Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Virtus Dividend, Interest & Premium Strategy Fund inkluderar Polar Asset Management Partners Inc., M Holdings Securities, Inc., Nations Financial Group Inc, /ia/ /adv, Franklin Resources Inc, Dymon Asia Capital (singapore) Pte. Ltd., Kovack Advisors, Inc., Cresset Asset Management, LLC, Winnow Wealth Llc, Pinnacle Bancorp, Inc., och Key FInancial Inc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 216 164 | 1,00 | 2 680 | 3,24 | ||||
| 2025-08-14 | 13F | UBS Group AG | 421 067 | 4,38 | 5 221 | 6,70 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 196 | 2 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 449 977 | 1,10 | 5 580 | 3,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35 135 | 7,73 | 436 | 10,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17 747 | 33,33 | 220 | 36,65 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 198 | 33,98 | 176 | 38,58 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 62 739 | 68,23 | 778 | 71,90 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 79 075 | 265,33 | 981 | 274,05 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 59 817 | 0,60 | 742 | 2,77 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 13 921 | 173 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18 049 | 5,92 | 224 | 8,25 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 645 | 1,74 | 8 | 14,29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 55 784 | 14,34 | 692 | 16,92 | ||||
| 2025-07-11 | 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 | 11 551 | 2,47 | 143 | 5,15 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 43 890 | 11,74 | 544 | 14,29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 387 545 | 2,67 | 42 006 | 4,95 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 26 647 | 0 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 389 083 | 1,99 | 4 825 | 4,26 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 15 949 | 6,51 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 229 | 127 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 1 800 | 22 | ||||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 2 600 | 32 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 166 947 | 4,47 | 14 470 | 6,80 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 248 822 | 3,30 | 3 085 | 5,61 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 58 577 | 30,66 | 726 | 33,70 | ||||
| 2025-08-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 13 525 | 168 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 63 051 | 0,77 | 782 | 3,03 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 37 953 | 6,99 | 471 | 9,30 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 672 | 2,44 | 8 | 14,29 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 1 404 320 | 8,90 | 17 414 | 11,33 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 536 | 31 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 726 | 21 | ||||||
| 2025-08-13 | 13F | Berry Wealth Group, LP | 11 240 | 2,11 | 139 | 4,51 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 170 040 | 94,63 | 2 108 | 99,06 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 012 | 2,43 | 13 | 9,09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 471 137 | 2,63 | 5 842 | 4,92 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 20 000 | 248 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46 920 | 9,59 | 591 | 13,87 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 128 874 | 5,67 | 1 598 | 8,05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 400 | 5 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 3 958 | 33,72 | 0 | |||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 177 665 | 2 203 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12 724 | 158 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 58 707 | 2,84 | 728 | 5,06 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 519 650 | 5,19 | 18 844 | 7,53 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 27 868 | 114,44 | 346 | 110,37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 605 466 | 1,85 | 7 508 | 4,10 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 393 083 | 3,04 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 33 859 | 7,65 | 420 | 9,97 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 20 562 | 10,48 | 255 | 12,89 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 23 400 | 290 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 27 722 | 6,96 | 344 | 9,24 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15 610 | 2,46 | 194 | 4,89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10 000 | 124 | ||||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 27 123 | 3,57 | 336 | 5,99 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8 105 | 11,50 | 101 | 13,64 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15 305 | 0,16 | 190 | 2,16 | ||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 7 683 458 | 0,61 | 95 275 | 2,85 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 180 697 | 213,01 | 2 241 | 220,00 |
