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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
178KNew |
$1.88M - $2.21M
|
178K
$2.24M
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
115K+ 8.9% |
$1.22M - $1.43M
|
1.4M
$17.7M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
88.1K+ 2.67% |
$934K - $1.1M
|
3.39M
$42.8M
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
82.7K+ 94.63% |
$876K - $1.03M
|
170K
$2.15M
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
75K+ 5.19% |
$795K - $933K
|
1.52M
$19.2M
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
57.4K+ 265.33% |
$609K - $714K
|
79.1K
$998K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49.9K+ 4.47% |
$529K - $621K
|
1.17M
$14.7M
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
46.5K+ 0.61% |
$493K - $578K
|
7.68M
$97M
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
26.6KNew |
$282K - $331K
|
26.6K
$336K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
25.4K+ 68.23% |
$270K - $317K
|
62.7K
$792K
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
23.4KNew |
$248K - $291K
|
23.4K
$295K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20.6KNew |
$218K - $256K
|
20.6K
$259K
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20KNew |
$212K - $249K
|
20K
$252K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
17.7K+ 4.38% |
$187K - $220K
|
421K
$5.31M
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14.9K+ 114.44% |
$158K - $185K
|
27.9K
$352K
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.9KNew |
$148K - $173K
|
13.9K
$176K
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
13.7K+ 30.66% |
$146K - $171K
|
58.6K
$739K
|
|
Aug 14, 2025
Q2 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
13.5KNew |
$143K - $168K
|
13.5K
$171K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$135K - $158K
|
12.7K
$161K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 2.63% |
$128K - $150K
|
471K
$5.95M
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11.6K+ 3.04% |
$123K - $144K
|
393K
$4.96M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11K+ 1.85% |
$116K - $137K
|
605K
$7.64M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2KNew |
$108K - $127K
|
10.2K
$129K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$106K - $124K
|
10K
$126K
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.96K+ 3.3% |
$84.4K - $99K
|
249K
$3.14M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7K+ 14.34% |
$74.2K - $87K
|
55.8K
$704K
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.91K+ 5.67% |
$73.3K - $86K
|
129K
$1.63M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.88K+ 1.1% |
$51.7K - $60.7K
|
450K
$5.68M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.61K+ 11.74% |
$48.9K - $57.4K
|
43.9K
$554K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.44K+ 33.33% |
$47K - $55.2K
|
17.7K
$224K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.11K+ 9.59% |
$43.5K - $51.1K
|
46.9K
$592K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.6K+ 33.98% |
$38.2K - $44.8K
|
14.2K
$179K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.54KNew |
$26.9K - $31.5K
|
2.54K
$32K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.52K+ 7.73% |
$26.7K - $31.4K
|
35.1K
$443K
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
2.48K+ 6.99% |
$26.3K - $30.9K
|
38K
$479K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.14K+ 1.0% |
$22.7K - $26.6K
|
216K
$2.73M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.8K+ 6.96% |
$19.1K - $22.4K
|
27.7K
$350K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.8KNew |
$19.1K - $22.4K
|
1.8K
$22.7K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.73KNew |
$18.3K - $21.5K
|
1.73K
$21.8K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 2.84% |
$17.2K - $20.2K
|
58.7K
$741K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.01K+ 5.92% |
$10.7K - $12.5K
|
18K
$228K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
998+ 33.72% |
$10.6K - $12.4K
|
3.96K
$49.9K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
975+ 6.51% |
$10.3K - $12.1K
|
15.9K
$201K
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
935+ 3.57% |
$9.91K - $11.6K
|
27.1K
$342K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
836+ 11.5% |
$8.86K - $10.4K
|
8.11K
$102K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
479+ 0.77% |
$5.08K - $5.96K
|
63.1K
$796K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
400New |
$4.24K - $4.98K
|
400
$5.05K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
375+ 2.46% |
$3.98K - $4.67K
|
15.6K
$197K
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
356+ 0.6% |
$3.77K - $4.43K
|
59.8K
$755K
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
278+ 2.47% |
$2.95K - $3.46K
|
11.6K
$146K
|