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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.65KNew |
$19.4K - $20.8K
|
1.65K
$21.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$16.8K - $18.1K
|
1.43K
$18.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.2KNew |
$14.1K - $15.1K
|
1.2K
$15.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.09KNew |
$12.8K - $13.7K
|
1.09K
$14K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.03KNew |
$12K - $12.9K
|
1.03K
$13.2K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
330+ 2.67% |
$3.88K - $4.17K
|
12.7K
$163K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
320New |
$3.76K - $4.04K
|
320
$4.12K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
166New |
$1.95K - $2.1K
|
166
$2.14K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
88.2KNew |
$1.07M - $1.13M
|
88.2K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
24.6KNew |
$299K - $315K
|
24.6K
$317K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21KNew |
$255K - $268K
|
21K
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
13KNew |
$158K - $166K
|
13K
$167K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.2KNew |
$136K - $143K
|
11.2K
$144K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.6KNew |
$31.6K - $33.2K
|
2.6K
$33.5K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.25KNew |
$15.2K - $16K
|
1.25K
$16.1K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
614New |
$7.45K - $7.85K
|
614
$7.91K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
19New |
$231 - $243
|
19
$245
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
94.1KNew |
$987K - $1.19M
|
94.1K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
48.8KNew |
$512K - $616K
|
48.8K
$629K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
40.2KNew |
$421K - $507K
|
40.2K
$517K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
15KNew |
$157K - $189K
|
15K
$193K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.61K+ 422.05% |
$16.9K - $20.3K
|
1.99K
$25.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.58KNew |
$16.5K - $19.9K
|
1.58K
$20.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.53KNew |
$16K - $19.3K
|
1.53K
$19.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
800New |
$8.39K - $10.1K
|
800
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
750New |
$7.87K - $9.47K
|
750
$9.66K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
530New |
$5.56K - $6.69K
|
530
$6.83K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
509New |
$5.34K - $6.42K
|
509
$6.56K
|
|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
412+ 1.96% |
$4.32K - $5.2K
|
21.4K
$276K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
498KNew |
$5.63M - $6.38M
|
498K
$6.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.2KNew |
$206K - $234K
|
18.2K
$235K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.4KNew |
$129K - $147K
|
11.4K
$147K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.01KNew |
$56.7K - $64.3K
|
5.01K
$64.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
3.05KNew |
$34.5K - $39.1K
|
3.05K
$39.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
908+ 2.11% |
$10.3K - $11.6K
|
43.9K
$566K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
104KNew |
$1.19M - $1.27M
|
104K
$1.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.9KNew |
$137K - $146K
|
11.9K
$154K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
6.32KNew |
$72.7K - $77.2K
|
6.32K
$81.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.21K+ 37.88% |
$48.4K - $51.3K
|
15.3K
$197K
|
|
|
Oct 01, 2025
Q2 2023
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
2.05KNew |
$23.6K - $25K
|
2.05K
$26.4K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2KNew |
$23K - $24.4K
|
2K
$25.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
897New |
$10.3K - $11K
|
897
$11.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
812New |
$9.34K - $9.91K
|
812
$10.5K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.1KNew |
$248K - $282K
|
22.1K
$284K
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
14.5KNew |
$163K - $185K
|
14.5K
$187K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
11.5KNew |
$129K - $147K
|
11.5K
$149K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.4KNew |
$116K - $132K
|
10.4K
$134K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
3KNew |
$33.6K - $38.2K
|
3K
$38.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
968+ 20.03% |
$10.9K - $12.3K
|
5.8K
$74.7K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
572New |
$6.41K - $7.29K
|
572
$7.37K
|
|