Latest Institutional Purchases of Virtus Dividend, Interest & Premium Strategy Fund (NFJ)

This list provides information on the latest institutional transactions involving Virtus Dividend, Interest & Premium Strategy Fund (NFJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Feb 14, 2025 Q4 2024	Saba Capital Management, L.P. New York, NY	BUY	-	777K + 10.52%	$9.45M - $10.3M	8.17M $106M
Feb 06, 2025 Q4 2024	Raymond James Financial Inc St. Petersburg, FL	BUY	-	672K New	$8.18M - $8.91M	672K $8.7M
Feb 14, 2025 Q4 2024	Morgan Stanley New York, NY	BUY	-	421K + 3.88%	$5.12M - $5.58M	11.3M $146M
Feb 14, 2025 Q4 2024	Capstone Investment Advisors, LLC New York, NY	BUY	-	291K + 123.05%	$3.53M - $3.85M	527K $6.82M
Feb 14, 2025 Q4 2024	Creative Planning Overland Park, KS	BUY	-	284K New	$3.45M - $3.76M	284K $3.67M
Feb 14, 2025 Q4 2024	Pathstone Holdings, LLC Englewood, NJ	BUY	-	194K + 11.46%	$2.35M - $2.57M	1.88M $24.4M
Feb 12, 2025 Q4 2024	Wells Fargo & Company San Francisco, CA	BUY	-	159K + 30.58%	$1.94M - $2.11M	681K $8.81M
Feb 13, 2025 Q4 2024	Sit Investment Associates Inc Minneapolis, MN	BUY	-	85K + 107.42%	$1.03M - $1.13M	164K $2.12M
Feb 10, 2025 Q4 2024	Kestra Advisory Services, LLC	BUY	-	68.4K New	$832K - $907K	68.4K $885K
Feb 07, 2025 Q4 2024	High Tower Advisors, LLC Chicago, IL	BUY	-	59.3K + 399.0%	$720K - $786K	74.1K $959K
Feb 12, 2025 Q4 2024	Prevail Innovative Wealth Advisors, LLC Leawood, KS	BUY	-	49.5K New	$602K - $656K	49.5K $640K
Feb 03, 2025 Q4 2024	Concurrent Investment Advisors, LLC Tampa, FL	BUY	-	45.9K New	$558K - $608K	45.9K $594K
Feb 13, 2025 Q4 2024	Stifel Financial Corp St. Louis, MO	BUY	-	40.2K + 3.79%	$489K - $533K	1.1M $14.2M
Feb 07, 2025 Q4 2024	Independent Advisor Alliance	BUY	-	25.9K New	$315K - $344K	25.9K $336K
Feb 04, 2025 Q4 2024	Wealth Shield Partners, LLC Cary, NC	BUY	-	25.5K + 52.3%	$310K - $338K	74.2K $961K
Feb 13, 2025 Q4 2024	Penserra Capital Management LLC Orinda, CA	BUY	-	25.4K + 7.22%	$309K - $336K	377K $4.87M
Feb 11, 2025 Q4 2024	Lpl Financial LLC Fort Mill, SC	BUY	-	18.9K + 9.55%	$230K - $251K	217K $2.81M
Jan 31, 2025 Q4 2024	Sanctuary Advisors, LLC Indianapolis, IN	BUY	-	15.7K + 8.75%	$191K - $208K	195K $2.53M
Feb 14, 2025 Q4 2024	Alteri Wealth LLC Westlake Village, CA	BUY	-	12.2K New	$148K - $161K	12.2K $157K
Jan 31, 2025 Q4 2024	Atria Wealth Solutions, Inc. New York, NY	BUY	-	11.8K New	$143K - $156K	11.8K $152K
Feb 13, 2025 Q4 2024	Mml Investors Services, LLC Springfield, MA	BUY	-	10.8K New	$131K - $143K	10.8K $140K
Feb 11, 2025 Q4 2024	Modern Wealth Management, LLC Lenexa, KS	BUY	-	8.64K + 7.56%	$105K - $115K	123K $1.59M
Feb 06, 2025 Q4 2024	Blue Bell Private Wealth Management, LLC	BUY	-	7.81K + 3.49%	$95K - $104K	232K $3M
Jan 14, 2025 Q4 2024	Park Avenue Securities LLC	BUY	-	5.24K + 3.12%	$63.7K - $69.5K	173K $2.24M
Feb 12, 2025 Q4 2024	Envestnet Asset Management Inc	BUY	-	4.6K + 2.29%	$55.9K - $61K	205K $2.66M
Feb 13, 2025 Q4 2024	Transce3nd, LLC Kyle, TX	BUY	-	4.38K New	$53.3K - $58.1K	4.38K $56.7K
Feb 12, 2025 Q4 2024	Arete Wealth Advisors, LLC Chicago, IL	BUY	-	3.8K + 0.73%	$46.3K - $50.4K	522K $6.75M
Feb 13, 2025 Q4 2024	Guggenheim Capital LLC Chicago, IL	BUY	-	3.56K + 0.39%	$43.3K - $47.2K	907K $11.7M
Jan 17, 2025 Q4 2024	Janney Montgomery Scott LLC	BUY	-	2.91K + 12.64%	$35.4K - $38.6K	25.9K $335K
Feb 13, 2025 Q4 2024	Cetera Investment Advisers Schaumburg, IL	BUY	-	2.44K + 8.6%	$29.6K - $32.3K	30.7K $398K
Feb 07, 2025 Q4 2024	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	2.15K + 5.48%	$26.1K - $28.5K	41.4K $536K
Jan 24, 2025 Q4 2024	Gps Wealth Strategies Group, LLC	BUY	-	2.15K New	$26.1K - $28.5K	2.15K $27.8K
Feb 04, 2025 Q4 2024	Pointe Capital Management LLC	BUY	-	2.06K + 2.5%	$25K - $27.2K	84.2K $1.09M
Feb 13, 2025 Q4 2024	Bessemer Group Inc Woodbridge, NJ	BUY	-	2.02K New	$24.6K - $26.8K	2.02K $26.2K
Feb 13, 2025 Q4 2024	Td Waterhouse Canada Inc. Toronto, A6	BUY	-	1.8K New	$21.9K - $23.9K	1.8K $23.3K
Feb 12, 2025 Q4 2024	Level Four Advisory Services, LLC Dallas, TX	BUY	-	1.8K + 9.16%	$21.9K - $23.8K	21.4K $277K
Jan 31, 2025 Q4 2024	Private Advisor Group, LLC	BUY	-	1.51K + 9.73%	$18.4K - $20K	17K $220K
Jan 28, 2025 Q4 2024	Stephens Inc	BUY	-	1.14K + 3.37%	$13.8K - $15.1K	34.8K $450K
Feb 13, 2025 Q4 2024	Mariner, LLC Overland Park, KS	BUY	-	1.09K + 1.92%	$13.3K - $14.5K	58.2K $753K
Jan 27, 2025 Q4 2024	Choreo, LLC Minneapolis, MN	BUY	-	956 + 1.04%	$11.6K - $12.7K	93K $1.2M
Feb 12, 2025 Q4 2024	Wedbush Securities Inc	BUY	-	858 + 4.44%	$10.4K - $11.4K	20.2K $261K
Jan 13, 2025 Q4 2024	Integrated Capital Management, Inc.	BUY	-	813 + 3.45%	$9.89K - $10.8K	24.4K $316K
Feb 14, 2025 Q4 2024	Snowden Capital Advisors LLC New York, NY	BUY	-	763 + 7.12%	$9.28K - $10.1K	11.5K $148K
Jan 23, 2025 Q4 2024	Crews Bank & Trust Port Charlotte, FL	BUY	-	700 New	$8.51K - $9.28K	700 $9.06K
Jan 29, 2025 Q4 2024	Beckerman Institutional, LLC Ocean Grove, NJ	BUY	-	626 + 1.09%	$7.61K - $8.3K	58.1K $752K
Feb 14, 2025 Q4 2024	Ameriprise Financial Inc Minneapolis, MN	BUY	-	525 + 2.34%	$6.38K - $6.96K	23K $297K
Feb 14, 2025 Q4 2024	Mgo One Seven LLC Beachwood, OH	BUY	-	486 + 1.81%	$5.91K - $6.44K	27.4K $354K
Jan 24, 2025 Q4 2024	Davenport & CO LLC	BUY	-	400 + 1.88%	$4.86K - $5.3K	21.6K $280K
Feb 07, 2025 Q4 2024	Avantax Advisory Services, Inc.	BUY	-	316 + 2.8%	$3.84K - $4.19K	11.6K $150K
Jan 14, 2025 Q4 2024	Occidental Asset Management, LLC	BUY	-	307 + 1.83%	$3.73K - $4.07K	17.1K $221K

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P - Open market or private purchase×

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V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Latest Institutional Purchases of Virtus Dividend, Interest & Premium Strategy Fund (NFJ)

777K

672K

421K

291K

284K

194K

159K

85K

68.4K

59.3K

49.5K

45.9K

40.2K

25.9K

25.5K

25.4K

18.9K

15.7K

12.2K

11.8K

10.8K

8.64K

7.81K

5.24K

4.6K

4.38K

3.8K

3.56K

2.91K

2.44K

2.15K

2.15K

2.06K

2.02K

1.8K

1.8K

1.51K

1.14K

1.09K

956

858

813

763

700

626

525

486

400

316

307

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Institutional Portfolio Updates

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