Latest Institutional Transactions on Virtus Dividend, Interest & Premium Strategy Fund (NFJ)
This table provides information on the latest institutional transactions involving Virtus Dividend, Interest & Premium Strategy Fund (NFJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.91K- 9.16% |
$106K - $117K
|
88.4K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.1K+ 35.3% |
$190K - $210K
|
61.5K
$774K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 1.93% |
$142 - $157
|
634
$7.98K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.9K- 25.21% |
$81.7K - $90.3K
|
20.5K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-100- 1.63% |
$1.19K - $1.31K
|
6.03K
$75.8K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.73K+ 14.18% |
$20.4K - $22.6K
|
13.9K
$175K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
377K+ 173.81% |
$4.47M - $4.94M
|
594K
$7.48M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.35K- 4.67% |
$51.5K - $56.9K
|
88.7K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
44.8KNew |
$531K - $587K
|
44.8K
$564K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
82+ 0.41% |
$972 - $1.07K
|
20.3K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.06K+ 4.55% |
$24.4K - $27K
|
47.3K
$595K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.87K+ 6.07% |
$22.1K - $24.4K
|
32.6K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.2K+ 3.97% |
$109K - $120K
|
241K
$3.03M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
964+ 1.66% |
$11.4K - $12.6K
|
59.1K
$743K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9+ 0.05% |
$107 - $118
|
17K
$214K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
52KNew |
$616K - $681K
|
52K
$654K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.71K- 39.05% |
$20.3K - $22.4K
|
2.67K
$33.6K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$11.9K - $13.1K
|
1K
$12.6K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
37.9K+ 76.52% |
$449K - $496K
|
87.4K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
690+ 1.98% |
$8.18K - $9.04K
|
35.5K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
78+ 2.71% |
$924 - $1.02K
|
2.96K
$37.2K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-24.7K- 29.39% |
$293K - $324K
|
59.5K
$748K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-275- 0.78% |
$3.26K - $3.6K
|
34.9K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.81K+ 1.28% |
$57K - $63K
|
381K
$4.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.66K+ 4.22% |
$103K - $113K
|
214K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.64K- 1.88% |
$19.4K - $21.5K
|
85.6K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.18K- 14.68% |
$37.6K - $41.6K
|
18.5K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.36K- 17.27% |
$75.4K - $83.3K
|
30.5K
$383K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-37.3K- 2.52% |
$442K - $489K
|
1.44M
$18.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13.1KNew |
$155K - $172K
|
13.1K
$165K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
231+ 2.14% |
$2.74K - $3.03K
|
11K
$138K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.1K- 3.75% |
$13K - $14.4K
|
28.3K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.8K- 5.5% |
$33.2K - $36.7K
|
48.2K
$606K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
470New |
$5.57K - $6.16K
|
470
$5.91K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.77K- 10.66% |
$32.8K - $36.2K
|
23.2K
$291K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
380+ 0.61% |
$4.5K - $4.98K
|
62.6K
$787K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.41K- 1.39% |
$28.6K - $31.6K
|
171K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 2.5% |
$190 - $210
|
656
$8.25K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.33K- 22.25% |
$63.1K - $69.8K
|
18.6K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
37.3KNew |
$442K - $489K
|
37.3K
$469K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.78K+ 7.31% |
$21.1K - $23.4K
|
26.2K
$329K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 22.05% |
$155K - $169K
|
45K
$566K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.07K- 1.7% |
$25.2K - $27.5K
|
120K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
291K+ 123.05% |
$3.53M - $3.85M
|
527K
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-40- 81.63% |
$486 - $530
|
9
$113
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
85K+ 107.42% |
$1.03M - $1.13M
|
164K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.02KNew |
$24.6K - $26.8K
|
2.02K
$25.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.8KNew |
$21.9K - $23.9K
|
1.8K
$22.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5New |
$60.8 - $66.3
|
5
$62.9
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.8K+ 0.73% |
$46.3K - $50.4K
|
522K
$6.56M
|
|