A detailed history of Occidental Asset Management, LLC transactions in Virtus Dividend, Interest & Premium Strategy Fund stock. As of the latest transaction made, Occidental Asset Management, LLC holds 16,766 shares of NFJ stock, worth $217,455. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,766
Previous 15,473 8.36%
Holding current value
$217,455
Previous $190,000 14.74%
% of portfolio
0.04%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$12.0 - $13.08 $15,516 - $16,912
1,293 Added 8.36%
16,766 $218,000
Q2 2024

Jul 15, 2024

BUY
$11.75 - $12.63 $2,032 - $2,184
173 Added 1.13%
15,473 $190,000
Q1 2024

Apr 16, 2024

BUY
$12.14 - $12.78 $13,475 - $14,185
1,110 Added 7.82%
15,300 $195,000
Q4 2023

Jan 18, 2024

BUY
$10.49 - $12.62 $5,066 - $6,095
483 Added 3.52%
14,190 $178,000
Q3 2023

Oct 18, 2023

BUY
$11.32 - $12.83 $1,381 - $1,565
122 Added 0.9%
13,707 $155,000
Q2 2023

Jul 11, 2023

BUY
$11.5 - $12.21 $3,013 - $3,199
262 Added 1.97%
13,585 $165,000
Q1 2023

May 10, 2023

BUY
$11.21 - $12.75 $9,024 - $10,263
805 Added 6.43%
13,323 $156,000
Q4 2022

Jan 23, 2023

BUY
$10.59 - $12.16 $132,565 - $152,218
12,518 New
12,518 $0

Others Institutions Holding NFJ

About Virtus Dividend, Interest & Premium Strategy Fund


  • Ticker NFJ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • AllianzGI NFJ Dividend, Interest & Premium Strategy Fund is a closed ended equity mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.S. LLC and NFJ Investment Group LLC. It invests in public equity markets of the United States. The fund invests in the stocks ...
More about NFJ
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