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Virtus Convertible & Income 2024 Target Term Fund (CBH) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income 2024 Target Term Fund (NYSE:CBH)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$2.59M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.12M
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CBH Institutional Buying and Selling by Quarter

Virtus Convertible & Income 2024 Target Term Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024E&G Advisors LP57,942$510K0.2%-2.4%0.000%
4/16/2024Cypress Wealth Services LLC17,000$150K0.0%-15.0%0.000%
2/23/2024Chicago Partners Investment Group LLC131,942$1.16M0.1%-39.2%0.000%
2/15/2024Bulldog Investors LLP17,054$149K0.0%N/A0.000%
2/12/2024StoneX Group Inc.71,494$623K0.1%N/A0.000%
2/1/2024Signaturefd LLC10,187$89K0.0%+7,617.4%0.000%
1/25/2024E&G Advisors LP59,342$517K0.2%-7.4%0.000%
12/1/2023B. Riley Wealth Advisors Inc.17,674$156K0.0%-17.3%0.000%
11/13/2023Stifel Financial Corp359,115$3.15M0.0%+1.7%0.000%
11/9/2023UBS Group AG259,467$2.28M0.0%-2.6%0.000%
11/7/2023OmniStar Financial Group Inc.11,074$97K0.1%N/A0.000%
10/26/2023Punch & Associates Investment Management Inc.1,210,882$10.63M0.7%+13.4%0.000%
10/25/2023E&G Advisors LP64,092$563K0.2%-5.5%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.115,950$1.02M0.0%-8.1%0.000%
10/23/2023Commonwealth Equity Services LLC116,450$1.02M0.0%-2.0%0.000%
8/24/2023Arlington Capital Management Inc.25,461$219K0.2%+10.2%0.000%
8/10/2023Sit Investment Associates Inc.16,645$143K0.0%N/A0.000%
7/26/2023Janney Montgomery Scott LLC10,760$93K0.0%-16.6%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.126,212$1.09M0.0%+18.1%0.000%
7/25/2023Raymond James & Associates22,500$194K0.0%-12.9%0.000%
7/21/2023E&G Advisors LP67,817$585K0.2%-2.3%0.000%
4/17/2023E&G Advisors LP69,392$598K0.2%-6.3%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.106,902$921K0.0%+294.2%0.000%
3/15/2023B. Riley Wealth Advisors Inc.33,880$297K0.0%-3.4%0.000%
2/14/2023Atlas Wealth LLC10,365$90K0.0%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.27,118$234K0.0%N/A0.000%
2/8/2023UBS Group AG260,643$2.25M0.0%+6.7%0.000%
2/7/2023Commonwealth Equity Services LLC118,600$1.02M0.0%-6.7%0.000%
2/1/2023Janney Montgomery Scott LLC12,909$112K0.0%-18.1%0.000%
1/31/2023Geneos Wealth Management Inc.7,646$66K0.0%+978.4%0.000%
1/13/2023E&G Advisors LP74,092$640K0.2%-4.1%0.000%
11/14/2022Guggenheim Capital LLC52,388$443K0.0%+25.6%0.000%
11/10/2022UBS Group AG244,370$2.07M0.0%-11.6%0.000%
11/8/2022Advisors Asset Management Inc.342,509$2.90M0.1%+42.6%0.000%
11/2/2022Rockefeller Capital Management L.P.11,750$99K0.0%+27.0%0.000%
10/25/2022Janney Montgomery Scott LLC15,760$133K0.0%+48.8%0.000%
10/11/2022E&G Advisors LP77,292$654K0.2%-2.6%0.000%
8/8/2022Advisors Asset Management Inc.240,148$2.07M0.0%N/A0.000%
7/28/2022 Royal Fund Management LLC16,524$142K0.0%-7.8%0.000%
7/19/2022Commonwealth Equity Services LLC132,600$1.14M0.0%-1.9%0.000%
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5/20/2022Chicago Partners Investment Group LLC212,807$1.85M0.1%-2.7%0.000%
5/11/2022King Luther Capital Management Corp18,000$168K0.0%N/A0.000%
5/4/2022Commonwealth Equity Services LLC135,150$1.26M0.0%+39.5%0.000%
4/12/2022E&G Advisors LP79,792$745K0.2%-2.7%0.000%
2/15/2022Chicago Partners Investment Group LLC218,821$2.09M0.1%+16.2%0.000%
2/8/2022Steward Partners Investment Advisory LLC26,493$261K0.0%-40.7%0.000%
2/8/2022Bank of America Corp DE211,732$2.09M0.0%-10.2%0.000%
2/7/2022Ameritas Advisory Services LLC36,903$364K0.0%N/A0.000%
1/31/2022Commonwealth Equity Services LLC96,900$956K0.0%+831.7%0.000%
1/28/2022National Asset Management Inc.32,958$326K0.0%+3.9%0.000%
1/27/2022Janney Montgomery Scott LLC10,590$105K0.0%N/A0.000%
1/13/2022E&G Advisors LP82,000$809K0.2%+22.0%0.000%
11/15/2021Royal Bank of Canada305,258$3.15M0.0%+1.7%0.000%
11/15/2021Morgan Stanley988,888$10.22M0.0%+2.8%0.000%
11/10/2021Creative Planning12,375$128K0.0%N/A0.000%
11/2/2021Raymond James & Associates25,834$267K0.0%-11.4%0.000%
10/29/2021Commonwealth Equity Services LLC10,400$107K0.0%-12.6%0.000%
10/20/2021 Royal Fund Management LLC19,896$205K0.0%-16.8%0.000%
10/20/2021E&G Advisors LP67,200$694K0.2%N/A0.000%
9/17/2021Virtu Financial LLC11,083$116K0.0%N/A0.000%
9/10/2021Punch & Associates Investment Management Inc.929,842$9.71M0.5%-0.8%0.000%
8/17/2021Wells Fargo & Company MN728,300$7.60M0.0%-3.2%0.000%
8/17/2021Invesco Ltd.47,583$497K0.0%+61.1%0.000%
8/16/2021Bank of America Corp DE252,980$2.64M0.0%-2.4%0.000%
8/16/2021First Trust Advisors LP97,789$1.02M0.0%+2.8%0.000%
8/16/2021Royal Bank of Canada300,065$3.13M0.0%+3.4%0.000%
8/16/2021Morgan Stanley961,530$10.04M0.0%+3.0%0.000%
8/16/2021Punch & Associates Investment Management Inc.929,842$9.71M0.5%-0.8%0.000%
8/13/2021Steward Partners Investment Advisory LLC49,693$519K0.0%-31.5%0.000%
8/13/2021Stifel Financial Corp243,014$2.54M0.0%+46.9%0.000%
8/10/2021National Asset Management Inc.30,923$323K0.0%+50.8%0.000%
8/4/2021Shaker Financial Services LLC15,400$161K0.1%N/A0.000%
8/2/2021Chicago Partners Investment Group LLC188,654$2.01M0.1%-9.0%0.000%
5/18/2021Punch & Associates Investment Management Inc.937,732$9.72M0.6%+3.3%0.000%
5/18/2021Rivernorth Capital Management LLC80,632$835K0.1%+225.0%0.000%
5/18/2021Morgan Stanley933,673$9.67M0.0%+7.7%0.000%
5/17/2021Royal Bank of Canada290,199$3.01M0.0%-4.2%0.000%
5/17/2021Ameriprise Financial Inc.54,014$560K0.0%-37.0%0.000%
5/17/2021Hennion & Walsh Asset Management Inc.25,806$267K0.0%N/A0.000%
5/14/2021Stifel Financial Corp165,467$1.71M0.0%+40.3%0.000%
5/12/2021UBS Group AG216,227$2.24M0.0%+2.1%0.000%
5/11/2021Rockefeller Capital Management L.P.5,000$51K0.0%+66.7%0.000%
4/28/2021Chicago Partners Investment Group LLC207,319$2.16M0.2%+10.5%0.000%
2/16/2021Morgan Stanley866,888$8.66M0.0%+7.1%0.000%
2/16/2021Punch & Associates Investment Management Inc.908,023$9.07M0.6%-1.8%0.000%
2/12/2021Stifel Financial Corp117,939$1.18M0.0%-30.4%0.000%
2/11/2021Steward Partners Investment Advisory LLC56,529$565K0.0%-47.6%0.000%
2/9/2021Wells Fargo & Company MN740,046$7.39M0.0%-0.9%0.000%
2/9/2021Arkadios Wealth Advisors4,892$48K0.0%N/A0.000%
2/9/2021Landscape Capital Management L.L.C.18,190$182K0.0%N/A0.000%
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2/3/2021Shaker Financial Services LLC102,651$1.03M0.4%-30.5%0.000%
2/2/2021First Trust Advisors LP97,311$972K0.0%-2.8%0.000%
2/2/2021 Royal Fund Management LLC24,249$242K0.1%-6.9%0.000%
1/27/2021Chicago Partners Investment Group LLC187,560$1.86M0.2%+0.7%0.000%
1/22/2021Cypress Wealth Services LLC20,000$200K0.0%-200.0%0.000%
11/16/2020Punch & Associates Investment Management Inc.924,489$8.14M0.7%+0.6%0.000%
11/16/2020Rivernorth Capital Management LLC21,254$187K0.0%N/A0.000%
11/13/2020Morgan Stanley809,565$7.12M0.0%+2.7%0.000%
11/10/2020RMB Capital Management LLC17,911$158K0.0%N/A0.000%
11/9/2020Shaker Financial Services LLC147,668$1.30M0.7%N/A0.000%
(Data available from 1/1/2016 forward)

CBH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBH shares?

During the previous two years, 24 institutional investors and hedge funds held shares of Virtus Convertible & Income 2024 Target Term Fund. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($10.63M), Stifel Financial Corp ($3.15M), Advisors Asset Management Inc. ($2.90M), UBS Group AG ($2.28M), Chicago Partners Investment Group LLC ($1.16M), Commonwealth Equity Services LLC ($1.02M), and Raymond James Financial Services Advisors Inc. ($1.02M).Learn more on CBH's institutional investors.

Which institutional investors have been buying Virtus Convertible & Income 2024 Target Term Fund stock?

Of the 18 institutional investors that purchased Virtus Convertible & Income 2024 Target Term Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advisors Asset Management Inc. ($342.51K), Punch & Associates Investment Management Inc. ($142.97K), Raymond James Financial Services Advisors Inc. ($126.21K), StoneX Group Inc. ($71.49K), Commonwealth Equity Services LLC ($38.25K), King Luther Capital Management Corp ($18K), and Bulldog Investors LLP ($17.05K).

How much institutional buying is happening at Virtus Convertible & Income 2024 Target Term Fund?

Institutional investors have bought a total of 854,382 shares in the last 24 months. This purchase volume represents approximately $7.42M in transactions.

Which Virtus Convertible & Income 2024 Target Term Fund major shareholders have been selling company stock?

Of the 10 institutional investors that sold Virtus Convertible & Income 2024 Target Term Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Chicago Partners Investment Group LLC ($90.93K), UBS Group AG ($38.94K), E&G Advisors LP ($21.45K), Commonwealth Equity Services LLC ($13.45K), Raymond James Financial Services Advisors Inc. ($10.26K), Janney Montgomery Scott LLC ($5K), and B. Riley Wealth Advisors Inc. ($4.89K).

How much institutional selling is happening at Virtus Convertible & Income 2024 Target Term Fund?

Institutional investors have sold a total of 192,662 shares in the last 24 months. This volume of shares sold represents approximately $1.67M in transactions.


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This page (NYSE:CBH) was last updated on 4/23/2024 by MarketBeat.com Staff

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