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Virtus Convertible & Income Fund (NCV) Institutional Ownership

Virtus Convertible & Income Fund logo
$17.30 +0.00 (+0.01%)
As of 11:54 AM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income Fund (NYSE:NCV)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$41.66M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$5.97M
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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
5/19/2026 Bank of America Corp DE259,920$3.87M0.0%-4.4%0.000%
5/18/2026 Readystate Asset Management LP36,738$547K0.0%+39.5%0.000%
5/18/2026 Royal Bank of Canada34,092$507K0.0%-8.2%0.000%
5/16/2026 Saba Capital Management L.P.723,578$10.77M0.3%+373.3%0.000%
5/13/2026 Cetera Investment Advisers27,019$402K0.0%+2.7%0.000%
5/1/2026 Fifth Third Bancorp3,082$46K0.0%N/A0.000%
4/27/2026 Private Advisor Group LLC164,322$2.45M0.0%+21.4%0.000%
4/24/2026 Wealth Care LLC68,299$1.02M0.9%N/A0.000%
2/18/2026 Saba Capital Management L.P.152,874$2.32M0.1%+374.1%0.000%
2/18/2026 Readystate Asset Management LP26,335$399K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC337,948$5.12M0.0%+70.3%0.000%
2/17/2026 Cetera Investment Advisers26,311$399K0.0%+19.5%0.000%
2/17/2026 Osaic Holdings Inc.109,902$1.67M0.0%+18.5%0.000%
2/16/2026 Mariner LLC19,977$303K0.0%-4.6%0.000%
2/13/2026 Kestra Advisory Services LLC49,479$750K0.0%+47.3%0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.174,319$2.64M0.9%N/A0.000%
2/13/2026 Wells Fargo & Company MN6,465$98K0.0%-54.2%0.000%
2/13/2026 Summit Financial LLC124,267$1.88M0.0%-0.8%0.000%
2/12/2026 Advisors Asset Management Inc.699,109$10.59M0.2%+6.3%0.000%
2/11/2026 Alteri Wealth LLC11,326$172K0.1%+9.1%0.000%
2/11/2026 LPL Financial LLC369,672$5.60M0.0%+11.1%0.000%
2/11/2026 Closed End Fund Advisors Inc.11,835$179K0.1%N/A0.000%
2/9/2026 Blue Bell Private Wealth Management LLC25,451$386K0.1%+277.1%0.000%
2/6/2026Global Retirement Partners LLC8,404$127K0.0%+372.7%0.000%
2/6/2026 HighTower Advisors LLC13,020$197K0.0%-16.1%0.000%
2/2/2026 Wolverine Asset Management LLC143,436$2.17M0.0%+5.6%0.000%
1/26/2026 Shaker Financial Services LLC46,486$704K0.2%+35.5%0.000%
1/23/2026 Choreo LLC32,644$501K0.0%N/A0.000%
1/14/2026 Congress Park Capital LLC735,137$11.14M3.3%+16.0%0.000%
1/13/2026 CoreCap Advisors LLC16,005$242K0.0%+11.1%0.000%
1/5/2026 Park Avenue Securities LLC86,064$1.30M0.0%-1.6%0.000%
11/17/2025 NewEdge Advisors LLC76,591$1.15M0.0%+288.6%0.000%
11/17/2025 Susquehanna International Group LLP22,803$342K0.0%+83.3%0.000%
11/17/2025 Mariner LLC20,948$314K0.0%-14.7%0.000%
11/17/2025 Bank of America Corp DE263,876$3.96M0.0%+1.0%0.000%
11/14/2025 Raymond James Financial Inc.23,774$357K0.0%-69.6%0.000%
11/13/2025 Landscape Capital Management L.L.C.10,428$156K0.0%-77.8%0.000%
11/13/2025 Private Advisor Group LLC118,102$1.77M0.0%+45.3%0.000%
11/7/2025 Cornerstone Advisors LLC63,250$949K0.0%-43.2%0.000%
11/6/2025 Advisors Asset Management Inc.657,478$9.86M0.2%-7.6%0.000%
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11/5/2025 Envestnet Asset Management Inc.91,883$1.38M0.0%-12.4%0.000%
11/4/2025 Penserra Capital Management LLC621,398$9.32M0.1%+0.3%0.000%
10/28/2025 Wolverine Asset Management LLC135,781$2.04M0.0%-46.9%0.000%
10/23/2025 Park Avenue Securities LLC87,462$1.31M0.0%N/A0.000%
10/22/2025 Shaker Financial Services LLC34,319$515K0.2%N/A0.000%
10/22/2025 Blue Bell Private Wealth Management LLC6,749$101K0.0%+649.9%0.000%
10/20/2025 Merit Financial Group LLC23,464$352K0.0%-4.5%0.000%
10/8/2025 Integrated Capital Management Inc.17,012$255K0.2%-19.6%0.000%
10/8/2025 Congress Park Capital LLC633,850$9.51M3.0%+16.6%0.000%
9/4/2025 Osaic Holdings Inc.89,247$1.27M0.0%+66.1%0.000%
8/15/2025 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%
8/8/2025 Cetera Investment Advisers21,413$304K0.0%-7.5%0.000%
8/8/2025Good 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%
5/21/2025Geneos 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%
5/1/2025CWM 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%
4/23/2025E&G Advisors LP13,894$180K0.1%-74.1%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.135,176$1.75M0.0%-71.6%0.000%
4/16/2025Fortitude Family Office LLC2,500$32K0.0%-77.3%0.000%
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4/11/2025Gridiron Partners LLC75,010$970K0.6%-63.8%0.000%
4/8/2025Doliver 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%


NCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund. The most heavily invested institutionals were Congress Park Capital LLC ($11.14M), Saba Capital Management L.P. ($10.77M), Advisors Asset Management Inc. ($10.59M), Penserra Capital Management LLC ($9.32M), LPL Financial LLC ($5.60M), Guggenheim Capital LLC ($5.12M), and Bank of America Corp DE ($3.87M).Learn more on Virtus Convertible & Income Fund's institutional investors.

Of the 59 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 ($3.19M), Congress Park Capital LLC ($1.45M), Saba Capital Management L.P. ($691.33K), Raymond James Financial Inc. ($561.41K), LPL Financial LLC ($302.95K), Wolverine Asset Management LLC ($263.41K), and Cornerstone Advisors LLC ($254.03K).

Institutional investors have bought a total of 2,830,089 shares in the last 24 months. This purchase volume represents approximately $41.66M in transactions.

Of the 21 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: Wolverine Asset Management LLC ($119.97K), Advisors Asset Management Inc. ($54.42K), Raymond James Financial Inc. ($54.36K), Cornerstone Advisors LLC ($48.02K), Landscape Capital Management L.L.C. ($36.48K), WNY Asset Management LLC ($20.62K), and Bank of America Corp DE ($14.22K).

Institutional investors have sold a total of 398,984 shares in the last 24 months. This volume of shares sold represents approximately $5.97M in transactions.


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This page (NYSE:NCV) was last updated on 5/27/2026 by MarketBeat.com Staff.
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