Go Pro
→ Trump’s New Currency Reset (From Porter & Company) (Ad)tc pixel Free NIE Stock Alerts

Virtus Equity & Convertible Income Fund (NIE) Institutional Ownership

Virtus Equity & Convertible Income Fund logo
$26.80 +0.06 (+0.21%)
Closing price 03:58 PM Eastern
Extended Trading
$26.82 +0.02 (+0.07%)
As of 04:10 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.
Compare

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)
$35.44M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$12.41M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026Bank of America Corp DE119,094$2.78M0.0%-0.9%0.000%
5/18/2026Royal Bank of Canada575,167$13.44M0.0%+0.7%0.000%
5/16/2026Saba 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%
4/27/2026World 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%
3/13/2026World Investment Advisors105,586$2.63M0.0%+8.8%0.000%
2/19/2026Invesco Ltd.112,000$2.79M0.0%+5.0%0.000%
2/18/2026Saba Capital Management L.P.298,200$7.43M0.2%N/A0.000%
2/18/2026Readystate 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%
2/17/2026Osaic Holdings Inc.90,270$2.25M0.0%-2.2%0.000%
2/17/2026&PARTNERS51,997$1.30M0.0%+119.7%0.000%
2/17/2026Royal 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%
2/13/2026Wells Fargo & Company MN961,982$23.97M0.0%-6.4%0.000%
2/12/2026Advisors 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%
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%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
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%
2/4/2026World 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%
1/29/2026UBS 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%
11/17/2025Bank of America Corp DE126,464$3.18M0.0%-4.6%0.000%
11/17/2025Ameriprise Financial Inc.40,178$1.01M0.0%+13.3%0.000%
11/14/2025Raymond James Financial Inc.466,060$11.70M0.0%-1.2%0.000%
11/13/2025UBS 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%
11/7/2025Readystate 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%
11/6/2025Advisors 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%
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%
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it? (Ad)

BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one that gets burned with every transaction on what analysts are calling America's new financial grid. The Nasdaq has received SEC approval to move stocks onto blockchain rails, and BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to this infrastructure shift. Blockchain analyst Andy Howard is calling this asset 'Digital Oil' - and says institutional buyers are already positioned.tc pixel

Get the name, the ticker, and exactly how to buy it
10/20/2025 Calamos Advisors LLC16,233$408K0.0%N/A0.000%
10/15/2025CWM LLC3,327$84K0.0%+73.3%0.000%
10/15/2025World 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%
9/4/2025Osaic Holdings Inc.89,338$2.14M0.0%+18.1%0.000%
8/26/2025Thrivent Financial for Lutherans35,850$857K0.0%-30.6%0.000%
8/18/2025 Brick & Kyle Associates17,569$418K0.2%N/A0.000%
8/15/2025Bank of America Corp DE132,630$3.17M0.0%-2.4%0.000%
8/15/2025Ameriprise Financial Inc.35,473$848K0.0%+10.6%0.000%


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 1,418,633 shares in the last 24 months. This purchase volume represents approximately $35.44M in transactions.

Of the 26 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 497,001 shares in the last 24 months. This volume of shares sold represents approximately $12.41M 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 8/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Buy These Stocks Before August 31st
Keith Kaplan has invested $17 million into his own AI research platform, now used by 180,000 investors worldwi...
TradeSmith | Sponsoredtc pixel
How a rare metal shortage sent gains up 2512 percent
In 2010, a rare earth metal called dysprosium surged 2,512 percent in two and a half years after China cut exp...
Awesomely | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel