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Virtus Diversified Income & Convertible Fund (ACV) Institutional Ownership

Virtus Diversified Income & Convertible Fund logo
$23.14 +0.02 (+0.10%)
Closing price 03:56 PM Eastern
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$23.14 0.00 (-0.02%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Diversified Income & Convertible Fund (NYSE:ACV)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$16.73M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.39M
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ACV Institutional Buying and Selling by Quarter

Virtus Diversified Income & Convertible Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 B. Riley Wealth Advisors Inc.24,484$560K0.0%N/A0.000%
8/19/2025 Newbridge Financial Services Group Inc.1,200$27K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE94,758$2.17M0.0%+3.0%0.000%
8/14/2025 Raymond James Financial Inc.129,044$2.95M0.0%-8.3%0.000%
8/13/2025 Guggenheim Capital LLC289,591$6.63M0.1%+17.9%0.000%
8/12/2025 Advisors Asset Management Inc.232,133$5.31M0.1%+27.5%0.000%
7/25/2025 Apollon Wealth Management LLC10,000$229K0.0%N/A0.000%
7/22/2025 DAVENPORT & Co LLC25,528$584K0.0%-3.8%0.000%
7/16/2025 American National Bank & Trust2,082$48K0.0%N/A0.000%
5/16/2025 Advisors Asset Management Inc.182,106$3.64M0.1%-16.8%0.000%
5/15/2025 Royal Bank of Canada65,491$1.31M0.0%+18.4%0.000%
5/15/2025 Landscape Capital Management L.L.C.40,854$817K0.1%-3.1%0.000%
5/13/2025 Elequin Capital LP1,871$37K0.0%N/A0.000%
5/12/2025 Invesco Ltd.10,247$205K0.0%N/A0.000%
5/12/2025 Wolverine Asset Management LLC8,213$164K0.0%-94.0%0.000%
5/9/2025 Shaker Financial Services LLC42,344$847K0.3%+14.6%0.000%
5/7/2025 LPL Financial LLC284,518$5.69M0.0%+1.8%0.000%
4/22/2025 World Equity Group Inc.19,042$381K0.1%-65.1%0.000%
2/17/2025 Bank of America Corp DE93,700$2.06M0.0%-4.8%0.000%
2/14/2025 Shaker Financial Services LLC36,953$811K0.3%-27.4%0.000%
2/13/2025 Guggenheim Capital LLC245,793$5.40M0.0%+13.7%0.000%
2/13/2025 Raymond James Financial Inc.143,575$3.15M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN486,187$10.67M0.0%-0.8%0.000%
2/12/2025 Landscape Capital Management L.L.C.42,148$925K0.1%-5.0%0.000%
2/11/2025 LPL Financial LLC279,527$6.14M0.0%+1.4%0.000%
2/10/2025 Advisors Asset Management Inc.218,902$4.81M0.1%-11.0%0.000%
2/6/2025 Raymond James Financial Inc.143,575$3.15M0.0%N/A0.000%
2/4/2025 World Equity Group Inc.54,501$1.20M0.3%+273.5%0.000%
2/3/2025 Wolverine Asset Management LLC135,942$2.98M0.0%+12.0%0.000%
1/28/2025 Gilliland Jeter Wealth Management LLC24,553$539K0.2%-1.9%0.000%
1/17/2025 Westside Investment Management Inc.1,867$41K0.0%N/A0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.11,065$243K0.0%-6.0%0.000%
12/13/2024 B. Riley Wealth Advisors Inc.24,884$530K0.0%-2.1%0.000%
11/9/2024 Landscape Capital Management L.L.C.44,357$952K0.1%+212.6%0.000%
11/8/2024 Advisors Asset Management Inc.245,894$5.28M0.1%-14.3%0.000%
11/4/2024 Wolverine Asset Management LLC121,373$2.61M0.0%+275.9%0.000%
10/31/2024 Shaker Financial Services LLC50,876$1.09M0.4%+137.6%0.000%
10/30/2024 World Equity Group Inc.14,592$313K0.1%N/A0.000%
10/28/2024 US Bancorp DE1,384$30K0.0%-46.1%0.000%
10/22/2024 International Assets Investment Management LLC52,947$1.14M0.0%+2,101.5%0.000%
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10/21/2024 Raleigh Capital Management Inc.3,346$72K0.0%+23.5%0.000%
10/18/2024Raymond James & Associates136,344$2.93M0.0%+5.0%0.000%
8/19/2024 B. Riley Wealth Advisors Inc.25,423$539K0.0%+7.9%0.000%
8/3/2024 Shaker Financial Services LLC21,409$454K0.2%N/A0.000%
8/2/2024 Wolverine Asset Management LLC32,285$685K0.0%N/A0.000%
7/31/2024 Commonwealth Equity Services LLC12,640$268K0.0%+42.1%0.000%
7/30/2024 International Assets Investment Management LLC2,405$51K0.0%N/A0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.11,807$251K0.0%-7.6%0.000%
7/19/2024Raymond James & Associates129,903$2.76M0.0%-3.7%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.23,559$564K0.0%-4.3%0.000%
5/14/2024 Advisors Asset Management Inc.283,040$6.78M0.1%+21.6%0.000%
5/1/2024 Janney Montgomery Scott LLC8,730$209K0.0%N/A0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.12,774$306K0.0%-19.7%0.000%
3/15/2024 B. Riley Wealth Advisors Inc.24,621$521K0.0%+4.5%0.000%
2/9/2024 Wells Fargo & Company MN480,652$10.08M0.0%+5.5%0.000%
2/9/2024 Cornerstone Advisors LLC43,477$912K0.0%-54.8%0.000%
2/7/2024 Shaker Financial Services LLC32,456$681K0.3%-5.8%0.000%
2/2/2024 Gilliland Jeter Wealth Management LLC25,081$526K0.2%N/A0.000%
1/25/2024 International Assets Investment Management LLC47,669$1M0.0%+2,058.9%0.000%
1/24/2024 International Assets Investment Management LLC47,669$1M0.0%+2,058.9%0.000%
1/23/2024 DAVENPORT & Co LLC27,658$580K0.0%-5.8%0.000%
1/16/2024Raymond James & Associates112,547$2.36M0.0%+19.4%0.000%
12/1/2023 B. Riley Wealth Advisors Inc.23,559$444K0.0%+8.6%0.000%
11/15/2023 Advisors Asset Management Inc.170,449$3.18M0.1%+3.7%0.000%
11/13/2023 LPL Financial LLC377,946$7.05M0.0%+79.6%0.000%
11/9/2023 Cornerstone Advisors LLC96,270$1.80M0.1%+54.5%0.000%
11/2/2023 Shaker Financial Services LLC34,465$650K0.3%-8.5%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.32,713$610K0.0%+23.8%0.000%
10/24/2023Raymond James & Associates94,224$1.76M0.0%+5.3%0.000%
10/17/2023 DAVENPORT & Co LLC29,348$548K0.0%-17.6%0.000%
10/4/2023 International Assets Investment Management LLC2,208$40K0.0%N/A0.000%
8/11/2023 Cornerstone Advisors LLC62,317$1.25M0.1%N/A0.000%
8/11/2023 Guggenheim Capital LLC256,671$5.13M0.0%+18.6%0.000%
8/7/2023 Wolverine Asset Management LLC21,899$438K0.0%+817.8%0.000%
8/7/2023 Shaker Financial Services LLC37,650$759K0.3%+96.1%0.000%
7/31/2023 LPL Financial LLC210,400$4.20M0.0%+12.1%0.000%
7/27/2023 B. Riley Wealth Advisors Inc.21,700$437K0.0%+5.2%0.000%
7/25/2023Raymond James & Associates89,502$1.79M0.0%-12.5%0.000%
7/20/2023 DAVENPORT & Co LLC35,603$711K0.0%-4.6%0.000%
5/11/2023 Guggenheim Capital LLC216,392$4.18M0.0%-16.6%0.000%
5/10/2023 LPL Financial LLC187,607$3.62M0.0%+25.7%0.000%
5/8/2023 Shaker Financial Services LLC19,199$371K0.2%N/A0.000%
5/8/2023 Wolverine Asset Management LLC2,386$46K0.0%N/A0.000%
4/27/2023 DAVENPORT & Co LLC37,303$720K0.0%-7.2%0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.42,472$820K0.1%-4.6%0.000%
4/19/2023 International Assets Investment Management LLC2,091$40K0.0%N/A0.000%
4/19/2023 Mcdonald Partners LLC14,000$270K0.1%N/A0.000%
4/14/2023Raymond James & Associates102,333$1.98M0.0%+16.9%0.000%
4/11/2023 RVW Wealth LLC12,100$234K0.0%N/A0.000%
2/13/2023 Advisors Asset Management Inc.287,458$5.34M0.1%-24.6%0.000%
What's the Best Way to Lower RMD Taxes? (Ad)

Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain retirement accounts. Without the right strategy, these withdrawals can significantly increase your tax bill and shrink your nest egg. SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.tc pixel

Click here to see the six strategies and get your free advisor matches today.
2/10/2023 New Hampshire Trust1,650$31K0.0%N/A0.000%
2/8/2023Raymond James & Associates87,522$1.62M0.0%+11.6%0.000%
2/7/2023 LPL Financial LLC149,221$2.77M0.0%+19.1%0.000%
1/20/2023 DAVENPORT & Co LLC40,203$746K0.0%-5.4%0.000%
1/12/2023 Hennion & Walsh Asset Management Inc.44,534$827K0.1%-1.6%0.000%
11/15/2022 Karpus Management Inc.10,600$186K0.0%N/A0.000%
11/15/2022 Logan Stone Capital LLC14,135$248K0.2%N/A0.000%
11/14/2022 Guggenheim Capital LLC212,582$3.73M0.0%-23.3%0.000%
11/14/2022 Hennion & Walsh Asset Management Inc.45,236$794K0.1%-1.8%0.000%
11/10/2022 Wolverine Asset Management LLC31,666$555K0.0%-64.0%0.000%
(Data available from 1/1/2016 forward)

ACV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ACV shares?

During the previous two years, 28 institutional investors and hedge funds held shares of Virtus Diversified Income & Convertible Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($10.67M), Guggenheim Capital LLC ($6.63M), LPL Financial LLC ($5.69M), Advisors Asset Management Inc. ($5.31M), Raymond James Financial Inc. ($2.95M), Raymond James & Associates ($2.93M), and Bank of America Corp DE ($2.17M).Learn more on Virtus Diversified Income & Convertible Fund's institutional investors.

Which institutional investors have been buying Virtus Diversified Income & Convertible Fund's stock?

Of the 26 institutional investors that purchased Virtus Diversified Income & Convertible Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($287.15K), LPL Financial LLC ($176.44K), International Assets Investment Management LLC ($146.08K), Wolverine Asset Management LLC ($135.94K), Advisors Asset Management Inc. ($106.46K), Guggenheim Capital LLC ($73.53K), and Shaker Financial Services LLC ($56.27K).

How much institutional buying is happening at Virtus Diversified Income & Convertible Fund?

Institutional investors have bought a total of 765,124 shares in the last 24 months. This purchase volume represents approximately $16.73M in transactions.

Which of Virtus Diversified Income & Convertible Fund's major shareholders have been selling company stock?

Of the 13 institutional investors that sold Virtus Diversified Income & Convertible Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wolverine Asset Management LLC ($127.73K), Advisors Asset Management Inc. ($104.86K), World Equity Group Inc. ($35.46K), Shaker Financial Services LLC ($13.92K), Raymond James Financial Inc. ($11.74K), Bank of America Corp DE ($4.74K), and Wells Fargo & Company MN ($4.11K).

How much institutional selling is happening at Virtus Diversified Income & Convertible Fund?

Institutional investors have sold a total of 309,958 shares in the last 24 months. This volume of shares sold represents approximately $6.39M in transactions.


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This page (NYSE:ACV) was last updated on 9/3/2025 by MarketBeat.com Staff
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