Virtus Convertible & Income Fund (NCV) Institutional Ownership $14.56 +0.17 (+1.15%) Closing price 08/22/2025 03:58 PM EasternExtended Trading$14.56 0.00 (0.00%) As of 08/22/2025 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. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendHeadlinesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income Fund (NYSE:NCV)Number ofInstitutional Buyers(last 12 months)40TotalInstitutional Inflows(last 12 months)$92.20MNumber ofInstitutional Sellers(last 12 months)32TotalInstitutional Outflows(last 12 months)$100.94M Get NCV Insider Trade Alerts Want to know when executives and insiders are buying or selling Virtus Convertible & Income Fund stock? 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Email Address 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 ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 Bank of America Corp DE261,207$3.71M0.0%-0.8%0.000% 8/14/2025 Jane Street Group LLC10,881$155K0.0%N/A0.000% 8/14/2025 Raymond James Financial Inc.78,137$1.11M0.0%+3.2%0.000% 8/14/2025 NewEdge Advisors LLC19,712$280K0.0%-3.8%0.000% 8/13/2025 Walleye Capital LLC31,707$450K0.0%-11.9%0.000% 8/13/2025 Guggenheim Capital LLC100,472$1.43M0.0%N/A0.000% 8/13/2025 Invesco Ltd.55,303$785K0.0%-5.6%0.000% 8/13/2025 Choreo LLC11,413$162K0.0%-16.8%0.000% 8/12/2025 Advisors Asset Management Inc.711,902$10.11M0.2%+13.2%0.000% 8/8/2025 Cornerstone Advisors LLC111,267$1.58M0.1%N/A0.000% Get the Latest News and Ratings for NCV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Virtus Convertible & Income Fund and its competitors with MarketBeat's FREE daily newsletter. 8/8/2025 Cetera Investment Advisers21,413$304K0.0%-7.5%0.000% 8/8/2025 Good Life Advisors LLC19,565$278K0.0%N/A0.000% 8/6/2025 Penserra Capital Management LLC619,674$8.80M0.1%+3.0%0.000% 8/4/2025 Wolverine Asset Management LLC255,754$3.63M0.0%+49.5%0.000% 8/4/2025 WNY Asset Management LLC106,119$1.51M0.2%-16.3%0.000% 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% 5/21/2025 Geneos Wealth Management Inc.8,493$110K0.0%+41.4%0.000% 5/16/2025 NewEdge Advisors LLC20,487$265K0.0%-79.3%0.000% 5/16/2025 Ionic Capital Management LLC28,013$362K0.0%-75.0%0.000% 5/16/2025 Advisors Asset Management Inc.628,683$8.13M0.2%-76.2%0.000% 5/15/2025 Royal Bank of Canada39,626$512K0.0%-76.2%0.000% 5/15/2025 WPG Advisers LLC1,906$25K0.0%N/A0.000% 5/15/2025 Landscape Capital Management L.L.C.71,727$927K0.1%+96.1%0.000% 5/14/2025 Walleye Capital LLC36,001$465K0.0%-62.6%0.000% 5/13/2025 HighTower Advisors LLC16,906$219K0.0%-82.1%0.000% 5/12/2025 Invesco Ltd.58,601$758K0.0%-79.0%0.000% 5/12/2025 Wolverine Asset Management LLC171,022$2.21M0.0%N/A0.000% 5/7/2025 LPL Financial LLC306,435$3.96M0.0%-70.5%0.000% 5/7/2025 Alteri Wealth LLC10,653$138K0.1%-75.9%0.000% 5/6/2025 Cetera Investment Advisers23,148$299K0.0%-68.4%0.000% 5/6/2025 Choreo LLC13,723$177K0.0%-76.0%0.000% 5/5/2025 WNY Asset Management LLC126,743$1.64M0.2%-85.2%0.000% 5/1/2025 CWM LLC4,652$60K0.0%-74.9%0.000% 4/29/2025 Envestnet Asset Management Inc.105,228$1.36M0.0%-74.5%0.000% 4/29/2025 Penserra 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% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. 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Get the FREE Guide Before Markets Open Tomorrow4/11/2025 Gridiron Partners LLC75,010$970K0.6%-63.8%0.000% 4/8/2025 Doliver Advisors LP10,856$140K0.0%N/A0.000% 2/21/2025 WNY Asset Management LLC853,827$2.96M0.4%-8.5%0.000% 2/18/2025 Elequin Capital LP29,219$101K0.0%N/A0.000% 2/17/2025 Ionic Capital Management LLC112,055$389K0.0%+510.0%0.000% 2/17/2025 Cetera Investment Advisers73,273$254K0.0%-78.7%0.000% 2/17/2025 Bank of America Corp DE1,117,984$3.88M0.0%-11.6%0.000% 2/17/2025 Ameriprise Financial Inc.817,880$2.84M0.0%+1.5%0.000% 2/17/2025 Alteri Wealth LLC44,224$153K0.0%N/A0.000% 2/14/2025 Comerica Bank12,052$42K0.0%-25.5%0.000% 2/14/2025 Stifel Financial Corp46,998$163K0.0%-6.2%0.000% 2/14/2025 Shaker Financial Services LLC17,563$61K0.0%-46.6%0.000% 2/13/2025 NewEdge Advisors LLC98,750$343K0.0%-15.4%0.000% 2/13/2025 Walleye Capital LLC96,387$334K0.0%N/A0.000% 2/13/2025 Rockefeller Capital Management L.P.77,765$270K0.0%+3.3%0.000% 2/13/2025 Raymond James Financial Inc.279,510$970K0.0%N/A0.000% 2/13/2025 Invesco Ltd.279,492$970K0.0%+9.3%0.000% 2/13/2025 Envestnet Asset Management Inc.412,716$1.43M0.0%+1.1%0.000% 2/13/2025 Wedbush Securities Inc.40,305$140K0.0%-15.4%0.000% 2/13/2025 Wells Fargo & Company MN82,933$288K0.0%-3.1%0.000% 2/12/2025 Landscape Capital Management L.L.C.36,581$127K0.0%-82.3%0.000% 2/11/2025 LPL Financial LLC1,037,074$3.60M0.0%+34.5%0.000% 2/10/2025 Advisors Asset Management Inc.2,640,144$9.16M0.2%+0.8%0.000% 2/10/2025 Commonwealth Equity Services LLC142,357$494K0.0%-5.5%0.000% 2/7/2025 HighTower Advisors LLC94,610$328K0.0%-8.4%0.000% 2/7/2025 Cornerstone Advisors LLC26,100$91K0.0%+40.3%0.000% 2/6/2025 Raymond James Financial Inc.279,510$970K0.0%N/A0.000% 2/6/2025 Meridian Wealth Management LLC12,338$43K0.0%N/A0.000% 2/5/2025 SVB Wealth LLC22,105$77K0.0%N/A0.000% 2/5/2025 Oppenheimer & Co. Inc.25,221$88K0.0%N/A0.000% 2/3/2025 Private Advisor Group LLC256,410$890K0.0%+4.0%0.000% 2/3/2025 Good 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% 1/22/2025 Joseph P. Lucia & Associates LLC27,728$96K0.0%-15.0%0.000% 1/22/2025 Kingswood Wealth Advisors LLC10,540$37K0.0%N/A0.000% 1/17/2025 Atomi 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% 11/15/2024 Jane Street Group LLC10,339$36K0.0%N/A0.000% 11/15/2024 Stifel Financial Corp50,124$175K0.0%-11.8%0.000% 11/15/2024 Integrated Wealth Concepts LLC18,318$64K0.0%-25.5%0.000% 11/15/2024 Ionic Capital Management LLC18,370$64K0.0%N/A0.000% 11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC55,000$192K0.0%-45.0%0.000% 11/12/2024 Larson Financial Group LLC15,000$52K0.0%+226.1%0.000% 11/12/2024 Penserra Capital Management LLC2,564,131$8.97M0.2%N/A0.000% 11/9/2024 Landscape Capital Management L.L.C.206,996$724K0.1%-54.3%0.000% 11/8/2024 Cornerstone Advisors LLC18,603$65K0.0%-98.0%0.000% Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad)On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. 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American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.Click here to download the guide and protect your assets before Sept 15th.11/8/2024 Advisors Asset Management Inc.2,619,727$9.17M0.2%+2.4%0.000% 11/7/2024 Pathstone Holdings LLC876,335$3.07M0.0%-30.6%0.000% 11/7/2024 Thrivent Financial for Lutherans158,200$554K0.0%+61.1%0.000% 10/31/2024 Shaker 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% (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, 87 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($10.11M), Penserra Capital Management LLC ($8.80M), Congress Park Capital LLC ($7.72M), LPL Financial LLC ($3.96M), Bank of America Corp DE ($3.71M), Wolverine Asset Management LLC ($3.63M), and Pathstone Holdings LLC ($3.07M).Learn more on Virtus Convertible & Income Fund's institutional investors. Which institutional investors have been buying Virtus Convertible & Income Fund's stock? Of the 66 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 ($3.18M), Advisors Asset Management Inc. ($2.50M), Congress Park Capital LLC ($2.13M), Cornerstone Advisors LLC ($925.30K), Raymond James Financial Inc. ($561.41K), Advisor Partners II LLC ($301.57K), and WNY Asset Management LLC ($297.90K). How much institutional buying is happening at Virtus Convertible & Income Fund? Institutional investors have bought a total of 6,649,444 shares in the last 24 months. This purchase volume represents approximately $92.20M in transactions. Which of Virtus Convertible & Income Fund's major shareholders have been selling company stock? Of the 32 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 ($827.11K), 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 7,617,281 shares in the last 24 months. This volume of shares sold represents approximately $100.94M in transactions. Related Companies AOD Institutional Ownership AGD Institutional Ownership AWP Institutional Ownership THQ Institutional Ownership THW Institutional Ownership AVK Institutional Ownership AFB Institutional Ownership ARDC Institutional Ownership BFZ Institutional Ownership BHK Institutional Ownership This page (NYSE:NCV) was last updated on 8/24/2025 by MarketBeat.com Staff From Our PartnersGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...Priority Gold | SponsoredTrump’s betrayal exposedTrump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...Porter & Company | SponsoredCover all your expenses with just $118,000 invested?Generate up to $5,000/month with 10X less money? 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