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 Market Value Shares Shares
Change
Shares
Change %
AAG
101
Armstrong Advisory Group
Massachusetts
$24.6K 2,000
PS
102
Principal Securities
Iowa
$21.8K 1,778 +40 +2%
UCB
103
United Community Bank
South Carolina
$20.3K 1,650 +1,650 New
AWM
104
Atticus Wealth Management
Florida
$17.6K 1,432 +1,432 New
TWC
105
TD Waterhouse Canada
Ontario, Canada
$16.5K 1,350
MG
106
Mather Group
Illinois
$15.3K 1,198 +1,198 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$15K 1,198 +10 +0.8%
SS
108
Sunbelt Securities
Texas
$14.7K 1,200 -2,763 -70%
LFG
109
Larson Financial Group
Missouri
$14.7K 1,200 +1,200 New
PMFA
110
Plante Moran Financial Advisors
Michigan
$13.3K 1,087 +1,087 New
EWP
111
Elevation Wealth Partners
California
$12.6K 1,025 +1,025 New
HNB
112
Huntington National Bank
Ohio
TFGT
113
TS Financial Group (TSFG)
Illinois
$12K 1,000
TIM
114
Tortoise Investment Management
New York
$11.3K 919 +21 +2%
CFD
115
Creative Financial Designs
Indiana
$11K 897
RCM
116
Raleigh Capital Management
North Carolina
$9.82K 800 -200 -20%
AssetMark Inc
117
AssetMark Inc
California
$8.47K 690 -18 -3%
SWA
118
SOA Wealth Advisors
New York
$7.5K 611 +14 +2%
HI
119
Harbour Investments
Wisconsin
$7.37K 600 -1,100 -65%
CAS
120
Coppell Advisory Solutions
Texas
$4.58K 373 +373 New
GRP
121
Global Retirement Partners
California
$4.05K 330
IRC
122
Investors Research Corp
Georgia
$3.93K 320 +320 New
AWM
123
Avior Wealth Management
Nebraska
$3.5K 285
FGA
124
Fortis Group Advisors
New Jersey
$3.07K 250
IFAM
125
Institutional & Family Asset Management
Colorado
$2.63K 214