Free Trial
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free ACV Stock Alerts

Virtus Diversified Income & Convertible Fund (ACV) Institutional Ownership

Virtus Diversified Income & Convertible Fund logo
$27.80 +0.62 (+2.28%)
As of 10:23 AM Eastern
Compare

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
Get ACV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Diversified Income & Convertible Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ACV Institutional Buying and Selling by Quarter

Virtus Diversified Income & Convertible Fund Major Shareholders & Ownership History

Export
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%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
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%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
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.


Related Companies

This page (NYSE:ACV) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Opportunity Forming in a U.S. Supply-Chain Weak Spot?
America has a supply-chain problem with graphite - demand is climbing while dependence on foreign sources rema...
i2i Marketing Group, LLC | Sponsoredtc pixel
Trump Is Eyeing the Biggest Monetary Shift Since Nixon
On August 15, 1971, Nixon ended the Bretton Woods agreement and untethered the dollar from gold. Since that ni...
Americas Gold Company | Sponsoredtc pixel
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
Goldman Sachs just told you what to buy (most people missed it)
Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - no...
Behind the Markets | Sponsoredtc pixel
Your book attached
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
I was right about SpaceX
Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,0...
Brownstone Research | Sponsoredtc pixel