Purchases and Sales Made in Q2 2023 in Virtus Dividend, Interest & Premium Strategy Fund (NFJ)

NFJ Quotes by TradingView

This table provides information about the institutional ownership of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) during Q2 2023. The information is specifically focused on institutions that hold shares of Virtus Dividend, Interest & Premium Strategy Fund.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
509
+ 2.09%
$5.85K - $6.21K
24.9K $318K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
396
+ 3.56%
$4.55K - $4.84K
11.5K $147K
Jul 12, 2023 Q2 2023
American National Bank

BUY
 -
381
New
$4.38K - $4.65K
381 $4.87K
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
352
+ 1.92%
$4.05K - $4.3K
18.7K $239K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
327
+ 0.89%
$3.76K - $3.99K
36.9K $472K
Jul 11, 2023 Q2 2023
Occidental Asset Management, LLC

BUY
 -
262
+ 1.97%
$3.01K - $3.2K
13.6K $173K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
252
+ 1.63%
$2.9K - $3.08K
15.7K $201K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
250
+ 0.29%
$2.88K - $3.05K
85.9K $1.1M
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
37
+ 0.25%
$426 - $452
15K $192K
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
22
+ 2.0%
$253 - $269
1.12K $14.3K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-100
- 9.09%
$1.15K - $1.22K
1K $12.8K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-140
- 0.23%
$1.61K - $1.71K
60K $767K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-200
- 6.72%
$2.3K - $2.44K
2.78K $35.4K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-252
- 0.54%
$2.9K - $3.08K
46.1K $589K
Jul 14, 2023 Q2 2023
Vanguard Capital Wealth Advisors

SELL
 -
-281
- 2.4%
$3.23K - $3.43K
11.4K $146K
Aug 07, 2023 Q2 2023
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-446
- 2.08%
$5.13K - $5.45K
21K $268K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-544
- 0.17%
$6.26K - $6.64K
326K $4.17M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-558
- 1.05%
$6.42K - $6.81K
52.3K $668K
Aug 08, 2023 Q2 2023
Commerce Bank

Kansas City, MO
SELL
 -
-618
- 4.22%
$7.11K - $7.55K
14K $179K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-880
- 66.17%
$10.1K - $10.7K
450 $5.75K
Aug 11, 2023 Q2 2023
Landscape Capital Management, L.L.C.

SELL
 -
-1.12K
- 3.32%
$12.9K - $13.7K
32.6K $416K
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

SELL
 -
-1.87K
- 5.0%
$21.4K - $22.8K
35.4K $452K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-3.5K
- 16.53%
$40.3K - $42.8K
17.7K $226K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-3.56K
- 7.31%
$41K - $43.5K
45.2K $577K
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-4K
- 17.83%
$46K - $48.8K
18.4K $235K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-4.01K
- 2.67%
$46.1K - $49K
146K $1.87M
Aug 14, 2023 Q2 2023
Pointe Capital Management LLC

SELL
 -
-4.59K
- 5.0%
$52.8K - $56.1K
87.2K $1.11M
Jul 13, 2023 Q2 2023
Sugarloaf Wealth Management, LLC

SELL
 -
-4.84K
- 21.27%
$55.7K - $59.1K
17.9K $229K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-5.55K
- 4.21%
$63.8K - $67.7K
126K $1.61M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

SELL
 -
-7.59K
- 20.18%
$87.2K - $92.6K
30K $383K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

SELL
 -
-9.92K
- 5.82%
$114K - $121K
161K $2.05M
Aug 03, 2023 Q2 2023
Wealth Management Solutions, LLC

SELL
 -
-10.8K
- 7.88%
$124K - $132K
126K $1.61M
Aug 14, 2023 Q2 2023
1607 Capital Partners, LLC

Richmond, VA
SELL
 -
-13.3K
- 1.13%
$153K - $162K
1.17M $14.9M
Jul 31, 2023 Q2 2023
Americana Partners, LLC

Houston, TX
SELL
 -
-14.1K
- 57.91%
$162K - $172K
10.3K $131K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

SELL
 -
-17.6K
- 35.17%
$203K - $215K
32.5K $415K
Aug 14, 2023 Q2 2023
Elequin Capital LP

New York, NY
SELL
 -
-21.2K
- 65.77%
$244K - $259K
11K $141K
Jul 31, 2023 Q2 2023
Integrated Capital Management, Inc.

SELL
 -
-26.7K
- 59.17%
$307K - $326K
18.4K $235K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-41.8K
- 45.61%
$481K - $511K
49.9K $637K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-49.5K
- 10.84%
$569K - $604K
407K $5.2M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-53.7K
- 7.77%
$618K - $656K
638K $8.14M
Aug 11, 2023 Q2 2023
Invesco Ltd.

Atlanta, GA
SELL
 -
-54.3K
- 3.7%
$624K - $663K
1.41M $18M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

SELL
 -
-73.7K
- 30.47%
$847K - $900K
168K $2.15M
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
SELL
 -
-76.7K
- 4.62%
$883K - $937K
1.58M $20.2M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

SELL
 -
-77.9K
- 25.2%
$896K - $951K
231K $2.95M
Aug 07, 2023 Q2 2023
Shaker Financial Services, LLC

SELL
 -
-93.5K
- 77.18%
$1.08M - $1.14M
27.7K $353K
Aug 14, 2023 Q2 2023
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-107K
- 5.9%
$1.23M - $1.31M
1.71M $21.8M

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