Latest Institutional Purchases 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 buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
110K+ 7.27% |
$1.38M - $1.46M
|
1.63M
$21M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
98.4K+ 25.04% |
$1.23M - $1.3M
|
491K
$6.33M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81.1K+ 448.47% |
$1.01M - $1.07M
|
99.2K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62.9K+ 5.39% |
$784K - $832K
|
1.23M
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.4K+ 0.51% |
$691K - $733K
|
11M
$141M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
42.5KNew |
$529K - $562K
|
42.5K
$547K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.3K+ 5.83% |
$440K - $466K
|
641K
$8.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
31.1K+ 187.86% |
$388K - $412K
|
47.7K
$615K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
29.9K+ 18.25% |
$373K - $396K
|
194K
$2.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
26.9K+ 15.84% |
$335K - $356K
|
197K
$2.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
26.8KNew |
$334K - $354K
|
26.8K
$345K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.7K+ 39.86% |
$332K - $352K
|
93.5K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
19.6K+ 1.33% |
$244K - $259K
|
1.49M
$19.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$233K - $248K
|
18.7K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
17.6K+ 46.44% |
$220K - $233K
|
55.6K
$716K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17.3KNew |
$216K - $229K
|
17.3K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 43.85% |
$192K - $204K
|
50.5K
$651K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
12.2K+ 19.34% |
$152K - $161K
|
75.2K
$969K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
7.33K+ 21.63% |
$91.3K - $96.8K
|
41.2K
$530K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.05K+ 2.43% |
$75.3K - $79.9K
|
255K
$3.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.04K+ 3.34% |
$75.2K - $79.8K
|
187K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.41K+ 24.43% |
$54.9K - $58.3K
|
22.5K
$289K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.62K+ 4.23% |
$45.1K - $47.8K
|
89.1K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
3.58K+ 2.01% |
$44.6K - $47.3K
|
181K
$2.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.91K+ 4.07% |
$23.8K - $25.2K
|
48.8K
$629K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.51KNew |
$18.8K - $19.9K
|
1.51K
$19.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.42K+ 2.55% |
$17.7K - $18.8K
|
57.2K
$737K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.06K+ 2.22% |
$13.3K - $14.1K
|
49K
$632K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
782+ 6.77% |
$9.74K - $10.3K
|
12.3K
$159K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
750New |
$9.35K - $9.92K
|
750
$9.66K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
596+ 839.44% |
$7.43K - $7.88K
|
667
$8.59K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
409+ 0.9% |
$5.1K - $5.41K
|
46K
$593K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
354+ 1.28% |
$4.41K - $4.68K
|
28.1K
$362K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
351+ 0.59% |
$4.37K - $4.64K
|
60.2K
$775K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
350+ 1.58% |
$4.36K - $4.63K
|
22.4K
$289K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$3.74K - $3.97K
|
300
$3.86K
|
|
|
Nov 12, 2025
Q3 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
228+ 2.03% |
$2.84K - $3.01K
|
11.5K
$148K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
219+ 1.43% |
$2.73K - $2.9K
|
15.5K
$200K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
209+ 52.25% |
$2.6K - $2.76K
|
609
$7.84K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
175+ 2.44% |
$2.18K - $2.31K
|
7.36K
$94.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
158New |
$1.97K - $2.09K
|
158
$2.04K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
66+ 0.37% |
$822 - $873
|
17.8K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29+ 2900.0% |
$361 - $383
|
30
$386
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24+ 2.37% |
$299 - $317
|
1.04K
$13.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 2.38% |
$199 - $212
|
688
$8.86K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
13+ 0.33% |
$162 - $172
|
3.97K
$51.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 1.86% |
$150 - $159
|
657
$8.46K
|
|
| Q2 2025 | |||||||
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
57.4K+ 265.33% |
$609K - $714K
|
79.1K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
26.6KNew |
$282K - $331K
|
26.6K
$343K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
23.4KNew |
$248K - $291K
|
23.4K
$301K
|
|