Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Virtus Dividend, Interest & Premium Strategy Fund eröffnet haben, gehören 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, und Bollard Group LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
