Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Virtus Dividend, Interest & Premium Strategy Fund, to m.in Diversify Wealth Management, Llc, Core Wealth Advisors, Inc., Western Wealth Management, LLC, BlackRock, Inc., Resources Management Corp /ct/ /adv, Whittier Trust Co Of Nevada Inc, Root Financial Partners, LLC, Axiom Investment Management LLC, i Bollard Group LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Berry Wealth Group, LP | 11 949 | 2,12 | 151 | 0,00 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1 673 273 | 1,29 | 21 100 | -0,91 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 082 | 14 | ||||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12 905 | 2,34 | 163 | 0,00 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 7 754 | 5,18 | 98 | 2,11 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 46 841 | 2,16 | 591 | 0,00 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 23 370 | 1,83 | 295 | -0,34 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 56 400 | 0,31 | 711 | -1,80 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 49 968 | 1,41 | 1 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 66 816 | 58,95 | 843 | 55,64 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 1 636 | 21 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 419 | 5 | ||||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 470 641 | 6 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 96 040 | 3,51 | 1 211 | 1,34 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 677 | 1,50 | 8 | 0,00 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 21 177 | 11,05 | 272 | 11,02 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3 197 | 0,44 | 40 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 27 208 | 31 173,56 | 343 | 34 200,00 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 52 072 | 5,40 | 657 | 3,14 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 437 669 | 0,74 | 5 519 | -1,45 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10 514 | 0,84 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 391 920 | 0,46 | 4 942 | -1,71 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 584 | 1 622,67 | 33 | 3 100,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 10 186 | 2 153,54 | 131 | 2 500,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3 290 | 1,70 | 41 | 0,00 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 721 | 2,41 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Saba Capital Management, L.P. | 10 213 194 | 18,21 | 128 788 | 15,64 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 35 019 | 16,73 | 442 | 14,25 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 15 618 | 17,16 | 197 | 14,62 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 58 968 | 9,48 | 744 | 7,06 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 11 771 | 13,95 | 152 | 13,53 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 105 272 | 0,53 | 105 | -92,22 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 80 704 | 1,83 | 1 018 | -0,78 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 904 | 37 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 593 440 | 9,57 | 7 | 16,67 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 41 275 | 1 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 18 229 | 2,22 | 0 | |||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 43 174 | 2,43 | 544 | 0,18 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 288 968 | 2,36 | 3 644 | 0,14 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 32 270 | 452 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 44 928 | 13,83 | 567 | 11,42 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 405 | 0 | ||||||
| 2026-05-13 | 13F | Fund Advisors of America Inc/FL | 58 610 | 1,88 | 739 | -0,27 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 7 146 | 90 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 533 912 | 6 757 | ||||||
| 2026-05-14 | 13F | Jupiter Wealth Management LLC | 21 421 | 312 | ||||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 18 316 | 19,67 | 231 | 16,75 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 41 621 | 48,32 | 536 | |||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 2 200 | 0 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 736 439 | 0,09 | 9 286 | -2,08 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 14 731 | 9,85 | 186 | 7,56 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 10 023 | 126 | ||||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 17 203 | 217 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 41 661 | 39,94 | 525 | 37,08 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 46 221 | 13 906,36 | 596 | 14 775,00 |
