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Virtus Diversified Income & Convertible Fund (ACV) Institutional Ownership

Virtus Diversified Income & Convertible Fund logo
$28.00 +0.42 (+1.50%)
As of 03:15 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)
29
Total
Institutional Inflows
(last 12 months)
$13.19M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.68M
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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
5/19/2026 Bank of America Corp DE104,152$2.53M0.0%+5.9%0.000%
5/18/2026 Royal Bank of Canada73,971$1.80M0.0%+6.5%0.000%
5/7/2026 World Equity Group Inc.34,392$836K0.2%+15.2%0.000%
5/5/2026 D.A. Davidson & CO.14,198$345K0.0%+56.5%0.000%
5/2/2026 International Assets Investment Management LLC1,061$26K0.0%-61.8%0.000%
4/23/2026 Apollon Wealth Management LLC25,623$623K0.0%+7.0%0.000%
4/18/2026 CENTRAL TRUST Co1,500$36K0.0%N/A0.000%
4/17/2026 PMG Family Office LLC43,023$1.05M1.2%+1.5%0.000%
2/19/2026 Invesco Ltd.20,601$542K0.0%+100.8%0.000%
2/17/2026 Guggenheim Capital LLC361,160$9.50M0.1%+19.7%0.000%
2/17/2026 Osaic Holdings Inc.49,879$1.31M0.0%-19.8%0.000%
2/17/2026 &PARTNERS8,200$216K0.0%N/A0.000%
2/17/2026 Royal Bank of Canada69,462$1.83M0.0%+4.3%0.000%
2/13/2026 Kestra Advisory Services LLC5,460$144K0.0%N/A0.000%
2/13/2026 Stifel Financial Corp18,420$484K0.0%-16.6%0.000%
2/13/2026 Integrated Wealth Concepts LLC7,780$205K0.0%N/A0.000%
2/13/2026 Wells Fargo & Company MN462,612$12.16M0.0%-4.0%0.000%
2/12/2026 Advisors Asset Management Inc.222,978$5.86M0.1%+13.3%0.000%
2/12/2026 Commonwealth Equity Services LLC13,233$348K0.0%+11.6%0.000%
2/11/2026 LPL Financial LLC298,852$7.86M0.0%+1.5%0.000%
2/3/2026 International Assets Investment Management LLC2,777$73K0.0%N/A0.000%
2/2/2026 Oppenheimer & Co. Inc.9,984$262K0.0%-14.4%0.000%
1/29/2026 D.A. Davidson & CO.9,072$239K0.0%-14.5%0.000%
1/28/2026 PMG Family Office LLC42,384$1.11M1.3%-3.5%0.000%
1/27/2026 Emissary Wealth LLC79,499$2.09M1.8%N/A0.000%
1/23/2026 Gilliland Jeter Wealth Management LLC25,098$660K0.2%+2.9%0.000%
1/23/2026 U.S. Capital Wealth Advisors LLC9,825$258K0.0%-41.6%0.000%
1/22/2026 Apollon Wealth Management LLC23,952$630K0.0%+82.8%0.000%
1/20/2026 Relyea Zuckerberg Hanson LLC10,051$264K0.0%-16.6%0.000%
1/12/2026 World Equity Group Inc.29,867$785K0.2%+11.7%0.000%
12/22/2025 PMG Family Office LLC43,917$1.06M1.2%N/A0.000%
11/17/2025 Bank of America Corp DE96,646$2.33M0.0%+2.0%0.000%
11/14/2025 Raymond James Financial Inc.142,108$3.43M0.0%+10.1%0.000%
11/13/2025 Landscape Capital Management L.L.C.25,936$625K0.0%-23.1%0.000%
11/7/2025 Cornerstone Advisors LLC7,400$178K0.0%N/A0.000%
11/6/2025 Advisors Asset Management Inc.196,727$4.74M0.1%-15.3%0.000%
11/6/2025 Oppenheimer & Co. Inc.11,667$281K0.0%N/A0.000%
10/28/2025 Wolverine Asset Management LLC19,438$468K0.0%N/A0.000%
10/24/2025 World Equity Group Inc.26,742$644K0.1%+2.9%0.000%
10/22/2025 D.A. Davidson & CO.10,614$256K0.0%N/A0.000%
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10/21/2025 Relyea Zuckerberg Hanson LLC12,051$290K0.0%N/A0.000%
10/17/2025 Apollon Wealth Management LLC13,105$316K0.0%+31.1%0.000%
10/15/2025 World Investment Advisors9,466$228K0.0%N/A0.000%
10/14/2025 Farther Finance Advisors LLC1,977$48K0.0%N/A0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC16,825$405K0.0%N/A0.000%
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%
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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%


ACV Institutional Ownership - Frequently Asked Questions

During the previous two years, 41 institutional investors and hedge funds held shares of Virtus Diversified Income & Convertible Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($12.16M), Guggenheim Capital LLC ($9.50M), LPL Financial LLC ($7.86M), Advisors Asset Management Inc. ($5.86M), Raymond James Financial Inc. ($3.43M), Raymond James & Associates ($2.93M), and Bank of America Corp DE ($2.53M).Learn more on Virtus Diversified Income & Convertible Fund's institutional investors.

Of the 35 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. ($300.21K), Wolverine Asset Management LLC ($155.38K), Guggenheim Capital LLC ($132.86K), Emissary Wealth LLC ($79.50K), Advisors Asset Management Inc. ($76.28K), World Equity Group Inc. ($62.90K), and Shaker Financial Services LLC ($56.27K).

Institutional investors have bought a total of 533,304 shares in the last 24 months. This purchase volume represents approximately $13.19M in transactions.

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: Advisors Asset Management Inc. ($35.41K), Wells Fargo & Company MN ($19.44K), Osaic Holdings Inc. ($12.85K), Raymond James Financial Inc. ($11.74K), Landscape Capital Management L.L.C. ($7.79K), U.S. Capital Wealth Advisors LLC ($7K), and Stifel Financial Corp ($3.67K).

Institutional investors have sold a total of 107,376 shares in the last 24 months. This volume of shares sold represents approximately $2.68M in transactions.


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This page (NYSE:ACV) was last updated on 6/15/2026 by MarketBeat.com Staff.
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