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Virtus Dividend, Interest & Premium Strategy Fund (NFJ) Institutional Ownership

Virtus Dividend, Interest & Premium Strategy Fund logo
$12.97 -0.02 (-0.15%)
(As of 11/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for Virtus Dividend, Interest & Premium Strategy Fund (NYSE:NFJ)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$44.51M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$40.26M
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NFJ Institutional Buying and Selling by Quarter

Virtus Dividend, Interest & Premium Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Arete Wealth Advisors LLC517,830$6.69M0.6%+0.4%0.000%
11/15/2024 Kovitz Investment Group Partners LLC1,323,046$17.09M0.1%N/A0.000%
11/15/2024 Stifel Financial Corp1,059,885$13.82M0.0%+0.8%0.000%
11/15/2024 HighTower Advisors LLC14,850$194K0.0%-19.9%0.000%
11/15/2024 Benjamin Edwards Inc.110,134$1.44M0.0%N/A0.000%
11/14/2024 Capstone Investment Advisors LLC236,120$3.08M0.0%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.65,399$853K0.0%-10.9%0.000%
11/12/2024Larson Financial Group LLC4,000$52K0.0%+233.3%0.000%
11/12/2024 Penserra Capital Management LLC351,304$4.58M0.1%-65.2%0.000%
11/9/2024 Landscape Capital Management L.L.C.44,232$577K0.1%-71.5%0.000%
11/8/2024 Advisors Asset Management Inc.1,538,565$20.06M0.4%-6.8%0.000%
11/7/2024 Pathstone Holdings LLC1,689,362$22.04M0.1%+4.7%0.000%
11/7/2024 Thrivent Financial for Lutherans217,110$2.83M0.0%+5.5%0.000%
11/4/2024 Wolverine Asset Management LLC26,028$339K0.0%N/A0.000%
11/1/2024 Beckerman Institutional LLC57,487$750K0.6%N/A0.000%
10/31/2024 Shaker Financial Services LLC29,789$388K0.1%N/A0.000%
10/28/2024 Stephens Inc. AR33,648$439K0.0%+10.5%0.000%
10/25/2024 Vanguard Capital Wealth Advisors10,740$140K0.1%-9.4%0.000%
10/25/2024 Diversify Advisory Services LLC38,069$491K0.0%-3.1%0.000%
10/25/2024 Fortitude Family Office LLC18,100$236K0.1%N/A0.000%
10/24/2024 Pointe Capital Management LLC82,153$1.07M0.6%-2.4%0.000%
10/22/2024 International Assets Investment Management LLC209,944$2.74M0.0%+1,204.0%0.000%
10/19/2024 Allspring Global Investments Holdings LLC2,163,708$28.22M0.0%-21.5%0.000%
10/16/2024 Opal Wealth Advisors LLC63,726$831K0.3%-13.9%0.000%
10/15/2024 Occidental Asset Management LLC16,766$219K0.0%+8.4%0.000%
10/8/2024 Integrated Capital Management Inc.23,592$308K0.2%+6.5%0.000%
10/3/2024 Park Avenue Securities LLC167,694$2.19M0.0%-0.7%0.000%
9/5/2024Sanctuary Advisors LLC180,700$2.18M0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.61,823$759K0.0%+6.1%0.000%
8/13/2024 Thrivent Financial for Lutherans205,768$2.53M0.0%+3.7%0.000%
8/13/2024Benjamin F. Edwards & Company Inc.92,921$1.14M0.0%+2.8%0.000%
8/10/2024 Wealth Alliance17,363$213K0.0%-22.0%0.000%
8/9/2024 Cornerstone Advisors LLC188,856$2.32M0.1%-64.4%0.000%
8/8/2024 Envestnet Asset Management Inc.212,266$2.61M0.0%+1.8%0.000%
8/7/2024 Choreo LLC92,604$1.13M0.0%+316.2%0.000%
8/6/2024 Advisor OS LLC47,274$581K0.1%+12.8%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC171,601$2.11M0.4%+30.6%0.000%
7/31/2024Commonwealth Equity Services LLC98,388$1.21M0.0%+5.2%0.000%
7/30/2024 International Assets Investment Management LLC16,100$198K0.0%+11.6%0.000%
7/29/2024 Fairman Group LLC11,957$147K0.1%N/A0.000%
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7/26/2024 Allspring Global Investments Holdings LLC2,756,137$33.85M0.1%-10.2%0.000%
7/25/2024Heritage Wealth Management Inc. CA 11,854$146K0.1%-7.4%0.000%
7/22/2024 Dakota Wealth Management48,830$600K0.0%-1.7%0.000%
7/19/2024Raymond James & Associates390,924$4.80M0.0%+0.3%0.000%
7/16/2024 Edmonds Duncan Registered Investment Advisors LLC269,871$3.31M0.8%-1.8%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC43,360$532K0.0%+2.6%0.000%
7/12/2024 Integrated Capital Management Inc.22,152$272K0.2%+15.1%0.000%
7/12/2024Capital Investment Advisors LLC24,554$302K0.0%+4.2%0.000%
7/9/2024 Park Avenue Securities LLC168,849$2.07M0.0%+2.6%0.000%
5/17/2024 Comerica Bank53,424$683K0.0%+13.1%0.000%
5/16/2024B. Riley Wealth Advisors Inc.58,278$745K0.0%-3.3%0.000%
5/14/2024 Advisors Asset Management Inc.1,501,521$19.19M0.4%-5.9%0.000%
5/13/2024 Rockport Wealth LLC88,191$1.13M0.4%N/A0.000%
5/10/2024 Cornerstone Advisors LLC531,109$6.79M0.3%-24.9%0.000%
5/10/2024 Pinnacle Wealth Planning Services Inc.22,576$289K0.0%+5.6%0.000%
5/9/2024 Camelot Portfolios LLC10,888$139K0.1%-33.2%0.000%
5/2/2024 Choreo LLC22,248$284K0.0%-28.8%0.000%
5/1/2024 Janney Montgomery Scott LLC29,788$381K0.0%-3.0%0.000%
5/1/2024 Diversify Advisory Services LLC39,574$500K0.0%N/A0.000%
4/30/2024 Allspring Global Investments Holdings LLC3,067,721$39.21M0.1%-6.6%0.000%
4/30/2024Commonwealth Equity Services LLC93,495$1.20M0.0%+9.7%0.000%
4/29/2024Benjamin F. Edwards & Company Inc.90,384$1.16M0.0%+4.0%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC131,362$1.68M0.4%+5.5%0.000%
4/23/2024 Sugarloaf Wealth Management LLC13,533$173K0.0%-13.1%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.280,017$3.58M0.0%-4.9%0.000%
4/22/2024Raymond James & Associates389,841$4.98M0.0%+1.0%0.000%
4/22/2024 Accordant Advisory Group Inc2,600$33K0.0%N/A0.000%
4/22/2024 Berry Wealth Group LP10,156$130K0.1%N/A0.000%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC274,687$3.51M0.9%+1.6%0.000%
4/18/2024 Allspring Global Investments Holdings LLC3,067,721$39.21M0.1%-6.6%0.000%
4/16/2024 Occidental Asset Management LLC15,300$196K0.0%+7.8%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC42,271$540K0.0%+28.2%0.000%
4/15/2024 Investment Partners Asset Management Inc.12,041$154K0.1%-9.1%0.000%
4/15/2024 Sunbelt Securities Inc.3,963$51K0.0%+230.3%0.000%
4/11/2024 Opal Wealth Advisors LLC73,846$944K0.3%-6.0%0.000%
4/11/2024 Integrated Capital Management Inc.19,249$246K0.2%+8.9%0.000%
4/10/2024 Park Avenue Securities LLC164,530$2.10M0.0%+6.5%0.000%
3/15/2024B. Riley Wealth Advisors Inc.60,248$759K0.0%+3.4%0.000%
2/13/2024 Karpus Management Inc.2,770,575$34.91M1.1%+0.7%0.000%
2/13/2024 1607 Capital Partners LLC1,142,986$14.40M1.0%-2.6%0.000%
2/12/2024Relative Value Partners Group LLC1,496,972$18.86M1.2%-1.2%0.000%
2/12/2024 Weiss Asset Management LP40,170$506K0.0%N/A0.000%
2/12/2024 Stifel Financial Corp1,044,794$13.16M0.0%+2.0%0.000%
2/9/2024 Wells Fargo & Company MN664,215$8.37M0.0%+5.1%0.000%
2/9/2024 Cornerstone Advisors LLC707,389$8.91M0.4%+25.7%0.000%
2/9/2024 UBS Group AG613,115$7.73M0.0%+1.2%0.000%
2/8/2024 American National Bank1,989$25K0.0%+422.0%0.000%
2/8/2024 Advisor OS LLC26,782$337K0.0%-3.2%0.000%
2/7/2024 Ieq Capital LLC21,565$272K0.0%-53.8%0.000%
2/7/2024 Shaker Financial Services LLC16,274$205K0.1%-62.6%0.000%
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2/7/2024 Kayne Anderson Capital Advisors LP15,000$189K0.0%N/A0.000%
2/6/2024 Private Advisor Group LLC16,162$204K0.0%-11.0%0.000%
2/6/2024 Sapient Capital LLC13,000$164K0.0%N/A0.000%
2/6/2024Benjamin F. Edwards & Company Inc.86,928$1.10M0.0%+10.5%0.000%
2/5/2024 Choreo LLC31,248$394K0.0%N/A0.000%
2/1/2024 Wolverine Asset Management LLC8,684$109K0.0%-76.4%0.000%
1/30/2024 Wealth Alliance22,231$280K0.0%-70.9%0.000%
1/29/2024 Sapient Capital LLC13,000$164K0.0%N/A0.000%
1/25/2024 Allspring Global Investments Holdings LLC3,283,082$41.37M0.1%+9.5%0.000%
1/25/2024 Investment Partners Asset Management Inc.13,251$167K0.2%N/A0.000%
(Data available from 1/1/2016 forward)

NFJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NFJ shares?

During the previous two years, 111 institutional investors and hedge funds held shares of Virtus Dividend, Interest & Premium Strategy Fund. The most heavily invested institutionals were Karpus Management Inc. ($34.91M), Allspring Global Investments Holdings LLC ($28.22M), Saba Capital Management L.P. ($27.04M), Pathstone Holdings LLC ($22.04M), Advisors Asset Management Inc. ($20.06M), Relative Value Partners Group LLC ($18.86M), and Kovitz Investment Group Partners LLC ($17.09M).Learn more on NFJ's institutional investors.

Which institutional investors have been buying Virtus Dividend, Interest & Premium Strategy Fund stock?

Of the 94 institutional investors that purchased Virtus Dividend, Interest & Premium Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kovitz Investment Group Partners LLC ($1.32M), Karpus Management Inc. ($1.23M), Arete Wealth Advisors LLC ($1.01M), Allspring Global Investments Holdings LLC ($948.13K), Saba Capital Management L.P. ($865.09K), Cornerstone Advisors LLC ($531.96K), and Advisor Partners II LLC ($497.56K).

How much institutional buying is happening at Virtus Dividend, Interest & Premium Strategy Fund?

Institutional investors have bought a total of 9,826,351 shares in the last 24 months. This purchase volume represents approximately $118.21M in transactions.

Which Virtus Dividend, Interest & Premium Strategy Fund major shareholders have been selling company stock?

Of the 57 institutional investors that sold Virtus Dividend, Interest & Premium Strategy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.37M), Shaker Financial Services LLC ($674.30K), Penserra Capital Management LLC ($658.87K), Cornerstone Advisors LLC ($518.53K), Advisors Asset Management Inc. ($393.93K), Wolverine Asset Management LLC ($221.61K), and Invesco Ltd. ($215.49K).

How much institutional selling is happening at Virtus Dividend, Interest & Premium Strategy Fund?

Institutional investors have sold a total of 5,212,434 shares in the last 24 months. This volume of shares sold represents approximately $64.19M in transactions.


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This page (NYSE:NFJ) was last updated on 11/24/2024 by MarketBeat.com Staff
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