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
|
- |
672KNew |
$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
|
- |
284KNew |
$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
|
- |
68.4KNew |
$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
|
- |
49.5KNew |
$602K - $656K
|
49.5K
$640K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
45.9KNew |
$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
|
- |
25.9KNew |
$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
|
- |
12.2KNew |
$148K - $161K
|
12.2K
$157K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8KNew |
$143K - $156K
|
11.8K
$152K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.8KNew |
$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
|
- |
4.38KNew |
$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
|
- |
2.15KNew |
$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
|
- |
2.02KNew |
$24.6K - $26.8K
|
2.02K
$26.2K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.8KNew |
$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
|
- |
700New |
$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
|