Free Trial
→ The $7 company helping Nvidia build the world’s first trillion-dollar robot … (From Weiss Ratings) (Ad) Free NCV Stock Alerts

Virtus Convertible & Income Fund (NCV) Institutional Ownership

Virtus Convertible & Income Fund logo
$14.20 -0.14 (-0.98%)
Closing price 08/1/2025 03:58 PM Eastern
Extended Trading
$14.19 -0.01 (-0.07%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$90.62M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$102.49M
Get NCV Insider Trade Alerts

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

Skip Chart & View Institutional Buying and Selling Data

NCV Institutional Buying and Selling by Quarter

Virtus Convertible & Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025 Integrated Capital Management Inc.21,157$300K0.2%N/A0.000%
7/24/2025 Total Wealth Planning & Management Inc.20,217$287K0.2%N/A0.000%
7/11/2025 Congress Park Capital LLC543,823$7.72M2.5%N/A0.000%
5/21/2025Geneos Wealth Management Inc.8,493$110K0.0%+41.4%0.000%
5/16/2025NewEdge Advisors LLC20,487$265K0.0%-79.3%0.000%
5/16/2025Ionic Capital Management LLC28,013$362K0.0%-75.0%0.000%
5/16/2025Advisors Asset Management Inc.628,683$8.13M0.2%-76.2%0.000%
5/15/2025Royal Bank of Canada39,626$512K0.0%-76.2%0.000%
5/15/2025WPG Advisers LLC1,906$25K0.0%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.71,727$927K0.1%+96.1%0.000%
5/14/2025Walleye Capital LLC36,001$465K0.0%-62.6%0.000%
5/13/2025HighTower Advisors LLC16,906$219K0.0%-82.1%0.000%
5/12/2025Invesco Ltd.58,601$758K0.0%-79.0%0.000%
5/12/2025Wolverine Asset Management LLC171,022$2.21M0.0%N/A0.000%
5/7/2025LPL Financial LLC306,435$3.96M0.0%-70.5%0.000%
5/7/2025Alteri Wealth LLC10,653$138K0.1%-75.9%0.000%
5/6/2025Cetera Investment Advisers23,148$299K0.0%-68.4%0.000%
5/6/2025Choreo LLC13,723$177K0.0%-76.0%0.000%
5/5/2025WNY Asset Management LLC126,743$1.64M0.2%-85.2%0.000%
5/1/2025 CWM LLC4,652$60K0.0%-74.9%0.000%
4/29/2025Envestnet Asset Management Inc.105,228$1.36M0.0%-74.5%0.000%
4/29/2025Penserra Capital Management LLC601,375$7.78M0.1%N/A0.000%
4/23/2025 E&G Advisors LP13,894$180K0.1%-74.1%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.135,176$1.75M0.0%-71.6%0.000%
4/16/2025 Fortitude Family Office LLC2,500$32K0.0%-77.3%0.000%
4/11/2025 Gridiron Partners LLC75,010$970K0.6%-63.8%0.000%
4/8/2025 Doliver Advisors LP10,856$140K0.0%N/A0.000%
2/21/2025WNY Asset Management LLC853,827$2.96M0.4%-8.5%0.000%
2/18/2025Elequin Capital LP29,219$101K0.0%N/A0.000%
2/17/2025Ionic Capital Management LLC112,055$389K0.0%+510.0%0.000%
2/17/2025Cetera Investment Advisers73,273$254K0.0%-78.7%0.000%
2/17/2025Bank of America Corp DE1,117,984$3.88M0.0%-11.6%0.000%
2/17/2025Ameriprise Financial Inc.817,880$2.84M0.0%+1.5%0.000%
2/17/2025Alteri Wealth LLC44,224$153K0.0%N/A0.000%
2/14/2025Comerica Bank12,052$42K0.0%-25.5%0.000%
2/14/2025Stifel Financial Corp46,998$163K0.0%-6.2%0.000%
2/14/2025Shaker Financial Services LLC17,563$61K0.0%-46.6%0.000%
2/13/2025NewEdge Advisors LLC98,750$343K0.0%-15.4%0.000%
2/13/2025Walleye Capital LLC96,387$334K0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.77,765$270K0.0%+3.3%0.000%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
2/13/2025Raymond James Financial Inc.279,510$970K0.0%N/A0.000%
2/13/2025Invesco Ltd.279,492$970K0.0%+9.3%0.000%
2/13/2025Envestnet Asset Management Inc.412,716$1.43M0.0%+1.1%0.000%
2/13/2025Wedbush Securities Inc.40,305$140K0.0%-15.4%0.000%
2/13/2025Wells Fargo & Company MN82,933$288K0.0%-3.1%0.000%
2/12/2025Landscape Capital Management L.L.C.36,581$127K0.0%-82.3%0.000%
2/11/2025LPL Financial LLC1,037,074$3.60M0.0%+34.5%0.000%
2/10/2025Advisors Asset Management Inc.2,640,144$9.16M0.2%+0.8%0.000%
2/10/2025Commonwealth Equity Services LLC142,357$494K0.0%-5.5%0.000%
2/7/2025HighTower Advisors LLC94,610$328K0.0%-8.4%0.000%
2/7/2025Cornerstone Advisors LLC26,100$91K0.0%+40.3%0.000%
2/6/2025Raymond James Financial Inc.279,510$970K0.0%N/A0.000%
2/6/2025Meridian Wealth Management LLC12,338$43K0.0%N/A0.000%
2/5/2025SVB Wealth LLC22,105$77K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.25,221$88K0.0%N/A0.000%
2/3/2025Private Advisor Group LLC256,410$890K0.0%+4.0%0.000%
2/3/2025Good Life Advisors LLC30,861$107K0.0%+84.5%0.000%
1/31/2025 Atria Wealth Solutions Inc.40,340$140K0.0%+32.5%0.000%
1/24/2025 E&G Advisors LP53,582$186K0.1%-8.5%0.000%
1/23/2025 Sonora Investment Management Group LLC28,400$99K0.0%-12.9%0.000%
1/22/2025Joseph P. Lucia & Associates LLC27,728$96K0.0%-15.0%0.000%
1/22/2025 Kingswood Wealth Advisors LLC10,540$37K0.0%N/A0.000%
1/17/2025Atomi Financial Group Inc.25,874$90K0.0%+15.2%0.000%
1/15/2025 Congress Park Capital LLC1,743,406$6.05M2.2%+11.5%0.000%
1/14/2025 Park Avenue Securities LLC418,672$1.45M0.0%+3.8%0.000%
11/25/2024PVG Asset Management Corp12,715$45K0.2%N/A0.000%
11/15/2024Jane Street Group LLC10,339$36K0.0%N/A0.000%
11/15/2024Stifel Financial Corp50,124$175K0.0%-11.8%0.000%
11/15/2024Integrated Wealth Concepts LLC18,318$64K0.0%-25.5%0.000%
11/15/2024Ionic Capital Management LLC18,370$64K0.0%N/A0.000%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC55,000$192K0.0%-45.0%0.000%
11/12/2024Larson Financial Group LLC15,000$52K0.0%+226.1%0.000%
11/12/2024Penserra Capital Management LLC2,564,131$8.97M0.2%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.206,996$724K0.1%-54.3%0.000%
11/8/2024Cornerstone Advisors LLC18,603$65K0.0%-98.0%0.000%
11/8/2024Advisors Asset Management Inc.2,619,727$9.17M0.2%+2.4%0.000%
11/7/2024Pathstone Holdings LLC876,335$3.07M0.0%-30.6%0.000%
11/7/2024Thrivent Financial for Lutherans158,200$554K0.0%+61.1%0.000%
10/31/2024Shaker Financial Services LLC32,870$115K0.0%-82.5%0.000%
10/28/2024 William Howard & Co Financial Advisors Inc26,750$94K0.1%N/A0.000%
10/25/2024 Fortitude Family Office LLC13,387$47K0.0%+33.9%0.000%
10/22/2024 International Assets Investment Management LLC8,442$30K0.0%+250.0%0.000%
10/22/2024 Greenleaf Trust44,565$156K0.0%N/A0.000%
10/22/2024 Sequoia Financial Advisors LLC10,000$35K0.0%N/A0.000%
10/9/2024 Congress Park Capital LLC1,563,329$5.47M2.0%+46.8%0.000%
10/8/2024Atomi Financial Group Inc.22,461$79K0.0%+25.6%0.000%
10/8/2024 Integrated Capital Management Inc.80,234$281K0.2%+8.5%0.000%
10/3/2024 Park Avenue Securities LLC403,425$1.41M0.0%+3.3%0.000%
8/22/2024Cetera Investment Advisers322,227$1.05M0.0%+13.1%0.000%
8/19/2024B. Riley Wealth Advisors Inc.57,000$186K0.0%-28.9%0.000%
This Crypto Is Set to Explode in January (Ad)

Free summit reveals where Bitcoin goes after $120k Don't miss this rare opportunity to learn directly from the experts who are driving this market…

Reserve your free spot now.
8/9/2024Cornerstone Advisors LLC919,074$3.01M0.1%+17.3%0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC93,800$307K0.1%N/A0.000%
8/7/2024Choreo LLC56,798$186K0.0%N/A0.000%
8/5/2024Private Advisor Group LLC246,556$806K0.0%+6.3%0.000%
8/5/2024 MCF Advisors LLC8,868$29K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC187,955$615K0.2%-41.5%0.000%
8/2/2024Wolverine Asset Management LLC38,921$127K0.0%-33.0%0.000%
7/26/2024Atomi Financial Group Inc.17,876$58K0.0%-31.1%0.000%
7/12/2024 Congress Park Capital LLC1,065,217$3.48M1.4%+3.9%0.000%
7/12/2024 Integrated Capital Management Inc.73,918$242K0.2%+29.9%0.000%
(Data available from 1/1/2016 forward)

NCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NCV shares?

During the previous two years, 89 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($8.13M), Penserra Capital Management LLC ($7.78M), Congress Park Capital LLC ($7.72M), LPL Financial LLC ($3.96M), Bank of America Corp DE ($3.88M), Pathstone Holdings LLC ($3.07M), and Ameriprise Financial Inc. ($2.84M).Learn more on Virtus Convertible & Income Fund's institutional investors.

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

Of the 67 institutional investors that purchased Virtus Convertible & Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($3.17M), Advisors Asset Management Inc. ($2.42M), Congress Park Capital LLC ($2.13M), Cornerstone Advisors LLC ($1.13M), Raymond James Financial Inc. ($559.02K), WNY Asset Management LLC ($329.99K), and Advisor Partners II LLC ($301.57K).

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

Institutional investors have bought a total of 6,565,136 shares in the last 24 months. This purchase volume represents approximately $90.62M in transactions.

Which of Virtus Convertible & Income Fund's major shareholders have been selling company stock?

Of the 33 institutional investors that sold Virtus Convertible & Income 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. ($2.01M), Cornerstone Advisors LLC ($900.47K), WNY Asset Management LLC ($806.48K), LPL Financial LLC ($730.64K), Landscape Capital Management L.L.C. ($416.60K), Pathstone Holdings LLC ($386.56K), and Cambridge Investment Research Advisors Inc. ($340.26K).

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

Institutional investors have sold a total of 7,738,754 shares in the last 24 months. This volume of shares sold represents approximately $102.49M in transactions.


Related Companies

This page (NYSE:NCV) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
379 passengers walked away from this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsored
Alien rocks potentially worth trillions…
It might look like just a weird rock—but it’s tied to a discovery 60 Minutes says could be worth up to $16 tri...
Porter & Company | Sponsored
Trump’s crypto advisor may have revealed the next big crypto opportunity
While investors chase Bitcoin toward $100K, D.C. insiders are quietly loading up on something else. One of Tru...
Weiss Ratings | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Too busy to trade? Good.
Too busy to trade? That might be your edge. This after-hours strategy is built for people who don’t sit at ...
Timothy Sykes | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Don’t Touch Tesla Stock Without Reading This First
Jeff Brown says he wouldn’t touch Tesla stock right now—and the reason might shock you. A 40-year Wall Stre...
Brownstone Research | Sponsored