Baron Financial Group, LLC - VIRTUS DIVIDEND INTEREST & P ownership

VIRTUS DIVIDEND INTEREST & P's ticker is NFJ and the CUSIP is 92840R101. A total of 8 filers reported holding VIRTUS DIVIDEND INTEREST & P in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Baron Financial Group, LLC ownership history of VIRTUS DIVIDEND INTEREST & P
ValueSharesWeighting
Q2 2022$5,782,000
-19.8%
5010.0%0.00%0.0%
Q1 2022$7,209,000
-10.4%
5010.0%0.00%
-20.0%
Q4 2021$8,046,000
+8.3%
5010.0%0.01%0.0%
Q3 2021$7,430,000
-1.6%
5010.0%0.01%0.0%
Q2 2021$7,550,000
+9.4%
5010.0%0.01%0.0%
Q1 2021$6,904,000
+2.4%
5010.0%0.01%0.0%
Q4 2020$6,743,0005010.01%
Other shareholders
VIRTUS DIVIDEND INTEREST & P shareholders Q4 2020
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 461,580$6,642,0002.50%
Relative Value Partners Group, LLC 1,978,109$28,465,0001.98%
Opal Wealth Advisors, LLC 106,062$1,526,0001.33%
Edmonds Duncan Registered Investment Advisors, LLC 263,204$3,788,0001.11%
Wealth Management Solutions, LLC 138,403$1,992,0001.04%
Pointe Capital Management LLC 103,945$1,496,0000.96%
MJP ASSOCIATES INC /ADV 261,074$3,757,0000.94%
1607 Capital Partners, LLC 1,073,126$15,442,0000.90%
Arete Wealth Advisors, LLC 689,080$9,916,0000.83%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 102,789$1,479,0000.42%
View complete list of VIRTUS DIVIDEND INTEREST & P shareholders