NFJ

Virtus Dividend, Interest & Premium Strategy Fund

127 hedge funds and large institutions have $623M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 18 closing their positions.

Holders
127
Holders Change
-6
Holders Change %
-4.51%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
43
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
101
EverSource Wealth Advisors
Alabama
$37.7K
CAS
102
Coppell Advisory Solutions
Texas
$36.4K +$1.4K +111 +4%
AAG
103
Armstrong Advisory Group
Massachusetts
$25.2K
ANBT
104
American National Bank & Trust
Texas
$25.1K +$20.3K +1,608 +422%
PS
105
Principal Securities
Iowa
$21.4K +$21.4K +1,700 New
ASN
106
Advisory Services Network
Georgia
$19.9K +$19.9K +1,577 New
MPWT
107
MassMutual Private Wealth & Trust
Connecticut
$19.3K +$19.3K +1,530 New
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$18K +$104 +8 +0.6%
TWC
109
TD Waterhouse Canada
Ontario, Canada
$16.7K
SS
110
Sunbelt Securities
Texas
$15.1K
SWA
111
SOA Wealth Advisors
New York
$14.7K +$277 +22 +2%
TFGT
112
TS Financial Group (TSFG)
Illinois
$13K
RCM
113
Raleigh Capital Management
North Carolina
$12.6K
CFD
114
Creative Financial Designs
Indiana
$11.3K
TIM
115
Tortoise Investment Management
New York
$11.1K +$227 +18 +2%
OC
116
Oakworth Capital
Alabama
$10.1K +$10.1K +800 New
OCM
117
Osterweis Capital Management
California
$9.72K -$8.74K
FFA
118
Farther Finance Advisors
California
$9.45K +$9.45K +750 New
TAM
119
Tucker Asset Management
Colorado
$6.68K +$6.68K +530 New
BWM
120
Baystate Wealth Management
Massachusetts
$6.43K +$6.43K +509 New
FGA
121
Fortis Group Advisors
New Jersey
$6.3K +$3.15K +250 +100%
HI
122
Harbour Investments
Wisconsin
$5.67K
GRP
123
Global Retirement Partners
California
$4.13K
AF
124
Advisornet Financial
Minnesota
$3.94K
AWM
125
Avior Wealth Management
Nebraska
$3.59K