Purchases and Sales Made in Q4 2025 in Virtus Dividend, Interest & Premium Strategy Fund (NFJ)
This table provides information about the institutional ownership of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) during Q4 2025. The information is specifically focused on institutions that hold shares of Virtus Dividend, Interest & Premium Strategy Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
36KNew |
$459K - $473K
|
36K
$464K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
21.8K+ 1.34% |
$278K - $286K
|
1.65M
$21.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
15.3KNew |
$195K - $201K
|
15.3K
$197K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$12.8K - $13.1K
|
1K
$12.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
967+ 2.35% |
$12.3K - $12.7K
|
42.2K
$543K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
452New |
$5.76K - $5.93K
|
452
$5.82K
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
277+ 2.25% |
$3.53K - $3.64K
|
12.6K
$162K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
67+ 0.38% |
$854 - $880
|
17.9K
$230K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 2.33% |
$204 - $210
|
704
$9.07K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-42- 0.25% |
$536 - $551
|
16.9K
$218K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-50- 16.67% |
$638 - $657
|
250
$3.22K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.85K- 9.72% |
$23.6K - $24.3K
|
17.2K
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.06K- 4.21% |
$26.2K - $27K
|
46.8K
$602K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.49K- 23.89% |
$44.5K - $45.8K
|
11.1K
$143K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.1K- 13.47% |
$65K - $67K
|
32.8K
$422K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.3K- 9.48% |
$106K - $109K
|
79.3K
$1.02M
|
|