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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.11K+ 9.59% |
$43.5K - $51.1K
|
46.9K
$590K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.54KNew |
$26.9K - $31.5K
|
2.54K
$31.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
278+ 2.47% |
$2.95K - $3.46K
|
11.6K
$145K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
431K+ 63.33% |
$5.11M - $5.65M
|
1.11M
$14M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
377K+ 173.81% |
$4.47M - $4.94M
|
594K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
345K+ 303.04% |
$4.09M - $4.52M
|
459K
$5.77M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
168KNew |
$1.99M - $2.2M
|
168K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
52KNew |
$616K - $681K
|
52K
$654K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
44.8KNew |
$531K - $587K
|
44.8K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.3KNew |
$465K - $515K
|
39.3K
$494K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
37.9K+ 76.52% |
$449K - $496K
|
87.4K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
37.3KNew |
$442K - $489K
|
37.3K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$259K - $286K
|
21.9K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
21.6KNew |
$256K - $284K
|
21.6K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17K+ 1.54% |
$201K - $222K
|
1.12M
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.1K+ 35.3% |
$190K - $210K
|
61.5K
$774K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13.1KNew |
$155K - $172K
|
13.1K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.6KNew |
$126K - $139K
|
10.6K
$133K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.2K+ 3.97% |
$109K - $120K
|
241K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.66K+ 4.22% |
$103K - $113K
|
214K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.51KNew |
$101K - $112K
|
8.51K
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.81K+ 1.28% |
$57K - $63K
|
381K
$4.8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.69KNew |
$55.6K - $61.5K
|
4.69K
$59K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.5K+ 38.27% |
$53.4K - $59K
|
16.3K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.19K+ 38.79% |
$49.6K - $54.8K
|
15K
$188K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.88K+ 35.54% |
$46K - $50.8K
|
14.8K
$186K
|
|
|
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 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.86K+ 34.49% |
$22.1K - $24.4K
|
7.27K
$91.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.78K+ 7.31% |
$21.1K - $23.4K
|
26.2K
$329K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.73K+ 14.18% |
$20.4K - $22.6K
|
13.9K
$175K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.27K+ 5.94% |
$15.1K - $16.7K
|
22.7K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$11.9K - $13.1K
|
1K
$12.6K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
964+ 1.66% |
$11.4K - $12.6K
|
59.1K
$743K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
690+ 1.98% |
$8.18K - $9.04K
|
35.5K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
569+ 0.83% |
$6.74K - $7.45K
|
69K
$868K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
470New |
$5.57K - $6.16K
|
470
$5.91K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
380+ 0.61% |
$4.5K - $4.98K
|
62.6K
$787K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
231+ 2.14% |
$2.74K - $3.03K
|
11K
$138K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
129+ 0.66% |
$1.53K - $1.69K
|
19.6K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
82+ 0.41% |
$972 - $1.07K
|
20.3K
$255K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
78+ 2.71% |
$924 - $1.02K
|
2.96K
$37.2K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24+ 2.49% |
$284 - $314
|
988
$12.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 2.5% |
$190 - $210
|
656
$8.25K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 1.93% |
$142 - $157
|
634
$7.98K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9+ 0.05% |
$107 - $118
|
17K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
291K+ 123.05% |
$3.53M - $3.85M
|
527K
$6.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
85K+ 107.42% |
$1.03M - $1.13M
|
164K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
45.9KNew |
$558K - $608K
|
45.9K
$577K
|
|