Free Trial

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

→ Elon to Transform U.S. Economy? (From Porter & Company) (Ad)
Free NFJ Stock Alerts
$12.46
-0.08 (-0.64%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Virtus Dividend, Interest & Premium Strategy Fund (NYSE:NFJ)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$51.68M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$21.33M
Get NFJ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Dividend, Interest & Premium Strategy Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NFJ Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank53,424$683K0.0%+13.1%0.000%
5/16/2024 B. 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%
4/29/2024 Benjamin 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%
4/23/2024 Raymond James Financial Services Advisors Inc.280,017$3.58M0.0%-4.9%0.000%
4/22/2024 Raymond 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%
3/15/2024 B. 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%
2/12/2024 Relative 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%
Next President (Not Trump. Not Biden.) (Ad)

Do you want to see who I believe will be the next president of the U.S.A? It won’t be Biden…And it won’t be Trump.

Click here to see why it will be ______ _________.
2/7/2024 Shaker Financial Services LLC16,274$205K0.1%-62.6%0.000%
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%
2/6/2024 Benjamin 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%
1/25/2024 Blue Bell Private Wealth Management LLC124,550$1.57M0.4%+12.5%0.000%
1/24/2024 Stratos Wealth Partners LTD.15,443$195K0.0%-12.7%0.000%
1/24/2024 International Assets Investment Management LLC181,818$2.29M0.0%+1,160.0%0.000%
1/23/2024 Camelot Portfolios LLC16,311$206K0.1%+50.3%0.000%
1/22/2024 Opal Wealth Advisors LLC78,590$990K0.4%-4.3%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.294,306$3.71M0.0%-5.1%0.000%
1/16/2024 Raymond James & Associates386,071$4.86M0.0%-7.0%0.000%
1/10/2024Dfpg Investments LLC39,574$492K0.0%-8.3%0.000%
1/5/2024 Capital Investment Advisors LLC23,554$297K0.0%-6.0%0.000%
12/1/2023 B. Riley Wealth Advisors Inc.58,278$660K0.0%-10.1%0.000%
11/15/2023 Stonebridge Capital Advisors LLC5,011$57K0.0%N/A0.000%
11/15/2023 1607 Capital Partners LLC1,173,438$13.30M1.0%+0.5%0.000%
11/15/2023 Advisors Asset Management Inc.1,682,535$19.06M0.4%-1.3%0.000%
11/14/2023 AQR Arbitrage LLC381,403$4.32M0.2%+83.5%0.000%
11/14/2023 Saba Capital Management L.P.2,386,583$27.04M0.7%+56.9%0.000%
11/13/2023 Stifel Financial Corp1,024,752$11.61M0.0%+5.1%0.000%
11/13/2023 Mariner LLC61,730$699K0.0%+2.8%0.000%
11/13/2023 Clear Street Markets LLC3,050$35K0.0%N/A0.000%
11/13/2023 Sugarloaf Wealth Management LLC15,542$176K0.0%-13.2%0.000%
11/13/2023 Invesco Ltd.1,197,178$13.56M0.0%-15.3%0.000%
11/13/2023 Wolverine Asset Management LLC36,838$417K0.0%N/A0.000%
11/13/2023 PNC Financial Services Group Inc.71,599$811K0.0%+20.4%0.000%
11/9/2023 Karpus Management Inc.2,751,188$31.17M1.0%+4.3%0.000%
11/9/2023 Cornerstone Advisors LLC562,726$6.38M0.3%+19.0%0.000%
11/9/2023 Wealth Alliance76,347$865K0.1%+4.7%0.000%
11/9/2023 UBS Group AG605,848$6.86M0.0%-2.1%0.000%
11/8/2023 D.A. Davidson & CO.91,112$1.03M0.0%+4.8%0.000%
11/8/2023 Janney Montgomery Scott LLC32,704$371K0.0%-11.5%0.000%
11/8/2023 Landscape Capital Management L.L.C.30,359$344K0.0%-6.8%0.000%
11/7/2023 Pointe Capital Management LLC88,549$1.00M0.8%+1.6%0.000%
11/6/2023 Ieq Capital LLC46,681$529K0.0%+37.6%0.000%
11/3/2023 Private Advisor Group LLC18,157$206K0.0%+15.2%0.000%
11/3/2023 Advisor OS LLC27,673$314K0.0%+7.8%0.000%
11/2/2023 Shaker Financial Services LLC43,500$493K0.2%+57.3%0.000%
10/30/2023 Blue Bell Private Wealth Management LLC110,675$1.25M0.3%-1.5%0.000%
10/30/2023 Arete Wealth Advisors LLC529,323$6.00M1.0%+3.7%0.000%
10/27/2023 Allspring Global Investments Holdings LLC2,998,865$33.98M0.1%-1.1%0.000%
10/26/2023 Park Avenue Securities LLC161,949$1.84M0.0%-3.7%0.000%
10/26/2023Advisor Partners II LLC497,556$5.64M0.2%N/A0.000%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
10/25/2023 WealthShield Partners LLC45,394$514K0.1%-2.8%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.310,004$3.51M0.0%-5.0%0.000%
10/24/2023 Raymond James & Associates415,164$4.70M0.0%+1.9%0.000%
10/24/2023 Dakota Wealth Management48,860$554K0.0%+14.8%0.000%
10/23/2023Commonwealth Equity Services LLC143,502$1.63M0.0%-1.8%0.000%
10/20/2023 Camelot Portfolios LLC10,852$123K0.1%-36.2%0.000%
10/18/2023 Opal Wealth Advisors LLC82,087$930K0.5%-7.4%0.000%
10/16/2023 Capital Investment Advisors LLC25,054$284K0.0%N/A0.000%
10/13/2023 HB Wealth Management LLC43,945$498K0.0%+2.1%0.000%
10/11/2023 AE Wealth Management LLC29,613$336K0.0%-8.9%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, 109 institutional investors and hedge funds held shares of Virtus Dividend, Interest & Premium Strategy Fund. The most heavily invested institutionals were Bank of America Corp DE ($42.88M), Allspring Global Investments Holdings LLC ($39.21M), Karpus Management Inc. ($34.91M), Saba Capital Management L.P. ($27.04M), Advisors Asset Management Inc. ($19.19M), Relative Value Partners Group LLC ($18.86M), and 1607 Capital Partners LLC ($14.40M).Learn more on NFJ's institutional investors.

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

Of the 96 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: Karpus Management Inc. ($1.53M), Allspring Global Investments Holdings LLC ($1.26M), Arete Wealth Advisors LLC ($1.01M), Saba Capital Management L.P. ($865.09K), Cornerstone Advisors LLC ($531.96K), Advisor Partners II LLC ($497.56K), and Wolverine Asset Management LLC ($305.27K).

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

Institutional investors have bought a total of 9,111,585 shares in the last 24 months. This purchase volume represents approximately $106.05M in transactions.

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

Of the 56 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: Shaker Financial Services LLC ($674.30K), Allspring Global Investments Holdings LLC ($478.94K), UBS Group AG ($456.22K), Advisors Asset Management Inc. ($281.65K), Wolverine Asset Management LLC ($221.61K), Relative Value Partners Group LLC ($219.80K), 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 3,840,561 shares in the last 24 months. This volume of shares sold represents approximately $45.39M in transactions.


Related Companies:
This page (NYSE:NFJ) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Next President (Not Trump. Not Biden.)
The Freeport Society
Urgent Nvidia Warning
Altimetry
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics
Most important medical advance in 100 years
The Oxford Club
41 banks launch ‘crypto dollar’
Stansberry Research
Dems have chosen Biden replacement?
Paradigm Press