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 | 05/15/2026 | 10.70 M | $134.96 M | -1.28% | 11.37% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 10.21 M | $128.79 M | 18.21% | 10.85% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.63 M | $33.14 M | -9.81% | 2.79% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 1.67 M | $21.10 M | 1.29% | 1.78% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 1.23 M | $15.49 M | -4.73% | 1.31% |
| INVESCO LTD. | 05/12/2026 | 1.21 M | $15.31 M | -5.30% | 1.29% |
| COLONY GROUP, LLC | 05/15/2026 | 956.10 K | $12.06 M | -2.52% | 1.02% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 862.48 K | $10.88 M | -27.53% | 0.92% |
| LPL FINANCIAL LLC | 05/06/2026 | 736.44 K | $9.29 M | 0.09% | 0.78% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 593.44 K | $7.48 M | 9.57% | 0.63% |
| ARETE WEALTH ADVISORS, LLC | 05/20/2026 | 533.91 K | $6.76 M | 100.00% | 0.57% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 05/15/2026 | 526.67 K | $6.64 M | 0.00% | 0.56% |
| ROYAL BANK OF CANADA | 05/15/2026 | 509.22 K | $6.42 M | -1.96% | 0.54% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 470.64 K | $5.94 M | 100.00% | 0.50% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 449.90 K | $5.67 M | -25.97% | 0.48% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 437.67 K | $5.52 M | 0.74% | 0.47% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 391.92 K | $4.94 M | 0.46% | 0.42% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 288.97 K | $3.64 M | 2.36% | 0.31% |
| UBS GROUP AG | 05/05/2026 | 255.43 K | $3.22 M | -18.46% | 0.27% |
| CREATIVE PLANNING | 05/12/2026 | 187.94 K | $2.37 M | -3.87% | 0.20% |
| 04/16/2026 | 172.74 K | $2.18 M | -0.18% | 0.18% | |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 168.98 K | $2.13 M | -8.58% | 0.18% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 156.53 K | $1.97 M | -29.45% | 0.17% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 148.16 K | $1.87 M | -5.12% | 0.16% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 124.10 K | $1.56 M | -6.24% | 0.13% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 117.72 K | $1.48 M | -3.29% | 0.13% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 105.27 K | $1.33 M | 0.53% | 0.11% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 96.04 K | $1.21 M | 3.51% | 0.10% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 88.88 K | $1.14 M | -11.85% | 0.09% |
| CHOREO, LLC | 05/13/2026 | 80.70 K | $1.02 M | 1.83% | 0.09% |
| OPAL WEALTH ADVISORS, LLC | 04/14/2026 | 74.13 K | $934.79 K | -0.52% | 0.08% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 72.33 K | $912.10 K | -85.15% | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 66.82 K | $842.55 K | 58.95% | 0.07% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 60.84 K | $767.15 K | -1.63% | 0.07% |
| STEPHENS INC /AR/ | 04/28/2026 | 58.97 K | $743.59 K | 9.48% | 0.06% |
| 05/13/2026 | 58.61 K | $739.08 K | 1.88% | 0.06% | |
| BENJAMIN EDWARDS INC | 05/12/2026 | 57.92 K | $730.44 K | -5.79% | 0.06% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 56.40 K | $711.20 K | 0.31% | 0.06% |
| BECKERMAN INSTITUTIONAL, LLC | 05/04/2026 | 55.43 K | $698.96 K | -0.74% | 0.06% |
| ADVISOR OS, LLC | 05/08/2026 | 52.07 K | $656.63 K | 5.40% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 49.97 K | $630.00 K | 1.41% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 48.90 K | $616.59 K | 17.48% | 0.05% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 46.84 K | $590.67 K | 2.16% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 46.22 K | $588.32 K | -1.19% | 0.05% |
| ACCREDITED INVESTOR SERVICES, LLC | 04/21/2026 | 46.14 K | $581.86 K | -6.73% | 0.05% |
| 05/11/2026 | 46.18 K | $582.38 K | -1.63% | 0.05% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 44.93 K | $566.54 K | 13.83% | 0.05% |
| WEALTHSHIELD PARTNERS, LLC | 05/01/2026 | 44.45 K | $560.50 K | -9.10% | 0.05% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 43.17 K | $544.43 K | 2.43% | 0.05% |
| POINTE CAPITAL MANAGEMENT LLC | 05/15/2026 | 42.56 K | $536.63 K | 0.00% | 0.05% |
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Virtus AllianzGI Dividend Interest & Premium Strategy Fund institutional Ownership - FAQ's
During the previous two years, 198 institutional investors and hedge funds held shares of Virtus AllianzGI Dividend Interest & Premium Strategy Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 10.7 M
Saba Capital Management, L.P.: 10.21 M
BANK OF AMERICA CORP /DE/: 2.63 M
Allspring Global Investments Holdings, LLC: 1.67 M
STIFEL FINANCIAL CORP: 1.23 M
Invesco Ltd.: 1.21 M
40.76% of Virtus AllianzGI Dividend Interest & Premium Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 50.01 M shares in the last 24 months. This purchase volume represents approximately $642.12 M in transactions.