Virtus AllianzGI Dividend Interest & Premium Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 10.98 M | $142.86 M | 0.51% | 11.58% |
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 7.51 M | $97.68 M | -2.28% | 7.92% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 3.38 M | $44.02 M | -0.11% | 3.57% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 1.63 M | $21.21 M | 7.27% | 1.72% |
| INVESCO LTD. | 11/13/2025 | 1.49 M | $19.44 M | 1.33% | 1.58% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 1.33 M | $17.26 M | -5.54% | 1.40% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 1.23 M | $16.00 M | 5.39% | 1.30% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 1.22 M | $15.87 M | -13.55% | 1.29% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 1.04 M | $13.59 M | -5.76% | 1.10% |
| KARPUS MANAGEMENT, INC. | 11/14/2025 | 871.54 K | $11.34 M | -39.37% | 0.92% |
| LPL FINANCIAL LLC | 11/12/2025 | 640.75 K | $8.34 M | 5.83% | 0.68% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 607.89 K | $7.91 M | -9.93% | 0.64% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 11/14/2025 | 526.67 K | $6.85 M | 0.00% | 0.56% |
| ROYAL BANK OF CANADA | 11/14/2025 | 492.45 K | $6.41 M | 4.52% | 0.52% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 491.50 K | $6.39 M | 25.04% | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 424.24 K | $5.52 M | -5.72% | 0.45% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 419.02 K | $5.45 M | -5.64% | 0.44% |
| UBS GROUP AG | 11/13/2025 | 375.76 K | $4.89 M | -10.76% | 0.40% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 254.87 K | $3.32 M | 2.43% | 0.27% |
| CREATIVE PLANNING | 11/14/2025 | 202.94 K | $2.64 M | -13.93% | 0.21% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11/13/2025 | 196.97 K | $2.56 M | 15.84% | 0.21% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 193.98 K | $2.52 M | 18.25% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 186.73 K | $2.43 M | 3.34% | 0.20% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 181.24 K | $2.36 M | 2.01% | 0.19% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 156.16 K | $2.03 M | 0.00% | 0.16% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 139.58 K | $1.82 M | -1.79% | 0.15% |
| MODERN WEALTH MANAGEMENT, LLC | 11/12/2025 | 128.14 K | $1.67 M | -0.57% | 0.14% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 99.22 K | $1.29 M | 448.47% | 0.10% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 93.55 K | $1.22 M | 39.86% | 0.10% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 89.07 K | $1.16 M | 4.23% | 0.09% |
| CHOREO, LLC | 11/12/2025 | 87.55 K | $1.14 M | -0.44% | 0.09% |
| OPAL WEALTH ADVISORS, LLC | 10/24/2025 | 75.25 K | $978.98 K | 19.34% | 0.08% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 69.35 K | $902.35 K | -14.55% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 67.84 K | $882.56 K | -68.62% | 0.07% |
| MERIT FINANCIAL GROUP, LLC | 11/07/2025 | 62.00 K | $806.59 K | -1.18% | 0.07% |
| POINTE CAPITAL MANAGEMENT LLC | 11/24/2025 | 60.17 K | $782.79 K | 0.59% | 0.06% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 57.21 K | $744.28 K | 2.55% | 0.06% |
| BECKERMAN INSTITUTIONAL, LLC | 11/06/2025 | 56.16 K | $730.58 K | -3.30% | 0.06% |
| STEPHENS INC /AR/ | 10/27/2025 | 55.58 K | $723.06 K | 46.44% | 0.06% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 50.54 K | $657.55 K | 43.85% | 0.05% |
| ACCREDITED INVESTOR SERVICES, LLC | 10/21/2025 | 50.34 K | $654.90 K | -2.70% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 49.03 K | $638.00 K | 2.22% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 48.83 K | $640.62 K | 4.07% | 0.05% |
| WEALTHSHIELD PARTNERS, LLC | 10/31/2025 | 48.16 K | $626.55 K | -8.93% | 0.05% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 47.72 K | $620.85 K | 187.86% | 0.05% |
| MARINER, LLC | 11/14/2025 | 47.15 K | $613.40 K | -19.69% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 47.08 K | $612.55 K | -4.55% | 0.05% |
| ADVISOR OS, LLC | 11/12/2025 | 46.02 K | $598.76 K | 0.90% | 0.05% |
| PARK AVENUE SECURITIES LLC | 10/23/2025 | 43.30 K | $563.00 K | -73.85% | 0.05% |
| SEVEN MILE ADVISORY | 11/13/2025 | 42.49 K | $552.83 K | 100.00% | 0.04% |
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Virtus AllianzGI Dividend Interest & Premium Strategy Fund institutional Ownership - FAQ's
During the previous two years, 158 institutional investors and hedge funds held shares of Virtus AllianzGI Dividend Interest & Premium Strategy Fund. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 1.65 M
WOLVERINE ASSET MANAGEMENT LLC: 108,877
BENJAMIN EDWARDS INC: 61,480
WealthShield Partners, LLC: 48,901
Avidian Wealth Solutions, LLC: 30,000
Comprehensive Money Management Services LLC: 25,050
40.66% of Virtus AllianzGI Dividend Interest & Premium Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 49.03 M shares in the last 24 months. This purchase volume represents approximately $663.92 M in transactions.