VIRTUS GLOBAL DIVID INCOME F shareholder history

Current and past VIRTUS GLOBAL DIVID INCOME F shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 29290.00%0.00%0.01%Q3 2016Q3 202329
UBS Group AG 29290.00%0.00%0.00%Q3 2016Q3 202329
MORGAN STANLEY 29290.00%0.00%0.00%Q3 2016Q3 202329
CITIGROUP INC 29290.00%0.00%0.00%Q3 2016Q3 202329
WELLS FARGO & COMPANY/MN 29290.00%0.00%0.00%Q3 2016Q3 202329
ROYAL BANK OF CANADA 29290.00%0.00%0.00%Q3 2016Q3 202329
STIFEL FINANCIAL CORP 29290.00%0.00%0.02%Q3 2016Q3 202329
RAYMOND JAMES & ASSOCIATES 1990.00%0.00%0.00%Q3 2016Q3 202328
PNC FINANCIAL SERVICES GROUP, INC. 14140.00%0.00%0.00%Q3 2016Q3 202328
BANK OF AMERICA CORP /DE/ 28280.00%0.00%0.00%Q4 2016Q3 202328
GUGGENHEIM CAPITAL LLC 2080.00%0.01%0.03%Q3 2016Q3 202328
Geneos Wealth Management Inc. 2420.00%0.00%0.01%Q3 2016Q3 202326
CENTAURUS FINANCIAL, INC. 22220.04%0.73%1.74%Q2 2018Q3 202322
Mascoma Wealth Management LLC 12100.02%0.12%0.32%Q2 2017Q3 202322
Ancora Advisors LLC 1610.00%0.03%0.21%Q3 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Tortoise Investment Management, LLC 21210.00%0.01%0.01%Q3 2016Q3 202121
1834 INVESTMENT ADVISORS CO 19190.00%0.00%0.00%Q4 2017Q2 202219
DOLIVER ADVISORS, LP 1010.02%0.20%1.18%Q3 2016Q4 202319
Thomas J. Herzfeld Advisors, Inc. 1630.00%0.08%0.57%Q3 2016Q3 202319
CREATIVE FINANCIAL DESIGNS INC /ADV 18180.00%0.00%0.01%Q2 2019Q3 202318
COMMONWEALTH EQUITY SERVICES, LLC 1620.00%0.00%0.00%Q4 2017Q3 202318
Shulman DeMeo Asset Management LLC 1080.03%0.07%0.14%Q4 2018Q3 202318
B. Riley Wealth Advisors, Inc. 1520.00%0.03%0.14%Q1 2019Q3 202317
Focused Wealth Management, Inc 16160.00%0.00%0.00%Q4 2019Q3 202316
Private Advisor Group, LLC 1420.00%0.00%0.01%Q3 2016Q3 202316
Choate Investment Advisors 16160.00%0.01%0.01%Q4 2019Q3 202316
Raymond James Financial Services Advisors, Inc. 16160.00%0.00%0.01%Q2 2019Q1 202316
Sigma Planning Corp 15150.02%0.04%0.05%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Sheaff Brock Investment Advisors, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Eudaimonia Partners, LLC 870.03%0.04%0.07%Q4 2019Q3 202315
ASSET MANAGEMENT CORP /IL/ /ADV 14140.10%0.14%0.18%Q4 2019Q1 202314
Advisor Group, Inc. 14140.00%0.00%0.00%Q3 2016Q4 201914
LADENBURG THALMANN FINANCIAL SERVICES INC. 14140.00%0.00%0.00%Q3 2016Q4 201914
Selective Wealth Management, Inc. 1310.00%0.02%0.16%Q3 2018Q3 202214
Creative Planning 14140.00%0.00%0.00%Q3 2016Q4 201914
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
Global Retirement Partners, LLC 720.00%0.00%0.01%Q1 2018Q3 202312
Invesco Ltd. 750.00%0.00%0.00%Q3 2016Q2 202112
CIBC Private Wealth Group, LLC 12120.00%0.00%0.00%Q1 2017Q4 201912
Advisory Services Network, LLC 1020.00%0.00%0.00%Q3 2020Q3 202312
Mosaic Family Wealth, LLC 11110.01%0.01%0.01%Q3 2016Q1 201911
HOLLENCREST CAPITAL MANAGEMENT 11110.01%0.02%0.03%Q4 2020Q2 202311
Janney Montgomery Scott LLC 520.00%0.00%0.00%Q4 2017Q3 202311
Hexagon Capital Partners LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q3 2016Q3 202210
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.03%0.10%0.19%Q4 2018Q3 202310
CLOUGH CAPITAL PARTNERS L P 510.04%0.41%0.84%Q4 2018Q3 20239
Cetera Advisor Networks LLC 810.00%0.00%0.01%Q2 2020Q3 20239
American Portfolios Advisors 990.00%0.00%0.00%Q4 2019Q4 20219
Ameritas Investment Company, LLC 610.01%0.02%0.04%Q4 2018Q3 20219
Gradient Investments LLC 810.00%0.00%0.00%Q2 2018Q3 20219
SeaCrest Wealth Management, LLC 810.00%0.03%0.05%Q4 2017Q3 20239
Ranch Capital Advisors Inc. 880.00%0.00%0.00%Q4 2019Q3 20218
Lido Advisors, LLC 710.00%0.00%0.01%Q4 2019Q1 20228
Stratos Wealth Partners, LTD. 310.00%0.00%0.00%Q4 2017Q2 20228
Trust Co 880.00%0.00%0.00%Q4 2019Q3 20218
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.00%0.01%Q1 2018Q3 20238
STEPHENS INC /AR/ 710.00%0.00%0.01%Q4 2019Q3 20238
SIGNATUREFD, LLC 880.00%0.00%0.00%Q2 2020Q1 20228
Cambridge Investment Research Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Baystate Wealth Management LLC 880.00%0.00%0.00%Q2 2018Q1 20208
FMR LLC 210.00%0.00%0.00%Q1 2019Q1 20238
OPPENHEIMER & CO INC 510.00%0.01%0.02%Q3 2016Q1 20198
Spire Wealth Management 530.00%0.00%0.00%Q1 2021Q3 20238
Ameritas Advisory Services, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 880.01%0.01%0.02%Q4 2019Q3 20218
SIT INVESTMENT ASSOCIATES INC 770.01%0.60%1.05%Q1 2022Q3 20237
IFP Advisors, Inc 430.00%0.00%0.00%Q4 2016Q4 20187
Baird Financial Group, Inc. 520.00%0.00%0.00%Q2 2019Q2 20237
Bulldog Investors, LLP 770.17%0.68%1.02%Q1 2022Q3 20237
WEDBUSH SECURITIES INC 610.00%0.02%0.03%Q1 2019Q2 20237
MANCHESTER FINANCIAL INC 610.00%0.00%0.00%Q2 2019Q1 20217
RIVERNORTH CAPITAL MANAGEMENT, LLC 520.48%0.96%1.38%Q3 2016Q3 20237
EVERMAY WEALTH MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
TRUIST FINANCIAL CORP 770.00%0.00%0.00%Q4 2020Q2 20227
Advisors Asset Management, Inc. 770.02%0.08%0.13%Q4 2019Q2 20217
Kovack Advisors, Inc. 410.01%0.02%0.02%Q1 2020Q2 20237
KESTRA PRIVATE WEALTH SERVICES, LLC 770.01%0.01%0.01%Q3 2020Q1 20227
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
AQR Arbitrage LLC 520.00%0.02%0.07%Q3 2020Q3 20237
Mariner, LLC 510.00%0.00%0.00%Q1 2022Q3 20236
Atlas Private Wealth Management, LLC 660.00%0.00%0.03%Q4 2019Q1 20216
Parkside Financial Bank & Trust 660.01%0.01%0.01%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.01%0.01%0.03%Q2 2018Q3 20196
AVANTAX ADVISORY SERVICES, INC. 660.01%0.01%0.02%Q1 2019Q2 20206
Karpus Management, Inc. 330.00%0.28%0.75%Q3 2016Q3 20236
CSS LLC/IL 510.00%0.12%0.20%Q3 2016Q3 20236
REILLY FINANCIAL ADVISORS, LLC 660.00%0.00%0.00%Q3 2016Q4 20176
Yakira Capital Management, Inc. 552.37%3.02%3.45%Q3 2022Q3 20235
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q3 2016Q3 20235
CoreCap Advisors, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q4 2016Q3 20235
Live Your Vision, LLC 550.00%0.00%0.00%Q3 2016Q3 20175
NOMURA HOLDINGS INC 550.00%0.01%0.01%Q3 2022Q3 20235
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q3 2022Q3 20235
MML INVESTORS SERVICES, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
NewEdge Advisors, LLC 410.00%0.00%0.01%Q4 2021Q3 20235
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q1 2017Q1 20234
Alpine Global Management, LLC 210.05%0.28%0.60%Q4 2016Q3 20234
Leelyn Smith, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Watson Rebecca 440.05%0.06%0.08%Q4 2019Q3 20204
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2018Q3 20234
Cetera Investment Advisers 440.00%0.01%0.01%Q4 2022Q3 20234
SEI INVESTMENTS CO 310.00%0.00%0.00%Q3 2016Q3 20174
Almitas Capital LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Beacon Capital Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
US BANCORP \DE\ 310.00%0.00%0.00%Q3 2016Q2 20194
Newbridge Financial Services Group, Inc. 440.01%0.01%0.01%Q3 2020Q2 20214
Shaker Financial Services, LLC 440.03%0.14%0.45%Q4 2022Q3 20234
San Luis Wealth Advisors LLC 440.08%0.16%0.26%Q4 2021Q3 20224
Zullo Investment Group, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
JNBA Financial Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
CAROLINAS WEALTH CONSULTING LLC 440.01%0.01%0.02%Q3 2020Q2 20214
Bank of New Hampshire 440.00%0.00%0.00%Q1 2022Q4 20224
Elequin Capital, LP 440.01%0.03%0.05%Q4 2022Q3 20234
Financial Management Professionals, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Walleye Capital LLC 110.00%0.00%0.01%Q3 2022Q3 20233
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.01%Q4 2020Q1 20233
Willingdon Wealth Management 330.00%0.00%0.00%Q3 2018Q1 20193
1607 Capital Partners, LLC 330.02%0.03%0.03%Q3 2016Q1 20173
First Allied Advisory Services, Inc. 330.03%0.04%0.04%Q3 2016Q1 20173
Cascadia Advisory Services, LLC 210.07%0.09%0.11%Q2 2020Q1 20213
Woodline Partners LP 330.01%0.01%0.01%Q4 2022Q2 20233
Quarry LP 330.17%0.29%0.40%Q1 2023Q3 20233
Relative Value Partners Group, LLC 210.05%1.34%2.06%Q3 2016Q3 20233
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 210.00%0.01%0.01%Q3 2022Q3 20233
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
FNY Investment Advisers, LLC 210.00%0.01%0.01%Q3 2018Q4 20203
WealthTrust Fairport, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Arete Wealth Advisors, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
CWM, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q2 2022Q3 20222
1832 Asset Management L.P. 220.00%0.00%0.00%Q3 2016Q4 20162
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2018Q1 20212
NATIONAL PLANNING CORP 220.01%0.01%0.02%Q2 2017Q3 20172
HB Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
STEPH & CO 220.00%0.00%0.00%Q4 2019Q1 20202
FourThought Financial, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Allworth Financial LP 110.00%0.00%0.00%Q1 2017Q3 20192
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
MONTAG A & ASSOCIATES INC 220.00%0.00%0.00%Q4 2020Q1 20212
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Adams Wealth Management 220.23%0.25%0.26%Q4 2019Q1 20202
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q4 2020Q1 20212
Weiss Asset Management LP 110.00%0.01%0.02%Q4 2018Q4 20222
J.W. COLE ADVISORS, INC. 110.01%0.01%0.02%Q4 2019Q3 20202
Transamerica Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q2 2017Q3 20172
STRATEGIC INVESTMENT MANAGEMENT, LLC 220.02%0.08%0.13%Q3 2016Q4 20162
NORTHERN TRUST CORP 220.00%0.00%0.00%Q1 2021Q2 20212
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q1 2021Q2 20222
NEXT Financial Group, Inc 220.02%0.04%0.06%Q4 2019Q1 20202
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2022Q3 20232
MSI Financial Services Inc 220.01%0.01%0.01%Q3 2016Q4 20162
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2017Q4 20171
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q3 2016Q3 20161
XML SECURITIES, LLC 110.24%0.24%0.24%Q4 2017Q4 20171
Avestar Capital, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Ursa Fund Management, LLC 110.79%0.79%0.79%Q3 2022Q3 20221
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HL FINANCIAL SERVICES LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
MOTCO 110.00%0.00%0.00%Q4 2016Q4 20161
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.00%0.00%Q1 2019Q1 20191
Chicago Partners Investment Group LLC 110.01%0.01%0.01%Q3 2016Q3 20161
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
Citadel Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
KANALY TRUST CO 110.00%0.00%0.00%Q4 2016Q4 20161
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
BRINKER CAPITAL INC 110.04%0.04%0.04%Q3 2016Q3 20161
CALTON & ASSOCIATES, INC. 110.06%0.06%0.06%Q1 2023Q1 20231
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q3 2022Q3 20221
ICON ADVISERS INC/CO 110.04%0.04%0.04%Q4 2016Q4 20161
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2022Q4 20221
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RMB Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q4 2017Q4 20171
First Command Bank 110.00%0.00%0.00%Q3 2022Q3 20221
Hilltop Holdings Inc. 110.03%0.03%0.03%Q3 2018Q3 20181
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q2 2017Q2 20171
PARK AVENUE SECURITIES LLC 110.02%0.02%0.02%Q3 2023Q3 20231
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
Saba Capital Management, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2019Q4 20191
Kerntke Otto McGlone Wealth Management Group 110.18%0.18%0.18%Q4 2019Q4 20191
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Tradewinds, LLC. 112.82%2.82%2.82%Q4 2022Q4 20221
Financial Architects, Inc 110.01%0.01%0.01%Q4 2017Q4 20171
INTEGRATED CAPITAL MANAGEMENT, INC. 110.15%0.15%0.15%Q3 2023Q3 20231
First Command Financial Services, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2023Q1 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Logan Stone Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Parisi Gray Wealth Management 110.00%0.00%0.00%Q2 2021Q2 20211
WFA of San Diego, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Flow State Investments, L.P. 110.08%0.08%0.08%Q3 2023Q3 20231
External links

This page lists all the filers that currently own VIRTUS GLOBAL DIVID INCOME F or have owned VIRTUS GLOBAL DIVID INCOME F in the past.