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

Virtus Dividend, Interest & Premium Strategy Fund logo
$12.76 -0.09 (-0.66%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
59
Total
Institutional Inflows
(last 12 months)
$74.59M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$59.68M
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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
2/17/2025 Saba Capital Management L.P.8,165,612$103.13M2.4%+10.5%0.000%
2/17/2025 Pathstone Holdings LLC1,882,886$23.82M0.1%+11.5%0.000%
2/17/2025 Cetera Investment Advisers30,748$388K0.0%+8.6%0.000%
2/17/2025 Capstone Investment Advisors LLC526,672$6.65M0.0%+123.1%0.000%
2/17/2025 Baird Financial Group Inc.49,062$620K0.0%-7.2%0.000%
2/17/2025 Bank of America Corp DE3,515,500$44.40M0.0%-2.2%0.000%
2/17/2025 Benjamin Edwards Inc.99,218$1.25M0.0%-9.9%0.000%
2/17/2025 Alteri Wealth LLC12,168$154K0.0%N/A0.000%
2/14/2025 AQR Arbitrage LLC217,683$2.75M0.1%-46.3%0.000%
2/14/2025 Comerica Bank31,042$392K0.0%-28.2%0.000%
2/14/2025 Kovitz Investment Group Partners LLC1,235,602$15.61M0.1%-6.6%0.000%
2/14/2025 Integrated Wealth Concepts LLC151,826$1.92M0.0%-1.5%0.000%
2/14/2025 Stifel Financial Corp1,100,076$13.89M0.0%+3.8%0.000%
2/14/2025 Transce3nd LLC4,384$55K0.0%N/A0.000%
2/13/2025 1607 Capital Partners LLC281,178$3.55M0.3%-57.6%0.000%
2/13/2025 Guggenheim Capital LLC907,061$11.46M0.1%+0.4%0.000%
2/13/2025 Mariner LLC58,159$735K0.0%+1.9%0.000%
2/13/2025 Bessemer Group Inc.2,021$26K0.0%N/A0.000%
2/13/2025 Raymond James Financial Inc.672,300$8.49M0.0%N/A0.000%
2/13/2025 Invesco Ltd.1,519,007$19.19M0.0%-0.7%0.000%
2/13/2025 Envestnet Asset Management Inc.205,365$2.59M0.0%+2.3%0.000%
2/13/2025 Sit Investment Associates Inc.164,038$2.07M0.0%+107.4%0.000%
2/13/2025 Wells Fargo & Company MN680,697$8.60M0.0%+30.6%0.000%
2/12/2025 Landscape Capital Management L.L.C.11,933$151K0.0%-73.0%0.000%
2/12/2025 Arete Wealth Advisors LLC521,634$6.59M0.5%+0.7%0.000%
2/12/2025 Prevail Innovative Wealth Advisors LLC49,492$625K0.2%N/A0.000%
2/12/2025 Level Four Advisory Services LLC21,423$271K0.0%+9.2%0.000%
2/11/2025 Modern Wealth Management LLC122,857$1.57M0.1%+7.6%0.000%
2/11/2025 LPL Financial LLC217,114$2.74M0.0%+9.5%0.000%
2/10/2025 Advisors Asset Management Inc.1,501,022$18.96M0.3%-2.4%0.000%
2/10/2025 Thrivent Financial for Lutherans214,110$2.73M0.0%-1.4%0.000%
2/10/2025 Commonwealth Equity Services LLC97,290$1.23M0.0%-8.1%0.000%
2/7/2025 HighTower Advisors LLC74,101$936K0.0%+399.0%0.000%
2/7/2025 Independent Advisor Alliance25,945$328K0.0%N/A0.000%
2/7/2025 PNC Financial Services Group Inc.45,476$574K0.0%-19.2%0.000%
2/7/2025 Blue Bell Private Wealth Management LLC231,667$2.93M0.6%+3.5%0.000%
2/6/2025 Raymond James Financial Inc.672,300$8.49M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC15,235$192K0.0%-5.6%0.000%
2/5/2025 Pointe Capital Management LLC84,208$1.06M0.6%+2.5%0.000%
2/5/2025 Advisor OS LLC45,270$572K0.1%-25.4%0.000%
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2/4/2025 WealthShield Partners LLC74,241$938K0.1%+52.3%0.000%
2/3/2025 Concurrent Investment Advisors LLC45,875$579K0.0%N/A0.000%
2/3/2025 Private Advisor Group LLC17,032$215K0.0%+9.7%0.000%
1/31/2025 Atria Wealth Solutions Inc.11,769$149K0.0%N/A0.000%
1/31/2025 Sanctuary Advisors LLC195,221$2.54M0.0%+8.8%0.000%
1/29/2025 Allspring Global Investments Holdings LLC1,481,965$18.72M0.0%-31.5%0.000%
1/29/2025 Opal Wealth Advisors LLC62,192$785K0.2%-2.4%0.000%
1/28/2025 Stephens Inc. AR34,783$439K0.0%+3.4%0.000%
1/27/2025 Choreo LLC93,008$1.18M0.0%+1.0%0.000%
1/27/2025 Stratos Wealth Partners LTD.13,311$168K0.0%-10.6%0.000%
1/17/2025 Janney Montgomery Scott LLC25,927$327K0.0%+12.6%0.000%
1/17/2025 Dakota Wealth Management35,165$444K0.0%-28.2%0.000%
1/14/2025 Park Avenue Securities LLC172,932$2.18M0.0%+3.1%0.000%
1/14/2025 Integrated Capital Management Inc.24,405$308K0.2%+3.4%0.000%
1/10/2025 Fortitude Family Office LLC11,400$144K0.1%-37.0%0.000%
1/8/2025 International Assets Investment Management LLC16,100$204K0.0%-92.3%0.000%
11/25/2024 Sanctuary Advisors LLC179,506$2.33M0.0%-0.7%0.000%
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%
11/12/2024 Larson 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%
9/5/2024 Sanctuary 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%
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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%
7/31/2024 Commonwealth 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%
7/26/2024 Allspring Global Investments Holdings LLC2,756,137$33.85M0.1%-10.2%0.000%
7/25/2024 Heritage 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%
(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, 115 institutional investors and hedge funds held shares of Virtus Dividend, Interest & Premium Strategy Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($103.13M), Bank of America Corp DE ($44.40M), Karpus Management Inc. ($34.91M), Pathstone Holdings LLC ($23.82M), Invesco Ltd. ($19.19M), Advisors Asset Management Inc. ($18.96M), and Relative Value Partners Group LLC ($18.86M).Learn more on NFJ's institutional investors.

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

Of the 98 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: Saba Capital Management L.P. ($1.64M), Raymond James Financial Inc. ($1.34M), Kovitz Investment Group Partners LLC ($1.32M), Karpus Management Inc. ($1.23M), Arete Wealth Advisors LLC ($1.01M), Cornerstone Advisors LLC ($531.96K), and Capstone Investment Advisors LLC ($526.67K).

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

Institutional investors have bought a total of 11,921,121 shares in the last 24 months. This purchase volume represents approximately $146.17M in transactions.

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

Of the 63 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 ($2.05M), Penserra Capital Management LLC ($658.87K), Cornerstone Advisors LLC ($518.53K), 1607 Capital Partners LLC ($412.05K), Shaker Financial Services LLC ($399.23K), Advisors Asset Management Inc. ($266.72K), and Invesco Ltd. ($226.80K).

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

Institutional investors have sold a total of 6,419,571 shares in the last 24 months. This volume of shares sold represents approximately $80.22M in transactions.


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This page (NYSE:NFJ) was last updated on 2/22/2025 by MarketBeat.com Staff
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