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Virtus Global Dividend & Income Fund (ZTR) Institutional Ownership

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(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for Virtus Global Dividend & Income Fund (NYSE:ZTR)

Current
Institutional Ownership
Percentage
47.14%
Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$35.24M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$15.63M
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ZTR Institutional Buying and Selling by Quarter

Virtus Global Dividend & Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024 Private Advisor Group LLC306,593$1.71M0.0%+18.8%0.000%
4/30/2024 J.W. Cole Advisors Inc.35,516$198K0.0%N/A0.000%
4/25/2024 Eudaimonia Partners LLC42,000$234K0.1%+20.0%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC16,063$89K0.0%+43.7%0.000%
4/18/2024 SeaCrest Wealth Management LLC59,755$333K0.0%+8.4%0.000%
4/11/2024 Integrated Capital Management Inc.38,679$215K0.2%+5.7%0.000%
4/10/2024 Park Avenue Securities LLC240,673$1.34M0.0%-0.9%0.000%
3/27/2024Nomura Holdings Inc.94,737$522K0.0%+26.9%0.197%
3/22/2024PNC Financial Services Group Inc.117,705$649K0.0%+248.8%0.245%
3/15/2024B. Riley Wealth Advisors Inc.34,371$189K0.0%+9.6%0.072%
2/26/2024Centaurus Financial Inc.192,704$1.06M0.1%-57.7%0.401%
2/20/2024Quarry LP292,425$1.61M0.2%+9.2%0.609%
2/15/2024Flow State Investments L.P.232,684$1.28M0.4%+336.3%0.484%
2/15/2024Bulldog Investors LLP957,960$5.25M1.7%+145.3%1.994%
2/13/2024Karpus Management Inc.2,353,707$12.97M0.4%+180.6%4.899%
2/12/2024Gridiron Partners LLC28,300$156K0.1%N/A0.059%
2/12/2024Weiss Asset Management LP86,464$476K0.0%N/A0.180%
2/9/2024PNC Financial Services Group Inc.117,705$649K0.0%+248.8%0.245%
2/8/2024Sheaff Brock Investment Advisors LLC10,000$55K0.0%-64.7%0.021%
2/7/2024Shaker Financial Services LLC70,725$390K0.2%-65.1%0.147%
2/6/2024 Private Advisor Group LLC257,980$1.42M0.0%+6.8%0.537%
2/1/2024Wolverine Asset Management LLC98,677$544K0.0%+37.5%0.205%
2/1/2024Sigma Planning Corp37,805$208K0.0%-63.4%0.079%
1/25/2024 Blue Bell Private Wealth Management LLC11,180$62K0.0%+40.3%0.023%
1/18/2024 SeaCrest Wealth Management LLC55,115$306K0.0%-8.6%0.115%
1/16/2024 Raymond James & Associates59,533$328K0.0%-33.6%0.124%
1/10/2024 Integrated Capital Management Inc.36,605$202K0.2%+6.3%0.076%
1/3/2024 Doliver Advisors LP12,324$68K0.0%-42.8%0.026%
12/1/2023B. Riley Wealth Advisors Inc.31,360$151K0.0%+22.2%0.065%
11/14/2023AQR Arbitrage LLC333,705$1.60M0.1%+261.8%0.695%
11/14/2023Saba Capital Management L.P.13,380$64K0.0%N/A0.028%
11/14/2023Alpine Global Management LLC338,222$1.62M0.4%+1,194.1%0.704%
11/14/2023Clough Capital Partners L P898,649$4.31M0.5%-27.7%1.871%
11/13/2023Stifel Financial Corp611,289$2.93M0.0%+1,432.1%1.272%
11/13/2023Wolverine Asset Management LLC71,791$345K0.0%N/A0.149%
11/13/2023PNC Financial Services Group Inc.33,750$162K0.0%+1,380.3%0.070%
11/9/2023Karpus Management Inc.838,685$4.03M0.1%+8,286.9%1.746%
11/8/2023Landscape Capital Management L.L.C.299,379$1.44M0.2%+286.5%0.623%
11/6/2023Sigma Planning Corp103,309$496K0.0%+13.1%0.215%
11/3/2023 Private Advisor Group LLC241,542$1.16M0.0%+6.6%0.503%
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11/2/2023Shaker Financial Services LLC202,758$973K0.5%+1,088.9%0.422%
10/30/2023 Blue Bell Private Wealth Management LLC7,967$38K0.0%+298.4%0.017%
10/26/2023 Park Avenue Securities LLC215,622$1.04M0.0%N/A0.449%
10/24/2023 Eudaimonia Partners LLC35,000$168K0.0%+52.2%0.073%
10/24/2023 Stratos Wealth Advisors LLC39,188$188K0.0%N/A0.082%
10/23/2023Commonwealth Equity Services LLC35,117$169K0.0%-14.2%0.073%
10/12/2023 SeaCrest Wealth Management LLC60,319$290K0.0%N/A0.126%
10/11/2023 Integrated Capital Management Inc.34,451$165K0.1%N/A0.072%
10/10/2023 Doliver Advisors LP21,557$103K0.0%+75.9%0.045%
8/15/2023Quarry LP200,735$1.22M0.4%+69.4%0.418%
8/15/2023Rivernorth Capital Management LLC4,452,222$27.07M1.4%+1.5%9.268%
8/15/2023Bulldog Investors LLP452,904$2.75M0.9%+12.3%0.943%
8/11/2023Landscape Capital Management L.L.C.77,451$471K0.1%-33.1%0.161%
8/11/2023Guggenheim Capital LLC560,846$3.41M0.0%+2.1%1.167%
8/10/2023 Private Advisor Group LLC226,496$1.40M0.0%+100.4%0.471%
8/10/2023Cetera Advisor Networks LLC60,679$369K0.0%+5.8%0.126%
8/10/2023Sit Investment Associates Inc.4,423,711$26.90M0.7%-15.1%9.208%
8/10/2023Cetera Investment Advisers92,034$560K0.0%+6.1%0.192%
8/7/2023Shaker Financial Services LLC17,054$104K0.0%+42.1%0.036%
7/31/2023LPL Financial LLC674,168$4.10M0.0%+5.7%1.403%
7/27/2023B. Riley Wealth Advisors Inc.25,672$156K0.0%N/A0.053%
7/21/2023 Kovack Advisors Inc.13,654$83K0.0%-10.8%0.028%
7/19/2023 Eudaimonia Partners LLC23,000$140K0.0%+15.0%0.048%
7/13/2023 HB Wealth Management LLC20,000$122K0.0%+100.0%0.042%
5/18/2023Centaurus Financial Inc.898,873$5.82M0.5%-10.4%1.871%
5/15/2023Quarry LP118,500$767K0.2%N/A0.247%
5/15/2023Clough Capital Partners L P1,205,117$7.80M0.8%+31.5%2.509%
5/12/2023Yakira Capital Management Inc.2,065,982$13.38M3.4%-20.1%4.301%
5/11/2023Karpus Management Inc.10,000$65K0.0%N/A0.021%
5/11/2023Elequin Securities LLC7,164$46K0.0%-74.3%0.015%
5/11/2023Sit Investment Associates Inc.5,213,143$33.76M0.9%-5.1%10.853%
5/11/2023Guggenheim Capital LLC549,357$3.56M0.0%+2.2%1.144%
5/10/2023 Private Advisor Group LLC113,024$732K0.0%N/A0.235%
5/10/2023Landscape Capital Management L.L.C.115,852$750K0.1%+23.9%0.241%
5/10/2023LPL Financial LLC637,947$4.13M0.0%+2.5%1.328%
5/1/2023Arete Wealth Advisors LLC12,148$78.66B0.0%N/A0.025%
5/1/2023 CWM LLC5,000$32K0.0%N/A0.010%
4/28/2023Ameritas Advisory Services LLC30,559$198K0.0%-41.9%0.064%
4/21/2023 Kovack Advisors Inc.15,306$99K0.0%N/A0.032%
4/19/2023 Calton & Associates Inc.18,750$121K0.1%N/A0.039%
4/14/2023 Raymond James Financial Services Advisors Inc.24,507$159K0.0%+21.0%0.051%
4/14/2023 Raymond James & Associates89,829$582K0.0%+77.3%0.187%
4/13/2023 HB Wealth Management LLC10,000$65K0.0%N/A0.021%
2/14/2023CSS LLC IL464,831$3.05M0.2%+1.1%0.968%
2/10/2023Ameritas Advisory Services LLC52,605$345K0.0%+112.9%0.110%
2/10/2023CoreCap Advisors LLC15,303$100K0.0%-38.3%0.032%
2/10/2023Yakira Capital Management Inc.2,586,626$16.94M3.4%-15.8%5.385%
2/10/2023Sit Investment Associates Inc.5,495,498$36.00M1.0%-2.6%11.440%
2/9/2023Landscape Capital Management L.L.C.93,475$612K0.1%+98.6%0.195%
2/9/2023Elequin Securities LLC27,833$182K0.1%N/A0.058%
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2/7/2023 Doliver Advisors LP78,153$512K0.2%-11.3%0.163%
2/7/2023Commonwealth Equity Services LLC23,451$153K0.0%-10.4%0.049%
2/7/2023LPL Financial LLC622,554$4.08M0.0%-2.0%1.296%
2/7/2023 Hollencrest Capital Management15,833$104K0.0%-55.5%0.033%
2/3/2023Shaker Financial Services LLC12,000$79K0.0%N/A0.025%
2/1/2023Wolverine Asset Management LLC84,190$551K0.0%N/A0.175%
2/1/2023 Janney Montgomery Scott LLC10,799$71K0.0%N/A0.022%
1/31/2023WFA of San Diego LLC8,066$53K0.0%N/A0.017%
1/24/2023Sigma Planning Corp90,192$591K0.0%-16.1%0.188%
1/24/2023National Bank of Canada FI3,856$25K0.0%N/A0.008%
(Data available from 1/1/2016 forward)

ZTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZTR shares?

During the previous two years, 57 institutional investors and hedge funds held shares of Virtus Global Dividend & Income Fund. The most heavily invested institutionals were Arete Wealth Advisors LLC ($78.66B), Rivernorth Capital Management LLC ($27.07M), Sit Investment Associates Inc. ($26.90M), Yakira Capital Management Inc. ($13.38M), Karpus Management Inc. ($12.97M), Bulldog Investors LLP ($5.25M), and Clough Capital Partners L P ($4.31M).Learn more on ZTR's institutional investors.

What percentage of Virtus Global Dividend & Income Fund stock is owned by institutional investors?

47.14% of Virtus Global Dividend & Income Fund stock is owned by institutional investors. Learn more on ZTR's institutional investor holdings.

Which institutional investors have been buying Virtus Global Dividend & Income Fund stock?

Of the 52 institutional investors that purchased Virtus Global Dividend & Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($2.35M), Clough Capital Partners L P ($1.30M), Bulldog Investors LLP ($1.07M), Stifel Financial Corp ($571.39K), Nomura Holdings Inc. ($520.08K), Private Advisor Group LLC ($372.88K), and Landscape Capital Management L.L.C. ($337.78K).

How much institutional buying is happening at Virtus Global Dividend & Income Fund?

Institutional investors have bought a total of 9,466,089 shares in the last 24 months. This purchase volume represents approximately $53.52M in transactions.

Which Virtus Global Dividend & Income Fund major shareholders have been selling company stock?

Of the 21 institutional investors that sold Virtus Global Dividend & Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($1.22M), Yakira Capital Management Inc. ($1.01M), Centaurus Financial Inc. ($537.30K), Clough Capital Partners L P ($344.10K), Shaker Financial Services LLC ($132.03K), Sigma Planning Corp ($87.28K), and Landscape Capital Management L.L.C. ($38.40K).

How much institutional selling is happening at Virtus Global Dividend & Income Fund?

Institutional investors have sold a total of 3,549,550 shares in the last 24 months. This volume of shares sold represents approximately $21.60M in transactions.


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This page (NYSE:ZTR) was last updated on 5/4/2024 by MarketBeat.com Staff

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