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

Virtus Dividend, Interest & Premium Strategy Fund logo
$12.60 +0.03 (+0.24%)
As of 07/3/2025 03:30 PM Eastern
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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)
64
Total
Institutional Inflows
(last 12 months)
$87.32M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$64.73M
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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
6/2/2025Modern Wealth Management LLC121,962$1.48M0.0%+1.7%0.000%
5/21/2025Geneos Wealth Management Inc.42,661$517K0.0%+547.9%0.000%
5/19/2025Jane Street Group LLC21,862$265K0.0%N/A0.000%
5/16/2025Integrated Wealth Concepts LLC142,365$1.73M0.0%-6.2%0.000%
5/16/2025AQR Arbitrage LLC19,928$242K0.0%-90.8%0.000%
5/16/2025Advisors Asset Management Inc.1,289,509$15.64M0.3%-14.1%0.000%
5/16/20251607 Capital Partners LLC83,821$1.02M0.1%-70.2%0.000%
5/15/2025Royal Bank of Canada459,053$5.57M0.0%+303.0%0.000%
5/15/2025WPG Advisers LLC9,092$110K0.1%N/A0.000%
5/14/2025Guggenheim Capital LLC781,946$9.49M0.1%-13.8%0.000%
5/14/2025Comerica Bank25,918$314K0.0%-16.5%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.7,269$88K0.0%+34.5%0.000%
5/13/2025Elequin Capital LP8,513$103K0.0%N/A0.000%
5/13/2025Raymond James Financial Inc.445,096$5.40M0.0%-33.8%0.000%
5/13/2025Kovitz Investment Group Partners LLC1,218,874$14.79M0.1%-1.4%0.000%
5/13/2025HighTower Advisors LLC15,280$185K0.0%-79.4%0.000%
5/12/2025Invesco Ltd.1,483,385$17.99M0.0%-2.3%0.000%
5/12/2025Benjamin Edwards Inc.90,765$1.10M0.0%-8.5%0.000%
5/12/2025Wolverine Asset Management LLC21,645$263K0.0%N/A0.000%
5/9/2025WealthShield Partners LLC67,093$814K0.1%-9.6%0.000%
5/9/2025Atria Wealth Solutions Inc.16,273$197K0.0%+38.3%0.000%
5/9/2025Shaker Financial Services LLC167,884$2.04M0.8%N/A0.000%
5/9/2025PNC Financial Services Group Inc.61,527$746K0.0%+35.3%0.000%
5/7/2025LPL Financial LLC594,485$7.21M0.0%+173.8%0.000%
5/7/2025Alteri Wealth LLC13,893$169K0.1%+14.2%0.000%
5/6/2025Cetera Investment Advisers32,614$396K0.0%+6.1%0.000%
5/6/2025Advisor OS LLC47,329$574K0.1%+4.5%0.000%
5/6/2025Readystate Asset Management LP44,832$544K0.0%N/A0.000%
5/6/2025Choreo LLC88,661$1.08M0.0%-4.7%0.000%
5/5/2025Blue Bell Private Wealth Management LLC240,863$2.92M0.6%+4.0%0.000%
5/5/2025Beckerman Institutional LLC59,077$717K0.5%+1.7%0.000%
5/5/2025Transce3nd LLC2,672$32K0.0%-39.1%0.000%
5/2/2025Accredited Investor Services LLC52,020$631K0.5%N/A0.000%
5/2/2025Prevail Innovative Wealth Advisors LLC87,364$1.06M0.3%+76.5%0.000%
5/1/2025Pointe Capital Management LLC59,461$721K0.4%-29.4%0.000%
4/29/2025Envestnet Asset Management Inc.214,027$2.60M0.0%+4.2%0.000%
4/29/2025Penserra Capital Management LLC381,483$4.63M0.1%+1.3%0.000%
4/28/2025D.A. Davidson & CO.85,568$1.04M0.0%-1.9%0.000%
4/28/2025DAVENPORT & Co LLC18,472$224K0.0%-14.7%0.000%
4/25/2025Joel Isaacson & Co. LLC13,100$159K0.0%N/A0.000%
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4/24/2025Allspring Global Investments Holdings LLC1,444,650$17.52M0.0%-2.5%0.000%
4/24/2025Transcend Capital Advisors LLC30,470$370K0.0%-17.3%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.48,189$585K0.0%-5.5%0.000%
4/22/2025Comprehensive Money Management Services LLC28,270$343K0.3%-3.7%0.000%
4/17/2025Janney Montgomery Scott LLC23,162$281K0.0%-10.7%0.000%
4/14/2025Capital Investment Advisors LLC18,611$226K0.0%-22.2%0.000%
4/14/2025Park Avenue Securities LLC170,522$2.07M0.0%-1.4%0.000%
4/9/2025Merit Financial Group LLC37,294$452K0.0%N/A0.000%
4/9/2025Integrated Capital Management Inc.26,188$318K0.3%+7.3%0.000%
3/4/2025Comprehensive Money Management Services LLC29,370$371K0.3%N/A0.000%
2/17/2025Saba Capital Management L.P.8,165,612$103.13M2.4%+10.5%0.000%
2/17/2025Pathstone Holdings LLC1,882,886$23.82M0.1%+11.5%0.000%
2/17/2025Cetera Investment Advisers30,748$388K0.0%+8.6%0.000%
2/17/2025Capstone Investment Advisors LLC526,672$6.65M0.0%+123.1%0.000%
2/17/2025Baird Financial Group Inc.49,062$620K0.0%-7.2%0.000%
2/17/2025Bank of America Corp DE3,515,500$44.40M0.0%-2.2%0.000%
2/17/2025Benjamin Edwards Inc.99,218$1.25M0.0%-9.9%0.000%
2/17/2025Alteri Wealth LLC12,168$154K0.0%N/A0.000%
2/14/2025AQR Arbitrage LLC217,683$2.75M0.1%-46.3%0.000%
2/14/2025Comerica Bank31,042$392K0.0%-28.2%0.000%
2/14/2025Kovitz Investment Group Partners LLC1,235,602$15.61M0.1%-6.6%0.000%
2/14/2025Integrated Wealth Concepts LLC151,826$1.92M0.0%-1.5%0.000%
2/14/2025Stifel Financial Corp1,100,076$13.89M0.0%+3.8%0.000%
2/14/2025Transce3nd LLC4,384$55K0.0%N/A0.000%
2/13/20251607 Capital Partners LLC281,178$3.55M0.3%-57.6%0.000%
2/13/2025Guggenheim Capital LLC907,061$11.46M0.1%+0.4%0.000%
2/13/2025Mariner LLC58,159$735K0.0%+1.9%0.000%
2/13/2025Bessemer Group Inc.2,021$26K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.672,300$8.49M0.0%N/A0.000%
2/13/2025Invesco Ltd.1,519,007$19.19M0.0%-0.7%0.000%
2/13/2025Envestnet Asset Management Inc.205,365$2.59M0.0%+2.3%0.000%
2/13/2025Sit Investment Associates Inc.164,038$2.07M0.0%+107.4%0.000%
2/13/2025Wells Fargo & Company MN680,697$8.60M0.0%+30.6%0.000%
2/12/2025Landscape Capital Management L.L.C.11,933$151K0.0%-73.0%0.000%
2/12/2025Arete Wealth Advisors LLC521,634$6.59M0.5%+0.7%0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC49,492$625K0.2%N/A0.000%
2/12/2025Level Four Advisory Services LLC21,423$271K0.0%+9.2%0.000%
2/11/2025Modern Wealth Management LLC122,857$1.57M0.1%+7.6%0.000%
2/11/2025LPL Financial LLC217,114$2.74M0.0%+9.5%0.000%
2/10/2025Advisors Asset Management Inc.1,501,022$18.96M0.3%-2.4%0.000%
2/10/2025Thrivent Financial for Lutherans214,110$2.73M0.0%-1.4%0.000%
2/10/2025Commonwealth Equity Services LLC97,290$1.23M0.0%-8.1%0.000%
2/7/2025HighTower Advisors LLC74,101$936K0.0%+399.0%0.000%
2/7/2025Independent Advisor Alliance25,945$328K0.0%N/A0.000%
2/7/2025PNC Financial Services Group Inc.45,476$574K0.0%-19.2%0.000%
2/7/2025Blue Bell Private Wealth Management LLC231,667$2.93M0.6%+3.5%0.000%
2/6/2025Raymond James Financial Inc.672,300$8.49M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC15,235$192K0.0%-5.6%0.000%
2/5/2025Pointe Capital Management LLC84,208$1.06M0.6%+2.5%0.000%
2/5/2025Advisor OS LLC45,270$572K0.1%-25.4%0.000%
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2/4/2025WealthShield Partners LLC74,241$938K0.1%+52.3%0.000%
2/3/2025Concurrent Investment Advisors LLC45,875$579K0.0%N/A0.000%
2/3/2025Private Advisor Group LLC17,032$215K0.0%+9.7%0.000%
1/31/2025Atria Wealth Solutions Inc.11,769$149K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC195,221$2.54M0.0%+8.8%0.000%
1/29/2025Allspring Global Investments Holdings LLC1,481,965$18.72M0.0%-31.5%0.000%
1/29/2025Opal Wealth Advisors LLC62,192$785K0.2%-2.4%0.000%
1/28/2025Stephens Inc. AR34,783$439K0.0%+3.4%0.000%
1/27/2025Choreo LLC93,008$1.18M0.0%+1.0%0.000%
1/27/2025Stratos Wealth Partners LTD.13,311$168K0.0%-10.6%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, 121 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), Relative Value Partners Group LLC ($18.86M), Invesco Ltd. ($17.99M), and Allspring Global Investments Holdings LLC ($17.52M).Learn more on Virtus Dividend, Interest & Premium Strategy Fund's institutional investors.

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

Of the 98 institutional investors that purchased Virtus Dividend, Interest & Premium Strategy Fund's 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), Cornerstone Advisors LLC ($531.96K), Capstone Investment Advisors LLC ($526.67K), Advisor Partners II LLC ($497.56K), and Karpus Management Inc. ($442.50K).

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

Institutional investors have bought a total of 6,911,257 shares in the last 24 months. This purchase volume represents approximately $87.32M in transactions.

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

Of the 46 institutional investors that sold Virtus Dividend, Interest & Premium Strategy Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.62M), Penserra Capital Management LLC ($658.87K), 1607 Capital Partners LLC ($578.95K), AQR Arbitrage LLC ($385.72K), Advisors Asset Management Inc. ($361.33K), Cornerstone Advisors LLC ($342.25K), and Raymond James Financial Inc. ($227.20K).

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

Institutional investors have sold a total of 5,146,854 shares in the last 24 months. This volume of shares sold represents approximately $64.73M in transactions.


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This page (NYSE:NFJ) was last updated on 7/4/2025 by MarketBeat.com Staff
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