Stock Transactions — VIRTUS DIVIDEND INTEREST & P

Total Bought
2,384,840
49 transactions
Total Sold
2,708,487
59 transactions
Net
-323,647
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Saba Capital Management, L.P.8,640,03110,213,194+1,573,1633.744.13+0.39buy
SIT INVESTMENT ASSOCIATES INC0470,641+470,6410.000.12+0.12buy
Penserra Capital Management LLC541,612593,440+51,8280.080.09+0.00buy
PARK AVENUE SECURITIES LLC041,275+41,2750.000.00+0.00buy
DIVERSIFY WEALTH MANAGEMENT, LLC032,270+32,2700.000.01+0.01buy
FIFTH THIRD BANCORP8727,208+27,1210.000.00+0.00buy
&PARTNERS42,03666,816+24,7800.000.00+0.00buy
Jupiter Wealth Management LLC021,421+21,4210.000.12+0.12buy
Allspring Global Investments Holdings, LLC1,651,8881,673,273+21,3850.030.04+0.00buy
Core Wealth Advisors, Inc.017,203+17,2030.000.05+0.05buy
ENVESTNET ASSET MANAGEMENT INC29,77141,661+11,8900.000.00+0.00buy
Berger Financial Group, Inc010,023+10,0230.000.01+0.01buy
Farther Finance Advisors, LLC45210,186+9,7340.000.00+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC41,62148,897+7,2760.000.00+0.00buy
Western Wealth Management, LLC07,146+7,1460.000.00+0.00buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC282,305288,968+6,6630.530.52-0.01buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP39,47144,928+5,4570.000.00+0.00buy
STEPHENS INC /AR/53,86458,968+5,1040.010.01+0.00buy
Avidian Wealth Enterprises, LLC30,00035,019+5,0190.010.01-0.00buy
D.A. DAVIDSON & CO.92,78296,040+3,2580.010.01+0.00buy
RAYMOND JAMES FINANCIAL INC434,459437,669+3,2100.000.00-0.00buy
Procyon Advisors, LLC15,30518,316+3,0110.010.01+0.00buy
Advisor OS, LLC49,40552,072+2,6670.050.05-0.00buy
HARBOUR INVESTMENTS, INC.1502,584+2,4340.000.00+0.00buy
HighTower Advisors, LLC13,33015,618+2,2880.000.00+0.00buy
RESOURCES MANAGEMENT CORP /CT/ /ADV02,200+2,2000.000.00+0.00buy
Kovack Advisors, Inc.19,06921,177+2,1080.010.01+0.00buy
WELLS FARGO & COMPANY/MN390,131391,920+1,7890.000.00+0.00buy
WHITTIER TRUST CO OF NEVADA INC01,636+1,6360.000.00+0.00buy
CHOREO, LLC79,25180,704+1,4530.010.01-0.00buy
Equitable Holdings, Inc.10,33011,771+1,4410.000.00+0.00buy
Steward Partners Investment Advisory, LLC13,41014,731+1,3210.000.00-0.00buy
Root Financial Partners, LLC01,082+1,0820.000.00+0.00buy
UHLMANN PRICE SECURITIES, LLC42,15143,174+1,0230.320.04-0.29buy
Cambridge Investment Research Advisors, Inc.49,27449,968+6940.000.00-0.00buy
LPL Financial LLC735,756736,439+6830.000.00-0.00buy
NewEdge Advisors, LLC104,722105,272+5500.000.00-0.00buy
LEVEL FOUR ADVISORY SERVICES, LLC22,94923,370+4210.010.01-0.00buy
Bollard Group LLC0405+4050.000.00+0.00buy
Janney Montgomery Scott LLC17,83318,229+3960.000.00+0.00buy
WPG Advisers, LLC7,3727,754+3820.070.07+0.00buy
Vanguard Capital Wealth Advisors12,61012,905+2950.130.15+0.02buy
Berry Wealth Group, LP11,70111,949+2480.530.56+0.03buy
Baird Financial Group, Inc.56,22556,400+1750.000.00-0.00buy
PNC FINANCIAL SERVICES GROUP, INC.5,5365,633+970.000.00+0.00buy
WEDBUSH SECURITIES INC10,42610,514+880.000.00-0.00buy
Allworth Financial LP3,2353,290+550.000.00-0.00buy
SOA Wealth Advisors, LLC.704721+170.000.00+0.00buy
CWM, LLC3,1833,197+140.000.00-0.00buy
COMMERCE BANK14,02814,02800.000.00-0.00hold
CHATHAM CAPITAL GROUP, INC.10,00010,00000.020.02-0.00hold
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,00020,00000.010.01-0.00hold
Ionic Capital Management LLC40,00040,00000.510.42-0.09hold
CAPSTONE INVESTMENT ADVISORS, LLC526,672526,67200.060.05-0.00hold
CARY STREET PARTNERS FINANCIAL LLC12,60312,60300.000.00-0.00hold
Pointe Capital Management LLC42,55642,55600.270.27-0.01hold
Pinnacle Bancorp, Inc.45645600.000.00-0.00hold
EverSource Wealth Advisors, LLC2,9652,96500.000.00-0.00hold
Vestmark Advisory Solutions, Inc.17,31817,31800.000.00-0.00hold
ELEVATION POINT WEALTH PARTNERS, LLC17,31817,31800.010.01-0.01hold
Venture Visionary Partners LLC27,99027,99000.010.01-0.00hold
TSFG, LLC1,0001,00000.000.00+0.00hold
Key FInancial Inc19619600.000.00-0.00hold
Fortis Group Advisors, LLC25025000.000.00-0.00hold
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC16,10016,10000.010.01+0.00hold
SAX WEALTH ADVISORS, LLC36,03536,03500.020.02+0.00hold
Colonial Trust Co / SC8,8638,86300.020.02+0.00hold
TD Waterhouse Canada Inc.1,8001,80000.000.00-0.00hold
Accordant Advisory Group Inc2,6002,60000.020.02-0.00hold
Alteri Wealth LLC13,89313,89300.060.06-0.00hold
ASHTON THOMAS SECURITIES, LLC17,42517,42500.040.03-0.02hold
CREATIVE FINANCIAL DESIGNS INC /ADV89789700.000.00-0.00hold
Tower Research Capital LLC (TRC)2410-140.000.00-0.00sell
HIGHLINE WEALTH PARTNERS LLC250220-300.000.00-0.00sell
Occidental Asset Management, LLC16,89516,850-450.030.03-0.00sell
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5,8055,692-1130.000.00-0.00sell
Opal Wealth Advisors, LLC74,52074,131-3890.250.21-0.04sell
Beckerman Institutional, LLC55,84355,429-4140.400.37-0.03sell
Modus Advisors, LLC5000-5000.000.00-0.00sell
Stratos Wealth Partners, LTD.17,88017,334-5460.000.00-0.00sell
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC46,77146,215-5560.000.00+0.00sell
Comprehensive Money Management Services LLC25,05024,450-6000.220.20-0.02sell
Camelot Portfolios, LLC13,44312,796-6470.110.12+0.01sell
Private Advisor Group, LLC22,21721,520-6970.000.00-0.00sell
Capital Investment Advisors, LLC17,19116,436-7550.000.00-0.00sell
Larson Financial Group LLC1,0000-1,0000.000.00-0.00sell
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.1,0000-1,0000.000.00-0.00sell
Merit Financial Group, LLC61,84560,837-1,0080.010.01-0.00sell
Arax Advisory Partners1,3020-1,3020.000.00-0.00sell
Wealth Watch Advisors, INC1,4850-1,4850.010.00-0.01sell
Rockefeller Capital Management L.P.16,13114,554-1,5770.000.00-0.00sell
M Holdings Securities, Inc.17,80916,205-1,6040.020.02-0.00sell
United Community Bank1,6500-1,6500.010.00-0.01sell
Pinnacle Wealth Planning Services, Inc.19,54717,769-1,7780.030.02-0.00sell
DAVENPORT & Co LLC18,47215,472-3,0000.000.00-0.00sell
ACCREDITED INVESTOR SERVICES, LLC49,47246,143-3,3290.420.37-0.05sell
BENJAMIN EDWARDS INC61,48057,918-3,5620.010.01-0.00sell
Mariner, LLC39,58035,758-3,8220.000.00-0.00sell
Kestra Advisory Services, LLC121,725117,719-4,0060.010.01-0.00sell
PNC FINANCIAL SERVICES GROUP, INC.5,5361,520-4,0160.000.00-0.00sell
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