital Partners
California
$11.8K +$11.8K +1,000 New
CCA
118
Column Capital Advisors
Indiana
$9.48K
OCM
119
Osterweis Capital Management
California
$9.07K -$8.7K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$7.06K +$7.06K +600 New
TWM
121
Tradition Wealth Management
Minnesota
$7K +$7K +572 New
BCMLT
122
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.12K +$4.12K +350 New
GRP
123
Global Retirement Partners
California
$3.85K +$3.85K +330 New
AF
124
Advisornet Financial
Minnesota
$3.68K
AWM
125
Avior Wealth Management
Nebraska
$3.35K