VIRTUS DIVIDEND INTEREST & P shareholder history

Current and past VIRTUS DIVIDEND INTEREST & P shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q3 202317
Edmonds Duncan Registered Investment Advisors, LLC 12120.86%1.06%1.23%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Arete Wealth Advisors, LLC 11110.42%0.75%1.13%Q1 2021Q3 202311
Venture Visionary Partners LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
UBS Group AG 11110.00%0.00%0.00%Q1 2021Q3 202311
Pointe Capital Management LLC 11110.74%0.97%1.28%Q1 2021Q3 202311
Sugarloaf Wealth Management, LLC 11110.04%0.17%0.27%Q1 2021Q3 202311
US BANCORP \DE\ 11110.00%0.00%0.00%Q1 2021Q3 202311
THRIVENT FINANCIAL FOR LUTHERANS 11110.00%0.00%0.01%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Cetera Advisor Networks LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
CHATHAM CAPITAL GROUP, INC. 11110.02%0.03%0.03%Q1 2021Q3 202311
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11110.34%0.44%0.54%Q1 2021Q3 202311
WELLS FARGO & COMPANY/MN 11110.00%0.00%0.01%Q1 2021Q3 202311
1607 Capital Partners, LLC 11110.72%0.91%1.03%Q1 2021Q3 202311
MORGAN STANLEY 11110.01%0.01%0.02%Q1 2021Q3 202311
Raymond James Financial Services Advisors, Inc. 11110.01%0.01%0.01%Q1 2021Q3 202311
RAYMOND JAMES TRUST N.A. 11110.01%0.01%0.01%Q1 2021Q3 202311
ROYAL BANK OF CANADA 11110.00%0.00%0.00%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 11110.00%0.01%0.01%Q1 2021Q3 202311
Capital Investment Advisors, LLC 920.01%0.01%0.01%Q1 2021Q4 202311
Bogart Wealth, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
BANK OF AMERICA CORP /DE/ 11110.00%0.00%0.01%Q1 2021Q3 202311
BENJAMIN F. EDWARDS & COMPANY, INC. 11110.03%0.05%0.06%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
COMMERCE BANK 11110.00%0.00%0.00%Q1 2021Q3 202311
Invesco Ltd. 11110.00%0.01%0.01%Q1 2021Q3 202311
Jupiter Wealth Management LLC 11110.15%0.19%0.22%Q1 2021Q3 202311
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
STIFEL FINANCIAL CORP 11110.02%0.02%0.02%Q1 2021Q3 202311
TSFG, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
B. Riley Wealth Advisors, Inc. 11110.02%0.02%0.02%Q1 2021Q3 202311
Advisors Asset Management, Inc. 11110.31%0.39%0.43%Q1 2021Q3 202311
PARK AVENUE SECURITIES LLC 11110.01%0.02%0.05%Q1 2021Q3 202311
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
MGO ONE SEVEN LLC 11110.01%0.04%0.07%Q1 2021Q3 202311
Shaker Financial Services, LLC 11110.15%1.97%3.56%Q1 2021Q3 202311
LPL Financial LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Janney Montgomery Scott LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Wealth Alliance 11110.13%0.19%0.27%Q1 2021Q3 202311
GUGGENHEIM CAPITAL LLC 11110.07%0.08%0.10%Q1 2021Q3 202311
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Pinnacle Wealth Planning Services, Inc. 11110.04%0.07%0.10%Q1 2021Q3 202311
Column Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
D.A. DAVIDSON & CO. 11110.01%0.01%0.01%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Relative Value Partners Group, LLC 11111.15%1.94%2.84%Q1 2021Q3 202311
Cambridge Investment Research Advisors, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Saba Capital Management, L.P. 11110.03%0.33%0.68%Q1 2021Q3 202311
RAYMOND JAMES & ASSOCIATES 11110.00%0.00%0.01%Q1 2021Q3 202311
Advisor OS, LLC 11110.05%0.06%0.07%Q1 2021Q3 202311
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
BDO Wealth Advisors, LLC 10100.06%0.11%0.17%Q1 2021Q2 202310
Baird Financial Group, Inc. 640.00%0.00%0.01%Q1 2021Q3 202310
Argent Advisors, Inc. 10100.07%0.09%0.12%Q2 2021Q3 202310
Private Advisor Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Roble, Belko & Company, Inc 10100.00%0.00%0.00%Q1 2021Q2 202310
Opal Wealth Advisors, LLC 640.54%1.03%1.70%Q1 2021Q3 202310
HighTower Advisors, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
IFP Advisors, Inc 730.00%0.00%0.00%Q1 2021Q3 202310
Cornerstone Advisors, LLC 640.10%0.36%0.57%Q1 2021Q3 202310
TRANSCEND CAPITAL ADVISORS, LLC 910.04%0.05%0.07%Q1 2021Q3 202310
Camelot Portfolios, LLC 730.06%0.10%0.13%Q1 2021Q3 202310
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 990.03%0.05%0.06%Q1 2021Q1 20239
AE Wealth Management LLC 630.00%0.00%0.00%Q1 2021Q3 20239
Hexagon Capital Partners LLC 990.01%0.01%0.02%Q3 2021Q3 20239
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.01%0.03%Q1 2021Q3 20239
AdvisorNet Financial, Inc 990.00%0.00%0.00%Q3 2021Q3 20239
PNC FINANCIAL SERVICES GROUP, INC. 630.00%0.00%0.00%Q1 2021Q3 20239
Clear Creek Financial Management, LLC 990.07%0.08%0.10%Q3 2021Q3 20239
Vanguard Capital Wealth Advisors 620.11%0.14%0.16%Q3 2021Q3 20238
Wealth Management Solutions, LLC 880.71%0.92%1.14%Q4 2021Q3 20238
North Star Investment Management Corp. 880.00%0.00%0.01%Q1 2021Q4 20228
STEPHENS INC /AR/ 620.00%0.00%0.00%Q1 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Stratos Wealth Partners, LTD. 880.00%0.00%0.01%Q4 2021Q3 20238
Americana Partners, LLC 880.02%0.06%0.11%Q3 2021Q2 20238
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.00%0.00%Q3 2021Q1 20237
Quad-Cities Investment Group, LLC 770.14%0.15%0.17%Q1 2021Q3 20227
Baron Financial Group, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Tradition Wealth Management, LLC 610.00%0.00%0.00%Q1 2021Q1 20237
ATTICUS WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
TD Waterhouse Canada Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Krilogy Financial LLC 770.02%0.02%0.02%Q1 2021Q3 20227
Geneos Wealth Management Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
JPMORGAN CHASE & CO 770.00%0.00%0.00%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
American Portfolios Advisors 770.00%0.00%0.00%Q1 2021Q3 20227
Ellis Investment Partners, LLC 770.00%0.00%0.01%Q1 2021Q3 20227
Walleye Capital LLC 410.00%0.02%0.04%Q1 2021Q3 20237
WealthShield Partners, LLC 330.08%0.09%0.10%Q1 2022Q3 20236
Integrated Wealth Concepts LLC 660.03%0.04%0.05%Q2 2022Q3 20236
WEDBUSH SECURITIES INC 510.01%0.01%0.01%Q1 2021Q3 20236
B. Riley Wealth Management, Inc. 660.00%0.01%0.02%Q1 2021Q2 20226
DAVENPORT & Co LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Global Wealth Management Investment Advisory, Inc. 660.00%0.00%0.00%Q1 2021Q2 20226
Logan Stone Capital, LLC 510.13%0.44%0.68%Q4 2021Q3 20236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 660.02%0.05%0.06%Q4 2020Q1 20226
NewEdge Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
BANK OF MONTREAL /CAN/ 310.00%0.00%0.00%Q1 2021Q4 20226
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 660.04%0.06%0.09%Q2 2022Q3 20236
AQR Arbitrage LLC 660.01%0.07%0.19%Q2 2022Q3 20236
COLDSTREAM CAPITAL MANAGEMENT INC 410.00%0.01%0.01%Q4 2021Q3 20236
Argent Trust Co 660.01%0.01%0.01%Q2 2022Q3 20236
Karpus Management, Inc. 550.12%0.72%1.05%Q3 2022Q3 20235
Copperwynd Financial, LLC 210.06%0.07%0.09%Q1 2021Q1 20235
LEVEL FOUR ADVISORY SERVICES, LLC 410.01%0.01%0.01%Q4 2021Q3 20235
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FMR LLC 210.00%0.00%0.00%Q1 2021Q2 20235
BerganKDV Wealth Management, LLC 550.00%0.02%0.02%Q1 2021Q1 20225
OSTERWEIS CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q3 2022Q3 20235
Allworth Financial LP 550.00%0.00%0.00%Q3 2022Q3 20235
Berger Financial Group, Inc 550.02%0.02%0.02%Q4 2021Q4 20225
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.01%0.05%0.07%Q3 2022Q3 20235
Avior Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
MJP ASSOCIATES INC /ADV 550.94%1.03%1.17%Q1 2021Q1 20225
EverSource Wealth Advisors, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Cetera Investment Advisers 410.00%0.00%0.00%Q2 2022Q3 20235
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
NORTHERN TRUST CORP 440.00%0.00%0.00%Q1 2021Q4 20214
Colonial Trust Co / SC 440.03%0.03%0.03%Q4 2022Q3 20234
NEXT Financial Group, Inc 440.00%0.00%0.00%Q1 2021Q4 20214
DFPG INVESTMENTS, LLC 440.04%0.05%0.07%Q4 2022Q3 20234
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q1 2021Q1 20234
Occidental Asset Management, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Carroll Financial Associates, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q2 2022Q3 20234
EATON VANCE MANAGEMENT 310.00%0.00%0.00%Q1 2021Q1 20224
Addison Advisors LLC 440.00%0.01%0.01%Q2 2021Q1 20224
Elequin Capital, LP 440.07%0.15%0.27%Q4 2022Q3 20234
Dakota Wealth Management 440.02%0.03%0.03%Q4 2022Q3 20234
Pallas Capital Advisors LLC 330.01%0.01%0.02%Q1 2023Q3 20233
INTEGRATED CAPITAL MANAGEMENT, INC. 330.14%0.17%0.20%Q1 2023Q3 20233
Anchor Investment Management, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Harborview Advisors, LLC 330.28%0.29%0.32%Q1 2021Q3 20213
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Snowden Capital Advisors LLC 210.00%0.00%0.01%Q4 2021Q3 20233
CITIGROUP INC 330.00%0.00%0.00%Q1 2021Q3 20213
Walleye Trading LLC 330.00%0.00%0.00%Q1 2021Q3 20213
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2021Q3 20233
Ranch Capital Advisors Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
Ancora Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Global Retirement Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Avidian Wealth Solutions, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Homrich & Berg 330.01%0.01%0.01%Q1 2021Q3 20213
Arkadios Wealth Advisors 330.00%0.01%0.02%Q1 2021Q3 20213
1832 Asset Management L.P. 330.00%0.00%0.00%Q1 2021Q3 20213
Carmel Capital Partners, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Advisory Services Network, LLC 210.00%0.00%0.00%Q2 2021Q1 20233
LEVEL FOUR FINANCIAL, LLC 330.07%0.07%0.07%Q1 2021Q3 20213
Atria Wealth Solutions, Inc. 210.00%0.00%0.00%Q3 2022Q2 20233
Sunbelt Securities, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ASSETMARK, INC 110.00%0.00%0.00%Q3 2021Q4 20222
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.01%0.01%0.01%Q1 2021Q3 20212
Westside Investment Management, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Future Financial Wealth Managment LLC 220.02%0.02%0.02%Q4 2021Q1 20222
HRT FINANCIAL LP 110.00%0.01%0.01%Q3 2021Q3 20232
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q2 2023Q3 20232
Penserra Capital Management LLC 220.26%0.32%0.38%Q1 2021Q2 20212
Segantii Capital Management Ltd 220.00%0.01%0.02%Q4 2021Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.05%0.08%0.10%Q2 2022Q3 20222
Tortoise Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Sonora Investment Management, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
COMMONS CAPITAL, LLC 220.15%0.15%0.15%Q4 2021Q1 20222
Laird Norton Wetherby Wealth Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
AMERICAN NATIONAL BANK 220.00%0.00%0.00%Q2 2023Q3 20232
FormulaFolio Investments, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Brookstone Capital Management 110.00%0.00%0.00%Q2 2021Q2 20222
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q1 2021Q2 20212
ARMSTRONG ADVISORY GROUP, INC 220.00%0.00%0.00%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.01%Q1 2022Q4 20222
ADVISOR PARTNERS II, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
FNY Investment Advisers, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Keudell/Morrison Wealth Management 110.10%0.10%0.10%Q4 2021Q4 20211
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Vanguard Personalized Indexing Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CORNERSTONE ADVISORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Beacon Capital Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2023Q4 20231
Virtu Financial LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Gradient Investments LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Center for Financial Planning, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q3 2021Q3 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2022Q3 20221
PRIVATE CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q1 2023Q1 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Weiss Asset Management LP 110.03%0.03%0.03%Q4 2022Q4 20221
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Valley Brook Capital Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Orion Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q1 2022Q1 20221
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2022Q4 20221
TCTC Holdings, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Atria Investments, Inc 110.02%0.02%0.02%Q1 2021Q1 20211
Lido Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
Eudaimonia Partners, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
RPO LLC 111.26%1.26%1.26%Q2 2023Q2 20231
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stonebridge Capital Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SIT INVESTMENT ASSOCIATES INC 110.19%0.19%0.19%Q1 2021Q1 20211
Ionic Capital Management LLC 110.14%0.14%0.14%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
External links

This page lists all the filers that currently own VIRTUS DIVIDEND INTEREST & P or have owned VIRTUS DIVIDEND INTEREST & P in the past.