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Man kills 4 relatives in Queens knife rampage, injures 2 officers before he's fatally shot by police
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Lacking counselors, US schools turn to the booming business of online therapy
Kiss say farewell to live touring, become first US band to go virtual and become digital avatars
All the trading advice you’ve ever received boils down to this (Ad)
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
Man kills 4 relatives in Queens knife rampage, injures 2 officers before he's fatally shot by police
All the trading advice you’ve ever received boils down to this (Ad)
British military reports an explosion off the coast of Yemen in the key Bab el-Mandeb Strait
Chinese developer Evergrande risking liquidation if creditors veto its plan for handling huge debts
All the trading advice you’ve ever received boils down to this (Ad)
Lacking counselors, US schools turn to the booming business of online therapy
Kiss say farewell to live touring, become first US band to go virtual and become digital avatars
All the trading advice you’ve ever received boils down to this (Ad)
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
Man kills 4 relatives in Queens knife rampage, injures 2 officers before he's fatally shot by police
All the trading advice you’ve ever received boils down to this (Ad)
British military reports an explosion off the coast of Yemen in the key Bab el-Mandeb Strait
Chinese developer Evergrande risking liquidation if creditors veto its plan for handling huge debts
All the trading advice you’ve ever received boils down to this (Ad)
Lacking counselors, US schools turn to the booming business of online therapy
Kiss say farewell to live touring, become first US band to go virtual and become digital avatars
All the trading advice you’ve ever received boils down to this (Ad)

Virtus Convertible & Income Fund (NCV) Institutional Ownership

$3.18
+0.04 (+1.27%)
(As of 12/1/2023 ET)
Compare
Today's Range
$3.13
▼
$3.18
50-Day Range
$2.85
▼
$3.19
52-Week Range
$2.84
▼
$4.14
Volume
906,858 shs
Average Volume
483,923 shs
Market Capitalization
N/A
P/E Ratio
N/A
Dividend Yield
14.78%
Price Target
N/A
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

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

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$24.48 M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$9.33 M
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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
11/21/2023Walleye Capital LLC11,563$36K0.0%-84.0%0.000%
11/21/2023Comerica Bank359,124$1.12M0.0%N/A0.000%
11/16/2023Morgan Stanley6,882,131$21.40M0.0%+23.5%0.000%
11/15/2023Royal Bank of Canada109,971$0.34M0.0%+33.1%0.000%
11/15/2023Ameriprise Financial Inc.422,006$1.31M0.0%+2.4%0.000%
11/15/2023Axxcess Wealth Management LLC22,931$71K0.0%N/A0.000%
11/15/2023Advisors Asset Management Inc.2,420,720$7.53M0.2%+11.0%0.000%
11/13/2023Mariner LLC45,359$0.14M0.0%+36.2%0.000%
11/13/2023LPL Financial LLC564,709$1.76M0.0%+3.3%0.000%
11/13/2023Invesco Ltd.108,954$0.34M0.0%+39.5%0.000%
11/13/2023Wolverine Asset Management LLC121,730$0.38M0.0%-11.8%0.000%
11/13/2023Envestnet Asset Management Inc.430,467$1.34M0.0%+1.9%0.000%
11/9/2023Atomi Financial Group Inc.29,211$91K0.0%N/A0.000%
11/9/2023Cornerstone Advisors LLC752,438$2.34M0.1%+139.1%0.000%
11/9/2023UBS Group AG62,299$0.19M0.0%-18.1%0.000%
11/8/2023Atria Wealth Solutions Inc.33,433$0.10M0.0%-35.5%0.000%
11/8/2023Landscape Capital Management L.L.C.155,628$0.48M0.1%-21.3%0.000%
11/8/2023Pinnacle Wealth Planning Services Inc.16,216$50K0.0%+32.4%0.000%
11/6/2023Ieq Capital LLC43,509$0.14M0.0%+34.7%0.000%
11/3/2023MGO One Seven LLC20,652$64K0.0%+28.5%0.000%
11/3/2023Private Advisor Group LLC220,861$0.69M0.0%+3.8%0.000%
11/2/2023Sonora Investment Management Group LLC32,747$0.10M0.0%-54.8%0.000%
11/2/2023Shaker Financial Services LLC109,022$0.34M0.2%+55.3%0.000%
10/30/2023Joseph P. Lucia & Associates LLC40,789$0.13M0.1%-23.8%0.000%
10/26/2023Park Avenue Securities LLC347,324$1.08M0.0%+8.8%0.000%
10/26/2023Advisor Partners II LLC301,570$0.94M0.0%N/A0.000%
10/24/2023Raymond James & Associates59,563$0.19M0.0%+127.4%0.000%
10/16/2023Capital Investment Advisors LLC12,770$40K0.0%N/A0.000%
10/13/2023Congress Park Capital LLC319,500$0.99M0.5%+105.1%0.000%
10/11/2023Integrated Capital Management Inc.55,385$0.17M0.2%+14.3%0.000%
9/12/2023Prosperity Financial Group Inc.60,805$0.21M0.2%-17.1%0.000%
8/21/2023Osaic Holdings Inc.108,629$0.38M0.0%-10.6%0.000%
8/15/2023Wells Fargo & Company MN90,090$0.31M0.0%-6.2%0.000%
8/15/2023Walleye Capital LLC72,224$0.25M0.0%+31.8%0.000%
8/15/2023Royal Bank of Canada82,623$0.29M0.0%-10.8%0.000%
8/15/2023Boothbay Fund Management LLC29,500$0.10M0.0%N/A0.000%
8/14/2023Bison Wealth LLC27,989$97K0.0%N/A0.000%
8/11/2023Credit Suisse AG345,000$1.20M0.0%-15.9%0.000%
8/11/2023Cornerstone Advisors LLC314,645$1.10M0.1%N/A0.000%
8/11/2023Landscape Capital Management L.L.C.197,789$0.69M0.1%+147.1%0.000%
8/11/2023Guggenheim Capital LLC468,894$1.63M0.0%-41.0%0.000%
8/11/2023JPMorgan Chase & Co.90,273$0.31M0.0%+50.0%0.000%
8/10/2023Osaic Holdings Inc.108,629$0.38M0.0%-10.6%0.000%
8/10/2023Commonwealth Equity Services LLC160,819$0.56M0.0%-5.6%0.000%
8/10/2023Private Advisor Group LLC212,710$0.75M0.0%+3.8%0.000%
8/10/2023Cetera Advisors LLC28,069$98K0.0%N/A0.000%
8/10/2023Cetera Advisor Networks LLC274,123$0.95M0.0%+1.7%0.000%
8/10/2023Cetera Investment Advisers268,260$0.93M0.0%+9.6%0.000%
8/9/2023Robinson Capital Management LLC129,098$0.45M0.2%N/A0.000%
8/8/2023Ieq Capital LLC32,299$0.11M0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC137,978$0.48M0.0%+130.5%0.000%
8/7/2023Pinnacle Wealth Planning Services Inc.12,248$43K0.0%N/A0.000%
8/7/2023Shaker Financial Services LLC70,200$0.25M0.1%N/A0.000%
8/4/2023Envestnet Asset Management Inc.422,436$1.47M0.0%-39.9%0.000%
8/3/2023WNY Asset Management LLC450,630$1.57M0.3%+7.7%0.000%
7/31/2023LPL Financial LLC546,801$1.90M0.0%-1.5%0.000%
7/31/2023Integrated Capital Management Inc.48,452$0.17M0.2%-12.6%0.000%
7/27/2023B. Riley Wealth Advisors Inc.79,564$0.28M0.0%+6.9%0.000%
7/25/2023Raymond James & Associates26,193$91K0.0%+28.1%0.000%
7/14/2023Park Avenue Securities LLC319,286$1.11M0.0%+1.2%0.000%
7/14/2023Congress Park Capital LLC155,750$0.54M0.3%+211.5%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.67,938$0.24M0.0%-7.5%0.000%
7/12/2023Heron Bay Capital Management590,462$2.06M0.6%-3.0%0.000%
5/22/2023Ameriprise Financial Inc.369,975$1.24M0.0%-9.0%0.000%
5/18/2023JPMorgan Chase & Co.60,200$0.20M0.0%N/A0.000%
5/17/2023B. Riley Wealth Advisors Inc.74,447$0.25M0.0%+4.4%0.000%
5/17/2023Thrivent Financial for Lutherans113,200$0.38M0.0%-24.6%0.000%
5/15/2023IHT Wealth Management LLC11,474$39K0.0%N/A0.000%
5/15/2023Cetera Investment Advisers244,810$0.82M0.0%+11.3%0.000%
5/12/2023SVB Wealth LLC22,105$74K0.0%-18.8%0.000%
5/12/2023Advisors Asset Management Inc.2,469,613$8.30M0.2%+5.9%0.000%
5/12/2023Bank of America Corp DE2,293,389$7.71M0.0%-12.5%0.000%
5/12/2023UBS Group AG84,620$0.28M0.0%+40.1%0.000%
5/12/2023NewEdge Advisors LLC159,277$0.53M0.0%+3.8%0.000%
5/12/2023Perennial Investment Advisors LLC22,391$75K0.0%N/A0.000%
5/11/2023Envestnet Asset Management Inc.702,952$2.36M0.0%+7.5%0.000%
5/11/2023Commonwealth Equity Services LLC170,389$0.57M0.0%-2.5%0.000%
5/11/2023Guggenheim Capital LLC794,411$2.67M0.0%-36.4%0.000%
5/10/2023Private Advisor Group LLC204,864$0.69M0.0%N/A0.000%
5/10/2023Landscape Capital Management L.L.C.80,053$0.27M0.0%+28.8%0.000%
5/10/2023LPL Financial LLC555,371$1.87M0.0%-7.6%0.000%
5/9/2023Samalin Investment Counsel LLC12,495$42K0.0%-50.5%0.000%
5/8/2023Wolverine Asset Management LLC59,860$0.20M0.0%+230.5%0.000%
5/3/2023Liberty Wealth Management LLC25,792$87K0.0%N/A0.000%
5/2/2023WNY Asset Management LLC418,540$1.41M0.3%+32.2%0.000%
5/1/2023CWM LLC8,000$27K0.0%+11,664.7%0.000%
4/26/2023Integrated Capital Management Inc.55,459$0.17M0.2%+20.6%0.000%
4/20/2023Melfa Wealth Management LLC36,204$0.12M0.1%-47.3%0.000%
4/20/2023Congress Park Capital LLC50,000$0.17M0.1%N/A0.000%
4/18/2023Park Avenue Securities LLC315,603$1.06M0.0%-6.4%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.25,573$86K0.0%+13.8%0.000%
4/14/2023Raymond James & Associates20,445$69K0.0%-36.3%0.000%
3/15/2023B. Riley Wealth Advisors Inc.71,331$0.25M0.0%-4.8%0.000%
3/6/2023Rockefeller Capital Management L.P.115,084$0.39M0.0%-15.7%0.000%
2/21/2023B. Riley Wealth Advisors Inc.71,331$0.25M0.0%-4.8%0.000%
2/16/2023Axxcess Wealth Management LLC22,931$78K0.0%N/A0.000%
2/15/2023Claraphi Advisory Network LLC89,394$0.30M0.1%+82.6%0.000%
2/15/2023Virtu Financial LLC36,372$0.12M0.0%N/A0.000%
2/15/2023Logan Stone Capital LLC83,434$0.28M0.1%N/A0.000%
2/15/2023Morgan Stanley3,654,310$12.43M0.0%+26.8%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, 93 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund. The most heavily invested institutionals were Morgan Stanley ($21.40M), Penserra Capital Management LLC ($12.33M), Rivernorth Capital Management LLC ($7.82M), Bank of America Corp DE ($7.71M), Advisors Asset Management Inc. ($7.53M), Cornerstone Advisors LLC ($2.34M), and Heron Bay Capital Management ($2.06M).Learn more on NCV's institutional investors.

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

Of the 80 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: Morgan Stanley ($2.08M), Advisors Asset Management Inc. ($1.38M), Cornerstone Advisors LLC ($0.75M), Envestnet Asset Management Inc. ($0.71M), Heron Bay Capital Management ($0.61M), Guggenheim Capital LLC ($0.47M), and WNY Asset Management LLC ($0.44M).

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

Institutional investors have bought a total of 11,234,663 shares in the last 24 months. This purchase volume represents approximately $40.11M in transactions.

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

Of the 43 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: Bank of America Corp DE ($1.63M), Guggenheim Capital LLC ($1.54M), Royal Bank of Canada ($0.67M), Envestnet Asset Management Inc. ($0.28M), Rivernorth Capital Management LLC ($0.27M), Wolverine Asset Management LLC ($0.13M), and Commonwealth Equity Services LLC ($0.12M).

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

Institutional investors have sold a total of 5,761,967 shares in the last 24 months. This volume of shares sold represents approximately $23.53M in transactions.


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This page (NYSE:NCV) was last updated on 12/3/2023 by MarketBeat.com Staff

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