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Virtus Global Dividend & Income Fund (ZTR) Institutional Ownership

Virtus Global Dividend & Income Fund logo
$6.06 -0.05 (-0.82%)
As of 10:52 AM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Global Dividend & Income Fund (NYSE:ZTR)

Current
Institutional Ownership
Percentage
47.14%
Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$64.08M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$27.71M
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ZTR Institutional Buying and Selling by Quarter

Virtus Global Dividend & Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Integrity Alliance LLC.12,662$76K0.0%N/A0.023%
5/16/2025 Arete Wealth Advisors LLC31,041$185K0.0%-24.8%0.056%
5/16/2025 AQR Arbitrage LLC87,830$524K0.0%-71.3%0.158%
5/16/2025 Almitas Capital LLC44,994$269K0.1%-89.7%0.081%
5/15/2025 Quarry LP618,824$3.69M0.8%-19.3%1.114%
5/15/2025 Nomura Holdings Inc.20,322$121K0.0%-30.5%0.037%
5/15/2025 Sculptor Capital LP316,031$1.89M0.0%-30.5%0.569%
5/15/2025 Landscape Capital Management L.L.C.36,774$220K0.0%-56.1%0.066%
5/14/2025 North Ground Capital485,000$2.93M2.9%+2,931.3%0.873%
5/14/2025 Walleye Capital LLC39,774$237K0.0%N/A0.072%
5/13/2025 Sit Investment Associates Inc.147,521$881K0.0%-82.6%0.266%
5/12/2025 Invesco Ltd.40,765$243K0.0%+21.5%0.073%
5/12/2025 Wolverine Asset Management LLC314,274$1.88M0.0%N/A0.566%
5/9/2025 Shaker Financial Services LLC147,623$881K0.3%+21.9%0.266%
5/9/2025 PNC Financial Services Group Inc.58,819$351K0.0%-29.8%0.106%
5/8/2025 Pasadena Private Wealth LLC14,428$86K0.0%N/A0.026%
5/8/2025 XTX Topco Ltd11,947$71K0.0%N/A0.022%
5/7/2025 LPL Financial LLC1,027,362$6.13M0.0%-7.7%1.850%
5/6/2025 Readystate Asset Management LP130,108$777K0.0%N/A0.234%
5/6/2025 Tabor Asset Management LP679,184$4.06M1.0%N/A1.223%
5/5/2025 Blue Bell Private Wealth Management LLC49,621$296K0.1%-55.4%0.089%
5/5/2025 J.W. Cole Advisors Inc.170,061$1.02M0.0%+266.9%0.306%
5/5/2025 Private Advisor Group LLC121,434$725K0.0%+45.8%0.219%
5/5/2025 Tabor Asset Management LP679,184$4.06M1.6%N/A1.223%
5/2/2025 Dakota Wealth Management28,339$169K0.0%-6.9%0.051%
5/1/2025 Stephens Inc. AR123,703$739K0.0%-4.8%0.223%
4/30/2025 Beverly Hills Private Wealth LLC46,938$280K0.1%N/A0.084%
4/29/2025 Envestnet Asset Management Inc.258,888$1.55M0.0%+2.8%0.466%
4/29/2025 Penserra Capital Management LLC771,404$4.61M0.1%-57.7%1.389%
4/29/2025 Concurrent Investment Advisors LLC10,192$61K0.0%N/A0.018%
4/29/2025 Absolute Investment Advisers LLC1,477,554$8.82M1.3%-7.4%2.660%
4/22/2025 Advisor Resource Council21,211$127K0.0%N/A0.000%
4/11/2025 Gridiron Partners LLC20,039$120K0.1%-15.4%0.000%
4/9/2025 Integrated Capital Management Inc.45,003$269K0.2%+12.5%0.000%
2/18/2025 Alpine Global Management LLC13,500$79K0.0%N/A0.000%
2/18/2025 CSS LLC IL346,748$2.03M0.1%+11.7%0.000%
2/17/2025 Saba Capital Management L.P.608,509$3.57M0.1%-11.2%0.000%
2/17/2025 Millennium Management LLC27,342$160K0.0%-15.4%0.000%
2/17/2025 Cetera Investment Advisers56,667$332K0.0%-72.5%0.000%
2/17/2025 Bulldog Investors LLP362,693$2.13M0.6%-4.3%0.000%
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2/17/2025 Capstone Investment Advisors LLC849,307$4.98M0.0%+89.8%0.000%
2/17/2025 CF Capital LLC16,000$94K0.1%N/A0.000%
2/17/2025 Bank of America Corp DE184,961$1.08M0.0%-12.4%0.000%
2/17/2025 Almitas Capital LLC437,074$2.56M0.6%+42.0%0.000%
2/14/2025 AQR Arbitrage LLC305,557$1.79M0.0%-37.2%0.000%
2/14/2025 Jane Street Group LLC12,898$76K0.0%N/A0.000%
2/14/2025 Quarry LP766,435$4.49M0.6%+266.9%0.000%
2/14/2025 Alpine Global Management LLC13,500$79K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp967,838$5.67M0.0%+11.0%0.000%
2/14/2025 Shaker Financial Services LLC121,089$710K0.3%-33.4%0.000%
2/13/2025 Guggenheim Capital LLC947,533$5.55M0.0%+33.1%0.000%
2/13/2025 Mariner LLC16,250$95K0.0%N/A0.000%
2/13/2025 Raymond James Financial Inc.151,133$886K0.0%N/A0.000%
2/13/2025 Invesco Ltd.33,562$197K0.0%N/A0.000%
2/13/2025 Yakira Capital Management Inc.1,182,731$6.93M2.6%+3.2%0.000%
2/13/2025 Envestnet Asset Management Inc.251,759$1.48M0.0%-0.9%0.000%
2/13/2025 Sit Investment Associates Inc.846,939$4.96M0.1%N/A0.000%
2/13/2025 Wells Fargo & Company MN141,536$829K0.0%-2.6%0.000%
2/12/2025 Landscape Capital Management L.L.C.83,732$491K0.1%-85.7%0.000%
2/12/2025 Arete Wealth Advisors LLC41,304$242K0.0%+12.4%0.000%
2/11/2025 LPL Financial LLC1,113,398$6.53M0.0%+22.7%0.000%
2/10/2025 GWN Securities Inc.33,366$200K0.1%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC50,758$297K0.0%+4.9%0.000%
2/7/2025 HighTower Advisors LLC10,180$60K0.0%N/A0.000%
2/7/2025 Blue Bell Private Wealth Management LLC111,307$652K0.1%+67.3%0.000%
2/6/2025 Raymond James Financial Inc.151,133$886K0.0%N/A0.000%
2/4/2025 IFP Advisors Inc5,000$29K0.0%N/A0.000%
1/31/2025 Truist Financial Corp28,602$168K0.0%N/A0.000%
1/28/2025 Stephens Inc. AR129,904$761K0.0%-3.1%0.000%
1/27/2025 Stratos Wealth Advisors LLC22,460$132K0.0%-42.4%0.000%
1/24/2025 Absolute Investment Advisers LLC1,596,374$9.36M1.2%N/A0.000%
1/15/2025 Ameritas Advisory Services LLC18,041$106K0.0%-21.4%0.000%
1/14/2025 Park Avenue Securities LLC234,351$1.37M0.0%+2.0%0.000%
1/14/2025 SeaCrest Wealth Management LLC53,967$316K0.0%-9.1%0.000%
1/14/2025 Integrated Capital Management Inc.39,990$234K0.2%-6.0%0.000%
11/15/2024 Stifel Financial Corp871,539$5.40M0.0%+33.7%0.000%
11/15/2024 Quarry LP208,913$1.30M0.3%+47.1%0.000%
11/14/2024 Capstone Investment Advisors LLC447,378$2.77M0.0%N/A0.000%
11/14/2024 Walleye Capital LLC22,145$137K0.0%N/A0.000%
11/12/2024 Centaurus Financial Inc.10,054$62K0.0%-31.5%0.000%
11/12/2024 Penserra Capital Management LLC1,751,170$10.86M0.2%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.587,035$3.64M0.4%+25.7%0.000%
11/4/2024 Wolverine Asset Management LLC27,380$170K0.0%N/A0.000%
11/4/2024 Sigma Planning Corp68,650$426K0.0%-6.6%0.000%
10/31/2024 Shaker Financial Services LLC181,877$1.13M0.4%+55.5%0.000%
10/28/2024 Stephens Inc. AR134,007$831K0.0%-19.4%0.000%
10/24/2024 J.W. Cole Advisors Inc.45,620$283K0.0%-24.5%0.000%
10/22/2024 Private Advisor Group LLC82,920$514K0.0%-67.7%0.000%
10/8/2024 Integrated Capital Management Inc.42,523$264K0.2%+4.8%0.000%
10/3/2024 Park Avenue Securities LLC229,749$1.42M0.0%-3.5%0.000%
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9/23/2024 Centaurus Financial Inc.14,668$80K0.0%-88.9%0.000%
8/22/2024 Cetera Investment Advisers211,770$1.16M0.0%-14.9%0.000%
8/19/2024B. Riley Wealth Advisors Inc.34,388$188K0.0%+9.7%0.000%
8/16/2024 Quarry LP142,026$775K0.2%-51.7%0.000%
8/15/2024 Sculptor Capital LP454,921$2.48M0.0%N/A0.000%
8/8/2024 J.W. Cole Advisors Inc.60,414$330K0.0%+70.1%0.000%
8/5/2024 Private Advisor Group LLC256,818$1.40M0.0%-16.2%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC29,167$159K0.0%+81.6%0.000%
8/3/2024 Shaker Financial Services LLC116,983$638K0.3%+65.4%0.000%
7/31/2024 Commonwealth Equity Services LLC52,288$285K0.0%+8.3%0.000%
(Data available from 1/1/2016 forward)

ZTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZTR shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Virtus Global Dividend & Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($27.07M), Karpus Management Inc. ($13.39M), Absolute Investment Advisers LLC ($8.82M), Yakira Capital Management Inc. ($6.93M), LPL Financial LLC ($6.13M), Stifel Financial Corp ($5.67M), and Guggenheim Capital LLC ($5.55M).Learn more on ZTR's institutional investors.

What percentage of Virtus Global Dividend & Income Fund stock is owned by institutional investors?

47.14% of Virtus Global Dividend & Income Fund stock is owned by institutional investors. Learn more on ZTR's institutional investor holdings.

Which institutional investors have been buying Virtus Global Dividend & Income Fund stock?

Of the 63 institutional investors that purchased Virtus Global Dividend & Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($2.39M), Penserra Capital Management LLC ($1.75M), Absolute Investment Advisers LLC ($1.60M), Tabor Asset Management LP ($1.36M), Stifel Financial Corp ($887.30K), Capstone Investment Advisors LLC ($849.31K), and Sit Investment Associates Inc. ($846.94K).

How much institutional buying is happening at Virtus Global Dividend & Income Fund?

Institutional investors have bought a total of 17,079,981 shares in the last 24 months. This purchase volume represents approximately $96.99M in transactions.

Which Virtus Global Dividend & Income Fund major shareholders have been selling company stock?

Of the 40 institutional investors that sold Virtus Global Dividend & Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($1.49M), Penserra Capital Management LLC ($1.05M), Landscape Capital Management L.L.C. ($588.66K), AQR Arbitrage LLC ($398.77K), Almitas Capital LLC ($392.08K), Centaurus Financial Inc. ($384.95K), and Clough Capital Partners L P ($344.10K).

How much institutional selling is happening at Virtus Global Dividend & Income Fund?

Institutional investors have sold a total of 6,399,323 shares in the last 24 months. This volume of shares sold represents approximately $37.34M in transactions.



This page (NYSE:ZTR) was last updated on 5/23/2025 by MarketBeat.com Staff
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