NFJ

Virtus Dividend, Interest & Premium Strategy Fund

NYSE · Loan Brokers · Inc. MA · CIK 0001260563
$15.18 +1.20%
3 New Institutional Positions3 Institutional Exits
Vol
Inst. Holders33 funds
Inst. Value$257.1M
Inst. Activity3 buys / 3 sells
Insider Activity16B / 0S
Insider Net $$9.1M
Exchange NYSE·Sector Loan Brokers·Inc. MA·CIK 0001260563·Prev Close $15.00

Recent Activity

Mar 30, 2026 Insider
Saba Capital Management, L.P. bought 30,502 shares
10%+ Owner @ $12.39 ($377.9K)
Mar 27, 2026 Insider
Saba Capital Management, L.P. bought 92,048 shares
10%+ Owner @ $12.35 ($1.1M)
Mar 26, 2026 Insider
Saba Capital Management, L.P. bought 68,783 shares
10%+ Owner @ $12.52 ($861.2K)
Inst.
&PARTNERS — ADD
66,816 shares ($842.5K)
Inst.
ENVESTNET ASSET MANAGEMENT INC — ADD
41,661 shares ($525.3K)

Top Institutional Holders

FundValueMove
MORGAN STANLEY$135.0M
BANK OF AMERICA CORP$33.1MEXIT
Allspring Global Investments Holdings,$21.1M
STIFEL FINANCIAL CORP$15.5M
Invesco Ltd.$15.3M

Recent Insider Trades

DateInsiderTypeValue
Mar 30, 2026Saba CapitalBUY$377.9K
Mar 27, 2026Saba CapitalBUY$1.1M
Mar 26, 2026Saba CapitalBUY$861.2K
Mar 25, 2026Saba CapitalBUY$524.4K
Mar 24, 2026Saba CapitalBUY$207.7K
33 institutional holders with $257.1M total value (20,386,520 shares) as of 2026-Q1. Top holders: MORGAN, BANK, Allspring.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY10,702,631$135.0M52.5%
2BANK OF AMERICA CORP /DE/2,627,954$33.1M12.9%EXIT -100.0%
3Allspring Global Investments Holdings, LLC1,673,273$21.1M8.2%
4STIFEL FINANCIAL CORP1,228,014$15.5M6.0%
5Invesco Ltd.1,214,458$15.3M6.0%
6CAPSTONE INVESTMENT ADVISORS, LLC526,672$6.6M2.6%DOUBLED +123.1%
7ROYAL BANK OF CANADA509,218$6.4M2.5%DOUBLED +303.0%
8GUGGENHEIM CAPITAL LLC449,895$5.7M2.2%
9RAYMOND JAMES FINANCIAL INC437,669$5.5M2.1%TRIM -33.8%
10WELLS FARGO & COMPANY/MN391,920$4.9M1.9%TRIM -60.1%
11D.A. DAVIDSON & CO.96,040$1.2M0.5%
12&PARTNERS66,816$842.5K0.3%ADD +58.9%
13Merit Financial Group, LLC60,837$767.1K0.3%ADD +68.2%
14Baird Financial Group, Inc.56,400$711.2K0.3%
15COMMONWEALTH EQUITY SERVICES, LLC48,897$616.6K0.2%ADD +48.3%
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC46,215$588.3K0.2%
17SUSQUEHANNA INTERNATIONAL GROUP, LLP44,928$566.5K0.2%
18ENVESTNET ASSET MANAGEMENT INC41,661$525.3K0.2%ADD +39.9%
19Mariner, LLC35,758$443.8K0.2%
20FIFTH THIRD BANCORP27,208$343.1K0.1%DOUBLED +31173.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
&PARTNERSADD42,03666,816+58.9%$842.5K2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD29,77141,661+39.9%$525.3K2026-Q1
FIFTH THIRD BANCORPDOUBLED8727,208+31173.6%$343.1K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.TRIM10,4237,153-31.4%$90.2K2026-Q1
WOLVERINE ASSET MANAGEMENT LLCNEAR_EXIT108,8772,730-97.5%$34.4K2026-Q1
FMR LLCNEAR_EXIT151-93.3%$13.002026-Q1
&PARTNERSDOUBLED13,76342,036+205.4%$541.8K2025-Q4
COMMONWEALTH EQUITY SERVICES, LLCADD28,06241,621+48.3%$536.5K2025-Q4
ENVESTNET ASSET MANAGEMENT INCTRIM67,83729,771-56.1%$383.7K2025-Q4
Rockefeller Capital Management L.P.TRIM47,08316,131-65.7%$207.9K2025-Q4
AMERIPRISE FINANCIAL INCTRIM21,46811,879-44.7%$153.1K2025-Q4
PNC FINANCIAL SERVICES GROUP, INC.TRIM14,97810,423-30.4%$134.4K2025-Q4
Allworth Financial LPDOUBLED6093,235+431.2%$41.7K2025-Q4
ENVESTNET ASSET MANAGEMENT INCTRIM216,16467,837-68.6%$882.6K2025-Q3
PNC FINANCIAL SERVICES GROUP, INC.TRIM28,59914,978-47.6%$194.9K2025-Q3
Allworth Financial LPADD400609+52.3%$7.9K2025-Q3
COMMONWEALTH EQUITY SERVICES, LLCTRIM85,32328,062-67.1%$365.002025-Q3
WELLS FARGO & COMPANY/MNTRIM1,111,806444,071-60.1%$5.5M2025-Q2
WOLVERINE ASSET MANAGEMENT LLCDOUBLED21,64579,075+265.3%$980.5K2025-Q2
Merit Financial Group, LLCADD37,29462,739+68.2%$778.0K2025-Q2
PNC FINANCIAL SERVICES GROUP, INC.TRIM61,52728,599-53.5%$354.6K2025-Q2
&PARTNERSADD10,59714,198+34.0%$176.1K2025-Q2
ASSETMARK, INCNEAR_EXIT69023-96.7%$285.002025-Q2
CWM, LLCADD2,9603,958+33.7%$49.002025-Q2
WELLS FARGO & COMPANY/MNADD680,6971,111,806+63.3%$13.5M2025-Q1
1 unique insiders with 16 transactions. Net insider value: $9.1M ($9.1M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 30, 2026Saba Capital Management, L.P.10%+ OwnerBUY30,502$12.39$377.9K
Mar 27, 2026Saba Capital Management, L.P.10%+ OwnerBUY92,048$12.35$1.1M
Mar 26, 2026Saba Capital Management, L.P.10%+ OwnerBUY68,783$12.52$861.2K
Mar 25, 2026Saba Capital Management, L.P.10%+ OwnerBUY41,486$12.64$524.4K
Mar 24, 2026Saba Capital Management, L.P.10%+ OwnerBUY16,685$12.45$207.7K
Mar 23, 2026Saba Capital Management, L.P.10%+ OwnerBUY66,031$12.52$826.7K
Mar 19, 2026Saba Capital Management, L.P.10%+ OwnerBUY28,190$12.41$349.8K
Feb 12, 2026Saba Capital Management, L.P.10%+ OwnerBUY17,176$13.76$236.3K
Feb 10, 2026Saba Capital Management, L.P.10%+ OwnerBUY51,354$13.70$703.5K
Feb 9, 2026Saba Capital Management, L.P.10%+ OwnerBUY5,300$13.58$72.0K
Feb 5, 2026Saba Capital Management, L.P.10%+ OwnerBUY48,927$13.34$652.7K
Feb 4, 2026Saba Capital Management, L.P.10%+ OwnerBUY11,642$13.52$157.4K
Feb 3, 2026Saba Capital Management, L.P.10%+ OwnerBUY123,765$13.51$1.7M
Feb 2, 2026Saba Capital Management, L.P.10%+ OwnerBUY6,773$13.50$91.4K
Jan 30, 2026Saba Capital Management, L.P.10%+ OwnerBUY40,566$13.44$545.2K
Jan 29, 2026Saba Capital Management, L.P.10%+ OwnerBUY48,073$13.44$646.1K

No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
$0.00 $0.00 $0.00 $0.0B
Next Q
$0.00 $0.00 $0.00 $0.0B
Current FY
$0.00 $0.00 $0.00 $0.0B
Next FY
$0.00 $0.00 $0.00 $0.0B

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No events recorded for this ticker. Events include FDA actions, clinical trials, enforcement actions, and market-moving developments.