How many institutions own NFJ stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own NFJ shares is 153, representing 42.74% of the company's common stock.

Who are the major shareholders selling Virtus Dividend, Interest & Premium Strategy Fund stock?

BANK OF AMERICA CORP /DE/, in the last quarter, reduced its stake in NFJ by -0.11% restricting it's holding to 3.38 million shares of worth nearly $44.02M. SABA CAPITAL MANAGEMENT, L.P. also lessened -2.28% of the NFJ shares from its portfolio, reducing its holding to 7.51 million shares of worth $97.68M. CREATIVE PLANNING also shunned NFJ shares holding by -13.93% last quarter which brought its holding to 202.94 thousand shares worth $2.64M.

Investors who are buying NFJ stock?

As per its latest 13F filing, INVESCO LTD. increased its stake in NFJ by 1.33% in the last quarter. The institutional holder raised its holding to 1.49 million shares having worth more than $19.44M. ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC also added 7.27% more shares of NFJ to its portfolio, raising its holding to 1.63 million shares of worth $21.21M. MORGAN STANLEY also increased its NFJ shares holding by 0.51% which brought its holding to 10.98 million shares worth $142.86M.

NFJ's major insiders: who are they?

The insider with the most stakes in NFJ is Saba Capital Management, L.P. , 10 percent owner at the company. Additionally, NFJ stock is highly held by Fischer Ben J and Najork Chris among others.

Did an insider recently sell NFJ stock?

Company executives, directors, and other insiders own N/A percent of Virtus Dividend, Interest & Premium Strategy Fund's stock. Within the last six months, there have been 0 transaction(s) in which NFJ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MOWREY JOHN R., MAGNUSON PAUL A, and MANEY JOHN C.

Which insider recently purchased NFJ stock?

There have been 10 transaction(s) during the past 6-months in which Virtus Dividend, Interest & Premium Strategy Fund insiders have bought stock, totalling 430690 shares

How much of NFJ does insiders own?

Around 96.69M Virtus Dividend, Interest & Premium Strategy Fund shares are held by insiders, which represents about N/A of NFJ stock.

Who is the insider with the largest stake?

NFJ 10 percent owner, Saba Capital Management, L.P. holds the largest portfolio of the company's shares. NFJ shares owned by Saba total nearly 9.85 million.

Which institution holds the most shares in NFJ?

INVESCO LTD. is the largest institutional owner in NFJ which holds 1.49 million shares worth $19.44M or 1.58% of the total NFJ shares outstanding followed by ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC with ownership of 1.63 million shares representing 1.72% of the NFJ ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 3.38 million shares or 3.57% of the ownership worth more than $44.02M.

Is Virtus Dividend, Interest & Premium Strategy Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the NFJ is concerned, it is a stock which is not optionable.

Is there a short position on NFJ's shares?

Number of NFJ shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding NFJ shares are there?

As of today, null shares of NFJ are outstanding.

Is there many float in NFJ stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, NFJ has null shares in float.

NFJ short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for NFJ is null.

Virtus Dividend Interest & Premium Strategy Fund (NFJ) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

42.74% Percentage of Shares held by All Institutions

42.74% Percentage of Float held by Institutions

153

Number of Institutions Holding Shares

Institutional Ownership

About 42.74% of NFJ shares are held by financial institutions. INVESCO LTD. is the top corporate investor, holding 1.49M shares valued at $19.44M. A 1.58% stake in Virtus Dividend, Interest & Premium Strategy Fund is owned by the company. ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC owns 1.63M shares valued at $21.21M, which translates its holding of 1.72% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	INVESCO LTD.	1.58%	1.49M	19.44M	19.57K	+1.33%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.72%	1.63M	21.21M	110.43K	+7.27%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.57%	3.38M	44.02M	-3.81K	-0.11%
Sep 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	7.92%	7.51M	97.68M	-175.5K	-2.28%
Sep 30, 2025	MORGAN STANLEY	11.58%	10.98M	142.86M	55.43K	+0.51%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.19%	181.24K	2.36M	3.58K	+2.01%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.52%	491.5K	6.39M	98.42K	+25.04%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	93.55K	1.22M	26.66K	+39.86%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.21%	196.97K	2.56M	26.93K	+15.84%
Sep 30, 2025	CREATIVE PLANNING	0.21%	202.94K	2.64M	-32.84K	-13.93%
Sep 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.04%	41.18K	535.8K	7.33K	+21.63%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.04%	37.87K	489.65K	-200	-0.53%
Sep 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.03%	30K	390.3K	0	0
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.27%	254.87K	3.32M	6.05K	+2.43%
Sep 30, 2025	SEVEN MILE ADVISORY	0.04%	42.49K	552.83K	42.49K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.52%	492.45K	6.41M	21.31K	+4.52%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.05%	43.3K	563K	-122.32K	-73.85%
Sep 30, 2025	ADVISOR OS, LLC	0.05%	46.02K	598.76K	409	+0.90%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	156.16K	2.03M	0	0
Sep 30, 2025	OPAL WEALTH ADVISORS, LLC	0.08%	75.25K	978.98K	12.2K	+19.34%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.07%	69.35K	902.35K	-11.81K	-14.55%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	49.03K	638K	1.06K	+2.22%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	48.83K	640.62K	1.91K	+4.07%
Sep 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.05%	48.16K	626.55K	-4.72K	-8.93%
Sep 30, 2025	MARINER, LLC	0.05%	47.15K	613.4K	-11.56K	-19.69%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.15%	139.58K	1.82M	-2.55K	-1.79%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	50.54K	657.55K	15.41K	+43.85%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	47.08K	612.55K	-2.24K	-4.55%
Sep 30, 2025	STEPHENS INC /AR/	0.06%	55.58K	723.06K	17.62K	+46.44%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.06%	57.21K	744.28K	1.42K	+2.55%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.07%	62K	806.59K	-741	-1.18%
Sep 30, 2025	CHOREO, LLC	0.09%	87.55K	1.14M	-390	-0.44%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.09%	89.07K	1.16M	3.62K	+4.23%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.2%	193.98K	2.52M	29.94K	+18.25%
Sep 30, 2025	UBS GROUP AG	0.4%	375.76K	4.89M	-45.31K	-10.76%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.64%	607.89K	7.91M	-66.98K	-9.93%
Sep 30, 2025	LPL FINANCIAL LLC	0.68%	640.75K	8.34M	35.28K	+5.83%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	0.92%	871.54K	11.34M	-565.83K	-39.37%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.1%	1.04M	13.59M	-63.83K	-5.76%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	1.29%	1.22M	15.87M	-191.2K	-13.55%
Sep 30, 2025	POINTE CAPITAL MANAGEMENT LLC	0.06%	60.17K	782.79K	351	+0.59%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.1%	99.22K	1.29M	81.13K	+448.47%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.14%	128.14K	1.67M	-732	-0.57%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	186.73K	2.43M	6.04K	+3.34%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.44%	419.02K	5.45M	-25.05K	-5.64%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	424.24K	5.52M	-25.74K	-5.72%
Sep 30, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.56%	526.67K	6.85M	0	0
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.02%	23.06K	300K	-35.52K	-60.63%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.02%	17.22K	224K	-2.71K	-13.58%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.02%	17.81K	231.75K	66	+0.37%
Sep 30, 2025	DAVENPORT & CO LLC	0.02%	18.47K	240.32K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	67.84K	882.56K	-148.33K	-68.62%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.02%	19.04K	247.73K	-1.52K	-7.39%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.08%	71.93K	882.16K	36.09K	+100.72%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.02%	19.43K	252.72K	0	0
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.02%	20K	260.2K	0	0
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.02%	22.43K	291.88K	350	+1.58%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.02%	22.46K	292.18K	4.41K	+24.43%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.05%	47.72K	620.85K	31.14K	+187.86%
Sep 30, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.05%	50.34K	654.9K	-1.4K	-2.70%
Sep 30, 2025	BECKERMAN INSTITUTIONAL, LLC	0.06%	56.16K	730.58K	-1.92K	-3.30%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	28.06K	365K	-57.26K	-67.11%
Sep 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.03%	27.99K	364.15K	0	0
Sep 30, 2025	RELYEA ZUCKERBERG HANSON LLC	0.03%	26.8K	348.68K	26.8K	+100.00%
Sep 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.03%	25.05K	325.9K	-1.9K	-7.05%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.03%	24K	312.24K	-1.5K	-5.88%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.3%	1.23M	16M	62.94K	+5.39%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.4%	1.33M	17.26M	-77.74K	-5.54%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.26%	248.82K	3.09M	7.96K	+3.30%
Jun 30, 2025	MORGAN STANLEY	11.52%	10.93M	135.47M	-80.57K	-0.73%
Jun 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.18%	170.04K	2.11M	82.68K	+94.63%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.04%	34.89K	432.64K	0	0
Jun 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.04%	33.86K	419.86K	2.41K	+7.65%
Jun 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.03%	30K	372K	0	0
Jun 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.03%	27.99K	347.08K	0	0
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.03%	27.12K	336.32K	935	+3.57%
Jun 30, 2025		0.05%	51.74K	641.53K	-284	-0.55%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.15%	142.13K	1.76M	-235	-0.17%
Jun 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	8.1%	7.68M	95.27M	46.47K	+0.61%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.48%	1.4M	17.41M	114.81K	+8.90%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.23%	1.17M	14.47M	49.91K	+4.47%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.71%	674.87K	8.37M	-107.07K	-13.69%
Jun 30, 2025	LPL FINANCIAL LLC	0.64%	605.47K	7.51M	10.98K	+1.85%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	449.98K	5.58M	4.88K	+1.10%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.47%	444.07K	5.51M	-667.74K	-60.06%
Jun 30, 2025	CREATIVE PLANNING	0.25%	235.78K	2.92M	-29.01K	-10.96%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	216.16K	2.68M	2.14K	+1.00%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.17%	164.04K	2.03M	0	0
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	156.16K	1.94M	-57.95K	-27.06%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.09%	85.46K	1.06M	-113	-0.13%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	85.32K	1.06M	-3.06K	-3.46%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.09%	81.16K	1.01M	-9.6K	-10.58%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.08%	79.08K	980.53K	57.43K	+265.33%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	66.88K	829.36K	-2.08K	-3.01%
Jun 30, 2025	OPAL WEALTH ADVISORS, LLC	0.07%	63.05K	781.83K	479	+0.77%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.07%	62.74K	777.97K	25.45K	+68.23%
Jun 30, 2025	POINTE CAPITAL MANAGEMENT LLC	0.06%	59.82K	741.74K	356	+0.60%
Jun 30, 2025	MARINER, LLC	0.06%	58.71K	727.97K	1.62K	+2.84%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.06%	55.78K	691.73K	7K	+14.34%
Jun 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.06%	52.88K	655.72K	-14.21K	-21.18%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	180.7K	2.24M	122.97K	+213.01%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.14%	128.87K	1.6M	6.91K	+5.67%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.06%	58.58K	726.36K	13.75K	+30.66%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	46.92K	591.19K	4.11K	+9.59%
Jun 30, 2025	ADVISOR OS, LLC	0.05%	45.61K	565.61K	-1.72K	-3.62%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	42.23K	523.59K	-436	-1.02%
Jun 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.04%	38.07K	480.43K	0	0
Jun 30, 2025	STEPHENS INC /AR/	0.04%	37.95K	470.62K	2.48K	+6.99%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.04%	35.14K	435.67K	2.52K	+7.73%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.03%	27.87K	345.56K	27.87K	+100.00%
Jun 30, 2025	M HOLDINGS SECURITIES, INC.	0.03%	26.65K	330K	26.65K	+100.00%
Jun 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.02%	23.4K	290.16K	23.4K	+100.00%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	0.02%	22.15K	274.61K	-61.68K	-73.58%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.02%	22.08K	273.84K	-611	-2.69%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.02%	20.56K	254.97K	1.95K	+10.48%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.02%	20K	248K	20K	+100.00%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.6%	1.52M	18.84M	75K	+5.19%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	1.52%	1.44M	17.82M	-46.22K	-3.12%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	1.49%	1.41M	17.5M	-464.01K	-24.74%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	49.33K	611.65K	-13.18K	-21.08%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.17%	1.11M	13.74M	-110.51K	-9.07%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.41%	393.08K	4.87M	11.6K	+3.04%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.19%	177.67K	2.2M	177.67K	+100.00%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.17%	165.63K	2.05M	-4.9K	-2.87%
Jun 30, 2025	CHOREO, LLC	0.09%	87.94K	1.09M	-723	-0.82%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.57%	3.39M	42.01M	88.07K	+2.67%
Jun 30, 2025	INVESCO LTD.	1.56%	1.47M	18.29M	-8.47K	-0.57%
Jun 30, 2025	UBS GROUP AG	0.44%	421.07K	5.22M	17.65K	+4.38%
Jun 30, 2025	BECKERMAN INSTITUTIONAL, LLC	0.06%	58.07K	720K	-1.01K	-1.70%
Jun 30, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.05%	51.74K	641.53K	-284	-0.55%
Jun 30, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.56%	526.67K	6.53M	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.5%	471.14K	5.84M	12.08K	+2.63%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	47.97K	595K	-219	-0.45%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	43.89K	544.24K	4.61K	+11.74%
Mar 31, 2025	UBS GROUP AG	0.43%	403.42K	4.89M	-30.76K	-7.09%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	39.28K	476.43K	39.28K	+100.00%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.05%	42.66K	517.48K	36.08K	+547.85%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	42.82K	519.35K	-342	-0.79%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	1.98%	1.88M	22.93M	-7.65K	-0.41%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	61.53K	746.32K	16.05K	+35.30%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	62.5K	758.17K	-3.16K	-4.81%
Mar 31, 2025	OPAL WEALTH ADVISORS, LLC	0.07%	62.57K	759K	380	+0.61%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.48%	3.3M	40.02M	-216.03K	-6.15%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.05%	44.83K	543.81K	44.83K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	68.96K	836.47K	569	+0.83%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.18%	167.88K	2.04M	167.88K	+100.00%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.82%	781.95K	9.49M	-125.12K	-13.79%
Mar 31, 2025	CHOREO, LLC	0.09%	88.66K	1.08M	-4.35K	-4.67%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.23%	214.11K	2.65M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.63%	594.49K	7.21M	377.37K	+173.81%
Mar 31, 2025	WEALTHSHIELD PARTNERS, LLC	0.07%	67.09K	813.84K	-7.15K	-9.63%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.1%	90.77K	1.1M	-8.45K	-8.52%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.13%	121.96K	1.48M	2.07K	+1.73%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.15%	142.37K	1.73M	-9.46K	-6.23%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.17%	164.04K	1.99M	0	0
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	8.06%	7.64M	92.64M	-528.62K	-6.47%
Mar 31, 2025	MORGAN STANLEY	11.61%	11.01M	133.5M	-265.69K	-2.36%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.25%	240.86K	2.92M	9.2K	+3.97%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.36%	1.29M	15.64M	-211.51K	-14.09%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.52%	1.44M	17.52M	-37.32K	-2.52%
Mar 31, 2025	INVESCO LTD.	1.56%	1.48M	17.99M	-35.62K	-2.35%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	1.56%	1.48M	18M	-167.87K	-10.17%
Mar 31, 2025	ADVISOR OS, LLC	0.05%	47.33K	574.11K	2.06K	+4.55%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.17%	1.11M	13.49M	431.11K	+63.33%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.18%	1.12M	13.55M	16.97K	+1.54%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.29%	1.22M	14.78M	-16.73K	-1.35%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	48.19K	585K	-2.8K	-5.50%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.05%	48.79K	591.8K	-274	-0.56%
Mar 31, 2025		0.05%	52.02K	631K	52.02K	+100.00%
Mar 31, 2025	MARINER, LLC	0.06%	57.09K	692.45K	-1.07K	-1.84%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	57.73K	700.28K	12.73K	+28.29%
Mar 31, 2025	POINTE CAPITAL MANAGEMENT LLC	0.06%	59.46K	721.27K	-24.75K	-29.39%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.09%	85.57K	1.04M	-1.64K	-1.88%
Mar 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.09%	87.36K	1.06M	37.87K	+76.52%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	88.38K	1.07M	-8.91K	-9.16%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.18%	170.52K	2.07M	-2.41K	-1.39%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	214.03K	2.6M	8.66K	+4.22%
Mar 31, 2025	CREATIVE PLANNING	0.28%	264.8K	3.21M	-18.84K	-6.64%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	445.1K	5.4M	-227.2K	-33.79%
Mar 31, 2025	ROYAL BANK OF CANADA	0.48%	459.05K	5.57M	345.16K	+303.04%
Mar 31, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.56%	526.67K	6.39M	0	0
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	0.09%	83.82K	1.02M	-197.36K	-70.19%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.4%	381.48K	4.63M	4.81K	+1.28%
Mar 31, 2022	ANCORA ADVISORS, LLC	0.01%	13.19K	182K	3.5K	+36.10%

Insiders

Among the NFJ insiders holding of N/A of the stake in company, SABA CAPITAL MANAGEMENT, L.P., 10 percent owner, holds the largest shares of 9.85M. FISCHER BEN J, , is the second largest NFJ insider with ownership of 46.5K shares. NAJORK CHRIS, , stands third with possession of 37.23K shares of that stake.

Insiders	Designation	Shares Held
SABA CAPITAL MANAGEMENT, L.P.	10 percent owner	9.85M
FISCHER BEN J		46.5K
NAJORK CHRIS		37.23K
SLUYTERS JULIAN	Trustee, President & CEO	10K
MACLEOD JAMES S	director	7.21K
PARKER JEFFREY D		6.7K
AYLWARD GEORGE R	President and CEO	6.46K
OLIVER THOMAS W JR		6.2K
MAGNUSON PAUL A		5.8K
FLATTUM DAVID C	director	4.7K
BURKE DONALD C	director	1.24K
MOWREY JOHN R.		1.2K
RAPPAPORT ALAN	director	1K
COGAN SARAH E	director	900
ZINO BRIAN T		850
DRUMMOND F FORD	director	683
MCDANIEL CONNIE D	director	427
DECOTIS DEBORAH A		354
MANEY JOHN C	director	0
ALLIANZ GLOBAL INVESTORS OF AMERICA L P		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 10, 2026	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.70	51.35K	703.55K	9.85M
Feb 09, 2026	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.58	5.3K	71.97K	9.8M
Feb 05, 2026	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.34	48.93K	652.69K	9.8M
Feb 04, 2026	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.52	11.64K	157.4K	9.75M
Feb 03, 2026	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.51	123.77K	1.67M	9.73M
Feb 02, 2026	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.50	6.77K	91.44K	9.61M
Jan 30, 2026	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.44	40.57K	545.21K	9.6M
Jan 29, 2026	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.44	48.07K	646.1K	9.56M
Jan 28, 2026	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.50	42.76K	577.29K	9.52M
Jan 27, 2026	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.47	51.53K	694.08K	9.47M
Jun 17, 2025	MCDANIEL CONNIE D	PURCHASE	12.14	427	5.19K	427
Jun 28, 2023	BURKE DONALD C	PURCHASE	12.06	1.24K	15K	1.24K
Mar 28, 2022	ZINO BRIAN T	PURCHASE	14.31	850	12.16K	850
Mar 03, 2022	DECOTIS DEBORAH A	PURCHASE	14.12	354	5K	354
Dec 21, 2021	AYLWARD GEORGE R	PURCHASE	15.49	6.46K	99.99K	6.46K
Oct 01, 2021	MACLEOD JAMES S	PURCHASE	14.76	6.21K	91.58K	7.21K
Apr 29, 2021	DRUMMOND F FORD	PURCHASE	14.66	683	10.01K	683
Apr 13, 2020	MOWREY JOHN R.	SALE	10.09	2K	20.18K	1.2K
Mar 13, 2020	OLIVER THOMAS W JR	PURCHASE	9.15	1.2K	11K	6.2K
Mar 13, 2020	MOWREY JOHN R.	PURCHASE	9.07	1.8K	16.33K	2.8K
Aug 21, 2019	COGAN SARAH E	PURCHASE	12.19	900	10.97K	900
Apr 04, 2018	OLIVER THOMAS W JR	PURCHASE	12.49	3K	37.49K	5K
Feb 09, 2018	OLIVER THOMAS W JR	PURCHASE	12.67	700	8.87K	1.7K
Dec 21, 2017	MOWREY JOHN R.	PURCHASE	13.39	1K	13.4K	1K
Dec 20, 2017	PARKER JEFFREY D	PURCHASE	13.43	6.7K	89.98K	6.7K
Dec 20, 2017	MACLEOD JAMES S	PURCHASE	13.36	1K	13.36K	1K
Dec 20, 2017	OLIVER THOMAS W JR	PURCHASE	13.39	700	9.37K	700
Jul 07, 2017	RAPPAPORT ALAN	PURCHASE	13.10	1K	13.1K	1K
Jan 24, 2017	MAGNUSON PAUL A	SALE	13.02	1.26K	16.35K	5.8K
Aug 11, 2016	FISCHER BEN J	PURCHASE	12.68	13.5K	171.17K	46.5K
Dec 03, 2015	MAGNUSON PAUL A	PURCHASE	12.49	11.3K	141.11K	11.3K
Nov 30, 2015	SLUYTERS JULIAN	PURCHASE	12.48	10K	124.77K	10K
Jun 17, 2015	FISCHER BEN J	PURCHASE	15.27	16.3K	248.85K	33K
Feb 17, 2015	FISCHER BEN J	PURCHASE	16.46	3K	49.38K	16.7K
Nov 25, 2009	FISCHER BEN J	PURCHASE	14.12	2.2K	31.06K	13.7K
Mar 20, 2009	FISCHER BEN J	PURCHASE	9.69	1.3K	12.6K	2.8K
Oct 06, 2008	NAJORK CHRIS	PURCHASE	14.37	1K	14.37K	37.23K
Jul 15, 2008	NAJORK CHRIS	PURCHASE	18.70	2.77K	51.71K	33.5K
Jun 26, 2008	NAJORK CHRIS	PURCHASE	20.98	200	4.2K	28.53K
Jan 22, 2008	NAJORK CHRIS	PURCHASE	20.96	10K	209.62K	28.33K
Jan 03, 2008	MANEY JOHN C	SALE	23.02	8.65K	199.12K	0
Nov 12, 2007	NAJORK CHRIS	PURCHASE	22.47	430	9.66K	17.93K
Nov 07, 2007	NAJORK CHRIS	PURCHASE	22.91	10K	229.13K	17.5K
Aug 16, 2007	NAJORK CHRIS	PURCHASE	20.00	2.5K	50K	7.5K
May 29, 2007	ALLIANZ GLOBAL INVESTORS OF AMERICA L P	SALE	25.76	4.19K	107.91K	0
May 23, 2007	ALLIANZ GLOBAL INVESTORS OF AMERICA L P	SALE	25.78	818	21.09K	4.19K
Dec 06, 2005	NAJORK CHRIS	PURCHASE	21.60	5K	108K	5K
Dec 01, 2005	MANEY JOHN C	PURCHASE	0.00	2K	-	6K
Nov 23, 2005	FISCHER BEN J	PURCHASE	21.23	1.5K	31.85K	1.5K
Nov 03, 2005	FLATTUM DAVID C	PURCHASE	22.00	4.7K	103.4K	4.7K
Feb 25, 2005	MANEY JOHN C	PURCHASE	0.00	4K	-	4K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE430.69K10

SALES00

NET SHARES430.69K10

SHARES HELD96.69M10

% NET SHARES-99.55%0%

Frequently Asked Questions