Free Trial
→ Free Stock Ticker Inside: This Indicator Caught Nvidia’s Rallies (From ProsperityPub) (Ad) Free ZTR Stock Alerts

Virtus Global Dividend & Income Fund (ZTR) Institutional Ownership

Virtus Global Dividend & Income Fund logo
$5.98 +0.10 (+1.62%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
27
Total
Institutional Inflows
(last 12 months)
$37.49M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.27M
Get ZTR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Global Dividend & Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ZTR Institutional Buying and Selling by Quarter

Virtus Global Dividend & Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Ameritas Advisory Services LLC18,041$106K0.0%-21.4%0.000%
1/14/2025 Park Avenue Securities LLC234,351$1.37M0.0%+2.0%0.000%
1/14/2025 SeaCrest Wealth Management LLC53,967$316K0.0%-9.1%0.000%
1/14/2025 Integrated Capital Management Inc.39,990$234K0.2%-6.0%0.000%
11/15/2024Stifel Financial Corp871,539$5.40M0.0%+33.7%0.000%
11/15/2024Quarry LP208,913$1.30M0.3%+47.1%0.000%
11/14/2024Capstone Investment Advisors LLC447,378$2.77M0.0%N/A0.000%
11/14/2024Walleye Capital LLC22,145$137K0.0%N/A0.000%
11/12/2024Centaurus Financial Inc.10,054$62K0.0%-31.5%0.000%
11/12/2024Penserra Capital Management LLC1,751,170$10.86M0.2%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.587,035$3.64M0.4%+25.7%0.000%
11/4/2024Wolverine Asset Management LLC27,380$170K0.0%N/A0.000%
11/4/2024Sigma Planning Corp68,650$426K0.0%-6.6%0.000%
10/31/2024Shaker Financial Services LLC181,877$1.13M0.4%+55.5%0.000%
10/28/2024Stephens Inc. AR134,007$831K0.0%-19.4%0.000%
10/24/2024J.W. Cole Advisors Inc.45,620$283K0.0%-24.5%0.000%
10/22/2024Private Advisor Group LLC82,920$514K0.0%-67.7%0.000%
10/8/2024 Integrated Capital Management Inc.42,523$264K0.2%+4.8%0.000%
10/3/2024 Park Avenue Securities LLC229,749$1.42M0.0%-3.5%0.000%
9/23/2024Centaurus Financial Inc.14,668$80K0.0%-88.9%0.000%
8/22/2024Cetera Investment Advisers211,770$1.16M0.0%-14.9%0.000%
8/19/2024B. Riley Wealth Advisors Inc.34,388$188K0.0%+9.7%0.000%
8/16/2024Quarry LP142,026$775K0.2%-51.7%0.000%
8/15/2024Sculptor Capital LP454,921$2.48M0.0%N/A0.000%
8/8/2024J.W. Cole Advisors Inc.60,414$330K0.0%+70.1%0.000%
8/5/2024Private Advisor Group LLC256,818$1.40M0.0%-16.2%0.000%
8/5/2024Blue Bell Private Wealth Management LLC29,167$159K0.0%+81.6%0.000%
8/3/2024Shaker Financial Services LLC116,983$638K0.3%+65.4%0.000%
7/31/2024Commonwealth Equity Services LLC52,288$285K0.0%+8.3%0.000%
7/23/2024 Gridiron Partners LLC24,189$132K0.1%-14.5%0.000%
7/22/2024 Dakota Wealth Management30,446$166K0.0%-29.2%0.000%
7/12/2024 Integrated Capital Management Inc.40,590$221K0.2%+4.9%0.000%
7/9/2024 Park Avenue Securities LLC238,029$1.30M0.0%-1.1%0.000%
5/24/2024Cetera Advisors LLC191,352$1.07M0.0%N/A0.000%
5/16/2024B. Riley Wealth Advisors Inc.31,360$175K0.0%-8.8%0.000%
5/15/2024Alpine Global Management LLC600,000$3.34M0.8%+51.8%0.000%
5/14/2024Karpus Management Inc.2,404,220$13.39M0.4%+2.1%0.000%
4/30/2024Private Advisor Group LLC306,593$1.71M0.0%+18.8%0.000%
4/30/2024J.W. Cole Advisors Inc.35,516$198K0.0%N/A0.000%
4/25/2024Eudaimonia Partners LLC42,000$234K0.1%+20.0%0.000%
Must-See: 5-Second Trump Prediction (Ad)

President Trump's prediction is about to become a reality... Opening a rare window of opportunity for you to accelerate your retirement during the first 100 days of his administration.

Click here now to get the details because you must act before January 20th.
4/24/2024Blue 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%
2/12/2024 Gridiron 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%
2/6/2024Private 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%
1/25/2024Blue 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%
1/16/2024Raymond 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%
11/3/2023Private Advisor Group LLC241,542$1.16M0.0%+6.6%0.503%
11/2/2023Shaker Financial Services LLC202,758$973K0.5%+1,088.9%0.422%
10/30/2023Blue 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%
10/24/2023Eudaimonia Partners LLC35,000$168K0.0%+52.2%0.073%
10/24/2023Stratos 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%
Tesla Shares Soar After Trump Win (Act Now) (Ad)

Are you ready to see why Tesla might be the biggest opportunity on the market today? Right now, Tesla stock is at a critical juncture, and Lance believes it’s primed for explosive growth. That’s why he’s giving away his eBook, The Bullish Case for Tesla, for FREE—but only for a limited time.

➡️ Click here to get your copy now!
8/11/2023Guggenheim Capital LLC560,846$3.41M0.0%+2.1%1.167%
8/10/2023Private 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%
7/21/2023Kovack Advisors Inc.13,654$83K0.0%-10.8%0.028%
7/19/2023Eudaimonia Partners LLC23,000$140K0.0%+15.0%0.048%
(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, 59 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), Penserra Capital Management LLC ($10.86M), and Stifel Financial Corp ($5.40M).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 51 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), Penserra Capital Management LLC ($1.75M), Stifel Financial Corp ($791K), Bulldog Investors LLP ($617.07K), Alpine Global Management LLC ($516.86K), Sculptor Capital LP ($454.92K), and Capstone Investment Advisors LLC ($447.38K).

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

Institutional investors have bought a total of 10,674,188 shares in the last 24 months. This purchase volume represents approximately $59.78M in transactions.

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

Of the 28 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. ($489.17K), Clough Capital Partners L P ($344.10K), Private Advisor Group LLC ($223.67K), Quarry LP ($152.23K), and Shaker Financial Services LLC ($132.03K).

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

Institutional investors have sold a total of 3,990,575 shares in the last 24 months. This volume of shares sold represents approximately $24.01M in transactions.


Related Companies

This page (NYSE:ZTR) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Stunning Trump Exec Order Leaked
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The crypto bull market is here, and the stakes couldn’t be higher. The next 3-6 months? They’re the most ex...
Crypto Swap Profits | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
A deadly mistake in my prediction…
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored