NFJ

Virtus Dividend, Interest & Premium Strategy Fund

129 hedge funds and large institutions have $550M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
38
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWA
101
EverSource Wealth Advisors
Alabama
$39K 2,990
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$37K 2,870 +1,672 +140%
AAG
103
Accordant Advisory Group
Maryland
$33.9K 2,600
HNB
104
Huntington National Bank
Ohio
PS
105
Principal Securities
Iowa
$23.7K 1,821 +43 +2%
UCB
106
United Community Bank
South Carolina
$21.5K 1,650
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$21.1K 1,620 +1,620 New
FFWM
108
Future Financial Wealth Management
Ohio
$19.6K 1,500 +1,500 New
AWM
109
Atticus Wealth Management
Florida
$18.7K 1,432
UCI
110
Uncommon Cents Investing
Wisconsin
$18.5K 1,420 +1,420 New
WT
111
Washington Trust
Rhode Island
$16.2K 1,240 +1,240 New
IAIM
112
International Assets Investment Management
Florida
$16.1K 209,944 +193,844 +1,204%
SS
113
Sunbelt Securities
Texas
$15.6K 1,200
TSMHT
114
Thurston Springer Miller Herd & Titak
Indiana
$13K 1,000 +1,000 New
TFGT
115
TS Financial Group (TSFG)
Illinois
$13K 1,000
TIM
116
Tortoise Investment Management
New York
$12.3K 941 +22 +2%
CFD
117
Creative Financial Designs
Indiana
$11.7K 897
RCM
118
Raleigh Capital Management
North Carolina
$10.4K 800
AssetMark Inc
119
AssetMark Inc
California
$9K 690
SWA
120
SOA Wealth Advisors
New York
$8.15K 625 +14 +2%
HI
121
Harbour Investments
Wisconsin
$7.96K 611 +11 +2%
GRP
122
Global Retirement Partners
California
$4.3K 330
IRC
123
Investors Research Corp
Georgia
$4.17K 320
BF
124
BOK Financial
Oklahoma
$4.04K 316 +316 New
AWM
125
Avior Wealth Management
Nebraska
$3.72K 285