Free Trial
→ While Tariffs Crushed the Market, This Trading Strategy Stayed GREEN (From Theo Trade) (Ad) Free NIE Stock Alerts

Virtus Equity & Convertible Income Fund (NIE) Institutional Ownership

Virtus Equity & Convertible Income Fund logo
$23.84 -0.15 (-0.63%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$23.80 -0.04 (-0.15%)
As of 07/11/2025 06:30 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 Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$41.82M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$30.05M
Get NIE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Equity & Convertible Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NIE Institutional Buying and Selling by Quarter

Virtus Equity & Convertible Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025OxenFree 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%
5/12/2025Wolverine Asset Management LLC8,935$198K0.0%N/A0.000%
5/9/2025Shaker Financial Services LLC63,582$1.41M0.5%N/A0.000%
5/8/2025Eastern 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%
4/29/2025Envestnet Asset Management Inc.16,297$361K0.0%+11.8%0.000%
4/25/2025Joel Isaacson & Co. LLC10,000$221K0.0%N/A0.000%
4/24/2025Allspring Global Investments Holdings LLC23,054$510K0.0%-43.9%0.000%
4/23/2025Global Assets Advisory LLC30,000$630K0.1%+150.0%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.90,808$2.01M0.0%-4.8%0.000%
4/22/2025OxenFree 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%
4/14/2025Daymark Wealth Partners LLC9,961$220K0.0%-19.4%0.000%
4/14/2025Capital Investment Advisors LLC60,762$1.35M0.0%-4.3%0.000%
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%
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps (Ad)

Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

Learn these 4 simple steps and protect your savings before it’s too late.
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%
2/13/2025Envestnet 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%
2/10/2025Commonwealth 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%
2/7/2025Bay 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%
2/3/2025Concurrent Investment Advisors LLC17,645$435K0.0%N/A0.000%
1/31/2025D.A. Davidson & CO.25,340$625K0.0%+6.1%0.000%
1/31/2025Truist 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%
1/29/2025Allspring 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%
1/23/2025OxenFree Capital LLC69,396$1.71M1.3%-1.1%0.000%
1/22/2025PFG Investments LLC14,779$364K0.0%+4.7%0.000%
1/21/2025Cornerstone Wealth Management LLC23,681$584K0.0%+5.1%0.000%
1/17/2025Daymark 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%
1/13/2025Capital Investment Advisors LLC63,525$1.57M0.0%-5.6%0.000%
1/10/2025Fortitude Family Office LLC9,200$227K0.1%-43.1%0.000%
1/8/2025International 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%
11/13/2024D.A. Davidson & CO.23,890$550K0.0%+13.1%0.000%
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%
11/8/2024SMH 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%
11/4/2024Wolverine Asset Management LLC73,544$1.69M0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC17,425$401K0.2%N/A0.000%
10/25/2024Fortitude 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%
While Tariffs Crushed the Market, This Trading Strategy Stayed GREEN (Ad)

On the day the S&P 500 soared 9.5% and the Nasdaq jumped 12%, most investors were caught off guard. But a small group of traders stayed calm—and profitable. They were using Professor Jeff Bierman’s Genesis Cog system, designed to spot “stock hijacks” driven by algorithms, not headlines.

Here’s how this system stayed on track while the rest of the market went wild.
10/23/2024Hennion & Walsh Asset Management Inc.33,489$771K0.0%+4.3%0.000%
10/23/2024Global Assets Advisory LLC12,000$275K0.1%N/A0.000%
10/22/2024International Assets Investment Management LLC291,307$6.70M0.0%+2,082.9%0.000%
10/19/2024Allspring Global Investments Holdings LLC185,045$4.26M0.0%-9.7%0.000%
10/18/2024Raymond James & Associates224,251$5.16M0.0%+0.5%0.000%
10/18/2024Capital Investment Advisors LLC67,312$1.55M0.0%+2.5%0.000%
10/16/2024Cornerstone Wealth Management LLC22,533$518K0.0%+5.3%0.000%
10/10/2024OxenFree Capital LLC70,180$1.62M1.3%+8.7%0.000%
10/9/2024 Stolper Co30,889$711K0.2%+1.4%0.000%
9/5/2024Sanctuary Advisors LLC80,888$1.77M0.0%N/A0.000%
(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, 78 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 66 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 ($527.95K), Advisors Asset Management Inc. ($379.41K), Allworth Financial LP ($317.76K), Global Assets Advisory LLC ($265.40K), Cornerstone Advisors LLC ($197.76K), and Wolverine Asset Management LLC ($103.10K).

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

Institutional investors have bought a total of 1,763,521 shares in the last 24 months. This purchase volume represents approximately $41.82M 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 ($275.77K), 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 1,271,199 shares in the last 24 months. This volume of shares sold represents approximately $30.05M in transactions.


Related Companies

This page (NYSE:NIE) was last updated on 7/13/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored