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Virtus Global Dividend & Income Fund (ZTR) Institutional Ownership

Virtus Global Dividend & Income Fund logo
$5.89 -0.07 (-1.17%)
(As of 12/17/2024 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)
26
Total
Institutional Inflows
(last 12 months)
$37.47M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.44M
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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
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%
7/31/2024Commonwealth 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%
5/16/2024 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%
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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%
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%
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%
12/1/2023 B. 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%
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%
10/24/2023Eudaimonia 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%
8/15/2023 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%
8/10/2023Cetera 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%
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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%
7/27/2023 B. 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%
7/19/2023Eudaimonia 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%
(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 10,693,936 shares in the last 24 months. This purchase volume represents approximately $59.91M in transactions.

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

Of the 27 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 3,977,727 shares in the last 24 months. This volume of shares sold represents approximately $23.94M in transactions.


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This page (NYSE:ZTR) was last updated on 12/18/2024 by MarketBeat.com Staff
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