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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-682K- 31.51% |
$8.29M - $9.04M
|
1.48M
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-382K- 57.58% |
$4.64M - $5.06M
|
281K
$3.61M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-194K- 92.33% |
$2.36M - $2.57M
|
16.1K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-37.5K- 2.44% |
$457K - $498K
|
1.5M
$19.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-32.3K- 73.02% |
$393K - $428K
|
11.9K
$153K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-15.4K- 25.41% |
$187K - $204K
|
45.3K
$581K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-13.8K- 28.21% |
$168K - $183K
|
35.2K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.3K- 0.74% |
$137K - $150K
|
1.52M
$19.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.8K- 19.17% |
$131K - $143K
|
45.5K
$584K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.54K- 8.07% |
$104K - $113K
|
97.3K
$1.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.7K- 37.02% |
$81.5K - $88.8K
|
11.4K
$146K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3K- 1.38% |
$36.5K - $39.8K
|
214K
$2.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.57K- 10.56% |
$19.1K - $20.8K
|
13.3K
$171K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.53K- 2.41% |
$18.7K - $20.3K
|
62.2K
$799K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.35K- 83.33% |
$16.4K - $17.9K
|
270
$3.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-900- 5.58% |
$10.9K - $11.9K
|
15.2K
$196K
|
|
|
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 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-457- 2.29% |
$5.56K - $6.06K
|
19.5K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-276- 2.46% |
$3.36K - $3.66K
|
10.9K
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-118- 0.49% |
$1.43K - $1.56K
|
23.9K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-20- 0.02% |
$243 - $265
|
87.2K
$1.12M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-204K- 33.48% |
$2.45M - $2.67M
|
406K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-148K- 3.96% |
$1.78M - $1.94M
|
3.59M
$46.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-78.5K- 3.39% |
$942K - $1.03M
|
2.23M
$28.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.54K- 54.75% |
$78.5K - $85.6K
|
5.41K
$69.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-6.32K- 12.76% |
$75.9K - $82.7K
|
43.3K
$555K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.72K- 2.07% |
$68.6K - $74.8K
|
271K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.53K- 1.22% |
$66.3K - $72.3K
|
447K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.08K- 4.23% |
$60.9K - $66.4K
|
115K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.28K- 18.88% |
$51.3K - $56K
|
18.4K
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.23K- 3.13% |
$14.8K - $16.1K
|
38.1K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.22K- 4.13% |
$14.7K - $16K
|
28.3K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.17K- 4.18% |
$14.1K - $15.3K
|
26.9K
$345K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.11K- 9.39% |
$13.4K - $14.6K
|
10.7K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-848- 3.64% |
$10.2K - $11.1K
|
22.4K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-324- 86.86% |
$3.89K - $4.24K
|
49
$629
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-161- 0.37% |
$1.93K - $2.11K
|
43.2K
$555K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5- 4.81% |
$60 - $65.4
|
99
$1.27K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-342K- 64.44% |
$4.02M - $4.32M
|
189K
$2.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.91K- 22.03% |
$57.7K - $62K
|
17.4K
$223K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.76K- 69.72% |
$32.5K - $34.9K
|
1.2K
$15.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.34K- 11.11% |
$15.7K - $16.9K
|
10.7K
$138K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-200- 20.0% |
$2.35K - $2.53K
|
800
$10.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-18- 2.54% |
$212 - $227
|
690
$8.86K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-44.1K- 70.7% |
$536K - $564K
|
18.3K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27.1K- 61.06% |
$329K - $347K
|
17.3K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.37K- 0.63% |
$114K - $120K
|
1.49M
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.37K- 13.67% |
$65.2K - $68.6K
|
33.9K
$435K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.87K- 9.31% |
$34.9K - $36.7K
|
28K
$359K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.33K- 6.39% |
$16.2K - $17K
|
19.5K
$250K
|
|