Vault-13

VOYA GLBL EQTY DIV & PREM OP XIGDX

COM · Closed-End Fund · CUSIP 92912T100

97 institutional holders +0 vs Q4 2022
21,626,78021.6m shares reported held*
$110.5mreported value*
11 new 35 added 26 reduced 10 sold out net bought ≈ $1.2m (+224.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($179.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.11.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 89Q4 22: 97Q1 23: 9797Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202289
Q4 202297
Q1 202397

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 48 bought or addedQ4 22: 28 cut or sold outQ4 22Q1 23: 46 bought or addedQ1 23: 36 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224828
Q1 20234636

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +483,469+483.5k
WOLVERINE ASSET MANAGEMENT LLC Added +354,431+354.4k
Advisors Asset Management, Inc. Added +308,242+308.2k
Karpus Management, Inc. Added +170,338+170.3k
Capital Investment Advisors, LLC Added +138,107+138.1k
COHEN & STEERS, INC. Added +110,377+110.4k
LPL Financial LLC Added +90,409+90.4k
Shaker Financial Services, LLC New +70,300+70.3k
Raymond James Financial Services Advisors, Inc. Added +44,072+44.1k
Thrivent Financial for Lutherans Added +44,000+44.0k

Biggest sellers

MORGAN STANLEY Reduced -772,130-772.1k
GraniteShares Advisors LLC Sold out -430,352-430.4k
Marks Group Wealth Management, Inc Sold out -231,210-231.2k
Weiss Asset Management LP Sold out -74,391-74.4k
1607 Capital Partners, LLC Reduced -61,727-61.7k
Elequin Capital, LP Reduced -49,595-49.6k
Relative Value Partners Group, LLC Reduced -48,882-48.9k
Invesco Ltd. Reduced -46,335-46.3k
Allspring Global Investments Holdings, LLC Reduced -37,300-37.3k
Logan Stone Capital, LLC Sold out -24,144-24.1k

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,625,0093.6m $18.5m $18.5m 0.00% Reduced -772.1k -772,130
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,076,9563.1m $15.7m $15.7m 0.00% Added +483.5k +483,469
3 GUGGENHEIM CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 2,393,9332.4m $12.2m $12.2m 0.10% Reduced -12.2k -12,205
4 Capital Investment Advisors, LLC 0.34% of their portfolio ATLANTA, GA 2,280,6682.3m $11.6m $11.6m 0.34% Added +138.1k +138,107
5 Karpus Management, Inc. 0.25% of their portfolio Pittsford, NY 1,586,0821.6m $8.1m $8.1m 0.25% Added +170.3k +170,338
6 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,561,8731.6m $8.0m $8.0m 0.00% Reduced -46.3k -46,335
7 Advisors Asset Management, Inc. 0.08% of their portfolio Monument, CO 804,366804.4k $4.1m $4.1m 0.08% Added +308.2k +308,242
8 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 359,231359.2k $1.8m $1.8m 0.00% Added +44.0k +44,000
9 WOLVERINE ASSET MANAGEMENT LLC 0.03% of their portfolio CHICAGO, IL 358,454358.5k $1.8m $1.8m 0.03% Added +354.4k +354,431
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 354,001354.0k $1.8m $1.8m 0.00% Added +90.4k +90,409
11 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 337,675337.7k $1.7m $1.7m 0.00% Added +44.1k +44,072
12 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 312,700312.7k $1.6m $1.6m 0.00% Reduced -37.3k -37,300
13 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 299,052299.1k $1.5m $1.5m 0.00% Added +4.2k +4,208
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 288,242288.2k $1.5m $1.5m 0.00% Reduced -2.1k -2,056
15 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 278,204278.2k $1.4m $1.4m 0.00% Added +110.4k +110,377
16 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 275,991276.0k $1.4m $1.4m 0.01% Added +16.4k +16,410
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 269,817269.8k $1.4m $1.4m 0.00% Added +26.1k +26,115
18 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 216,443216.4k $1.1m $1.1m 0.02% Reduced -17.1k -17,096
19 1607 Capital Partners, LLC 0.08% of their portfolio Richmond, VA 214,719214.7k $1.1m $1.1m 0.08% Reduced -61.7k -61,727
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 201,207201.2k $1.0m $1.0m 0.00% Added +15.4k +15,420
21 Wela Strategies, Inc. 0.48% of their portfolio ATLANTA, GA 177,163177.2k $903.5k $903.5k 0.48% Reduced -6.7k -6,715
22 BENJAMIN F. EDWARDS & COMPANY, INC. 0.04% of their portfolio ST. LOUIS, MO 173,346173.3k $884.0k $884.0k 0.04% Added +1.9k +1,902
23 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 148,894148.9k $759.4k $759.4k 0.00% Added +1.8k +1,789
24 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 145,857145.9k $743.9k $743.9k 0.01% Added +29.8k +29,805
25 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 126,708126.7k $646.2k $646.2k 0.02% Added +15.1k +15,110
26 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 119,542119.5k $609.7k $609.7k 0.00% Added +1.0k +1,000
27 Relative Value Partners Group, LLC 0.02% of their portfolio NORTHBROOK, IL 110,256110.3k $562.3k $562.3k 0.02% Reduced -48.9k -48,882
28 NWF Advisory Services Inc. 0.12% of their portfolio Los Angeles, CA 100,500100.5k $516.6k $516.6k 0.12% First filing
29 Claybrook Capital, LLC 0.29% of their portfolio WELLESLEY, MA 100,402100.4k $512.0k $512.0k 0.29% Unchanged
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 84,24384.2k $429.0k $429.0k 0.00% Added +452 +452
31 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 75,31975.3k $384.1k $384.1k 0.01% Added +23.9k +23,850
32 Round Rock Advisors LLC 0.14% of their portfolio WILTON, CT 70,63470.6k $360.2k $360.2k 0.14% Unchanged
33 Shaker Financial Services, LLC 0.16% of their portfolio Arlington, VA 70,30070.3k $358.5k $358.5k 0.16% New
34 AQR Arbitrage LLC 0.01% of their portfolio Greenwich, CT 68,22168.2k $347.9k $347.9k 0.01% Added +36.1k +36,088
35 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 65,84965.8k $335.8k $335.8k 0.00% Added +5.8k +5,841
36 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.04% of their portfolio Englewood, NJ 54,22054.2k $276.5k $276.5k 0.04% Added +18.7k +18,712
37 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 45,69345.7k $233.0k $233.0k 0.01% Reduced -3.6k -3,648
38 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 44,43844.4k $226.6k $226.6k 0.00% Reduced -4.2k -4,166
39 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 40,60040.6k $207.0k $207.0k 0.00% Added +3.9k +3,935
40 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 37,11837.1k $189.0k $189.0k 0.00% Reduced -8.8k -8,841
41 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 36,74036.7k $187.4k $187.4k 0.00% Reduced -5.2k -5,188
42 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 35,84835.8k $182.8k $182.8k 0.01% Unchanged
43 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 35,27535.3k $179.9k $179.9k 0.01% Reduced -1.9k -1,865
44 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 34,27034.3k $174.8k $174.8k 0.00% Added +2.9k +2,944
45 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 33,22533.2k $169.4k $169.4k 0.01% Added +1.2k +1,250
46 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 30,35930.4k $155.0k $155.0k 0.00% Reduced -14.0k -14,028
47 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 28,13328.1k $143.5k $143.5k 0.00% New
48 Quantedge Capital Pte Ltd 0.05% of their portfolio Singapore, U0 25,18025.2k $128.4k $128.4k 0.05% Added +6.5k +6,500
49 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 24,26424.3k $122.7k $122.7k 0.00% Added +302 +302
50 INTEGRATED CAPITAL MANAGEMENT, INC. 0.26% of their portfolio JESSUP, PA 23,97424.0k $281.9k $281.9k 0.26% Reduced -7.7k -7,733
51 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 23,18023.2k $118.0k $118.0k 0.01% Reduced -3.7k -3,697
52 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 22,63022.6k $115.0k $115.0k 0.01% New
53 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 22,02722.0k $128.4k $128.4k 0.00% Reduced -536 -536
54 WealthShield Partners, LLC 0.02% of their portfolio CARY, NC 21,37121.4k $109.0k $109.0k 0.02% New
55 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 19,36519.4k $98.8k $98.8k 0.00% Reduced -915 -915
56 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 17,84317.8k $91.0k $91.0k 0.01% New
57 RAYMOND JAMES TRUST N.A. 0.00% of their portfolio ST. PETERSBURG, FL 17,00017.0k $87.0k $87.0k 0.00% Reduced -2.0k -2,000
58 CHANNEL WEALTH LLC 0.05% of their portfolio SANTA BARBARA, CA 16,54116.5k $84.4k $84.4k 0.05% First filing
59 CLIENT 1ST ADVISORY GROUP, LLC 0.05% of their portfolio DUNEDIN, FL 16,50016.5k $84.2k $84.2k 0.05% Unchanged
60 LVZ, Inc. 0.01% of their portfolio Holland, MI 15,71515.7k $80.1k $80.1k 0.01% Unchanged
61 IHT Wealth Management, LLC 0.00% of their portfolio Chicago, IL 15,00015.0k $76.5k $76.5k 0.00% New
62 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 14,00014.0k $71.6k $71.6k 0.00% Unchanged
63 MRA Advisory Group 0.05% of their portfolio PARSIPPANY, NJ 14,00014.0k $71.4k $71.4k 0.05% Unchanged
64 Laird Norton Wetherby Wealth Management, LLC 0.00% of their portfolio Seattle, WA 13,98814.0k $71.3k $71.3k 0.00% Unchanged
65 Perennial Investment Advisors, LLC 0.01% of their portfolio Los Angeles, CA 13,41713.4k $68.4k $68.4k 0.01% New
66 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 13,18913.2k $67.0k $67.0k 0.00% Added +625 +625
67 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 12,99513.0k $66.3k $66.3k 0.00% Reduced -10.5k -10,470
68 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 12,47012.5k $63.6k $63.6k 0.01% New
69 Elequin Capital, LP 0.04% of their portfolio NEW YORK, NY 12,42112.4k $63.3k $63.3k 0.04% Reduced -49.6k -49,595
70 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.00% of their portfolio LONG BEACH, CA 11,20011.2k $57.1k $57.1k 0.00% New
71 Onyx Bridge Wealth Group LLC 0.02% of their portfolio TARRYTOWN, NY 10,30010.3k $52.5k $52.5k 0.02% Unchanged
72 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,20510.2k $52.0k $52.0k 0.00% Reduced -8.2k -8,210
73 Stonegate Investment Group, LLC 0.00% of their portfolio BIRMINGHAM, AL 10,00010.0k $51.0k $51.0k 0.00% Unchanged
74 CWM, LLC 0.00% of their portfolio OMAHA, NE 5,0005.0k $26.0k $26.0k 0.00% Added +4.8k +4,795
75 HAZLETT, BURT & WATSON, INC. 0.02% of their portfolio WHEELING, WV 4,0004.0k $20.0k $20.0k 0.02% Unchanged
76 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 4,0004.0k $20.4k $20.4k 0.00% Unchanged
77 Clearview Wealth Advisors LLC 0.02% of their portfolio SALEM, OR 3,4973.5k $17.8k $17.8k 0.02% Added +60 +60
78 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 3,3393.3k $17.0k $17.0k 0.00% Unchanged
79 PIERSHALE FINANCIAL GROUP, INC. 0.01% of their portfolio BARRINGTON, IL 3,2733.3k $16.7k $16.7k 0.01% Added +73 +73
80 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 3,0223.0k $15.4k $15.4k 0.00% Reduced -1.9k -1,934
81 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 2,8872.9k $14.7k $14.7k 0.00% Added +27 +27
82 Cedar Mountain Advisors, LLC 0.00% of their portfolio LAKE OSWEGO, OR 2,7402.7k $14.0k $14.0k 0.00% Unchanged
83 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,2682.3k $11.5k $11.5k 0.00% Added +891 +891
84 Pinnacle Bancorp, Inc. 0.00% of their portfolio BEATRICE, NE 2,2002.2k $11.2k $11.2k 0.00% Unchanged
85 TSFG, LLC 0.00% of their portfolio LAKE FOREST, IL 2,0032.0k $10.0k $10.0k 0.00% Unchanged
86 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,6751.7k $12.1k $12.1k 0.00% Reduced -995 -995
87 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 1,4671.5k $7.5k $7.5k 0.00% Added +1.1k +1,117
88 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 1,2161.2k $6.2k $6.2k 0.00% New
89 Ahrens Investment Partners LLC 0.00% of their portfolio LAFAYETTE, LA 800800 $4.1k $4.1k 0.00% Reduced -17.0k -17,000
90 TCI Wealth Advisors, Inc. 0.00% of their portfolio Tucson, AZ 539539 $2.7k $2.7k 0.00% Unchanged
91 BDO Wealth Advisors, LLC 0.00% of their portfolio JACKSONVILLE, FL 500500 $2.5k $2.5k 0.00% New
92 TCTC Holdings, LLC 0.00% of their portfolio DALLAS, TX 454454 $2.3k $2.3k 0.00% Unchanged
93 WR Wealth Planners, LLC 0.00% of their portfolio COLUMBIA, MO 300300 $1.5k $1.5k 0.00% Unchanged
94 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 160160 $816 $816 0.00% Unchanged
95 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 152152 $775 $775 0.00% Unchanged
96 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 1111 $56 $56 0.00% Unchanged
97 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11 $5 $5 0.00% Unchanged