Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.57K- 10.56% |
$19.1K - $20.8K
|
13.3K
$167K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.35K- 83.33% |
$16.4K - $17.9K
|
270
$3.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-900- 5.58% |
$10.9K - $11.9K
|
15.2K
$192K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-547- 4.57% |
$6.65K - $7.25K
|
11.4K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-40- 81.63% |
$486 - $530
|
9
$113
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.72K- 2.07% |
$68.6K - $74.8K
|
271K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.28K- 18.88% |
$51.3K - $56K
|
18.4K
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.23K- 3.13% |
$14.8K - $16.1K
|
38.1K
$479K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-342K- 64.44% |
$4.02M - $4.32M
|
189K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.91K- 22.03% |
$57.7K - $62K
|
17.4K
$218K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.76K- 69.72% |
$32.5K - $34.9K
|
1.2K
$15.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-200- 20.0% |
$2.35K - $2.53K
|
800
$10.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-18- 2.54% |
$212 - $227
|
690
$8.68K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-44.1K- 70.7% |
$536K - $564K
|
18.3K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27.1K- 61.06% |
$329K - $347K
|
17.3K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.37K- 0.63% |
$114K - $120K
|
1.49M
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.37K- 13.67% |
$65.2K - $68.6K
|
33.9K
$426K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.87K- 9.31% |
$34.9K - $36.7K
|
28K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.33K- 6.39% |
$16.2K - $17K
|
19.5K
$245K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.21K- 9.13% |
$14.7K - $15.5K
|
12K
$151K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-325- 2.4% |
$3.95K - $4.15K
|
13.2K
$166K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-250- 50.0% |
$3.04K - $3.2K
|
250
$3.15K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-25.1K- 53.8% |
$263K - $317K
|
21.6K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.99K- 16.85% |
$52.3K - $63K
|
24.6K
$310K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.6K- 8.34% |
$37.8K - $45.4K
|
39.6K
$498K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-632- 17.45% |
$7.15K - $8.11K
|
2.99K
$37.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-626- 0.5% |
$7.09K - $8.03K
|
126K
$1.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-500- 50.0% |
$5.66K - $6.42K
|
500
$6.29K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-341- 42.31% |
$3.86K - $4.38K
|
465
$5.85K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-198- 0.56% |
$2.24K - $2.54K
|
35.2K
$443K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-14.1K- 57.91% |
$162K - $172K
|
10.3K
$129K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.59K- 20.18% |
$87.2K - $92.6K
|
30K
$377K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-618- 4.22% |
$7.11K - $7.55K
|
14K
$176K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-252- 0.54% |
$2.9K - $3.08K
|
46.1K
$580K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.76K- 84.21% |
$64.5K - $73.4K
|
1.08K
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.56K- 11.8% |
$17.5K - $19.9K
|
11.7K
$147K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-21K- 37.18% |
$222K - $255K
|
35.5K
$446K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-782- 73.29% |
$8.28K - $9.51K
|
285
$3.59K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-399- 20.31% |
$4.23K - $4.85K
|
1.57K
$19.7K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.08K- 46.67% |
$75.6K - $95.2K
|
8.09K
$102K
|
|
| Q2 2022 | |||||||
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-261KClosed |
$2.92M - $3.81M
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-18.8KClosed |
$210K - $275K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-13.5KClosed |
$150K - $196K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-9.6KClosed |
$107K - $140K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.35KClosed |
$82.1K - $107K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-6KClosed |
$67K - $87.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.06KClosed |
$45.4K - $59.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-560Closed |
$6.26K - $8.17K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-420Closed |
$4.69K - $6.13K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-72.4KClosed |
$939K - $1.17M
|
0
$0
|
|