Ownership history in Beckerman Institutional, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in VIRTUS DIVIDEND INTEREST & P (NFJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 55,843 | -312 | -0.6% | 0.40% | $720K | $12.58 |
| 2025 Q3 | REDUCED | 56,155 | -1,915 | -3.3% | 0.43% | $731K | $12.41 |
| 2025 Q2 | REDUCED | 58,070 | -1,007 | -1.7% | 0.48% | $720K | $11.55 |
| 2025 Q1 | ADDED | 59,077 | +964 | +1.7% | 0.52% | $717K | $11.02 |
| 2024 Q4 | ADDED | 58,113 | +626 | +1.1% | 0.59% | $734K | $11.19 |
| 2024 Q3 | INITIATED | 57,487 | — | — | 0.63% | $750K | $11.29 |
As of 2025 Q4 — sorted by position size