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Virtus Convertible & Income Fund (NCV) Institutional Ownership

Virtus Convertible & Income Fund logo
$15.14 -0.38 (-2.45%)
Closing price 10/30/2026 03:58 PM Eastern
Extended Trading
$15.15 +0.01 (+0.07%)
As of 10/30/2026 07:30 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income Fund (NYSE:NCV)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$25.24M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.71M
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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
10/30/2026 Blue Bell Private Wealth Management LLC47,686$721K0.1%+14.5%0.000%
10/28/2026 Choreo LLC39,421$596K0.0%+17.6%0.000%
10/14/2026 Shaker Financial Services LLC74,464$1.13M0.4%+595.1%0.000%
10/8/2026 CoreCap Advisors LLC85,343$1.29M0.0%+17.4%0.000%
9/9/2026Integrated Wealth Concepts LLC4,653$82K0.0%N/A0.000%
9/9/2026NewEdge Advisors LLC85,040$1.50M0.0%+20.0%0.000%
8/7/2026 Trust Co. of Vermont1,631$29K0.0%N/A0.000%
7/8/2026 Integrated Capital Management Inc.14,301$252K0.2%-12.0%0.000%
7/7/2026 CoreCap Advisors LLC72,675$1.28M0.0%+6.6%0.000%
6/3/2026NewEdge Advisors LLC70,841$1.05M0.0%-7.7%0.000%
5/19/2026Bank of America Corp DE259,920$3.87M0.0%-4.4%0.000%
5/18/2026Readystate Asset Management LP36,738$547K0.0%+39.5%0.000%
5/18/2026Royal Bank of Canada34,092$507K0.0%-8.2%0.000%
5/16/2026Saba Capital Management L.P.723,578$10.77M0.3%+373.3%0.000%
5/13/2026Cetera Investment Advisers27,019$402K0.0%+2.7%0.000%
5/1/2026Fifth Third Bancorp3,082$46K0.0%N/A0.000%
4/27/2026Private Advisor Group LLC164,322$2.45M0.0%+21.4%0.000%
4/24/2026Wealth Care LLC68,299$1.02M0.9%N/A0.000%
2/18/2026Saba Capital Management L.P.152,874$2.32M0.1%+374.1%0.000%
2/18/2026Readystate Asset Management LP26,335$399K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC337,948$5.12M0.0%+70.3%0.000%
2/17/2026Cetera Investment Advisers26,311$399K0.0%+19.5%0.000%
2/17/2026Osaic Holdings Inc.109,902$1.67M0.0%+18.5%0.000%
2/16/2026Mariner LLC19,977$303K0.0%-4.6%0.000%
2/13/2026Kestra Advisory Services LLC49,479$750K0.0%+47.3%0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.174,319$2.64M0.9%N/A0.000%
2/13/2026Wells Fargo & Company MN6,465$98K0.0%-54.2%0.000%
2/13/2026Summit Financial LLC124,267$1.88M0.0%-0.8%0.000%
2/12/2026Advisors Asset Management Inc.699,109$10.59M0.2%+6.3%0.000%
2/11/2026Alteri Wealth LLC11,326$172K0.1%+9.1%0.000%
2/11/2026LPL Financial LLC369,672$5.60M0.0%+11.1%0.000%
2/11/2026Closed 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%
2/6/2026HighTower Advisors LLC13,020$197K0.0%-16.1%0.000%
2/2/2026Wolverine 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%
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1/5/2026 Park Avenue Securities LLC86,064$1.30M0.0%-1.6%0.000%
11/17/2025NewEdge Advisors LLC76,591$1.15M0.0%+288.6%0.000%
11/17/2025Susquehanna International Group LLP22,803$342K0.0%+83.3%0.000%
11/17/2025Mariner LLC20,948$314K0.0%-14.7%0.000%
11/17/2025Bank of America Corp DE263,876$3.96M0.0%+1.0%0.000%
11/14/2025Raymond James Financial Inc.23,774$357K0.0%-69.6%0.000%
11/13/2025Landscape Capital Management L.L.C.10,428$156K0.0%-77.8%0.000%
11/13/2025Private Advisor Group LLC118,102$1.77M0.0%+45.3%0.000%
11/7/2025Cornerstone Advisors LLC63,250$949K0.0%-43.2%0.000%
11/6/2025Advisors Asset Management Inc.657,478$9.86M0.2%-7.6%0.000%
11/5/2025Envestnet Asset Management Inc.91,883$1.38M0.0%-12.4%0.000%
11/4/2025Penserra Capital Management LLC621,398$9.32M0.1%+0.3%0.000%
10/28/2025Wolverine 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%
10/20/2025Merit 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%
9/4/2025Osaic Holdings Inc.89,247$1.27M0.0%+66.1%0.000%
8/15/2025Bank of America Corp DE261,207$3.71M0.0%-0.8%0.000%
8/14/2025Jane Street Group LLC10,881$155K0.0%N/A0.000%
8/14/2025Raymond James Financial Inc.78,137$1.11M0.0%+3.2%0.000%
8/14/2025NewEdge Advisors LLC19,712$280K0.0%-3.8%0.000%
8/13/2025Walleye Capital LLC31,707$450K0.0%-11.9%0.000%
8/13/2025Guggenheim Capital LLC100,472$1.43M0.0%N/A0.000%
8/13/2025Invesco Ltd.55,303$785K0.0%-5.6%0.000%
8/13/2025 Choreo LLC11,413$162K0.0%-16.8%0.000%
8/12/2025Advisors Asset Management Inc.711,902$10.11M0.2%+13.2%0.000%
8/8/2025Cornerstone Advisors LLC111,267$1.58M0.1%N/A0.000%
8/8/2025Cetera Investment Advisers21,413$304K0.0%-7.5%0.000%
8/8/2025Good Life Advisors LLC19,565$278K0.0%N/A0.000%
8/6/2025Penserra Capital Management LLC619,674$8.80M0.1%+3.0%0.000%
8/4/2025Wolverine Asset Management LLC255,754$3.63M0.0%+49.5%0.000%
8/4/2025WNY 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%
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Elon's paid this chip supplier since 2012. When NVIDIA tried to buy the company, he fought the deal. Without its chip, his AI satellites don't fly. Now he wants 1,000,000 of them in orbit, 100 times what's up there today, and every one pays this company a royalty. Dylan believes shares could react by December 8th.tc pixel

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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%


NCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 74 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 54 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 ($915.21K), 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 Guggenheim Capital LLC ($240.01K).

Institutional investors have bought a total of 1,674,187 shares in the last 24 months. This purchase volume represents approximately $25.24M in transactions.

Of the 14 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. ($54.42K), Raymond James Financial Inc. ($54.36K), Cornerstone Advisors LLC ($48.02K), Landscape Capital Management L.L.C. ($36.48K), Envestnet Asset Management Inc. ($13.04K), Bank of America Corp DE ($12.05K), and Wells Fargo & Company MN ($7.65K).

Institutional investors have sold a total of 246,412 shares in the last 24 months. This volume of shares sold represents approximately $3.71M in transactions.


Related Companies

Institutional ownership data for NYSE:NCV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/30/2026. New 13F filings are added each quarter as they're published.
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