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Virtus Diversified Income & Convertible Fund (ACV) Institutional Ownership

Virtus Diversified Income & Convertible Fund logo
$19.14 +0.34 (+1.78%)
Closing price 04/17/2025 03:55 PM Eastern
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$19.14 0.00 (0.00%)
As of 04/17/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Diversified Income & Convertible Fund (NYSE:ACV)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$15.72M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.23M
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ACV Institutional Buying and Selling by Quarter

Virtus Diversified Income & Convertible Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025Bank of America Corp DE93,700$2.06M0.0%-4.8%0.000%
2/14/2025Shaker Financial Services LLC36,953$811K0.3%-27.4%0.000%
2/13/2025Guggenheim Capital LLC245,793$5.40M0.0%+13.7%0.000%
2/13/2025Raymond James Financial Inc.143,575$3.15M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN486,187$10.67M0.0%-0.8%0.000%
2/12/2025Landscape Capital Management L.L.C.42,148$925K0.1%-5.0%0.000%
2/11/2025LPL Financial LLC279,527$6.14M0.0%+1.4%0.000%
2/10/2025Advisors Asset Management Inc.218,902$4.81M0.1%-11.0%0.000%
2/6/2025Raymond James Financial Inc.143,575$3.15M0.0%N/A0.000%
2/4/2025World Equity Group Inc.54,501$1.20M0.3%+273.5%0.000%
2/3/2025Wolverine Asset Management LLC135,942$2.98M0.0%+12.0%0.000%
1/28/2025Gilliland Jeter Wealth Management LLC24,553$539K0.2%-1.9%0.000%
1/17/2025Westside Investment Management Inc.1,867$41K0.0%N/A0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.11,065$243K0.0%-6.0%0.000%
12/13/2024B. Riley Wealth Advisors Inc.24,884$530K0.0%-2.1%0.000%
11/9/2024Landscape Capital Management L.L.C.44,357$952K0.1%+212.6%0.000%
11/8/2024Advisors Asset Management Inc.245,894$5.28M0.1%-14.3%0.000%
11/4/2024Wolverine Asset Management LLC121,373$2.61M0.0%+275.9%0.000%
10/31/2024Shaker Financial Services LLC50,876$1.09M0.4%+137.6%0.000%
10/30/2024World Equity Group Inc.14,592$313K0.1%N/A0.000%
10/28/2024US Bancorp DE1,384$30K0.0%-46.1%0.000%
10/22/2024International Assets Investment Management LLC52,947$1.14M0.0%+2,101.5%0.000%
10/21/2024Raleigh Capital Management Inc.3,346$72K0.0%+23.5%0.000%
10/18/2024Raymond James & Associates136,344$2.93M0.0%+5.0%0.000%
8/19/2024B. Riley Wealth Advisors Inc.25,423$539K0.0%+7.9%0.000%
8/3/2024Shaker Financial Services LLC21,409$454K0.2%N/A0.000%
8/2/2024Wolverine Asset Management LLC32,285$685K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC12,640$268K0.0%+42.1%0.000%
7/30/2024International Assets Investment Management LLC2,405$51K0.0%N/A0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.11,807$251K0.0%-7.6%0.000%
7/19/2024Raymond James & Associates129,903$2.76M0.0%-3.7%0.000%
5/16/2024B. Riley Wealth Advisors Inc.23,559$564K0.0%-4.3%0.000%
5/14/2024Advisors Asset Management Inc.283,040$6.78M0.1%+21.6%0.000%
5/1/2024Janney Montgomery Scott LLC8,730$209K0.0%N/A0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.12,774$306K0.0%-19.7%0.000%
3/15/2024B. Riley Wealth Advisors Inc.24,621$521K0.0%+4.5%0.000%
2/9/2024Wells Fargo & Company MN480,652$10.08M0.0%+5.5%0.000%
2/9/2024Cornerstone Advisors LLC43,477$912K0.0%-54.8%0.000%
2/7/2024Shaker Financial Services LLC32,456$681K0.3%-5.8%0.000%
2/2/2024Gilliland Jeter Wealth Management LLC25,081$526K0.2%N/A0.000%
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1/25/2024International Assets Investment Management LLC47,669$1M0.0%+2,058.9%0.000%
1/24/2024International Assets Investment Management LLC47,669$1M0.0%+2,058.9%0.000%
1/23/2024DAVENPORT & Co LLC27,658$580K0.0%-5.8%0.000%
1/16/2024Raymond James & Associates112,547$2.36M0.0%+19.4%0.000%
12/1/2023B. Riley Wealth Advisors Inc.23,559$444K0.0%+8.6%0.000%
11/15/2023Advisors Asset Management Inc.170,449$3.18M0.1%+3.7%0.000%
11/13/2023LPL Financial LLC377,946$7.05M0.0%+79.6%0.000%
11/9/2023Cornerstone Advisors LLC96,270$1.80M0.1%+54.5%0.000%
11/2/2023Shaker Financial Services LLC34,465$650K0.3%-8.5%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.32,713$610K0.0%+23.8%0.000%
10/24/2023Raymond James & Associates94,224$1.76M0.0%+5.3%0.000%
10/17/2023DAVENPORT & Co LLC29,348$548K0.0%-17.6%0.000%
10/4/2023International Assets Investment Management LLC2,208$40K0.0%N/A0.000%
8/11/2023Cornerstone Advisors LLC62,317$1.25M0.1%N/A0.000%
8/11/2023Guggenheim Capital LLC256,671$5.13M0.0%+18.6%0.000%
8/7/2023Wolverine Asset Management LLC21,899$438K0.0%+817.8%0.000%
8/7/2023Shaker Financial Services LLC37,650$759K0.3%+96.1%0.000%
7/31/2023LPL Financial LLC210,400$4.20M0.0%+12.1%0.000%
7/27/2023B. Riley Wealth Advisors Inc.21,700$437K0.0%+5.2%0.000%
7/25/2023Raymond James & Associates89,502$1.79M0.0%-12.5%0.000%
7/20/2023DAVENPORT & Co LLC35,603$711K0.0%-4.6%0.000%
5/11/2023Guggenheim Capital LLC216,392$4.18M0.0%-16.6%0.000%
5/10/2023LPL Financial LLC187,607$3.62M0.0%+25.7%0.000%
5/8/2023Shaker Financial Services LLC19,199$371K0.2%N/A0.000%
5/8/2023Wolverine Asset Management LLC2,386$46K0.0%N/A0.000%
4/27/2023DAVENPORT & Co LLC37,303$720K0.0%-7.2%0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.42,472$820K0.1%-4.6%0.000%
4/19/2023International Assets Investment Management LLC2,091$40K0.0%N/A0.000%
4/19/2023Mcdonald Partners LLC14,000$270K0.1%N/A0.000%
4/14/2023Raymond James & Associates102,333$1.98M0.0%+16.9%0.000%
4/11/2023RVW Wealth LLC12,100$234K0.0%N/A0.000%
2/13/2023Advisors Asset Management Inc.287,458$5.34M0.1%-24.6%0.000%
2/10/2023 New Hampshire Trust1,650$31K0.0%N/A0.000%
2/8/2023Raymond James & Associates87,522$1.62M0.0%+11.6%0.000%
2/7/2023LPL Financial LLC149,221$2.77M0.0%+19.1%0.000%
1/20/2023DAVENPORT & Co LLC40,203$746K0.0%-5.4%0.000%
1/12/2023 Hennion & Walsh Asset Management Inc.44,534$827K0.1%-1.6%0.000%
11/15/2022Karpus Management Inc.10,600$186K0.0%N/A0.000%
11/15/2022Logan Stone Capital LLC14,135$248K0.2%N/A0.000%
11/14/2022Guggenheim Capital LLC212,582$3.73M0.0%-23.3%0.000%
11/14/2022 Hennion & Walsh Asset Management Inc.45,236$794K0.1%-1.8%0.000%
11/10/2022Wolverine Asset Management LLC31,666$555K0.0%-64.0%0.000%
11/9/2022Guardian Wealth Advisors LLC1,477$26K0.0%N/A0.000%
11/8/2022Advisors Asset Management Inc.381,250$6.69M0.1%-15.0%0.000%
11/8/2022Signaturefd LLC2,000$35K0.0%N/A0.000%
10/25/2022Raymond James & Associates78,409$1.38M0.0%-6.1%0.000%
10/11/2022DAVENPORT & Co LLC42,478$745K0.0%-6.2%0.000%
8/8/2022Advisors Asset Management Inc.448,737$8.76M0.2%-21.2%0.000%
8/3/2022Wolverine Asset Management LLC88,009$1.72M0.0%+1,127.5%0.000%
7/18/2022DAVENPORT & Co LLC45,278$884K0.0%-1.2%0.000%
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5/4/2022Advisor Group Holdings Inc.28,060$712K0.0%+48.8%0.000%
5/4/2022Wolverine Asset Management LLC7,170$182K0.0%N/A0.000%
5/4/2022Commonwealth Equity Services LLC12,128$308K0.0%+47.3%0.000%
5/2/2022National Asset Management Inc.16,024$408K0.0%-3.1%0.000%
5/2/2022DAVENPORT & Co LLC45,828$1.17M0.0%-10.8%0.000%
4/26/2022 Hennion & Walsh Asset Management Inc.46,238$1.18M0.1%+21.9%0.000%
2/15/2022Advisors Asset Management Inc.640,424$20.65M0.3%-2.5%0.000%
2/14/2022Guggenheim Capital LLC337,695$10.89M0.1%+5.1%0.000%
2/10/2022Private Advisor Group LLC12,107$390K0.0%+40.1%0.000%
2/8/2022Raymond James Financial Services Advisors Inc.19,359$624K0.0%-36.1%0.000%
(Data available from 1/1/2016 forward)

ACV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ACV shares?

During the previous two years, 23 institutional investors and hedge funds held shares of Virtus Diversified Income & Convertible Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($10.67M), LPL Financial LLC ($6.14M), Guggenheim Capital LLC ($5.40M), Advisors Asset Management Inc. ($4.81M), Raymond James Financial Inc. ($3.15M), Wolverine Asset Management LLC ($2.98M), and Raymond James & Associates ($2.93M).Learn more on ACV's institutional investors.

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

Of the 20 institutional investors that purchased Virtus Diversified Income & Convertible Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($287.15K), LPL Financial LLC ($232.63K), Wolverine Asset Management LLC ($157.84K), International Assets Investment Management LLC ($148.17K), Cornerstone Advisors LLC ($96.27K), Shaker Financial Services LLC ($88.53K), and Guggenheim Capital LLC ($69.94K).

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

Institutional investors have bought a total of 1,342,433 shares in the last 24 months. This purchase volume represents approximately $28.00M in transactions.

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

Of the 13 institutional investors that sold Virtus Diversified Income & Convertible Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($68.06K), Cornerstone Advisors LLC ($52.79K), Guggenheim Capital LLC ($42.92K), Shaker Financial Services LLC ($19.12K), Raymond James & Associates ($17.78K), DAVENPORT & Co LLC ($12.55K), and Hennion & Walsh Asset Management Inc. ($6.87K).

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

Institutional investors have sold a total of 234,391 shares in the last 24 months. This volume of shares sold represents approximately $4.88M in transactions.


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This page (NYSE:ACV) was last updated on 4/18/2025 by MarketBeat.com Staff
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