VOYA NAT RES EQUITY INCOME F (IRR)
Institutional ownership reported to the SEC as of Q1 2021, across 10 quarters.
37
Reporting holders
$16.8M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | $6.2M | 1,878,126 | 0.20% | 3q | -1.3%-$79.2K |
| Clough Capital Partners L P | $3.3M | 1,001,500 | 0.15% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $1.7M | 526,496 | 0.00% | 10q | +124.7%+$967.3K |
| WELLS FARGO & COMPANY/MN | $1.1M | 334,735 | 0.00% | 10q | HELD |
| CSS LLC/IL | $674.0K | 203,495 | 0.03% | 6q | +626.0%+$581.2K |
| MORGAN STANLEY | $538.0K | 162,550 | 0.00% | 14q | +2.9%+$15.2K |
| RAYMOND JAMES & ASSOCIATES | $510.0K | 154,144 | 0.00% | 10q | +9.9%+$46.0K |
| Advisors Asset Management, Inc. | $400.0K | 120,926 | 0.01% | 3q | HELD |
| Marquette Asset Management, LLC | $360.0K | 108,706 | 0.09% | 2q | HELD |
| Raymond James Financial Services Advisors, Inc. | $246.0K | 74,382 | 0.00% | 10q | +10.7%+$23.8K |
| ADVISOR GROUP HOLDINGS, INC. | $225.0K | 68,327 | 0.00% | 5q | -64.8%-$413.8K |
| WOLVERINE ASSET MANAGEMENT LLC | $205.0K | 62,033 | 0.00% | new | NEW |
| Matisse Capital | $152.0K | 46,200 | 0.02% | 6q | +7.4%+$10.5K |
| Aristides Capital LLC | $116.0K | 35,000 | 0.05% | 5q | -62.3%-$191.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $114.0K | 34,497 | 0.00% | 10q | +22.8%+$21.1K |
| LPL Financial LLC | $101.0K | 30,512 | 0.00% | 10q | -74.3%-$291.4K |
| Yakira Capital Management, Inc. | $88.0K | 26,729 | 0.02% | new | NEW |
| UBS Group AG | $86.0K | 25,996 | 0.00% | 10q | +50.0%+$28.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $78.0K | 23,425 | 0.01% | 3q | +9.5%+$6.8K |
| Janney Montgomery Scott LLC | $74.0K | 22,350 | 0.00% | 10q | +9.8%+$6.6K |
| Qube Research & Technologies Ltd | $69.0K | 20,801 | 0.00% | new | NEW |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $57.0K | 17,300 | 0.02% | new | NEW |
| LINCOLN NATIONAL CORP | $54.0K | 16,365 | 0.00% | 4q | -1.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $46.0K | 13,972 | 0.00% | new | NEW |
| Capital Investment Advisors, LLC | $39.0K | 11,810 | 0.00% | 5q | HELD |
| COMMERCE BANK | $35.0K | 10,626 | 0.00% | 2q | HELD |
| CITADEL ADVISORS LLC | $33.0K | 10,027 | 0.00% | new | NEW |
| CITIGROUP INC | $25.0K | 7,476 | 0.00% | 10q | +2.2% |
| WealthShield Partners, LLC | $15.0K | 4,500 | 0.00% | new | NEW |
| The PNC Financial Services Group, Inc. | $13.0K | 4,000 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $11.9K | 3,600 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $9.0K | 2,584 | 0.00% | 10q | -37.6%-$5.4K |
| Carroll Financial Associates, Inc. | $9.0K | 3,000 | 0.00% | 10q | HELD |
| Truvestments Capital LLC | $4.0K | 1,500 | 0.00% | 5q | +100.0%+$2.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.0K | 1,226 | 0.00% | 2q | +100.0%+$2.0K |
| Newbridge Financial Services Group, Inc. | $3.0K | 902 | 0.00% | 3q | HELD |
| Eudaimonia Partners, LLC | $1.0K | 200 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2021 | 37 | $16.8M | 5,070,018 | 10 | 13 | 6 | 0.0% |
| Q4 2020 | 31 | $10.1M | 3,959,091 | 5 | 12 | 9 | 0.0% |
| Q3 2020 | 33 | $9.1M | 3,716,677 | 4 | 6 | 11 | 0.0% |
| Q2 2020 | 32 | $12.3M | 4,847,390 | 3 | 10 | 14 | 0.0% |
| Q1 2020 | 36 | $11.4M | 5,268,311 | 9 | 15 | 8 | 0.0% |
| Q4 2019 | 38 | $21.2M | 5,139,543 | 10 | 13 | 6 | 0.0% |
| Q3 2019 | 37 | $14.9M | 3,798,822 | 11 | 7 | 11 | 0.0% |
| Q2 2019 | 30 | $19.7M | 3,775,275 | 1 | 9 | 13 | 0.0% |
| Q1 2019 | 29 | $20.5M | 3,787,143 | 0 | 9 | 12 | 0.0% |
| Q4 2018 | 36 | $18.1M | 4,226,832 | 0 | 1 | 1 | 0.0% |