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Virtus Equity & Convertible Income Fund (NIE) Institutional Ownership

Virtus Equity & Convertible Income Fund logo
$26.15 +0.08 (+0.31%)
As of 03:56 PM 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)
44
Total
Institutional Inflows
(last 12 months)
$38.67M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$11.95M
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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
8/23/2026 Readystate Asset Management LP17,594$473K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE121,832$3.27M0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC11,850$318K0.0%N/A0.000%
8/12/2026 Evolve Private Wealth LLC74,881$2.01M0.1%N/A0.000%
8/11/2026 Allworth Financial LP28,150$756K0.0%N/A0.000%
8/6/2026 Silverlake Wealth Management LLC8,163$219K0.0%N/A0.000%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,362$251K0.0%+9.3%0.000%
7/9/2026 OxenFree Capital LLC72,798$1.91M0.9%+11.6%0.000%
7/7/2026 David J Yvars Group25,699$690K0.3%+24.4%0.000%
7/7/2026 Graves Light Lenhart Wealth Inc.7,867$211K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE119,094$2.78M0.0%-0.9%0.000%
5/18/2026 Royal Bank of Canada575,167$13.44M0.0%+0.7%0.000%
5/16/2026 Saba Capital Management L.P.361,316$8.44M0.2%+21.2%0.000%
5/13/2026 Cetera Investment Advisers30,176$705K0.0%+21.0%0.000%
5/13/2026 First Trust Advisors LP33,788$789K0.0%N/A0.000%
5/6/2026 Allspring Global Investments Holdings LLC80,112$1.87M0.0%+19.2%0.000%
5/5/2026 D.A. Davidson & CO.79,317$1.85M0.0%-0.8%0.000%
5/4/2026 Calamos Advisors LLC47,888$1.12M0.0%+13.5%0.000%
5/1/2026 Fifth Third Bancorp8,094$189K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC38,341$896K0.0%-3.9%0.000%
4/27/2026 World Investment Advisors117,859$2.75M0.0%+11.6%0.000%
4/17/2026 PMG Family Office LLC31,747$742K0.8%+7.5%0.000%
4/17/2026 OxenFree Capital LLC65,224$1.64M0.8%+15.1%0.000%
3/13/2026 World Investment Advisors105,586$2.63M0.0%+8.8%0.000%
2/19/2026 Invesco Ltd.112,000$2.79M0.0%+5.0%0.000%
2/18/2026 Saba Capital Management L.P.298,200$7.43M0.2%N/A0.000%
2/18/2026 Readystate Asset Management LP41,520$1.04M0.0%+90.3%0.000%
2/18/2026 Evolve Private Wealth LLC79,712$2.03M0.1%N/A0.000%
2/17/2026 Guggenheim Capital LLC479,040$11.94M0.1%+14.0%0.000%
2/17/2026 Cetera Investment Advisers24,948$622K0.0%+13.0%0.000%
2/17/2026 Kovack Advisors Inc.10,141$253K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.90,270$2.25M0.0%-2.2%0.000%
2/17/2026 &PARTNERS51,997$1.30M0.0%+119.7%0.000%
2/17/2026 Royal Bank of Canada571,160$14.23M0.0%+2.0%0.000%
2/16/2026 Landscape Capital Management L.L.C.8,263$206K0.0%-52.7%0.000%
2/13/2026 Stifel Financial Corp43,780$1.09M0.0%-44.6%0.000%
2/13/2026 Integrated Wealth Concepts LLC46,303$1.15M0.0%-16.4%0.000%
2/13/2026 Wells Fargo & Company MN961,982$23.97M0.0%-6.4%0.000%
2/12/2026 Advisors Asset Management Inc.863,318$21.51M0.4%+0.3%0.000%
2/12/2026 Commonwealth Equity Services LLC35,900$895K0.0%+26.3%0.000%
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2/12/2026 Steward Partners Investment Advisory LLC31,254$779K0.0%-3.2%0.000%
2/12/2026 Kovack Advisors Inc.10,141$254K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC14,047$350K0.0%-8.1%0.000%
2/11/2026 LPL Financial LLC269,945$6.73M0.0%+26.7%0.000%
2/9/2026 Blue Bell Private Wealth Management LLC6,655$166K0.0%+338.1%0.000%
2/9/2026 Schwarz Dygos Wheeler Investment Advisors LLC216,008$5.38M1.1%+1.1%0.000%
2/5/2026 Cornerstone Wealth Management LLC26,412$658K0.0%+3.5%0.000%
2/5/2026 Allworth Financial LP31,250$779K0.0%-8.3%0.000%
2/4/2026 World Investment Advisors105,586$2.55M0.0%+8.8%0.000%
2/2/2026 Wolverine Asset Management LLC113,752$2.84M0.0%-31.3%0.000%
1/29/2026 D.A. Davidson & CO.79,938$1.99M0.0%+13.5%0.000%
1/29/2026 UBS Group AG139,661$3.48M0.0%-17.8%0.000%
1/29/2026 Calamos Advisors LLC42,188$1.05M0.0%+159.9%0.000%
1/28/2026 PMG Family Office LLC29,524$736K0.9%-1.7%0.000%
1/26/2026 Shaker Financial Services LLC67,522$1.73M0.5%-35.9%0.000%
1/15/2026 OxenFree Capital LLC56,643$1.41M0.7%+1.0%0.000%
1/15/2026 Allspring Global Investments Holdings LLC67,182$1.67M0.0%+25.9%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.16,804$419K0.0%-47.2%0.000%
1/13/2026 Capital Investment Advisors LLC55,732$1.39M0.0%-7.1%0.000%
1/12/2026 Stolper Co32,642$813K0.2%+2.3%0.000%
1/12/2026 David J Yvars Group21,136$527K0.3%+20.6%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC401,952$10.17M0.0%+1.5%0.000%
12/22/2025 PMG Family Office LLC30,033$754K0.8%N/A0.000%
12/2/2025 Allworth Financial LP34,088$856K0.0%-6.8%0.000%
11/17/2025 Keystone Financial Group49,335$1.24M0.1%-3.2%0.000%
11/17/2025 Integrated Wealth Concepts LLC55,414$1.39M0.0%-5.1%0.000%
11/17/2025 Brick & Kyle Associates16,845$423K0.2%-4.1%0.000%
11/17/2025 Bank of America Corp DE126,464$3.18M0.0%-4.6%0.000%
11/17/2025 Ameriprise Financial Inc.40,178$1.01M0.0%+13.3%0.000%
11/14/2025 Raymond James Financial Inc.466,060$11.70M0.0%-1.2%0.000%
11/13/2025 UBS Group AG169,931$4.27M0.0%-1.8%0.000%
11/13/2025 Prevail Innovative Wealth Advisors LLC9,905$249K0.0%N/A0.000%
11/12/2025 Level Four Advisory Services LLC23,809$598K0.0%+20.1%0.000%
11/12/2025 US Bancorp DE4,135$104K0.0%N/A0.000%
11/7/2025 Cornerstone Advisors LLC223,985$5.62M0.2%+97.9%0.000%
11/7/2025 Readystate Asset Management LP21,817$548K0.0%-58.1%0.000%
11/7/2025 Schwarz Dygos Wheeler Investment Advisors LLC213,709$5.37M1.1%+1.1%0.000%
11/6/2025 Advisors Asset Management Inc.860,320$21.60M0.4%-13.5%0.000%
11/6/2025 Oppenheimer & Co. Inc.8,123$204K0.0%N/A0.000%
11/5/2025 J.W. Cole Advisors Inc.8,028$202K0.0%N/A0.000%
11/5/2025 Envestnet Asset Management Inc.18,973$476K0.0%-12.8%0.000%
11/4/2025 Cornerstone Wealth Management LLC25,526$641K0.0%+3.7%0.000%
10/30/2025 Westfuller Advisors LLC2,107$53K0.0%N/A0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC395,993$10.05M0.0%+2.7%0.000%
10/28/2025 Wolverine Asset Management LLC165,473$4.16M0.0%+1.4%0.000%
10/28/2025 Silverlake Wealth Management LLC8,163$205K0.0%N/A0.000%
10/27/2025 David J Yvars Group17,521$440K0.2%+90.9%0.000%
10/22/2025 Shaker Financial Services LLC105,374$2.65M0.9%+3.8%0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.31,816$799K0.0%-5.5%0.000%
10/22/2025 Blue Bell Private Wealth Management LLC1,519$38K0.0%N/A0.000%
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10/22/2025 D.A. Davidson & CO.70,450$1.77M0.0%+175.4%0.000%
10/20/2025 Allspring Global Investments Holdings LLC53,365$1.34M0.0%+106.0%0.000%
10/20/2025 Calamos Advisors LLC16,233$408K0.0%N/A0.000%
10/15/2025CWM LLC3,327$84K0.0%+73.3%0.000%
10/15/2025 World Investment Advisors97,090$2.44M0.0%N/A0.000%
10/15/2025 DAVENPORT & Co LLC9,246$232K0.0%-4.3%0.000%
10/9/2025 OxenFree Capital LLC56,087$1.43M0.8%-22.3%0.000%
9/4/2025 Osaic Holdings Inc.89,338$2.14M0.0%+18.1%0.000%
8/26/2025 Thrivent Financial for Lutherans35,850$857K0.0%-30.6%0.000%
8/18/2025 Brick & Kyle Associates17,569$418K0.2%N/A0.000%


NIE Institutional Ownership - Frequently Asked Questions

During the previous two years, 83 institutional investors and hedge funds held shares of Virtus Equity & Convertible Income Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($23.97M), Advisors Asset Management Inc. ($21.51M), Royal Bank of Canada ($13.44M), Guggenheim Capital LLC ($11.94M), Raymond James Financial Inc. ($11.70M), Wealth Enhancement Advisory Services LLC ($10.17M), and Saba Capital Management L.P. ($8.44M).Learn more on Virtus Equity & Convertible Income Fund's institutional investors.

Of the 73 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), Saba Capital Management L.P. ($361.32K), International Assets Investment Management LLC ($277.96K), Wolverine Asset Management LLC ($239.02K), Cornerstone Advisors LLC ($234.14K), Evolve Private Wealth LLC ($154.59K), and Advisors Asset Management Inc. ($138.62K).

Institutional investors have bought a total of 1,537,091 shares in the last 24 months. This purchase volume represents approximately $38.67M in transactions.

Of the 25 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: Advisors Asset Management Inc. ($134.54K), Wells Fargo & Company MN ($65.63K), Wolverine Asset Management LLC ($51.72K), Shaker Financial Services LLC ($37.85K), Stifel Financial Corp ($35.22K), UBS Group AG ($33.45K), and Readystate Asset Management LP ($30.23K).

Institutional investors have sold a total of 477,923 shares in the last 24 months. This volume of shares sold represents approximately $11.95M in transactions.


Related Companies

Institutional ownership data for NYSE:NIE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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