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Virtus Diversified Income & Convertible Fund (ACV) Institutional Ownership

Virtus Diversified Income & Convertible Fund logo
$23.89 -0.24 (-0.99%)
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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)
14
Total
Institutional Outflows
(last 12 months)
$6.41M
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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
9/4/2025 Osaic Holdings Inc.67,259$1.54M0.0%-0.8%0.000%
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%
5/16/2025Advisors Asset Management Inc.182,106$3.64M0.1%-16.8%0.000%
5/15/2025Royal Bank of Canada65,491$1.31M0.0%+18.4%0.000%
5/15/2025Landscape Capital Management L.L.C.40,854$817K0.1%-3.1%0.000%
5/13/2025Elequin Capital LP1,871$37K0.0%N/A0.000%
5/12/2025Invesco Ltd.10,247$205K0.0%N/A0.000%
5/12/2025Wolverine Asset Management LLC8,213$164K0.0%-94.0%0.000%
5/9/2025Shaker Financial Services LLC42,344$847K0.3%+14.6%0.000%
5/7/2025LPL Financial LLC284,518$5.69M0.0%+1.8%0.000%
4/22/2025World Equity Group Inc.19,042$381K0.1%-65.1%0.000%
2/17/2025Bank of America Corp DE93,700$2.06M0.0%-4.8%0.000%
2/14/2025Shaker Financial Services LLC36,953$811K0.3%-27.4%0.000%
2/13/2025Guggenheim Capital LLC245,793$5.40M0.0%+13.7%0.000%
2/13/2025Raymond James Financial Inc.143,575$3.15M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN486,187$10.67M0.0%-0.8%0.000%
2/12/2025Landscape Capital Management L.L.C.42,148$925K0.1%-5.0%0.000%
2/11/2025LPL Financial LLC279,527$6.14M0.0%+1.4%0.000%
2/10/2025Advisors Asset Management Inc.218,902$4.81M0.1%-11.0%0.000%
2/6/2025Raymond James Financial Inc.143,575$3.15M0.0%N/A0.000%
2/4/2025World Equity Group Inc.54,501$1.20M0.3%+273.5%0.000%
2/3/2025Wolverine Asset Management LLC135,942$2.98M0.0%+12.0%0.000%
1/28/2025Gilliland Jeter Wealth Management LLC24,553$539K0.2%-1.9%0.000%
1/17/2025Westside Investment Management Inc.1,867$41K0.0%N/A0.000%
1/15/2025Hennion & Walsh Asset Management Inc.11,065$243K0.0%-6.0%0.000%
12/13/2024B. Riley Wealth Advisors Inc.24,884$530K0.0%-2.1%0.000%
11/9/2024Landscape Capital Management L.L.C.44,357$952K0.1%+212.6%0.000%
11/8/2024Advisors Asset Management Inc.245,894$5.28M0.1%-14.3%0.000%
11/4/2024Wolverine Asset Management LLC121,373$2.61M0.0%+275.9%0.000%
10/31/2024Shaker Financial Services LLC50,876$1.09M0.4%+137.6%0.000%
10/30/2024World Equity Group Inc.14,592$313K0.1%N/A0.000%
10/28/2024US Bancorp DE1,384$30K0.0%-46.1%0.000%
10/22/2024International Assets Investment Management LLC52,947$1.14M0.0%+2,101.5%0.000%
10/21/2024Raleigh Capital Management Inc.3,346$72K0.0%+23.5%0.000%
10/18/2024Raymond James & Associates136,344$2.93M0.0%+5.0%0.000%
8/19/2024B. Riley Wealth Advisors Inc.25,423$539K0.0%+7.9%0.000%
8/3/2024Shaker Financial Services LLC21,409$454K0.2%N/A0.000%
8/2/2024Wolverine Asset Management LLC32,285$685K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC12,640$268K0.0%+42.1%0.000%
7/30/2024International Assets Investment Management LLC2,405$51K0.0%N/A0.000%
7/20/2024Hennion & 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%
5/16/2024B. Riley Wealth Advisors Inc.23,559$564K0.0%-4.3%0.000%
5/14/2024Advisors Asset Management Inc.283,040$6.78M0.1%+21.6%0.000%
5/1/2024Janney Montgomery Scott LLC8,730$209K0.0%N/A0.000%
4/17/2024Hennion & Walsh Asset Management Inc.12,774$306K0.0%-19.7%0.000%
3/15/2024B. Riley Wealth Advisors Inc.24,621$521K0.0%+4.5%0.000%
2/9/2024Wells Fargo & Company MN480,652$10.08M0.0%+5.5%0.000%
2/9/2024Cornerstone Advisors LLC43,477$912K0.0%-54.8%0.000%
2/7/2024Shaker Financial Services LLC32,456$681K0.3%-5.8%0.000%
2/2/2024Gilliland Jeter Wealth Management LLC25,081$526K0.2%N/A0.000%
1/25/2024International Assets Investment Management LLC47,669$1M0.0%+2,058.9%0.000%
1/24/2024International Assets Investment Management LLC47,669$1M0.0%+2,058.9%0.000%
1/23/2024DAVENPORT & Co LLC27,658$580K0.0%-5.8%0.000%
1/16/2024Raymond James & Associates112,547$2.36M0.0%+19.4%0.000%
12/1/2023B. Riley Wealth Advisors Inc.23,559$444K0.0%+8.6%0.000%
11/15/2023Advisors Asset Management Inc.170,449$3.18M0.1%+3.7%0.000%
11/13/2023LPL Financial LLC377,946$7.05M0.0%+79.6%0.000%
11/9/2023Cornerstone Advisors LLC96,270$1.80M0.1%+54.5%0.000%
11/2/2023Shaker Financial Services LLC34,465$650K0.3%-8.5%0.000%
10/27/2023Hennion & 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%
10/17/2023DAVENPORT & Co LLC29,348$548K0.0%-17.6%0.000%
10/4/2023International Assets Investment Management LLC2,208$40K0.0%N/A0.000%
8/11/2023Cornerstone Advisors LLC62,317$1.25M0.1%N/A0.000%
8/11/2023Guggenheim Capital LLC256,671$5.13M0.0%+18.6%0.000%
8/7/2023Wolverine Asset Management LLC21,899$438K0.0%+817.8%0.000%
8/7/2023Shaker Financial Services LLC37,650$759K0.3%+96.1%0.000%
7/31/2023LPL Financial LLC210,400$4.20M0.0%+12.1%0.000%
7/27/2023B. 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%
7/20/2023DAVENPORT & Co LLC35,603$711K0.0%-4.6%0.000%
5/11/2023Guggenheim Capital LLC216,392$4.18M0.0%-16.6%0.000%
5/10/2023LPL Financial LLC187,607$3.62M0.0%+25.7%0.000%
5/8/2023Shaker Financial Services LLC19,199$371K0.2%N/A0.000%
5/8/2023Wolverine Asset Management LLC2,386$46K0.0%N/A0.000%
4/27/2023DAVENPORT & Co LLC37,303$720K0.0%-7.2%0.000%
4/20/2023Hennion & Walsh Asset Management Inc.42,472$820K0.1%-4.6%0.000%
4/19/2023International Assets Investment Management LLC2,091$40K0.0%N/A0.000%
4/19/2023Mcdonald Partners LLC14,000$270K0.1%N/A0.000%
4/14/2023Raymond James & Associates102,333$1.98M0.0%+16.9%0.000%
4/11/2023RVW Wealth LLC12,100$234K0.0%N/A0.000%
2/13/2023Advisors Asset Management Inc.287,458$5.34M0.1%-24.6%0.000%
2/10/2023New Hampshire Trust1,650$31K0.0%N/A0.000%
2/8/2023Raymond James & Associates87,522$1.62M0.0%+11.6%0.000%
2/7/2023LPL Financial LLC149,221$2.77M0.0%+19.1%0.000%
1/20/2023DAVENPORT & Co LLC40,203$746K0.0%-5.4%0.000%
1/12/2023Hennion & Walsh Asset Management Inc.44,534$827K0.1%-1.6%0.000%
11/15/2022Karpus Management Inc.10,600$186K0.0%N/A0.000%
11/15/2022Logan Stone Capital LLC14,135$248K0.2%N/A0.000%
11/14/2022Guggenheim Capital LLC212,582$3.73M0.0%-23.3%0.000%
11/14/2022Hennion & Walsh Asset Management Inc.45,236$794K0.1%-1.8%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, 29 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 14 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 310,504 shares in the last 24 months. This volume of shares sold represents approximately $6.41M in transactions.


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This page (NYSE:ACV) was last updated on 9/25/2025 by MarketBeat.com Staff
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