Latest Institutional Transactions on Virtus Dividend, Interest & Premium Strategy Fund (NFJ)
This table provides information on the latest institutional transactions involving Virtus Dividend, Interest & Premium Strategy Fund (NFJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-390- 0.44% |
$4.86K - $5.16K
|
87.5K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-35.5K- 60.63% |
$443K - $470K
|
23.1K
$297K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
596+ 839.44% |
$7.43K - $7.88K
|
667
$8.59K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.6K- 47.63% |
$170K - $180K
|
15K
$193K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-77.7K- 5.54% |
$969K - $1.03M
|
1.33M
$17.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
66+ 0.37% |
$822 - $873
|
17.8K
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.92K- 27.48% |
$48.8K - $51.8K
|
10.3K
$133K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
219+ 1.43% |
$2.73K - $2.9K
|
15.5K
$200K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
7.33K+ 21.63% |
$91.3K - $96.8K
|
41.2K
$530K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-1.92K- 3.3% |
$23.9K - $25.3K
|
56.2K
$723K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-148K- 68.62% |
$1.85M - $1.96M
|
67.8K
$874K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
98.4K+ 25.04% |
$1.23M - $1.3M
|
491K
$6.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.72K- 8.93% |
$58.8K - $62.4K
|
48.2K
$620K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
782+ 6.77% |
$9.74K - $10.3K
|
12.3K
$159K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
175+ 2.44% |
$2.18K - $2.31K
|
7.36K
$94.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.91K+ 4.07% |
$23.8K - $25.2K
|
48.8K
$629K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-25- 0.15% |
$312 - $331
|
16.9K
$218K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
17.6K+ 46.44% |
$220K - $233K
|
55.6K
$716K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.71K- 13.58% |
$33.7K - $35.8K
|
17.2K
$222K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
12.2K+ 19.34% |
$152K - $161K
|
75.2K
$969K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.21K- 18.06% |
$40K - $42.5K
|
14.6K
$188K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11.8K- 14.55% |
$147K - $156K
|
69.4K
$893K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.9K- 7.05% |
$23.7K - $25.1K
|
25.1K
$323K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 7.39% |
$18.9K - $20.1K
|
19K
$245K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
158New |
$1.97K - $2.09K
|
158
$2.04K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-122K- 73.85% |
$1.52M - $1.62M
|
43.3K
$558K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.62K+ 4.23% |
$45.1K - $47.8K
|
89.1K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.05K+ 2.43% |
$75.3K - $79.9K
|
255K
$3.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
31.1K+ 187.86% |
$388K - $412K
|
47.7K
$615K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-57.3K- 67.11% |
$713K - $757K
|
28.1K
$361K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-1.4K- 2.7% |
$17.4K - $18.5K
|
50.3K
$648K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 2.38% |
$199 - $212
|
688
$8.86K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
26.8KNew |
$334K - $354K
|
26.8K
$345K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
110K+ 7.27% |
$1.38M - $1.46M
|
1.63M
$21M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-741- 1.18% |
$9.23K - $9.8K
|
62K
$799K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
13+ 0.33% |
$162 - $172
|
3.97K
$51.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$3.74K - $3.97K
|
300
$3.86K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 2.63% |
$128K - $150K
|
471K
$6.07M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57.9K- 27.06% |
$614K - $721K
|
156K
$2.01M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-436- 1.02% |
$4.62K - $5.42K
|
42.2K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
13.5KNew |
$143K - $168K
|
13.5K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
975+ 6.51% |
$10.3K - $12.1K
|
15.9K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.61K+ 11.74% |
$48.9K - $57.4K
|
43.9K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-61.7K- 73.58% |
$654K - $767K
|
22.1K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
26.6KNew |
$282K - $331K
|
26.6K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$106K - $124K
|
10K
$129K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.9KNew |
$148K - $173K
|
13.9K
$179K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
2.6KNew |
$27.6K - $32.3K
|
2.6K
$33.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20KNew |
$212K - $249K
|
20K
$258K
|
|