Comparable stake leader
MORGAN STANLEY
SEC ownership of Virtus Dividend, Interest & Premium Strategy Fund
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001260563.
Disclosed value leader
Saba Capital Management, L.P.
Comparable rows
2/50
Latest evidence
12 Oct 2026
- Public ticker
- NFJ on NYSE
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
MORGAN STANLEY
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
2 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
MORGAN STANLEY
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
12 Oct 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001260563
- Issuer location
- Greenfield, MA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Virtus Dividend, Interest & Premium Strategy Fund (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
Saba Capital Management, ...
Comparable rows
2/50
Latest evidence
12 Oct 2026
13F
13D/G
3/4/5
Lead comparable stake: 7.7%
48 rows are not safely comparable across share classes.
13D/G row: MORGAN STANLEY
Showing 1-8 of 50 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 7.7%.
2 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Comparable ownership
Top 2
MORGAN STANLEY
7.7%
Saba Capital Management, L.P.
2.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
13D/G
Company
|
7.7%
Reported 13D/G
· 31 Mar 2025
|
$157,789,074
10,387,693 shares
|
— | 30 Jun 2026 |
| Saba Capital Management, L.P. |
3/4/5
13D/G
13F
10%+ Owner · Company
|
2.8%
Reported 13D/G
· 12 Oct 2026
|
$285,499,531
22,404,433 shares
mixed-class rows
|
+$10,385,361 | 12 Oct 2026 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
denominator unverified
|
$37,850,411
2,491,798 shares
|
— | 30 Jun 2026 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
—
denominator unverified
|
$26,415,152
1,738,983 shares
|
— | 30 Jun 2026 |
| STIFEL FINANCIAL CORP |
13F
Company
|
—
denominator unverified
|
$18,983,497
1,249,735 shares
|
— | 30 Jun 2026 |
| SIT INVESTMENT ASSOCIATES INC |
13F
Company
|
—
denominator unverified
|
$18,894,000
1,243,817 shares
|
— | 30 Jun 2026 |
| Invesco Ltd. |
13F
Company
|
—
denominator unverified
|
$17,418,434
1,146,704 shares
|
— | 30 Jun 2026 |
| Focus Partners Wealth |
13F
Company
|
—
denominator unverified
|
$14,091,332
927,671 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$10,390,846.
Buys
$10,390,846
Insiders: 2
Sells
$0
Insiders: 0
Net
+$10,390,846
Shares: +796,050
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 796,050
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 350 | 0 | $5,484 | $0 | +$5,484 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 795,700 | 0 | $10,385,361 | $0 | +$10,385,361 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-16 of 16 reporting-owner rows connected to Virtus Dividend, Interest & Premium Strategy Fund. Open a relationship link for the CIK-to-CIK filing trail.
Rows
16
Largest Forms 3/4/5 holder
Saba Capital Management, L.P.
Net 12M change
+$10,390,846
Latest report
12 Oct 2026
Recent insider transactions for Virtus Dividend, Interest & Premium Strategy Fund
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | NFJ | Common Stock | Other | -80.7% | -8,242,167 | 1,974,536 | 12 Oct 2026 | _ | ||
| Connie D. Mcdaniel | NFJ | Common Stock | Purchase | 82% | $5,484 | $15.67 | 350 | 777 | 20 Aug 2026 | Direct |
| Saba Capital Management, L.P. | NFJ | Virtus Dividend, Interest & Premium Strategy Fund | Purchase | 0.03% | $44,389 | $12.65 | 3,509 | 10,216,703 | 01 Apr 2026 | _ |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.3% | $377,920 | $12.39 | 30,502 | 10,213,194 | 30 Mar 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.91% | $1,136,793 | $12.35 | 92,048 | 10,182,692 | 27 Mar 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.69% | $861,163 | $12.52 | 68,783 | 10,090,644 | 26 Mar 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.42% | $524,383 | $12.64 | 41,486 | 10,021,861 | 25 Mar 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.17% | $207,728 | $12.45 | 16,685 | 9,980,375 | 24 Mar 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.67% | $826,708 | $12.52 | 66,031 | 9,963,690 | 23 Mar 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.29% | $349,838 | $12.41 | 28,190 | 9,897,659 | 19 Mar 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.01% | $8,310 | $13.85 | 600 | 9,869,469 | 18 Feb 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.17% | $236,342 | $13.76 | 17,176 | 9,868,869 | 12 Feb 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.52% | $703,550 | $13.70 | 51,354 | 9,851,693 | 10 Feb 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.05% | $71,974 | $13.58 | 5,300 | 9,800,339 | 09 Feb 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.5% | $652,686 | $13.34 | 48,927 | 9,795,039 | 05 Feb 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.12% | $157,400 | $13.52 | 11,642 | 9,746,112 | 04 Feb 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 1.29% | $1,672,065 | $13.51 | 123,765 | 9,734,470 | 03 Feb 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.07% | $91,436 | $13.50 | 6,773 | 9,610,705 | 02 Feb 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.42% | $545,207 | $13.44 | 40,566 | 9,603,932 | 30 Jan 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.51% | $646,101 | $13.44 | 48,073 | 9,563,366 | 29 Jan 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.45% | $577,287 | $13.50 | 42,762 | 9,515,293 | 28 Jan 2026 | - |
| Saba Capital Management, L.P. | NFJ | Common Stock | Purchase | 0.55% | $694,082 | $13.47 | 51,528 | 9,472,531 | 27 Jan 2026 | - |
* marks a reported price that did not pass the local price check.