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Virtus Diversified Income & Convertible Fund (ACV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Virtus Diversified Income & Convertible Fund (NYSE:ACV)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$11.97M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.61M
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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
4/17/2024 Hennion & 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%
1/25/2024 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%
1/23/2024DAVENPORT & Co LLC27,658$580K0.0%-5.8%0.000%
1/16/2024 Raymond 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%
10/27/2023 Hennion & Walsh Asset Management Inc.32,713$610K0.0%+23.8%0.000%
10/24/2023 Raymond James & Associates94,224$1.76M0.0%+5.3%0.000%
10/17/2023DAVENPORT & Co LLC29,348$548K0.0%-17.6%0.000%
10/4/2023 International Assets Investment Management LLC2,208$40K0.0%N/A0.000%
8/11/2023Cornerstone 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%
7/25/2023 Raymond 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%
4/20/2023 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%
4/14/2023 Raymond James & Associates102,333$1.98M0.0%+16.9%0.000%
4/11/2023 RVW Wealth LLC12,100$234K0.0%N/A0.000%
2/13/2023Advisors Asset Management Inc.287,458$5.34M0.1%-24.6%0.000%
2/10/2023 New Hampshire Trust1,650$31K0.0%N/A0.000%
2/8/2023 Raymond James & Associates87,522$1.62M0.0%+11.6%0.000%
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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%
1/12/2023 Hennion & 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%
11/14/2022 Hennion & Walsh Asset Management Inc.45,236$794K0.1%-1.8%0.000%
11/10/2022Wolverine Asset Management LLC31,666$555K0.0%-64.0%0.000%
11/9/2022Guardian Wealth Advisors LLC1,477$26K0.0%N/A0.000%
11/8/2022Advisors Asset Management Inc.381,250$6.69M0.1%-15.0%0.000%
11/8/2022Signaturefd LLC2,000$35K0.0%N/A0.000%
10/25/2022 Raymond James & Associates78,409$1.38M0.0%-6.1%0.000%
10/11/2022DAVENPORT & Co LLC42,478$745K0.0%-6.2%0.000%
8/8/2022Advisors Asset Management Inc.448,737$8.76M0.2%-21.2%0.000%
8/3/2022Wolverine Asset Management LLC88,009$1.72M0.0%+1,127.5%0.000%
7/18/2022DAVENPORT & Co LLC45,278$884K0.0%-1.2%0.000%
5/4/2022Advisor Group Holdings Inc.28,060$712K0.0%+48.8%0.000%
5/4/2022Wolverine Asset Management LLC7,170$182K0.0%N/A0.000%
5/4/2022Commonwealth Equity Services LLC12,128$308K0.0%+47.3%0.000%
5/2/2022National Asset Management Inc.16,024$408K0.0%-3.1%0.000%
5/2/2022DAVENPORT & Co LLC45,828$1.17M0.0%-10.8%0.000%
4/26/2022 Hennion & Walsh Asset Management Inc.46,238$1.18M0.1%+21.9%0.000%
2/15/2022Advisors Asset Management Inc.640,424$20.65M0.3%-2.5%0.000%
2/14/2022Guggenheim Capital LLC337,695$10.89M0.1%+5.1%0.000%
2/10/2022Private Advisor Group LLC12,107$390K0.0%+40.1%0.000%
2/8/2022 Raymond James Financial Services Advisors Inc.19,359$624K0.0%-36.1%0.000%
2/8/2022Bank of America Corp DE129,995$4.19M0.0%-1.8%0.000%
2/8/2022 Raymond James & Associates73,347$2.37M0.0%+8.9%0.000%
2/4/2022Envestnet Asset Management Inc.11,942$385K0.0%-5.1%0.000%
1/31/2022D.A. Davidson & CO.7,060$228K0.0%N/A0.000%
1/31/2022Commonwealth Equity Services LLC8,233$265K0.0%+38.7%0.000%
1/28/2022National Asset Management Inc.16,535$534K0.0%+34.2%0.000%
1/27/2022 TAP Consulting LLC5,335$172K0.0%N/A0.000%
1/21/2022Ahrens Investment Partners LLC1,900$61K0.0%N/A0.000%
11/16/2021LPL Financial LLC79,348$2.69M0.0%+7.4%0.000%
11/15/2021Guggenheim Capital LLC321,412$10.89M0.1%-8.9%0.000%
11/15/2021Invesco Ltd.59,097$2.00M0.0%+1.2%0.000%
11/15/2021Cohen & Steers Inc.23,402$793K0.0%-47.3%0.000%
11/12/2021 Hennion & Walsh Asset Management Inc.18,593$630K0.0%+21.7%0.000%
11/5/2021Advisor Group Holdings Inc.18,778$637K0.0%+2.0%0.000%
11/3/2021 Kovack Advisors Inc.10,500$356K0.0%-12.5%0.000%
11/2/2021Shaker Financial Services LLC16,393$555K0.2%-35.0%0.000%
11/2/2021 Raymond James Financial Services Advisors Inc.30,311$1.03M0.0%+167.2%0.000%
11/2/2021 Raymond James & Associates67,335$2.28M0.0%-3.5%0.000%
10/29/2021Janney Montgomery Scott LLC13,613$461K0.0%+2.3%0.000%
10/29/2021Commonwealth Equity Services LLC5,936$201K0.0%N/A0.000%
8/17/2021Wells Fargo & Company MN332,857$11.55M0.0%+17.4%0.000%
8/17/2021Invesco Ltd.58,402$2.03M0.0%+10.7%0.000%
8/17/2021ArrowMark Colorado Holdings LLC15,143$525K0.0%-6.0%0.000%
8/16/2021Bank of America Corp DE139,722$4.85M0.0%+1.8%0.000%
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Central Banks Buying Gold in Record Numbers Most folks have completely missed the fact that the world's Central Banks have been quietly gobbling up as much gold as they can… Stacking it in their locked vaults on pallets in record numbers.

Find out why right here (and see what you can do to get in too with just a few dollars).
8/16/2021Royal Bank of Canada37,133$1.29M0.0%-10.7%0.000%
8/13/2021LPL Financial LLC73,896$2.56M0.0%+26.2%0.000%
8/13/2021Stifel Financial Corp67,525$2.34M0.0%+28.1%0.000%
8/13/2021Sit Investment Associates Inc.24,326$844K0.0%N/A0.000%
8/12/2021Advisory Services Network LLC1,615$56K0.0%N/A0.000%
8/10/2021Mid Atlantic Financial Management Inc. ADV7,300$253K0.0%N/A0.000%
8/9/2021Belpointe Asset Management LLC3,535$123K0.0%-9.0%0.000%
8/4/2021Glassman Wealth Services1,477$51K0.0%N/A0.000%
8/4/2021Envestnet Asset Management Inc.14,176$492K0.0%-3.8%0.000%
7/31/2021Advisors Asset Management Inc.585,404$20.31M0.3%+25.4%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, 23 institutional investors and hedge funds held shares of Virtus Diversified Income & Convertible Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($10.08M), LPL Financial LLC ($7.05M), Guggenheim Capital LLC ($5.13M), Advisors Asset Management Inc. ($3.18M), Raymond James & Associates ($2.36M), International Assets Investment Management LLC ($1M), and Cornerstone Advisors LLC ($912K).Learn more on ACV's institutional investors.

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

Of the 21 institutional investors that purchased Virtus Diversified Income & Convertible Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($252.60K), Wolverine Asset Management LLC ($109.91K), Cornerstone Advisors LLC ($96.27K), International Assets Investment Management LLC ($95.22K), Raymond James & Associates ($46.97K), Guggenheim Capital LLC ($40.28K), and Shaker Financial Services LLC ($37.65K).

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

Institutional investors have bought a total of 822,871 shares in the last 24 months. This purchase volume represents approximately $16.24M in transactions.

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

Of the 9 institutional investors that sold Virtus Diversified Income & Convertible Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($282.25K), Guggenheim Capital LLC ($107.42K), Wolverine Asset Management LLC ($56.34K), Cornerstone Advisors LLC ($52.79K), DAVENPORT & Co LLC ($23.72K), Raymond James & Associates ($17.90K), and Hennion & Walsh Asset Management Inc. ($6.71K).

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

Institutional investors have sold a total of 552,829 shares in the last 24 months. This volume of shares sold represents approximately $10.43M in transactions.


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This page (NYSE:ACV) was last updated on 4/26/2024 by MarketBeat.com Staff

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