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 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
700New |
$7.48K - $9.42K
|
700
$7.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
128+ 0.76% |
$1.37K - $1.72K
|
17.1K
$191K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
31+ 2.14% |
$331 - $417
|
1.48K
$16.5K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15KNew |
$168K - $219K
|
15K
$167K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.2KNew |
$136K - $178K
|
12.2K
$136K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
10.5KNew |
$118K - $154K
|
10.5K
$117K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.78KNew |
$19.9K - $26K
|
1.78K
$19.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.69KNew |
$18.8K - $24.6K
|
1.69K
$18.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.58KNew |
$17.6K - $23K
|
1.58K
$17.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
731New |
$8.17K - $10.7K
|
731
$8.16K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
712New |
$7.95K - $10.4K
|
712
$7.95K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$151K - $188K
|
11.6K
$130K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
208KNew |
$3.09M - $3.29M
|
208K
$2.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16KNew |
$237K - $253K
|
16K
$179K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.12KNew |
$61K - $65K
|
4.12K
$45.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
313New |
$4.64K - $4.95K
|
313
$3.49K
|
|
| Q1 2021 | |||||||
|
Apr 21, 2021
Q1 2021
|
Krilogy Financial LLC
|
BUY
|
- |
12.6KNew |
$167K - $176K
|
12.6K
$141K
|
|
|
Apr 29, 2021
Q1 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
10KNew |
$132K - $139K
|
10K
$112K
|
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1.6KNew |
$21.2K - $22.4K
|
1.6K
$17.9K
|
|
|
May 12, 2021
Q1 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.21KNew |
$16K - $16.9K
|
1.21K
$13.5K
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
BUY
|
- |
1KNew |
$13.2K - $13.9K
|
1K
$11.2K
|
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
537New |
$7.1K - $7.49K
|
537
$5.99K
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
501New |
$5.78K - $6.76K
|
501
$5.59K
|
|
| Q2 2020 | |||||||
|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
600New |
$5.44K - $7.07K
|
600
$6.7K
|
|