Purchases and Sales Made in Q4 2024 in Virtus Dividend, Interest & Premium Strategy Fund (NFJ)
This table provides information about the institutional ownership of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.24K+ 3.12% |
$63.7K - $69.5K
|
173K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.91K+ 12.64% |
$35.4K - $38.6K
|
25.9K
$333K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
813+ 3.45% |
$9.89K - $10.8K
|
24.4K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
307+ 1.83% |
$3.73K - $4.07K
|
17.1K
$220K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
45+ 0.33% |
$547 - $597
|
13.7K
$176K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-118- 0.49% |
$1.43K - $1.56K
|
23.9K
$308K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.7K- 37.02% |
$81.5K - $88.8K
|
11.4K
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-13.8K- 28.21% |
$168K - $183K
|
35.2K
$452K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-194K- 92.33% |
$2.36M - $2.57M
|
16.1K
$207K
|