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Virtus Global Dividend & Income Fund (ZTR) Institutional Ownership

Virtus Global Dividend & Income Fund logo
$5.94 +0.03 (+0.42%)
As of 03:40 PM Eastern
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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)
38
Total
Institutional Inflows
(last 12 months)
$50.37M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$9.76M
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ZTR Institutional Buying and Selling by Quarter

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Virtus Global Dividend & Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Alpine Global Management LLC13,500$79K0.0%N/A0.000%
2/18/2025 CSS LLC IL346,748$2.03M0.1%+11.7%0.000%
2/17/2025 Saba Capital Management L.P.608,509$3.57M0.1%-11.2%0.000%
2/17/2025 Millennium Management LLC27,342$160K0.0%-15.4%0.000%
2/17/2025 Cetera Investment Advisers56,667$332K0.0%-72.5%0.000%
2/17/2025 Bulldog Investors LLP362,693$2.13M0.6%-4.3%0.000%
2/17/2025 Capstone Investment Advisors LLC849,307$4.98M0.0%+89.8%0.000%
2/17/2025 CF Capital LLC16,000$94K0.1%N/A0.000%
2/17/2025 Bank of America Corp DE184,961$1.08M0.0%-12.4%0.000%
2/17/2025 Almitas Capital LLC437,074$2.56M0.6%+42.0%0.000%
2/14/2025 AQR Arbitrage LLC305,557$1.79M0.0%-37.2%0.000%
2/14/2025 Jane Street Group LLC12,898$76K0.0%N/A0.000%
2/14/2025 Quarry LP766,435$4.49M0.6%+266.9%0.000%
2/14/2025 Alpine Global Management LLC13,500$79K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp967,838$5.67M0.0%+11.0%0.000%
2/14/2025 Shaker Financial Services LLC121,089$710K0.3%-33.4%0.000%
2/13/2025 Guggenheim Capital LLC947,533$5.55M0.0%+33.1%0.000%
2/13/2025 Mariner LLC16,250$95K0.0%N/A0.000%
2/13/2025 Raymond James Financial Inc.151,133$886K0.0%N/A0.000%
2/13/2025 Invesco Ltd.33,562$197K0.0%N/A0.000%
2/13/2025 Yakira Capital Management Inc.1,182,731$6.93M2.6%+3.2%0.000%
2/13/2025 Envestnet Asset Management Inc.251,759$1.48M0.0%-0.9%0.000%
2/13/2025 Sit Investment Associates Inc.846,939$4.96M0.1%N/A0.000%
2/13/2025 Wells Fargo & Company MN141,536$829K0.0%-2.6%0.000%
2/12/2025 Landscape Capital Management L.L.C.83,732$491K0.1%-85.7%0.000%
2/12/2025 Arete Wealth Advisors LLC41,304$242K0.0%+12.4%0.000%
2/11/2025 LPL Financial LLC1,113,398$6.53M0.0%+22.7%0.000%
2/10/2025 GWN Securities Inc.33,366$200K0.1%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC50,758$297K0.0%+4.9%0.000%
2/7/2025 HighTower Advisors LLC10,180$60K0.0%N/A0.000%
2/7/2025 Blue Bell Private Wealth Management LLC111,307$652K0.1%+67.3%0.000%
2/6/2025 Raymond James Financial Inc.151,133$886K0.0%N/A0.000%
2/4/2025 IFP Advisors Inc5,000$29K0.0%N/A0.000%
1/31/2025 Truist Financial Corp28,602$168K0.0%N/A0.000%
1/28/2025 Stephens Inc. AR129,904$761K0.0%-3.1%0.000%
1/27/2025 Stratos Wealth Advisors LLC22,460$132K0.0%-42.4%0.000%
1/24/2025 Absolute Investment Advisers LLC1,596,374$9.36M1.2%N/A0.000%
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%
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1/14/2025 Integrated Capital Management Inc.39,990$234K0.2%-6.0%0.000%
11/15/2024 Stifel Financial Corp871,539$5.40M0.0%+33.7%0.000%
11/15/2024 Quarry LP208,913$1.30M0.3%+47.1%0.000%
11/14/2024 Capstone Investment Advisors LLC447,378$2.77M0.0%N/A0.000%
11/14/2024 Walleye Capital LLC22,145$137K0.0%N/A0.000%
11/12/2024 Centaurus Financial Inc.10,054$62K0.0%-31.5%0.000%
11/12/2024 Penserra Capital Management LLC1,751,170$10.86M0.2%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.587,035$3.64M0.4%+25.7%0.000%
11/4/2024 Wolverine Asset Management LLC27,380$170K0.0%N/A0.000%
11/4/2024 Sigma Planning Corp68,650$426K0.0%-6.6%0.000%
10/31/2024 Shaker Financial Services LLC181,877$1.13M0.4%+55.5%0.000%
10/28/2024 Stephens Inc. AR134,007$831K0.0%-19.4%0.000%
10/24/2024 J.W. Cole Advisors Inc.45,620$283K0.0%-24.5%0.000%
10/22/2024 Private 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%
9/23/2024 Centaurus Financial Inc.14,668$80K0.0%-88.9%0.000%
8/22/2024 Cetera Investment Advisers211,770$1.16M0.0%-14.9%0.000%
8/19/2024 B. Riley Wealth Advisors Inc.34,388$188K0.0%+9.7%0.000%
8/16/2024 Quarry LP142,026$775K0.2%-51.7%0.000%
8/15/2024 Sculptor Capital LP454,921$2.48M0.0%N/A0.000%
8/8/2024 J.W. Cole Advisors Inc.60,414$330K0.0%+70.1%0.000%
8/5/2024 Private Advisor Group LLC256,818$1.40M0.0%-16.2%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC29,167$159K0.0%+81.6%0.000%
8/3/2024 Shaker Financial Services LLC116,983$638K0.3%+65.4%0.000%
7/31/2024 Commonwealth 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%
5/16/2024 B. 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%
4/25/2024Eudaimonia 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%
3/15/2024 B. 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%
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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%
1/16/2024Raymond James & Associates59,533$328K0.0%-33.6%0.124%
(Data available from 1/1/2016 forward)

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ZTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZTR shares?

During the previous two years, 69 institutional investors and hedge funds held shares of Virtus Global Dividend & Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($27.07M), Karpus Management Inc. ($13.39M), Penserra Capital Management LLC ($10.86M), Absolute Investment Advisers LLC ($9.36M), Yakira Capital Management Inc. ($6.93M), LPL Financial LLC ($6.53M), and Stifel Financial Corp ($5.67M).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 59 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), Absolute Investment Advisers LLC ($1.60M), Stifel Financial Corp ($887.30K), Quarry LP ($849.68K), Capstone Investment Advisors LLC ($849.31K), and Sit Investment Associates Inc. ($846.94K).

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

Institutional investors have bought a total of 15,127,940 shares in the last 24 months. This purchase volume represents approximately $85.72M in transactions.

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

Of the 33 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. ($1.07M), Landscape Capital Management L.L.C. ($541.70K), Yakira Capital Management Inc. ($520.64K), Centaurus Financial Inc. ($489.17K), Clough Capital Partners L P ($344.10K), Private Advisor Group LLC ($223.67K), and Shaker Financial Services LLC ($192.82K).

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

Institutional investors have sold a total of 4,330,886 shares in the last 24 months. This volume of shares sold represents approximately $25.52M in transactions.



This page (NYSE:ZTR) was last updated on 3/31/2025 by MarketBeat.com Staff
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