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

Virtus Dividend, Interest & Premium Strategy Fund logo
$15.60 -0.09 (-0.57%)
As of 02:15 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)
63
Total
Institutional Inflows
(last 12 months)
$89.62M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$30.92M
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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
8/20/2026 M Holdings Securities Inc.16,988$256K0.0%+4.8%0.000%
8/20/2026 Camelot Portfolios LLC10,438$159K0.1%-18.4%0.000%
8/20/2026 Susquehanna International Group LLP14,419$219K0.0%-67.9%0.000%
8/20/2026 Benjamin Edwards Inc.46,932$713K0.0%-19.0%0.000%
8/18/2026 Comprehensive Money Management Services LLC22,950$349K0.2%-6.1%0.000%
8/17/2026 Capstone Investment Advisors LLC253,669$3.85M0.0%-51.8%0.000%
8/17/2026 Bank of America Corp DE2,491,798$37.85M0.0%-5.2%0.000%
8/15/2026 Pointe Capital Management LLC42,461$645K0.3%N/A0.000%
8/13/2026 North Ground Capital89,387$1.36B1.6%N/A0.000%
8/13/2026 Sanctuary Advisors LLC28,921$439K0.0%N/A0.000%
8/13/2026 Berry Wealth Group LP12,159$185K0.6%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC16,738$254K0.0%N/A0.000%
8/12/2026 Commerce Bank14,028$213K0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.5,648$86K0.0%N/A0.000%
8/12/2026 Evolve Private Wealth LLC163,454$2.48M0.2%N/A0.000%
8/12/2026 Fund Advisors of America Inc FL59,466$903K0.8%N/A0.000%
8/11/2026 Beckerman Institutional LLC54,945$835K0.4%N/A0.000%
8/11/2026 Allworth Financial LP3,308$50K0.0%N/A0.000%
8/10/2026 Diversify Advisory Services LLC32,270$489K0.0%N/A0.000%
8/7/2026 Occidental Asset Management LLC15,664$238K0.0%-7.0%0.000%
8/6/2026 Global Retirement Partners LLC49,500$752K0.0%N/A0.000%
8/6/2026 Blue Bell Private Wealth Management LLC285,864$4.34M0.5%-1.1%0.000%
8/5/2026 HighTower Advisors LLC13,772$209K0.0%-11.8%0.000%
8/5/2026 Advisor OS LLC167,200$2.54M0.2%+221.1%0.000%
8/5/2026 Janney Montgomery Scott LLC16,632$253K0.0%-8.8%0.000%
8/4/2026 Choreo LLC71,189$1.08M0.0%-11.8%0.000%
7/9/2026 Allied Private Wealth LLC2,500$37K0.0%N/A0.000%
5/20/2026 Arete Wealth Advisors LLC533,912$6.76M0.4%N/A0.000%
5/19/2026 Western Wealth Management LLC7,146$90K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE2,627,954$33.14M0.0%-9.8%0.000%
5/18/2026 Core Wealth Advisors Inc.17,203$217K0.1%N/A0.000%
5/18/2026 Resources Management Corp CT ADV2,200$28K0.0%N/A0.000%
5/18/2026 Royal Bank of Canada509,218$6.42M0.0%-2.0%0.000%
5/16/2026 Saba Capital Management L.P.10,213,194$128.79M3.6%+18.2%0.000%
5/14/2026 Modern Wealth Management LLC88,878$1.14M0.0%-11.9%0.000%
5/13/2026 Cetera Investment Advisers37,476$473K0.0%-35.2%0.000%
5/8/2026 PNC Financial Services Group Inc.7,153$90K0.0%-31.4%0.000%
5/6/2026 Allspring 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%
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5/4/2026 Procyon Advisors LLC18,316$231K0.0%+19.7%0.000%
5/2/2026 Diversify Wealth Management LLC32,270$452K0.0%N/A0.000%
5/1/2026 Fifth Third Bancorp27,208$343K0.0%+31,173.6%0.000%
5/1/2026 WealthShield 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%
4/28/2026 Berger Financial Group Inc10,023$126K0.0%N/A0.000%
4/16/2026 Uhlmann Price Securities LLC43,174$544K0.0%+2.4%0.000%
3/17/2026 Rockefeller Capital Management L.P.16,131$208K0.0%-65.7%0.000%
3/13/2026 Fund 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%
2/19/2026 Invesco Ltd.1,282,479$16.53M0.0%-14.2%0.000%
2/18/2026 NewEdge Advisors LLC104,722$1.35M0.0%+5.5%0.000%
2/18/2026 Saba Capital Management L.P.8,640,031$111.37M3.3%+15.1%0.000%
2/18/2026 Readystate Asset Management LP32,530$419K0.0%+41.1%0.000%
2/18/2026 Ionic Capital Management LLC40,000$516K0.1%N/A0.000%
2/18/2026 Evolve Private Wealth LLC173,050$2.23M0.1%N/A0.000%
2/17/2026 Cetera Investment Advisers57,824$745K0.0%+14.4%0.000%
2/17/2026 Equitable Holdings Inc.10,330$133K0.0%N/A0.000%
2/17/2026 Kovack Advisors Inc.19,069$246K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.184,841$2.38M0.0%-1.0%0.000%
2/17/2026 &PARTNERS42,036$542K0.0%+205.4%0.000%
2/17/2026 Royal Bank of Canada519,411$6.70M0.0%+5.5%0.000%
2/17/2026 Pointe Capital Management LLC42,556$549K0.3%-29.3%0.000%
2/16/2026 Seven Mile Advisory41,411$534K0.1%-2.5%0.000%
2/16/2026 Mariner LLC39,580$510K0.0%-16.1%0.000%
2/16/2026 Focus Partners Wealth980,837$12.64M0.0%N/A0.000%
2/16/2026 Landscape 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%
2/13/2026 Stifel Financial Corp1,289,025$16.62M0.0%+4.8%0.000%
2/13/2026 Morgan Stanley10,841,427$139.75M0.0%-1.3%0.000%
2/13/2026 Integrated Wealth Concepts LLC132,359$1.71M0.0%-5.2%0.000%
2/13/2026 Wells Fargo & Company MN390,131$5.03M0.0%-6.9%0.000%
2/12/2026 Advisors Asset Management Inc.1,190,070$15.34M0.3%-10.3%0.000%
2/12/2026 Jane 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%
2/11/2026 M Holdings Securities Inc.17,809$230K0.0%N/A0.000%
2/11/2026 LPL 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%
2/9/2026 Blue Bell Private Wealth Management LLC282,305$3.64M0.5%+10.8%0.000%
2/9/2026 Accredited Investor Services LLC49,472$638K0.4%-1.7%0.000%
2/6/2026 Global 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%
2/6/2026 PNC Financial Services Group Inc.10,423$134K0.0%-30.4%0.000%
2/6/2026 HighTower Advisors LLC13,330$172K0.0%-14.1%0.000%
2/5/2026 Stephens Inc. AR53,864$694K0.0%-3.1%0.000%
2/5/2026 Allworth Financial LP3,235$42K0.0%+431.2%0.000%
2/4/2026 Advisor OS LLC49,405$637K0.1%+7.3%0.000%
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2/3/2026 MGO One Seven LLC10,661$137K0.0%-26.8%0.000%
2/3/2026 WealthShield Partners LLC48,901$630K0.1%+1.5%0.000%
2/2/2026 Wolverine 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%
1/29/2026 UBS Group AG313,249$4.04M0.0%-16.6%0.000%
1/29/2026 Sanctuary 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%


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 North Ground Capital ($1.36B), Morgan Stanley ($139.75M), Saba Capital Management L.P. ($128.79M), Bank of America Corp DE ($37.85M), Allspring Global Investments Holdings LLC ($21.10M), Karpus Management Inc. ($17.82M), and Stifel Financial Corp ($16.62M).Learn more on Virtus Dividend, Interest & Premium Strategy Fund's institutional investors.

Of the 112 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 6,883,594 shares in the last 24 months. This purchase volume represents approximately $89.62M in transactions.

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: Bank of America Corp DE ($425.94K), Capstone Investment Advisors LLC ($273.00K), Advisors Asset Management Inc. ($214.25K), Invesco Ltd. ($212.00K), Pathstone Holdings LLC ($191.20K), Envestnet Asset Management Inc. ($148.33K), and Morgan Stanley ($139.26K).

Institutional investors have sold a total of 2,321,576 shares in the last 24 months. This volume of shares sold represents approximately $30.92M in transactions.


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Institutional ownership data for NYSE:NFJ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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