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 | 08/13/2026 | 10.39 M | $157.79 M | -2.94% | 11.10% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 10.22 M | $155.19 M | 0.03% | 10.91% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.49 M | $37.85 M | -5.18% | 2.66% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 1.74 M | $26.42 M | 3.93% | 1.86% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 1.25 M | $18.98 M | 1.77% | 1.34% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 1.24 M | $18.89 M | 164.28% | 1.33% |
| INVESCO LTD. | 08/14/2026 | 1.15 M | $17.42 M | -5.58% | 1.23% |
| COLONY GROUP, LLC | 08/12/2026 | 927.67 K | $14.09 M | -2.97% | 0.99% |
| LPL FINANCIAL LLC | 08/07/2026 | 745.66 K | $11.33 M | 1.25% | 0.80% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 712.43 K | $10.82 M | -17.40% | 0.76% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 616.97 K | $9.37 M | 3.97% | 0.66% |
| ARETE WEALTH ADVISORS, LLC | 08/13/2026 | 528.08 K | $8.02 M | -1.09% | 0.56% |
| ROYAL BANK OF CANADA | 08/14/2026 | 500.10 K | $7.60 M | -1.79% | 0.53% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 464.67 K | $7.06 M | 3.28% | 0.50% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 437.67 K | $6.65 M | 0.00% | 0.47% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 379.84 K | $5.77 M | -3.08% | 0.41% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 285.86 K | $4.34 M | -1.07% | 0.31% |
| UBS GROUP AG | 08/13/2026 | 270.33 K | $4.11 M | 5.83% | 0.29% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 08/17/2026 | 253.67 K | $3.85 M | -51.84% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 192.04 K | $2.92 M | 13.65% | 0.21% |
| CREATIVE PLANNING | 08/13/2026 | 182.43 K | $2.77 M | -2.93% | 0.19% |
| ADVISOR OS, LLC | 08/05/2026 | 167.20 K | $2.54 M | 221.09% | 0.18% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 163.45 K | $2.48 M | -5.38% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 149.76 K | $2.28 M | 199.71% | 0.16% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 139.16 K | $2.11 M | -6.07% | 0.15% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 126.51 K | $1.92 M | 7.47% | 0.14% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 95.23 K | $1.45 M | -0.85% | 0.10% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 92.94 K | $1.41 M | 100.00% | 0.10% |
| NAVIS WEALTH ADVISORS, LLC | 08/14/2026 | 91.00 K | $1.38 M | 100.00% | 0.10% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 89.46 K | $1.36 M | -15.02% | 0.10% |
| NORTH GROUND CAPITAL | 08/13/2026 | 89.39 K | $1.36 M | 100.00% | 0.10% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 88.33 K | $1.34 M | -0.62% | 0.09% |
| CHOREO, LLC | 08/04/2026 | 71.19 K | $1.08 M | -11.79% | 0.08% |
| ATLAS WEALTH LLC | 07/28/2026 | 68.82 K | $1.05 M | 100.00% | 0.07% |
| OPAL WEALTH ADVISORS, LLC | 07/20/2026 | 68.08 K | $1.03 M | -8.17% | 0.07% |
| STEPHENS INC /AR/ | 07/29/2026 | 65.68 K | $997.71 K | 11.39% | 0.07% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 63.89 K | $970.41 K | 2,240.11% | 0.07% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 59.98 K | $911.10 K | -1.41% | 0.06% |
| FUND ADVISORS OF AMERICA INC/FL | 08/11/2026 | 59.47 K | $903.30 K | 1.46% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 55.46 K | $841.14 K | -17.00% | 0.06% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 55.43 K | $841.93 K | -55.34% | 0.06% |
| BECKERMAN INSTITUTIONAL, LLC | 08/11/2026 | 54.95 K | $834.61 K | -0.87% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 50.91 K | $773.31 K | 4.11% | 0.05% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 49.50 K | $751.91 K | 100.00% | 0.05% |
| CSS LLC/IL | 08/14/2026 | 48.02 K | $729.44 K | 100.00% | 0.05% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 47.50 K | $721.47 K | -15.79% | 0.05% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 46.93 K | $713.00 K | -18.97% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 46.05 K | $697.69 K | -0.35% | 0.05% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 45.78 K | $695.44 K | -2.26% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 44.57 K | $676.97 K | 337.53% | 0.05% |
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Virtus AllianzGI Dividend Interest & Premium Strategy Fund institutional Ownership - FAQ's
During the previous two years, 207 institutional investors and hedge funds held shares of Virtus AllianzGI Dividend Interest & Premium Strategy Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 10.39 M
Saba Capital Management, L.P.: 10.22 M
BANK OF AMERICA CORP /DE/: 2.49 M
Allspring Global Investments Holdings, LLC: 1.74 M
STIFEL FINANCIAL CORP: 1.25 M
SIT INVESTMENT ASSOCIATES INC: 1.24 M
41.17% of Virtus AllianzGI Dividend Interest & Premium Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 50.61 M shares in the last 24 months. This purchase volume represents approximately $649.80 M in transactions.