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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2KNew |
$108K - $127K
|
10.2K
$132K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
196New |
$2.08K - $2.44K
|
196
$2.52K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
23.4KNew |
$248K - $291K
|
23.4K
$301K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-667- 96.67% |
$7.07K - $8.3K
|
23
$296
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$135K - $158K
|
12.7K
$164K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
57.4K+ 265.33% |
$609K - $714K
|
79.1K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17.9K- 58.64% |
$189K - $222K
|
12.6K
$162K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
935+ 3.57% |
$9.91K - $11.6K
|
27.1K
$349K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.73KNew |
$18.3K - $21.5K
|
1.73K
$22.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-4.8K- 19.81% |
$50.9K - $59.7K
|
19.4K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.8KNew |
$19.1K - $22.4K
|
1.8K
$23.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.54KNew |
$26.9K - $31.5K
|
2.54K
$32.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-198K- 90.85% |
$2.34M - $2.59M
|
19.9K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-763- 6.65% |
$9.04K - $10K
|
10.7K
$138K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.51KNew |
$101K - $112K
|
8.51K
$110K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.69KNew |
$55.6K - $61.5K
|
4.69K
$60.4K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.5K+ 38.27% |
$53.4K - $59K
|
16.3K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-100- 1.63% |
$1.19K - $1.31K
|
6.03K
$77.6K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.73K+ 14.18% |
$20.4K - $22.6K
|
13.9K
$179K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$11.9K - $13.1K
|
1K
$12.9K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.71K- 39.05% |
$20.3K - $22.4K
|
2.67K
$34.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.18K- 14.68% |
$37.6K - $41.6K
|
18.5K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13.1KNew |
$155K - $172K
|
13.1K
$169K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
470New |
$5.57K - $6.16K
|
470
$6.05K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
291K+ 123.05% |
$3.53M - $3.85M
|
527K
$6.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-40- 81.63% |
$486 - $530
|
9
$116
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.02KNew |
$24.6K - $26.8K
|
2.02K
$26K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.8KNew |
$21.9K - $23.9K
|
1.8K
$23.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5New |
$60.8 - $66.3
|
5
$64.4
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.8K+ 0.73% |
$46.3K - $50.4K
|
522K
$6.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
168+ 7.7% |
$2.04K - $2.23K
|
2.35K
$30.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-32.3K- 73.02% |
$393K - $428K
|
11.9K
$154K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-547- 4.57% |
$6.65K - $7.25K
|
11.4K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
25.9KNew |
$315K - $344K
|
25.9K
$334K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
45.9KNew |
$558K - $608K
|
45.9K
$591K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.7K+ 8.75% |
$191K - $208K
|
195K
$2.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.15KNew |
$26.1K - $28.5K
|
2.15K
$27.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
700New |
$8.51K - $9.28K
|
700
$9.02K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.35K- 83.33% |
$16.4K - $17.9K
|
270
$3.48K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
45+ 0.33% |
$547 - $597
|
13.7K
$176K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-194K- 92.33% |
$2.36M - $2.57M
|
16.1K
$207K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
50.8KNew |
$610K - $665K
|
50.8K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
316New |
$3.79K - $4.13K
|
316
$4.07K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.28K- 18.88% |
$51.3K - $56K
|
18.4K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 5.48% |
$177K - $193K
|
285K
$3.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
291+ 2.39% |
$3.49K - $3.81K
|
12.5K
$161K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 2.42% |
$516 - $562
|
1.82K
$23.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
1.24KNew |
$14.9K - $16.2K
|
1.24K
$16K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.72K- 2.07% |
$68.6K - $74.8K
|
271K
$3.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
135+ 0.03% |
$1.62K - $1.77K
|
391K
$5.04M
|
|