Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-566K- 39.37% |
$7.05M - $7.48M
|
872K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-191K- 13.55% |
$2.38M - $2.53M
|
1.22M
$15.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-176K- 2.28% |
$2.19M - $2.32M
|
7.51M
$96.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-148K- 68.62% |
$1.85M - $1.96M
|
67.8K
$874K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-122K- 73.85% |
$1.52M - $1.62M
|
43.3K
$558K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-77.7K- 5.54% |
$969K - $1.03M
|
1.33M
$17.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-67K- 9.93% |
$835K - $886K
|
608K
$7.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-63.8K- 5.76% |
$795K - $844K
|
1.04M
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-57.3K- 67.11% |
$713K - $757K
|
28.1K
$361K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-45.3K- 10.76% |
$565K - $599K
|
376K
$4.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-35.5K- 60.63% |
$443K - $470K
|
23.1K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32.8K- 13.93% |
$409K - $434K
|
203K
$2.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-25.7K- 5.72% |
$321K - $340K
|
424K
$5.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.1K- 5.64% |
$312K - $331K
|
419K
$5.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-20.3K- 58.13% |
$253K - $268K
|
14.6K
$188K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-14.9K- 53.37% |
$185K - $197K
|
13K
$167K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.6K- 47.63% |
$170K - $180K
|
15K
$193K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11.8K- 14.55% |
$147K - $156K
|
69.4K
$893K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.6K- 19.69% |
$144K - $153K
|
47.1K
$607K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.72K- 8.93% |
$58.8K - $62.4K
|
48.2K
$620K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.92K- 27.48% |
$48.8K - $51.8K
|
10.3K
$133K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.81K- 0.11% |
$47.5K - $50.4K
|
3.38M
$43.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.21K- 18.06% |
$40K - $42.5K
|
14.6K
$188K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.71K- 13.58% |
$33.7K - $35.8K
|
17.2K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.7K- 33.31% |
$33.6K - $35.7K
|
5.41K
$69.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.55K- 1.79% |
$31.8K - $33.7K
|
140K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.24K- 4.55% |
$27.9K - $29.7K
|
47.1K
$606K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.2K- 14.09% |
$27.4K - $29.1K
|
13.4K
$173K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-1.92K- 3.3% |
$23.9K - $25.3K
|
56.2K
$723K
|
|
|
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 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-1.4K- 2.7% |
$17.4K - $18.5K
|
50.3K
$648K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-741- 1.18% |
$9.23K - $9.8K
|
62K
$799K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-732- 0.57% |
$9.12K - $9.68K
|
128K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-541- 2.46% |
$6.74K - $7.15K
|
21.5K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-435- 3.06% |
$5.42K - $5.75K
|
13.8K
$177K
|
|
|
Nov 17, 2025
Q3 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-406- 3.02% |
$5.06K - $5.37K
|
13K
$168K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-390- 0.44% |
$4.86K - $5.16K
|
87.5K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-200- 0.53% |
$2.49K - $2.64K
|
37.9K
$488K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-25- 0.15% |
$312 - $331
|
16.9K
$218K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-61.7K- 73.58% |
$654K - $767K
|
22.1K
$285K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57.9K- 27.06% |
$614K - $721K
|
156K
$2.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17.9K- 58.64% |
$189K - $222K
|
12.6K
$162K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-4.8K- 19.81% |
$50.9K - $59.7K
|
19.4K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-667- 96.67% |
$7.07K - $8.3K
|
23
$296
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-436- 1.02% |
$4.62K - $5.42K
|
42.2K
$544K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-198K- 90.85% |
$2.34M - $2.59M
|
19.9K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.18K- 14.68% |
$37.6K - $41.6K
|
18.5K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.71K- 39.05% |
$20.3K - $22.4K
|
2.67K
$34.4K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-763- 6.65% |
$9.04K - $10K
|
10.7K
$138K
|
|