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Virtus Global Dividend & Income Fund (ZTR) Institutional Ownership

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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)
32
Total
Institutional Inflows
(last 12 months)
$32.91M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$10.31M
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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
5/16/2024B. Riley Wealth Advisors Inc.31,360$175K0.0%-8.8%0.000%
5/15/2024 Alpine Global Management LLC600,000$3.34M0.8%+51.8%0.000%
5/14/2024 Karpus Management Inc.2,404,220$13.39M0.4%+2.1%0.000%
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%
3/27/2024 Nomura Holdings Inc.94,737$522K0.0%+26.9%0.197%
3/22/2024 PNC 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%
2/26/2024 Centaurus Financial Inc.192,704$1.06M0.1%-57.7%0.401%
2/20/2024 Quarry LP292,425$1.61M0.2%+9.2%0.609%
2/15/2024 Flow State Investments L.P.232,684$1.28M0.4%+336.3%0.484%
2/15/2024 Bulldog Investors LLP957,960$5.25M1.7%+145.3%1.994%
2/13/2024 Karpus Management Inc.2,353,707$12.97M0.4%+180.6%4.899%
2/12/2024 Gridiron Partners LLC28,300$156K0.1%N/A0.059%
2/12/2024 Weiss Asset Management LP86,464$476K0.0%N/A0.180%
2/9/2024 PNC Financial Services Group Inc.117,705$649K0.0%+248.8%0.245%
2/8/2024 Sheaff Brock Investment Advisors LLC10,000$55K0.0%-64.7%0.021%
2/7/2024 Shaker 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%
2/1/2024 Wolverine Asset Management LLC98,677$544K0.0%+37.5%0.205%
2/1/2024 Sigma 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%
11/14/2023 AQR Arbitrage LLC333,705$1.60M0.1%+261.8%0.695%
11/14/2023 Saba Capital Management L.P.13,380$64K0.0%N/A0.028%
11/14/2023 Alpine Global Management LLC338,222$1.62M0.4%+1,194.1%0.704%
11/14/2023 Clough Capital Partners L P898,649$4.31M0.5%-27.7%1.871%
11/13/2023 Stifel Financial Corp611,289$2.93M0.0%+1,432.1%1.272%
11/13/2023 Wolverine Asset Management LLC71,791$345K0.0%N/A0.149%
11/13/2023 PNC Financial Services Group Inc.33,750$162K0.0%+1,380.3%0.070%
11/9/2023 Karpus Management Inc.838,685$4.03M0.1%+8,286.9%1.746%
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11/8/2023 Landscape Capital Management L.L.C.299,379$1.44M0.2%+286.5%0.623%
11/6/2023 Sigma Planning Corp103,309$496K0.0%+13.1%0.215%
11/3/2023 Private Advisor Group LLC241,542$1.16M0.0%+6.6%0.503%
11/2/2023 Shaker 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%
8/15/2023 Quarry LP200,735$1.22M0.4%+69.4%0.418%
8/15/2023 Rivernorth Capital Management LLC4,452,222$27.07M1.4%+1.5%9.268%
8/15/2023 Bulldog Investors LLP452,904$2.75M0.9%+12.3%0.943%
8/11/2023 Landscape Capital Management L.L.C.77,451$471K0.1%-33.1%0.161%
8/11/2023 Guggenheim 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%
8/10/2023 Cetera Advisor Networks LLC60,679$369K0.0%+5.8%0.126%
8/10/2023 Sit Investment Associates Inc.4,423,711$26.90M0.7%-15.1%9.208%
8/10/2023 Cetera Investment Advisers92,034$560K0.0%+6.1%0.192%
8/7/2023 Shaker Financial Services LLC17,054$104K0.0%+42.1%0.036%
7/31/2023 LPL 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%
5/18/2023 Centaurus Financial Inc.898,873$5.82M0.5%-10.4%1.871%
5/15/2023 Quarry LP118,500$767K0.2%N/A0.247%
5/15/2023 Clough Capital Partners L P1,205,117$7.80M0.8%+31.5%2.509%
5/12/2023 Yakira Capital Management Inc.2,065,982$13.38M3.4%-20.1%4.301%
5/11/2023 Karpus Management Inc.10,000$65K0.0%N/A0.021%
5/11/2023 Elequin Securities LLC7,164$46K0.0%-74.3%0.015%
5/11/2023 Sit Investment Associates Inc.5,213,143$33.76M0.9%-5.1%10.853%
5/11/2023 Guggenheim Capital LLC549,357$3.56M0.0%+2.2%1.144%
5/10/2023 Private Advisor Group LLC113,024$732K0.0%N/A0.235%
5/10/2023 Landscape Capital Management L.L.C.115,852$750K0.1%+23.9%0.241%
5/10/2023 LPL 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%
4/28/2023 Ameritas 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%
2/14/2023 CSS LLC IL464,831$3.05M0.2%+1.1%0.968%
2/10/2023 Ameritas Advisory Services LLC52,605$345K0.0%+112.9%0.110%
2/10/2023CoreCap Advisors LLC15,303$100K0.0%-38.3%0.032%
2/10/2023 Yakira Capital Management Inc.2,586,626$16.94M3.4%-15.8%5.385%
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Gold has been on a tear this year. The yellow metal has hit an all-time high of $2,4231.29 recently and the rally could be far from over. From central banks to even Costco customers, it seems everyone is buying gold these days. With Wall Street watching the gold space carefully, now is a perfect time to pay attention to this stock.

This Little known Company is a uniquely structured for profit
2/10/2023 Sit Investment Associates Inc.5,495,498$36.00M1.0%-2.6%11.440%
2/9/2023 Landscape Capital Management L.L.C.93,475$612K0.1%+98.6%0.195%
2/9/2023 Elequin Securities LLC27,833$182K0.1%N/A0.058%
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%
2/7/2023 LPL Financial LLC622,554$4.08M0.0%-2.0%1.296%
2/7/2023 Hollencrest Capital Management15,833$104K0.0%-55.5%0.033%
2/3/2023 Shaker Financial Services LLC12,000$79K0.0%N/A0.025%
2/1/2023 Wolverine Asset Management LLC84,190$551K0.0%N/A0.175%
2/1/2023 Janney Montgomery Scott LLC10,799$71K0.0%N/A0.022%
(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, 55 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), Karpus Management Inc. ($13.39M), Yakira Capital Management Inc. ($13.38M), 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 50 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. ($2.40M), Clough Capital Partners L P ($1.30M), Bulldog Investors LLP ($1.07M), Stifel Financial Corp ($571.39K), Nomura Holdings Inc. ($520.08K), Alpine Global Management LLC ($516.86K), and Private Advisor Group LLC ($372.88K).

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

Institutional investors have bought a total of 9,668,773 shares in the last 24 months. This purchase volume represents approximately $54.42M 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 3,544,924 shares in the last 24 months. This volume of shares sold represents approximately $21.54M in transactions.


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This page (NYSE:ZTR) was last updated on 5/17/2024 by MarketBeat.com Staff

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