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 | 02/13/2026 | 10.84 M | $139.75 M | -1.27% | 11.52% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 8.64 M | $111.37 M | 15.08% | 9.18% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.91 M | $37.56 M | -13.88% | 3.10% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 1.65 M | $21.29 M | 1.34% | 1.76% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 1.29 M | $16.62 M | 4.81% | 1.37% |
| INVESCO LTD. | 02/19/2026 | 1.28 M | $16.53 M | -14.19% | 1.36% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 1.19 M | $15.34 M | -10.29% | 1.26% |
| COLONY GROUP, LLC | 02/13/2026 | 980.84 K | $12.64 M | 100.00% | 1.04% |
| LPL FINANCIAL LLC | 02/11/2026 | 735.76 K | $9.48 M | 14.83% | 0.78% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 607.75 K | $7.83 M | -0.02% | 0.65% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 541.61 K | $6.98 M | 10.20% | 0.58% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 02/17/2026 | 526.67 K | $6.79 M | 0.00% | 0.56% |
| ROYAL BANK OF CANADA | 02/17/2026 | 519.41 K | $6.70 M | 5.48% | 0.55% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 487.02 K | $6.28 M | -60.08% | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 434.46 K | $5.60 M | 2.41% | 0.46% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 413.04 K | $5.32 M | -52.61% | 0.44% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 390.13 K | $5.03 M | -6.89% | 0.41% |
| UBS GROUP AG | 01/29/2026 | 313.25 K | $4.04 M | -16.63% | 0.33% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 282.31 K | $3.64 M | 10.77% | 0.30% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 221.87 K | $2.86 M | 364.93% | 0.24% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/06/2026 | 211.54 K | $2.73 M | 7.40% | 0.22% |
| CREATIVE PLANNING | 02/17/2026 | 195.50 K | $2.52 M | -3.67% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 184.84 K | $2.38 M | -1.01% | 0.20% |
| 02/17/2026 | 173.05 K | $2.23 M | 100.00% | 0.18% | |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 156.16 K | $2.01 M | 0.00% | 0.17% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 132.36 K | $1.71 M | -5.17% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 121.73 K | $1.57 M | 30.12% | 0.13% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 108.88 K | $1.40 M | 100.00% | 0.12% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 104.72 K | $1.35 M | 5.55% | 0.11% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 100.83 K | $1.30 M | -21.31% | 0.11% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 92.78 K | $1.20 M | 4.17% | 0.10% |
| CHOREO, LLC | 01/23/2026 | 79.25 K | $1.03 M | -9.48% | 0.08% |
| OPAL WEALTH ADVISORS, LLC | 01/26/2026 | 74.52 K | $960.56 K | -0.97% | 0.08% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 61.85 K | $797.18 K | -0.25% | 0.07% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 61.48 K | $792.59 K | -11.35% | 0.07% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 57.82 K | $745.34 K | 14.41% | 0.06% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 56.23 K | $724.74 K | -1.72% | 0.06% |
| BECKERMAN INSTITUTIONAL, LLC | 02/10/2026 | 55.84 K | $719.82 K | -0.56% | 0.06% |
| STEPHENS INC /AR/ | 02/05/2026 | 53.86 K | $694.31 K | -3.08% | 0.06% |
| ACCREDITED INVESTOR SERVICES, LLC | 02/09/2026 | 49.47 K | $637.69 K | -1.72% | 0.05% |
| ADVISOR OS, LLC | 02/04/2026 | 49.41 K | $636.84 K | 7.35% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 49.27 K | $635.00 K | 0.49% | 0.05% |
| WEALTHSHIELD PARTNERS, LLC | 02/03/2026 | 48.90 K | $630.33 K | 1.54% | 0.05% |
| JANE STREET GROUP, LLC | 02/12/2026 | 47.57 K | $613.19 K | 154.08% | 0.05% |
| 02/11/2026 | 46.95 K | $605.15 M | 100.00% | 0.05% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 46.77 K | $617.85 K | -4.21% | 0.05% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 46.22 K | $595.79 K | 13,906.36% | 0.05% |
| POINTE CAPITAL MANAGEMENT LLC | 02/17/2026 | 42.56 K | $548.55 K | -29.27% | 0.05% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 42.15 K | $543.30 K | 2.35% | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 42.04 K | $541.85 K | 205.43% | 0.04% |
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Virtus AllianzGI Dividend Interest & Premium Strategy Fund institutional Ownership - FAQ's
During the previous two years, 197 institutional investors and hedge funds held shares of Virtus AllianzGI Dividend Interest & Premium Strategy Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 10.84 M
Saba Capital Management, L.P.: 8.64 M
BANK OF AMERICA CORP /DE/: 2.91 M
Allspring Global Investments Holdings, LLC: 1.65 M
STIFEL FINANCIAL CORP: 1.29 M
Invesco Ltd.: 1.28 M
40.26% of Virtus AllianzGI Dividend Interest & Premium Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 49.73 M shares in the last 24 months. This purchase volume represents approximately $672.88 M in transactions.