INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VIRTUS DIVIDEND INTEREST & P ownership

VIRTUS DIVIDEND INTEREST & P's ticker is NFJ and the CUSIP is 92840R101. A total of 134 filers reported holding VIRTUS DIVIDEND INTEREST & P in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VIRTUS DIVIDEND INTEREST & P
ValueSharesWeighting
Q3 2023$2,425
-7.2%
2140.0%0.00%
Q2 2023$2,613
+3.8%
2140.0%0.00%
Q1 2023$2,517
+4.3%
2140.0%0.00%
Q4 2022$2,414
+20.7%
2140.0%0.00%
Q3 2022$2,0000.0%2140.0%0.00%
Q2 2022$2,000
-33.3%
2140.0%0.00%
Q1 2022$3,0000.0%2140.0%0.00%
Q4 2021$3,0000.0%2140.0%0.00%
Q3 2021$3,0000.0%2140.0%0.00%
Q2 2021$3,000
-92.7%
214
-92.9%
0.00%
-100.0%
Q1 2021$41,0003,0000.01%
Other shareholders
VIRTUS DIVIDEND INTEREST & P shareholders Q3 2023
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 593,273$6,846,0003.33%
Relative Value Partners Group, LLC 1,886,579$24,582,0001.85%
Edmonds Duncan Registered Investment Advisors, LLC 269,442$3,109,0001.07%
1607 Capital Partners, LLC 1,239,028$14,298,0000.98%
Pointe Capital Management LLC 99,304$1,146,0000.85%
Opal Wealth Advisors, LLC 102,841$1,187,0000.78%
Wealth Management Solutions, LLC 118,138$1,363,0000.77%
Cornerstone Advisors, LLC 939,680$10,844,0000.57%
Arete Wealth Advisors, LLC 482,669$5,571,0000.56%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 108,018$1,247,0000.42%
View complete list of VIRTUS DIVIDEND INTEREST & P shareholders