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

Virtus Dividend, Interest & Premium Strategy Fund logo
$12.64 +0.06 (+0.44%)
Closing price 08/8/2025 03:58 PM Eastern
Extended Trading
$12.61 -0.03 (-0.20%)
As of 08/8/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
69
Total
Institutional Inflows
(last 12 months)
$88.22M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$60.06M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Rockefeller Capital Management L.P.49,326$612K0.0%-21.1%0.000%
8/8/2025Cetera Investment Advisers35,135$436K0.0%+7.7%0.000%
8/8/2025Creative Planning235,783$2.92M0.0%-11.0%0.000%
8/8/2025WealthShield Partners LLC52,881$656K0.1%-21.2%0.000%
8/8/2025PNC Financial Services Group Inc.28,599$355K0.0%-53.5%0.000%
8/6/2025 Penserra Capital Management LLC393,083$4.87M0.1%+3.0%0.000%
8/5/2025 Beckerman Institutional LLC58,070$720K0.5%-1.7%0.000%
8/5/2025 Shaker Financial Services LLC16,578$206K0.1%-90.1%0.000%
8/4/2025 Kovack Advisors Inc.12,724$158K0.0%N/A0.000%
8/4/2025 Wolverine Asset Management LLC79,075$981K0.0%+265.3%0.000%
8/4/2025 Daymark Wealth Partners LLC23,400$290K0.0%N/A0.000%
8/1/2025 Transcend Capital Advisors LLC12,603$156K0.0%-58.6%0.000%
8/1/2025 Envestnet Asset Management Inc.216,164$2.68M0.0%+1.0%0.000%
7/29/2025 Stephens Inc. AR37,953$471K0.0%+7.0%0.000%
7/29/2025 Uhlmann Price Securities LLC33,859$420K0.3%+7.6%0.000%
7/29/2025 Stratos Wealth Partners LTD.17,747$220K0.0%+33.3%0.000%
7/25/2025 Integrated Capital Management Inc.27,123$336K0.3%+3.6%0.000%
7/25/2025 MGO One Seven LLC17,787$221K0.0%-13.1%0.000%
7/25/2025 Allspring Global Investments Holdings LLC1,519,650$18.84M0.0%+5.2%0.000%
7/25/2025 CWM LLC3,958$49K0.0%+33.7%0.000%
7/24/2025 Comprehensive Money Management Services LLC26,950$334K0.3%-4.7%0.000%
7/21/2025 Ashton Thomas Securities LLC19,425$241K0.1%-19.8%0.000%
7/17/2025 Capital Investment Advisors LLC20,562$255K0.0%+10.5%0.000%
7/17/2025 Janney Montgomery Scott LLC19,921$247K0.0%-14.0%0.000%
7/17/2025 Camelot Portfolios LLC13,446$167K0.1%-9.2%0.000%
7/14/2025 Park Avenue Securities LLC165,627$2.05M0.0%-2.9%0.000%
7/11/2025 Pinnacle Bancorp Inc.2,536$31K0.0%N/A0.000%
7/10/2025 Oliver Lagore Vanvalin Investment Group15,305$186K0.1%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC46,920$591K0.0%+9.6%0.000%
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%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.

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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%
5/12/2025 Wolverine Asset Management LLC21,645$263K0.0%N/A0.000%
5/9/2025WealthShield Partners LLC67,093$814K0.1%-9.6%0.000%
5/9/2025 Atria Wealth Solutions Inc.16,273$197K0.0%+38.3%0.000%
5/9/2025 Shaker 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%
5/6/2025 Readystate 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%
5/5/2025 Beckerman Institutional LLC59,077$717K0.5%+1.7%0.000%
5/5/2025Transce3nd LLC2,672$32K0.0%-39.1%0.000%
5/2/2025 Accredited Investor Services LLC52,020$631K0.5%N/A0.000%
5/2/2025Prevail Innovative Wealth Advisors LLC87,364$1.06M0.3%+76.5%0.000%
5/1/2025 Pointe Capital Management LLC59,461$721K0.4%-29.4%0.000%
4/29/2025 Envestnet Asset Management Inc.214,027$2.60M0.0%+4.2%0.000%
4/29/2025 Penserra Capital Management LLC381,483$4.63M0.1%+1.3%0.000%
4/28/2025 D.A. Davidson & CO.85,568$1.04M0.0%-1.9%0.000%
4/28/2025 DAVENPORT & Co LLC18,472$224K0.0%-14.7%0.000%
4/25/2025 Joel Isaacson & Co. LLC13,100$159K0.0%N/A0.000%
4/24/2025 Allspring Global Investments Holdings LLC1,444,650$17.52M0.0%-2.5%0.000%
4/24/2025 Transcend Capital Advisors LLC30,470$370K0.0%-17.3%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.48,189$585K0.0%-5.5%0.000%
4/22/2025 Comprehensive Money Management Services LLC28,270$343K0.3%-3.7%0.000%
4/17/2025 Janney Montgomery Scott LLC23,162$281K0.0%-10.7%0.000%
4/14/2025 Capital Investment Advisors LLC18,611$226K0.0%-22.2%0.000%
4/14/2025 Park Avenue Securities LLC170,522$2.07M0.0%-1.4%0.000%
4/9/2025 Merit Financial Group LLC37,294$452K0.0%N/A0.000%
4/9/2025 Integrated Capital Management Inc.26,188$318K0.3%+7.3%0.000%
3/4/2025 Comprehensive 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%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.

Watch the “Next Magnificent Seven” presentation here
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%
2/13/2025 Bessemer 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%
2/13/2025 Envestnet Asset Management Inc.205,365$2.59M0.0%+2.3%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, 123 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), Allspring Global Investments Holdings LLC ($18.84M), and Invesco Ltd. ($17.99M).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 100 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 6,982,535 shares in the last 24 months. This purchase volume represents approximately $88.22M in transactions.

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

Of the 49 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 ($1.31M), Penserra Capital Management LLC ($658.87K), 1607 Capital Partners LLC ($578.95K), AQR Arbitrage LLC ($385.72K), Advisors Asset Management Inc. ($361.33K), Raymond James Financial Inc. ($227.20K), and International Assets Investment Management LLC ($193.84K).

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

Institutional investors have sold a total of 4,764,186 shares in the last 24 months. This volume of shares sold represents approximately $60.06M in transactions.


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This page (NYSE:NFJ) was last updated on 8/9/2025 by MarketBeat.com Staff
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