Stock TransactionsVIRTUS DIVIDEND INTEREST & P

Total Bought
1,831,684
54 transactions
Total Sold
1,537,536
57 transactions
Net
+294,148
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
SIT INVESTMENT ASSOCIATES INC470,6411,243,817+773,1760.120.36+0.24buy
Advisor OS, LLC52,072167,200+115,1280.050.17+0.12buy
Cambridge Investment Research Advisors, Inc.49,968149,757+99,7890.000.01+0.00buy
READYSTATE ASSET MANAGEMENT LP092,936+92,9360.000.06+0.06buy
Navis Wealth Advisors, LLC091,000+91,0000.000.52+0.52buy
North Ground Capital089,387+89,3870.001.63+1.63buy
Atlas Wealth LLC068,822+68,8220.000.15+0.15buy
Allspring Global Investments Holdings, LLC1,673,2731,738,983+65,7100.040.04+0.01buy
WOLVERINE ASSET MANAGEMENT LLC2,73063,885+61,1550.000.01+0.01buy
CSS LLC/IL048,021+48,0210.000.03+0.03buy
Farther Finance Advisors, LLC10,18644,567+34,3810.000.01+0.00buy
Diversify Advisory Services, LLC032,270+32,2700.000.01+0.01buy
Penserra Capital Management LLC593,440616,973+23,5330.090.07-0.02buy
XTX Topco Ltd023,288+23,2880.000.00+0.00buy
OSAIC HOLDINGS, INC.168,975192,037+23,0620.000.00+0.00buy
STIFEL FINANCIAL CORP1,228,0141,249,735+21,7210.010.02+0.00buy
Yakira Capital Management, Inc.017,471+17,4710.000.08+0.08buy
Permanent Capital Management, LP017,024+17,0240.000.03+0.03buy
TRUIST FINANCIAL CORP015,599+15,5990.000.00+0.00buy
UBS Group AG255,427270,326+14,8990.000.00+0.00buy
GUGGENHEIM CAPITAL LLC449,895464,665+14,7700.050.05+0.00buy
MGO ONE SEVEN LLC013,575+13,5750.000.00+0.00buy
Core Wealth Advisors, Inc.17,20326,881+9,6780.050.08+0.03buy
LPL Financial LLC736,439745,664+9,2250.000.00+0.00buy
Kestra Advisory Services, LLC117,719126,508+8,7890.010.01+0.00buy
Mariner, LLC35,75843,064+7,3060.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV07,183+7,1830.000.00+0.00buy
STEPHENS INC /AR/58,96865,682+6,7140.010.01+0.00buy
Kovack Advisors, Inc.21,17727,494+6,3170.010.02+0.01buy
Saba Capital Management, L.P.10,213,19410,216,703+3,5094.134.74+0.62buy
Global Retirement Partners, LLC46,22149,500+3,2790.010.01+0.00buy
Steward Partners Investment Advisory, LLC14,73117,354+2,6230.000.00+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC48,89750,909+2,0120.000.00+0.00buy
Ameritas Advisory Services, LLC01,726+1,7260.000.00+0.00buy
Institute for Wealth Management, LLC.01,208+1,2080.000.00+0.00buy
Rockefeller Capital Management L.P.14,55415,426+8720.000.00+0.00buy
UHLMANN PRICE SECURITIES, LLC43,17444,040+8660.040.02-0.01buy
MB, LEVIS & ASSOCIATES, LLC0825+8250.000.00+0.00buy
M Holdings Securities, Inc.16,20516,988+7830.020.04+0.02buy
LEVEL FOUR ADVISORY SERVICES, LLC23,37023,818+4480.010.01+0.00buy
BESSEMER GROUP INC0344+3440.000.00+0.00buy
Vanguard Capital Wealth Advisors12,90513,155+2500.150.14-0.02buy
FIFTH THIRD BANCORP27,20827,454+2460.000.00+0.00buy
LifeSteps Financial, Inc.0225+2250.000.00+0.00buy
Berry Wealth Group, LP11,94912,159+2100.560.59+0.03buy
Pinnacle Bancorp, Inc.456556+1000.000.00+0.00buy
Berger Financial Group, Inc10,02310,099+760.010.01+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.5,6335,693+600.000.00+0.00buy
Equitable Holdings, Inc.11,77111,800+290.000.00+0.00buy
HARBOUR INVESTMENTS, INC.2,5842,606+220.000.00+0.00buy
Allworth Financial LP3,2903,308+180.000.00+0.00buy
SOA Wealth Advisors, LLC.721736+150.000.00+0.00buy
Bollard Group LLC405413+80.000.00+0.00buy
RAYMOND JAMES FINANCIAL INC437,669437,670+10.000.00+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
WHITTIER TRUST CO OF NEVADA INC1,6361,63600.000.00+0.00hold
Avidian Wealth Enterprises, LLC35,01935,01900.010.01+0.00hold
CARY STREET PARTNERS FINANCIAL LLC12,60312,60300.000.00+0.00hold
EverSource Wealth Advisors, LLC2,9652,96500.000.00+0.00hold
Jupiter Wealth Management LLC21,42121,42100.120.13+0.01hold
Venture Visionary Partners LLC27,99027,99000.010.01+0.00hold
TSFG, LLC1,0001,00000.000.00-0.00hold
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 Inc2,6002,60000.020.03+0.01hold
DIVERSIFY WEALTH MANAGEMENT, LLC32,27032,27000.010.01+0.00hold
Alteri Wealth LLC13,89313,89300.060.06+0.00hold
ASHTON THOMAS SECURITIES, LLC17,42517,42500.030.04+0.01hold
CREATIVE FINANCIAL DESIGNS INC /ADV89789700.000.00-0.00hold
Tower Research Capital LLC (TRC)100-100.000.00-0.00sell
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5,6925,648-440.000.00+0.00sell
Pointe Capital Management LLC42,55642,461-950.270.29+0.02sell
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC46,21546,052-1630.000.00-0.00sell
Key FInancial Inc1960-1960.000.00-0.00sell
WPG Advisers, LLC7,7547,543-2110.070.07-0.00sell
HIGHLINE WEALTH PARTNERS LLC2200-2200.000.00-0.00sell
Beckerman Institutional, LLC55,42954,945-4840.370.40+0.03sell
Modern Wealth Management, LLC88,87888,328-5500.020.02-0.00sell
Vestmark Advisory Solutions, Inc.17,31816,738-5800.000.00-0.00sell
ELEVATION POINT WEALTH PARTNERS, LLC17,31816,738-5800.010.00-0.00sell
Pinnacle Wealth Planning Services, Inc.17,76917,078-6910.020.02+0.00sell
D.A. DAVIDSON & CO.96,04095,225-8150.010.01+0.00sell
Merit Financial Group, LLC60,83759,980-8570.010.01-0.00sell
Root Financial Partners, LLC1,0820-1,0820.000.00-0.00sell
Stratos Wealth Partners, LTD.17,33416,238-1,0960.000.00-0.00sell
Occidental Asset Management, LLC16,85015,664-1,1860.030.02-0.00sell
Comprehensive Money Management Services LLC24,45022,950-1,5000.200.22+0.02sell
ENVESTNET ASSET MANAGEMENT INC41,66140,120-1,5410.000.00+0.00sell
Janney Montgomery Scott LLC18,22916,632-1,5970.000.00-0.00sell
Capital Investment Advisors, LLC16,43614,643-1,7930.000.00-0.00sell
HighTower Advisors, LLC15,61813,772-1,8460.000.00-0.00sell
PARK AVENUE SECURITIES LLC41,27539,193-2,0820.000.00-0.00sell
RESOURCES MANAGEMENT CORP /CT/ /ADV2,2000-2,2000.000.00-0.00sell
Camelot Portfolios, LLC12,79610,438-2,3580.120.11-0.01sell
Procyon Advisors, LLC18,31615,316-3,0000.010.01-0.00sell
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