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Virtus Equity & Convertible Income Fund (NIE) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$33.82M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$16.01M
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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
4/24/2024 Blue Bell Private Wealth Management LLC1,500$34K0.0%N/A0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.264,102$5.91M0.0%-26.1%0.000%
4/22/2024 Raymond James & Associates240,623$5.39M0.0%-24.5%0.000%
4/18/2024 Silverlake Wealth Management LLC9,313$209K0.1%N/A0.000%
4/18/2024 Allspring Global Investments Holdings LLC298,824$6.69M0.0%-13.6%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.28,378$635K0.0%+27.2%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC377,074$8.44M0.0%+2.9%0.000%
4/12/2024 Global Assets Advisory LLC246,400$5.52M0.0%+2,140.0%0.000%
4/9/2024 Stolper Co30,402$681K0.2%+4.8%0.000%
3/15/2024B. Riley Wealth Advisors Inc.78,312$1.64M0.0%+4.8%0.000%
3/8/2024ICA Group Wealth Management LLC1,500$31K0.0%N/A0.000%
3/1/2024Creekmur Asset Management LLC11,540$241K0.1%N/A0.000%
2/12/2024Weiss Asset Management LP19,949$417K0.0%N/A0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.93,866$1.96M0.0%+4.4%0.000%
2/9/2024Keystone Financial Group43,741$915K0.2%-1.2%0.000%
2/9/2024D.A. Davidson & CO.18,546$388K0.0%-3.8%0.000%
2/9/2024Wells Fargo & Company MN970,114$20.29M0.0%-20.1%0.000%
2/9/2024Cornerstone Advisors LLC104,430$2.18M0.1%+101.7%0.000%
2/8/2024Level Four Advisory Services LLC12,409$259K0.0%+9.0%0.000%
2/6/2024 Spire Wealth Management20,888$446K0.0%-3.1%0.000%
2/5/2024Stonebrook Private Inc.23,127$484K0.2%N/A0.000%
2/5/2024Schwarz Dygos Wheeler Investment Advisors LLC199,851$4.18M1.3%-1.8%0.000%
2/2/2024Atria Wealth Solutions Inc.16,218$339K0.0%-5.6%0.000%
2/1/2024Wolverine Asset Management LLC20,624$431K0.0%N/A0.000%
1/29/2024 OxenFree Capital LLC59,995$1.25M1.3%N/A0.000%
1/25/2024 Allspring Global Investments Holdings LLC345,824$7.23M0.0%+6.0%0.000%
1/24/2024Allworth Financial LP298,979$6.25M0.0%-2.9%0.000%
1/24/2024 International Assets Investment Management LLC259,702$5.43M0.0%+1,868.3%0.000%
1/16/2024 Raymond James & Associates318,649$6.66M0.0%-3.7%0.000%
1/12/2024 Stolper Co28,998$606K0.2%-4.5%0.000%
1/12/2024 Advisor Resource Council9,950$208K0.0%N/A0.000%
1/5/2024 Capital Investment Advisors LLC57,138$1.20M0.0%+26.4%0.000%
12/1/2023B. Riley Wealth Advisors Inc.74,738$1.49M0.0%-7.5%0.000%
11/15/2023Advisors Asset Management Inc.578,389$11.50M0.2%+29.8%0.000%
11/9/2023Cornerstone Advisors LLC51,764$1.03M0.0%+438.5%0.000%
11/9/2023UBS Group AG244,416$4.86M0.0%+3.1%0.000%
11/8/2023D.A. Davidson & CO.19,280$383K0.0%+29.4%0.000%
11/8/2023Atria Wealth Solutions Inc.17,181$342K0.0%+4.2%0.000%
11/8/2023SMH Capital Advisors Inc.13,418$267K0.6%-21.6%0.000%
11/7/2023 Cornerstone Wealth Management LLC18,372$365K0.0%+3.8%0.000%
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11/4/2023Schwarz Dygos Wheeler Investment Advisors LLC203,465$4.05M1.4%+3.0%0.000%
10/31/2023Allworth Financial LP308,027$6.13M0.1%-3.1%0.000%
10/27/2023 Allspring Global Investments Holdings LLC326,333$6.49M0.0%-7.8%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.356,996$7.10M0.0%-1.5%0.000%
10/24/2023 Raymond James & Associates330,808$6.58M0.0%-10.8%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.89,927$1.79M0.0%+1.0%0.000%
10/23/2023Commonwealth Equity Services LLC58,867$1.17M0.0%-3.9%0.000%
10/16/2023 Capital Investment Advisors LLC45,200$899K0.0%N/A0.000%
10/10/2023 Daymark Wealth Partners LLC13,361$266K0.0%+7.2%0.000%
8/15/2023Prevail Innovative Wealth Advisors LLC14,445$306K0.2%N/A0.000%
8/11/2023Cornerstone Advisors LLC9,612$203K0.0%N/A0.000%
8/11/2023Schwarz Dygos Wheeler Investment Advisors LLC197,477$4.18M1.4%+1.3%0.000%
8/11/2023Guggenheim Capital LLC458,065$9.69M0.1%+14.2%0.000%
8/11/2023D.A. Davidson & CO.14,905$315K0.0%N/A0.000%
8/10/2023Osaic Holdings Inc.135,352$2.86M0.0%-2.5%0.000%
8/10/2023Wintrust Investments LLC14,046$297K0.0%N/A0.000%
8/9/2023 Spire Wealth Management21,555$456K0.0%-8.5%0.000%
8/7/2023Keystone Financial Group44,189$935K0.2%N/A0.000%
8/7/2023XML Financial LLC11,641$246K0.0%-8.1%0.000%
8/3/2023Atria Wealth Solutions Inc.16,493$349K0.0%-13.2%0.000%
7/31/2023LPL Financial LLC65,703$1.39M0.0%+6.4%0.000%
7/27/2023B. Riley Wealth Advisors Inc.80,821$1.71M0.0%+18.4%0.000%
7/26/2023Janney Montgomery Scott LLC10,656$225K0.0%N/A0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.362,450$7.67M0.0%+2.7%0.000%
7/25/2023 Raymond James & Associates370,878$7.84M0.0%-1.5%0.000%
7/24/2023 Allspring Global Investments Holdings LLC353,921$7.49M0.0%-17.4%0.000%
7/20/2023 International Assets Investment Management LLC13,194$279K0.0%+24.0%0.000%
7/19/2023 Daymark Wealth Partners LLC12,469$264K0.0%N/A0.000%
7/18/2023Allworth Financial LP317,757$6.72M0.1%N/A0.000%
7/18/2023 Allspring Global Investments Holdings LLC353,921$7.49M0.0%-17.4%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.89,039$1.88M0.0%+13.8%0.000%
7/10/2023Telemus Capital LLC9,465$200K0.0%N/A0.000%
7/10/2023 Stolper Co30,540$646K0.3%-2.4%0.000%
5/12/2023Advisors Asset Management Inc.434,237$8.53M0.2%+4.2%0.000%
5/11/2023 Cambridge Investment Research Advisors Inc.78,238$1.54M0.0%+24.2%0.000%
5/11/2023Elequin Securities LLC2,085$41K0.0%-37.9%0.000%
5/11/2023Guggenheim Capital LLC400,954$7.88M0.1%+2.5%0.000%
5/9/2023 Spire Wealth Management23,555$463K0.0%+1,077.8%0.000%
5/5/2023Truist Financial Corp19,871$390K0.0%-4.5%0.000%
5/3/2023Integrated Wealth Concepts LLC99,129$1.95M0.0%+4.2%0.000%
5/2/2023 Venturi Wealth Management LLC1,768$35K0.0%N/A0.000%
4/27/2023Schwarz Dygos Wheeler Investment Advisors LLC194,926$3.83M1.4%+0.3%0.000%
4/19/2023 International Assets Investment Management LLC10,639$209K0.0%-7.3%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.353,063$6.94M0.0%+9.6%0.000%
4/14/2023 Raymond James & Associates376,511$7.40M0.0%-3.7%0.000%
4/13/2023 Allspring Global Investments Holdings LLC428,661$8.42M0.0%-27.8%0.000%
4/11/2023 Stolper Co31,276$615K0.3%+8.6%0.000%
4/10/2023 Capital Investment Advisors LLC15,900$312K0.0%N/A0.000%
3/15/2023B. Riley Wealth Advisors Inc.46,904$936K0.0%+78.4%0.000%
2/23/2023Centurion Wealth Management LLC19,905$363K0.2%N/A0.000%
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2/13/2023Advisors Asset Management Inc.416,698$7.60M0.2%-12.2%0.000%
2/13/2023Integrated Wealth Concepts LLC95,177$1.74M0.0%+0.7%0.000%
2/13/2023Atria Wealth Solutions Inc.19,010$384K0.0%N/A0.000%
2/10/2023Advisor Group Holdings Inc.124,388$2.27M0.0%-4.1%0.000%
2/10/2023XML Financial LLC17,744$323K0.0%-15.3%0.000%
2/9/2023Landscape Capital Management L.L.C.16,795$306K0.0%+46.6%0.000%
2/9/2023Elequin Securities LLC3,357$61K0.0%N/A0.000%
2/9/2023First Trust Advisors LP42,769$780K0.0%-1.9%0.000%
2/9/2023Schwarz Dygos Wheeler Investment Advisors LLC194,252$3.54M1.4%+3.1%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.322,178$5.87M0.0%+4.2%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, 69 institutional investors and hedge funds held shares of Virtus Equity & Convertible Income Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($20.29M), Advisors Asset Management Inc. ($11.50M), Guggenheim Capital LLC ($9.69M), Wealth Enhancement Advisory Services LLC ($8.44M), Royal Bank of Canada ($7.38M), Allspring Global Investments Holdings LLC ($6.69M), and Allworth Financial LP ($6.25M).Learn more on NIE's institutional investors.

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

Of the 59 institutional investors that purchased Virtus Equity & Convertible Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Wealth Alliance LLC ($564.96K), Allspring Global Investments Holdings LLC ($378.53K), Allworth Financial LP ($317.76K), International Assets Investment Management LLC ($260.54K), Global Assets Advisory LLC ($235.40K), Advisors Asset Management Inc. ($192.69K), and Karpus Management Inc. ($124.68K).

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

Institutional investors have bought a total of 3,346,216 shares in the last 24 months. This purchase volume represents approximately $69.28M in transactions.

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

Of the 38 institutional investors that sold Virtus Equity & Convertible Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($388.93K), Wells Fargo & Company MN ($299.99K), UBS Group AG ($288.20K), Karpus Management Inc. ($260.08K), Raymond James & Associates ($154.14K), Advisors Asset Management Inc. ($152.68K), and Cornerstone Advisors LLC ($122.50K).

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

Institutional investors have sold a total of 2,028,601 shares in the last 24 months. This volume of shares sold represents approximately $43.66M in transactions.


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This page (NYSE:NIE) was last updated on 4/26/2024 by MarketBeat.com Staff

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