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Virtus Equity & Convertible Income Fund (NIE) Institutional Ownership

Virtus Equity & Convertible Income Fund logo
$24.32 +0.05 (+0.22%)
As of 10:35 AM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Equity & Convertible Income Fund (NYSE:NIE)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$46.11M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$27.96M
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NIE Institutional Buying and Selling by Quarter

Virtus Equity & Convertible Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025 Prospera Financial Services Inc28,371$678K0.0%N/A0.000%
8/5/2025 Shaker Financial Services LLC101,493$2.43M0.9%+59.6%0.000%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,862$212K0.0%N/A0.000%
8/4/2025 Wolverine Asset Management LLC163,143$3.90M0.0%+1,725.9%0.000%
8/1/2025 Envestnet Asset Management Inc.21,756$520K0.0%+33.5%0.000%
7/30/2025 D.A. Davidson & CO.25,579$611K0.0%+2.5%0.000%
7/25/2025 Atria Wealth Solutions Inc.18,262$437K0.0%+91.9%0.000%
7/25/2025 Allspring Global Investments Holdings LLC25,910$619K0.0%+12.4%0.000%
7/22/2025 Global Assets Advisory LLC10,000$238K0.1%-66.7%0.000%
7/17/2025 Capital Investment Advisors LLC59,982$1.43M0.0%-1.3%0.000%
7/11/2025 OxenFree Capital LLC72,168$1.73M1.1%+3.2%0.000%
7/10/2025 Stolper Co31,905$763K0.3%+3.8%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC385,540$9.28M0.0%+2.5%0.000%
7/9/2025 David J Yvars Group9,180$219K0.1%N/A0.000%
5/16/2025NewEdge Advisors LLC6,925$153K0.0%+9.8%0.000%
5/16/2025Integrated Wealth Concepts LLC53,620$1.19M0.0%-9.2%0.000%
5/16/2025Advisors Asset Management Inc.1,008,123$22.31M0.4%-5.4%0.000%
5/15/2025Royal Bank of Canada559,567$12.38M0.0%+13.8%0.000%
5/15/2025Landscape Capital Management L.L.C.21,709$480K0.0%-48.5%0.000%
5/14/2025Guggenheim Capital LLC453,381$10.03M0.1%-7.8%0.000%
5/14/2025Kestra Advisory Services LLC40,020$886K0.0%-4.9%0.000%
5/13/2025Raymond James Financial Inc.473,122$10.47M0.0%-11.1%0.000%
5/12/2025Invesco Ltd.130,103$2.88M0.0%+4.4%0.000%
5/12/2025 Wolverine Asset Management LLC8,935$198K0.0%N/A0.000%
5/9/2025 Shaker Financial Services LLC63,582$1.41M0.5%N/A0.000%
5/8/2025 Eastern Bank1,298$29K0.0%N/A0.000%
5/7/2025LPL Financial LLC177,417$3.93M0.0%+23.2%0.000%
5/6/2025Cetera Investment Advisers18,753$415K0.0%-5.3%0.000%
5/6/2025Readystate Asset Management LP12,123$268K0.0%N/A0.000%
5/2/2025Schwarz Dygos Wheeler Investment Advisors LLC206,342$4.57M1.1%-6.6%0.000%
4/30/2025Allworth Financial LP36,495$784K0.0%-30.8%0.000%
4/29/2025 Envestnet Asset Management Inc.16,297$361K0.0%+11.8%0.000%
4/25/2025 Joel Isaacson & Co. LLC10,000$221K0.0%N/A0.000%
4/24/2025 Allspring Global Investments Holdings LLC23,054$510K0.0%-43.9%0.000%
4/23/2025 Global Assets Advisory LLC30,000$630K0.1%+150.0%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.90,808$2.01M0.0%-4.8%0.000%
4/22/2025 OxenFree Capital LLC69,917$1.41M1.1%+0.8%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC376,089$8.32M0.0%+0.2%0.000%
4/14/2025 Daymark Wealth Partners LLC9,961$220K0.0%-19.4%0.000%
4/14/2025 Capital Investment Advisors LLC60,762$1.35M0.0%-4.3%0.000%
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4/8/2025Rothschild Investment LLC29,441$652K0.0%-2.5%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC375,309$9.26M0.0%-1.9%0.000%
2/25/2025B. Riley Wealth Advisors Inc.46,937$1.16M0.0%+2.1%0.000%
2/25/2025Brick & Kyle Associates17,684$436K0.2%-26.7%0.000%
2/17/2025CoreCap Advisors LLC1,300$32K0.0%+32,400.0%0.000%
2/17/2025Cetera Investment Advisers19,803$488K0.0%-42.2%0.000%
2/17/2025Baird Financial Group Inc.26,287$648K0.0%+1.5%0.000%
2/17/2025Bank of America Corp DE169,729$4.19M0.0%-10.0%0.000%
2/17/2025Ameriprise Financial Inc.26,942$664K0.0%-19.9%0.000%
2/14/2025Integrated Wealth Concepts LLC59,069$1.46M0.0%-6.8%0.000%
2/14/2025Stifel Financial Corp27,017$666K0.0%+13.1%0.000%
2/13/2025NewEdge Advisors LLC6,308$156K0.0%-20.9%0.000%
2/13/2025Guggenheim Capital LLC491,981$12.13M0.1%+2.2%0.000%
2/13/2025Keystone Financial Group40,206$991K0.1%N/A0.000%
2/13/2025Invesco Ltd.124,581$3.07M0.0%+7.6%0.000%
2/13/2025 Envestnet Asset Management Inc.14,575$359K0.0%+13.0%0.000%
2/13/2025Wells Fargo & Company MN1,078,320$26.59M0.0%+3.8%0.000%
2/12/2025Landscape Capital Management L.L.C.42,122$1.04M0.1%-45.0%0.000%
2/12/2025Level Four Advisory Services LLC17,664$436K0.0%+10.3%0.000%
2/11/2025LPL Financial LLC144,020$3.55M0.0%+22.9%0.000%
2/10/2025Advisors Asset Management Inc.1,065,736$26.28M0.5%+11.7%0.000%
2/10/2025 Commonwealth Equity Services LLC43,403$1.07M0.0%+4.0%0.000%
2/7/2025Schwarz Dygos Wheeler Investment Advisors LLC220,976$5.45M1.3%+4.1%0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,685$214K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.531,897$13.12M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC31,128$768K0.0%-1.9%0.000%
2/3/2025 Concurrent Investment Advisors LLC17,645$435K0.0%N/A0.000%
1/31/2025 D.A. Davidson & CO.25,340$625K0.0%+6.1%0.000%
1/31/2025 Truist Financial Corp21,817$538K0.0%+9.9%0.000%
1/31/2025Sanctuary Advisors LLC81,298$2.03M0.0%-5.1%0.000%
1/30/2025Allworth Financial LP52,728$1.33M0.0%-41.5%0.000%
1/29/2025 Allspring Global Investments Holdings LLC41,090$1.01M0.0%-77.8%0.000%
1/29/2025POM Investment Strategies LLC1,706$42K0.0%N/A0.000%
1/27/2025Silverlake Wealth Management LLC8,163$201K0.1%N/A0.000%
1/23/2025 OxenFree Capital LLC69,396$1.71M1.3%-1.1%0.000%
1/22/2025 PFG Investments LLC14,779$364K0.0%+4.7%0.000%
1/21/2025Cornerstone Wealth Management LLC23,681$584K0.0%+5.1%0.000%
1/17/2025 Daymark Wealth Partners LLC12,361$305K0.0%-7.5%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.34,713$856K0.0%+3.7%0.000%
1/14/2025 Stolper Co30,406$750K0.2%-1.6%0.000%
1/13/2025 Capital Investment Advisors LLC63,525$1.57M0.0%-5.6%0.000%
1/10/2025 Fortitude Family Office LLC9,200$227K0.1%-43.1%0.000%
1/8/2025 International Assets Investment Management LLC12,660$303K0.0%-95.7%0.000%
12/26/2024JPMorgan Chase & Co.2,881$66K0.0%+29.1%0.000%
12/13/2024B. Riley Wealth Advisors Inc.45,952$1.06M0.0%-43.2%0.000%
11/25/2024Sanctuary Advisors LLC85,664$2.07M0.0%+5.9%0.000%
11/15/2024Stifel Financial Corp23,888$550K0.0%-5.7%0.000%
11/15/2024Integrated Wealth Concepts LLC63,364$1.46M0.0%-4.5%0.000%
11/14/2024Walleye Capital LLC20,643$475K0.0%N/A0.000%
11/13/2024 D.A. Davidson & CO.23,890$550K0.0%+13.1%0.000%
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11/9/2024Landscape Capital Management L.L.C.76,569$1.76M0.2%+90.1%0.000%
11/8/2024Cornerstone Advisors LLC30,641$705K0.0%+49.6%0.000%
11/8/2024 SMH Capital Advisors Inc.11,330$261K0.8%-7.5%0.000%
11/8/2024Advisors Asset Management Inc.954,418$21.96M0.4%+2.6%0.000%
11/7/2024Thrivent Financial for Lutherans45,362$1.04M0.0%+24.8%0.000%
11/4/2024 Wolverine Asset Management LLC73,544$1.69M0.0%N/A0.000%
10/31/2024 Shaker Financial Services LLC17,425$401K0.2%N/A0.000%
10/25/2024 Fortitude Family Office LLC16,175$372K0.1%N/A0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC382,423$8.80M0.0%+0.7%0.000%
10/23/2024Allworth Financial LP90,126$2.07M0.0%-56.2%0.000%
(Data available from 1/1/2016 forward)

NIE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NIE shares?

During the previous two years, 77 institutional investors and hedge funds held shares of Virtus Equity & Convertible Income Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($26.59M), Advisors Asset Management Inc. ($22.31M), Royal Bank of Canada ($12.38M), Raymond James Financial Inc. ($10.47M), Guggenheim Capital LLC ($10.03M), Wealth Enhancement Advisory Services LLC ($9.28M), and Raymond James Financial Services Advisors Inc. ($5.91M).Learn more on Virtus Equity & Convertible Income Fund's institutional investors.

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

Of the 64 institutional investors that purchased Virtus Equity & Convertible Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($531.90K), International Assets Investment Management LLC ($525.40K), Advisors Asset Management Inc. ($379.41K), Global Assets Advisory LLC ($265.40K), Wolverine Asset Management LLC ($257.31K), Cornerstone Advisors LLC ($197.76K), and Shaker Financial Services LLC ($118.92K).

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

Institutional investors have bought a total of 1,941,296 shares in the last 24 months. This purchase volume represents approximately $46.11M in transactions.

Which of Virtus Equity & Convertible Income Fund's major shareholders have been selling company stock?

Of the 30 institutional investors that sold Virtus Equity & Convertible Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($278.65K), Allspring Global Investments Holdings LLC ($181.92K), Allworth Financial LP ($169.51K), Cornerstone Advisors LLC ($167.12K), Raymond James Financial Inc. ($58.78K), Advisors Asset Management Inc. ($57.61K), and Landscape Capital Management L.L.C. ($54.86K).

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

Institutional investors have sold a total of 1,180,690 shares in the last 24 months. This volume of shares sold represents approximately $27.96M in transactions.


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This page (NYSE:NIE) was last updated on 8/8/2025 by MarketBeat.com Staff
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