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

Virtus Dividend, Interest & Premium Strategy Fund logo
$15.11 +0.14 (+0.92%)
As of 10:10 AM 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)
67
Total
Institutional Inflows
(last 12 months)
$85.15M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$29.13M
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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
7/9/2026 Allied Private Wealth LLC2,500$37K0.0%N/A0.000%
5/20/2026Arete Wealth Advisors LLC533,912$6.76M0.4%N/A0.000%
5/19/2026Western Wealth Management LLC7,146$90K0.0%N/A0.000%
5/19/2026Bank of America Corp DE2,627,954$33.14M0.0%-9.8%0.000%
5/18/2026Core Wealth Advisors Inc.17,203$217K0.1%N/A0.000%
5/18/2026Resources Management Corp CT ADV2,200$28K0.0%N/A0.000%
5/18/2026Royal Bank of Canada509,218$6.42M0.0%-2.0%0.000%
5/16/2026Saba Capital Management L.P.10,213,194$128.79M3.6%+18.2%0.000%
5/14/2026Modern Wealth Management LLC88,878$1.14M0.0%-11.9%0.000%
5/13/2026Cetera Investment Advisers37,476$473K0.0%-35.2%0.000%
5/8/2026PNC Financial Services Group Inc.7,153$90K0.0%-31.4%0.000%
5/6/2026Allspring Global Investments Holdings LLC1,673,273$21.10M0.0%+1.3%0.000%
5/6/2026 Independent Financial Group LLC29,241$369K0.0%N/A0.000%
5/5/2026 D.A. Davidson & CO.96,040$1.21M0.0%+3.5%0.000%
5/4/2026 Procyon Advisors LLC18,316$231K0.0%+19.7%0.000%
5/2/2026Diversify Wealth Management LLC32,270$452K0.0%N/A0.000%
5/1/2026Fifth Third Bancorp27,208$343K0.0%+31,173.6%0.000%
5/1/2026WealthShield Partners LLC44,449$561K0.1%-9.1%0.000%
4/30/2026 Kestra Advisory Services LLC117,719$1.48M0.0%-3.3%0.000%
4/28/2026 Stephens Inc. AR58,968$744K0.0%+9.5%0.000%
4/28/2026Berger Financial Group Inc10,023$126K0.0%N/A0.000%
4/16/2026 Uhlmann Price Securities LLC43,174$544K0.0%+2.4%0.000%
3/17/2026Rockefeller Capital Management L.P.16,131$208K0.0%-65.7%0.000%
3/13/2026Fund Advisors of America Inc FL57,526$742K0.7%N/A0.000%
3/3/2026 NWF Advisory Services Inc.20,500$264K0.0%-14.6%0.000%
2/19/2026Invesco Ltd.1,282,479$16.53M0.0%-14.2%0.000%
2/18/2026NewEdge Advisors LLC104,722$1.35M0.0%+5.5%0.000%
2/18/2026Saba Capital Management L.P.8,640,031$111.37M3.3%+15.1%0.000%
2/18/2026Readystate Asset Management LP32,530$419K0.0%+41.1%0.000%
2/18/2026Ionic Capital Management LLC40,000$516K0.1%N/A0.000%
2/18/2026Evolve Private Wealth LLC173,050$2.23M0.1%N/A0.000%
2/17/2026Cetera Investment Advisers57,824$745K0.0%+14.4%0.000%
2/17/2026Equitable Holdings Inc.10,330$133K0.0%N/A0.000%
2/17/2026 Kovack Advisors Inc.19,069$246K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.184,841$2.38M0.0%-1.0%0.000%
2/17/2026&PARTNERS42,036$542K0.0%+205.4%0.000%
2/17/2026Royal Bank of Canada519,411$6.70M0.0%+5.5%0.000%
2/17/2026Pointe Capital Management LLC42,556$549K0.3%-29.3%0.000%
2/16/2026Seven Mile Advisory41,411$534K0.1%-2.5%0.000%
2/16/2026Mariner LLC39,580$510K0.0%-16.1%0.000%
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2/16/2026Focus Partners Wealth980,837$12.64M0.0%N/A0.000%
2/16/2026Landscape Capital Management L.L.C.21,551$278K0.0%N/A0.000%
2/13/2026 Kestra Advisory Services LLC121,725$1.57M0.0%+30.1%0.000%
2/13/2026Stifel Financial Corp1,289,025$16.62M0.0%+4.8%0.000%
2/13/2026Morgan Stanley10,841,427$139.75M0.0%-1.3%0.000%
2/13/2026Integrated Wealth Concepts LLC132,359$1.71M0.0%-5.2%0.000%
2/13/2026Wells Fargo & Company MN390,131$5.03M0.0%-6.9%0.000%
2/12/2026Advisors Asset Management Inc.1,190,070$15.34M0.3%-10.3%0.000%
2/12/2026Jane Street Group LLC47,571$613K0.0%+154.1%0.000%
2/12/2026 Commonwealth Equity Services LLC41,621$536K0.0%+48.3%0.000%
2/12/2026 Kovack Advisors Inc.19,069$247K0.0%N/A0.000%
2/11/2026M Holdings Securities Inc.17,809$230K0.0%N/A0.000%
2/11/2026LPL Financial LLC735,756$9.48M0.0%+14.8%0.000%
2/11/2026 Closed End Fund Advisors Inc.46,947$605K0.4%N/A0.000%
2/9/2026 Cary Street Partners Financial LLC12,603$162K0.0%N/A0.000%
2/9/2026Blue Bell Private Wealth Management LLC282,305$3.64M0.5%+10.8%0.000%
2/9/2026Accredited Investor Services LLC49,472$638K0.4%-1.7%0.000%
2/6/2026Global Retirement Partners LLC46,221$596K0.0%+13,906.4%0.000%
2/6/2026 Prevail Innovative Wealth Advisors LLC211,538$2.73M0.5%+7.4%0.000%
2/6/2026PNC Financial Services Group Inc.10,423$134K0.0%-30.4%0.000%
2/6/2026HighTower Advisors LLC13,330$172K0.0%-14.1%0.000%
2/5/2026 Stephens Inc. AR53,864$694K0.0%-3.1%0.000%
2/5/2026Allworth Financial LP3,235$42K0.0%+431.2%0.000%
2/4/2026Advisor OS LLC49,405$637K0.1%+7.3%0.000%
2/3/2026MGO One Seven LLC10,661$137K0.0%-26.8%0.000%
2/3/2026WealthShield Partners LLC48,901$630K0.1%+1.5%0.000%
2/2/2026Wolverine Asset Management LLC108,877$1.40M0.0%N/A0.000%
2/2/2026 Benjamin Edwards Inc.61,480$793K0.0%-11.3%0.000%
2/2/2026 Ashton Thomas Securities LLC17,425$225K0.0%-10.3%0.000%
1/29/2026 D.A. Davidson & CO.92,782$1.20M0.0%+4.2%0.000%
1/29/2026UBS Group AG313,249$4.04M0.0%-16.6%0.000%
1/29/2026Sanctuary Advisors LLC28,921$373K0.0%-6.2%0.000%
1/26/2026 Shaker Financial Services LLC221,869$2.86M0.9%+364.9%0.000%
1/26/2026CWM LLC3,183$41K0.0%-19.8%0.000%
1/23/2026Choreo LLC79,251$1.03M0.0%-9.5%0.000%
1/23/2026Diversify Advisory Services LLC32,769$436K0.0%-13.5%0.000%
1/15/2026Allspring Global Investments Holdings LLC1,651,888$21.29M0.0%+1.3%0.000%
1/13/2026Capital Investment Advisors LLC17,191$222K0.0%-9.7%0.000%
1/13/2026Dakota Wealth Management11,119$143K0.0%-23.9%0.000%
1/12/2026 Sax Wealth Advisors LLC36,035$464K0.0%N/A0.000%
1/12/2026 Uhlmann Price Securities LLC42,151$543K0.3%+2.3%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC46,771$618K0.0%-4.2%0.000%
1/7/2026 Procyon Advisors LLC15,305$197K0.0%N/A0.000%
12/1/2025Polar Asset Management Partners Inc.181,243$2.36M0.0%+2.0%0.000%
11/17/2025NewEdge Advisors LLC99,219$1.29M0.0%+448.5%0.000%
11/17/2025Northwestern Mutual Wealth Management Co.5,405$70K0.0%-33.3%0.000%
11/17/2025Mariner LLC47,149$613K0.0%-19.7%0.000%
11/17/2025Laird Norton Wetherby Wealth Management LLC12,996$169K0.0%-53.4%0.000%
11/17/2025Integrated Wealth Concepts LLC139,579$1.82M0.0%-1.8%0.000%
11/17/2025Elevation Point Wealth Partners LLC17,318$225K0.0%N/A0.000%
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11/17/2025Bank of America Corp DE3,383,733$44.02M0.0%-0.1%0.000%
11/14/2025Creative Planning202,940$2.64M0.0%-13.9%0.000%
11/14/2025Polar Asset Management Partners Inc.181,243$2.36M0.0%+2.0%0.000%
11/14/2025Raymond James Financial Inc.424,238$5.52M0.0%-5.7%0.000%
11/13/2025Pathstone Holdings LLC1,220,032$15.87M0.1%-13.5%0.000%
11/13/2025Invesco Ltd.1,494,480$19.44M0.0%+1.3%0.000%
11/13/2025Seven Mile Advisory42,492$553K0.1%N/A0.000%
11/13/2025UBS Group AG375,755$4.89M0.0%-10.8%0.000%
11/13/2025 Private Advisor Group LLC22,458$292K0.0%+24.4%0.000%
11/13/2025 Prevail Innovative Wealth Advisors LLC196,966$2.56M0.5%+15.8%0.000%


NFJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 132 institutional investors and hedge funds held shares of Virtus Dividend, Interest & Premium Strategy Fund. The most heavily invested institutionals were Morgan Stanley ($139.75M), Saba Capital Management L.P. ($128.79M), Bank of America Corp DE ($33.14M), Allspring Global Investments Holdings LLC ($21.10M), Karpus Management Inc. ($17.82M), Stifel Financial Corp ($16.62M), and Invesco Ltd. ($16.53M).Learn more on Virtus Dividend, Interest & Premium Strategy Fund's institutional investors.

Of the 110 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. ($3.48M), Raymond James Financial Inc. ($1.35M), Kovitz Investment Group Partners LLC ($1.32M), Focus Partners Wealth ($980.84K), Arete Wealth Advisors LLC ($539.94K), Capstone Investment Advisors LLC ($526.67K), and LPL Financial LLC ($491.30K).

Institutional investors have bought a total of 6,677,088 shares in the last 24 months. This purchase volume represents approximately $85.15M in transactions.

Of the 48 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: Bank of America Corp DE ($289.78K), Invesco Ltd. ($220.47K), Advisors Asset Management Inc. ($214.25K), Pathstone Holdings LLC ($191.20K), Shaker Financial Services LLC ($151.31K), Envestnet Asset Management Inc. ($148.33K), and Morgan Stanley ($139.26K).

Institutional investors have sold a total of 2,282,211 shares in the last 24 months. This volume of shares sold represents approximately $29.13M in transactions.


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This page (NYSE:NFJ) was last updated on 7/31/2026 by MarketBeat.com Staff.
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