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Virtus Convertible & Income Fund (NCV) Institutional Ownership

Virtus Convertible & Income Fund logo
$13.36 -0.06 (-0.45%)
Closing price 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income Fund (NYSE:NCV)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$83.19M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$102.84M
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NCV Institutional Buying and Selling by Quarter

Virtus Convertible & Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
2/21/2025 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%
Trump Predicts Dollar Downfall (Ad)

READ THIS VERY CAREFULLY: If you have $100,000 or more saved for retirement, this may make you VERY angry... This is what President Trump said: "Our currency is crashing and will soon no longer be the world standard, which will be our greatest defeat, frankly, in 200 years." Why Would He Say This?

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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%
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%
10/8/2024 Atomi 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%
8/22/2024 Cetera 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%
8/9/2024 Cornerstone Advisors LLC919,074$3.01M0.1%+17.3%0.000%
8/8/2024 Prevail Innovative Wealth Advisors LLC93,800$307K0.1%N/A0.000%
8/7/2024 Choreo LLC56,798$186K0.0%N/A0.000%
Trump Predicts Dollar Downfall (Ad)

READ THIS VERY CAREFULLY: If you have $100,000 or more saved for retirement, this may make you VERY angry... This is what President Trump said: "Our currency is crashing and will soon no longer be the world standard, which will be our greatest defeat, frankly, in 200 years." Why Would He Say This?

Claim your free, no-strings-attached 2025 Ultimate Guide to Gold IRAs right now.
8/5/2024 Private Advisor Group LLC246,556$806K0.0%+6.3%0.000%
8/5/2024 MCF Advisors LLC8,868$29K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC187,955$615K0.2%-41.5%0.000%
8/2/2024 Wolverine Asset Management LLC38,921$127K0.0%-33.0%0.000%
7/26/2024 Atomi 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%
7/9/2024 Park Avenue Securities LLC390,645$1.28M0.0%+2.6%0.000%
5/24/2024Cetera Advisors LLC257,936$862K0.0%+852.9%0.000%
5/20/2024 Virtu Financial LLC38,366$128K0.0%N/A0.000%
(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, 88 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 ($6.05M), 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 NCV's institutional investors.

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

Of the 67 institutional investors that purchased Virtus Convertible & Income Fund 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 ($1.69M), 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 12,865,447 shares in the last 24 months. This purchase volume represents approximately $173.73M in transactions.

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

Of the 44 institutional investors that sold Virtus Convertible & Income Fund 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 ($1.10M), WNY Asset Management LLC ($806.48K), LPL Financial LLC ($739.21K), Envestnet Asset Management Inc. ($588.00K), Heron Bay Capital Management ($515.16K), and Landscape Capital Management L.L.C. ($458.76K).

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

Institutional investors have sold a total of 9,379,064 shares in the last 24 months. This volume of shares sold represents approximately $124.72M in transactions.


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This page (NYSE:NCV) was last updated on 5/28/2025 by MarketBeat.com Staff
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