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Virtus Convertible & Income 2024 Target Term Fund (CBH) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income 2024 Target Term Fund (NYSE:CBH)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$5.61M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.50M
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CBH Institutional Buying and Selling by Quarter

Virtus Convertible & Income 2024 Target Term Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/5/2024Sanctuary Advisors LLC57,082$510K0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.15,373$139K0.0%-13.0%0.000%
8/16/2024Almitas Capital LLC271,764$2.45M1.0%N/A0.000%
8/8/2024Beverly Hills Private Wealth LLC260,935$2.35M0.5%+224.2%0.000%
7/12/2024 Cypress Wealth Services LLC14,500$131K0.0%-14.7%0.000%
5/16/2024B. Riley Wealth Advisors Inc.17,674$156K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.108,768$958K0.0%-63.7%0.000%
4/19/2024 E&G Advisors LP57,942$510K0.2%-2.4%0.000%
4/16/2024 Cypress Wealth Services LLC17,000$150K0.0%-15.0%0.000%
2/23/2024 Chicago Partners Investment Group LLC131,942$1.16M0.1%-39.2%0.000%
2/15/2024Bulldog Investors LLP17,054$149K0.0%N/A0.000%
2/12/2024StoneX Group Inc.71,494$623K0.1%N/A0.000%
2/1/2024Signaturefd LLC10,187$89K0.0%+7,617.4%0.000%
1/25/2024 E&G Advisors LP59,342$517K0.2%-7.4%0.000%
12/1/2023B. Riley Wealth Advisors Inc.17,674$156K0.0%-17.3%0.000%
11/13/2023Stifel Financial Corp359,115$3.15M0.0%+1.7%0.000%
11/9/2023UBS Group AG259,467$2.28M0.0%-2.6%0.000%
11/7/2023OmniStar Financial Group Inc.11,074$97K0.1%N/A0.000%
10/26/2023Punch & Associates Investment Management Inc.1,210,882$10.63M0.7%+13.4%0.000%
10/25/2023 E&G Advisors LP64,092$563K0.2%-5.5%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.115,950$1.02M0.0%-8.1%0.000%
10/23/2023Commonwealth Equity Services LLC116,450$1.02M0.0%-2.0%0.000%
8/24/2023Arlington Capital Management Inc.25,461$219K0.2%+10.2%0.000%
8/10/2023Sit Investment Associates Inc.16,645$143K0.0%N/A0.000%
7/26/2023 Janney Montgomery Scott LLC10,760$93K0.0%-16.6%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.126,212$1.09M0.0%+18.1%0.000%
7/25/2023Raymond James & Associates22,500$194K0.0%-12.9%0.000%
7/21/2023 E&G Advisors LP67,817$585K0.2%-2.3%0.000%
4/17/2023 E&G Advisors LP69,392$598K0.2%-6.3%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.106,902$921K0.0%+294.2%0.000%
3/15/2023B. Riley Wealth Advisors Inc.33,880$297K0.0%-3.4%0.000%
2/14/2023Atlas Wealth LLC10,365$90K0.0%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.27,118$234K0.0%N/A0.000%
2/8/2023UBS Group AG260,643$2.25M0.0%+6.7%0.000%
2/7/2023Commonwealth Equity Services LLC118,600$1.02M0.0%-6.7%0.000%
2/1/2023 Janney Montgomery Scott LLC12,909$112K0.0%-18.1%0.000%
1/31/2023 Geneos Wealth Management Inc.7,646$66K0.0%+978.4%0.000%
1/13/2023 E&G Advisors LP74,092$640K0.2%-4.1%0.000%
11/14/2022Guggenheim Capital LLC52,388$443K0.0%+25.6%0.000%
11/10/2022UBS Group AG244,370$2.07M0.0%-11.6%0.000%
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11/8/2022Advisors Asset Management Inc.342,509$2.90M0.1%+42.6%0.000%
11/2/2022Rockefeller Capital Management L.P.11,750$99K0.0%+27.0%0.000%
10/25/2022 Janney Montgomery Scott LLC15,760$133K0.0%+48.8%0.000%
10/11/2022 E&G Advisors LP77,292$654K0.2%-2.6%0.000%
8/8/2022Advisors Asset Management Inc.240,148$2.07M0.0%N/A0.000%
7/28/2022 Royal Fund Management LLC16,524$142K0.0%-7.8%0.000%
7/19/2022Commonwealth Equity Services LLC132,600$1.14M0.0%-1.9%0.000%
5/20/2022 Chicago Partners Investment Group LLC212,807$1.85M0.1%-2.7%0.000%
5/11/2022King Luther Capital Management Corp18,000$168K0.0%N/A0.000%
5/4/2022Commonwealth Equity Services LLC135,150$1.26M0.0%+39.5%0.000%
4/12/2022 E&G Advisors LP79,792$745K0.2%-2.7%0.000%
2/15/2022 Chicago Partners Investment Group LLC218,821$2.09M0.1%+16.2%0.000%
2/8/2022Steward Partners Investment Advisory LLC26,493$261K0.0%-40.7%0.000%
2/8/2022Bank of America Corp DE211,732$2.09M0.0%-10.2%0.000%
2/7/2022 Ameritas Advisory Services LLC36,903$364K0.0%N/A0.000%
1/31/2022Commonwealth Equity Services LLC96,900$956K0.0%+831.7%0.000%
1/28/2022National Asset Management Inc.32,958$326K0.0%+3.9%0.000%
1/27/2022 Janney Montgomery Scott LLC10,590$105K0.0%N/A0.000%
1/13/2022 E&G Advisors LP82,000$809K0.2%+22.0%0.000%
11/15/2021Royal Bank of Canada305,258$3.15M0.0%+1.7%0.000%
11/15/2021Morgan Stanley988,888$10.22M0.0%+2.8%0.000%
11/10/2021Creative Planning12,375$128K0.0%N/A0.000%
11/2/2021Raymond James & Associates25,834$267K0.0%-11.4%0.000%
10/29/2021Commonwealth Equity Services LLC10,400$107K0.0%-12.6%0.000%
10/20/2021 Royal Fund Management LLC19,896$205K0.0%-16.8%0.000%
10/20/2021 E&G Advisors LP67,200$694K0.2%N/A0.000%
9/17/2021Virtu Financial LLC11,083$116K0.0%N/A0.000%
9/10/2021Punch & Associates Investment Management Inc.929,842$9.71M0.5%-0.8%0.000%
8/17/2021Wells Fargo & Company MN728,300$7.60M0.0%-3.2%0.000%
8/17/2021Invesco Ltd.47,583$497K0.0%+61.1%0.000%
8/16/2021Bank of America Corp DE252,980$2.64M0.0%-2.4%0.000%
8/16/2021First Trust Advisors LP97,789$1.02M0.0%+2.8%0.000%
8/16/2021Royal Bank of Canada300,065$3.13M0.0%+3.4%0.000%
8/16/2021Morgan Stanley961,530$10.04M0.0%+3.0%0.000%
8/16/2021Punch & Associates Investment Management Inc.929,842$9.71M0.5%-0.8%0.000%
8/13/2021Steward Partners Investment Advisory LLC49,693$519K0.0%-31.5%0.000%
8/13/2021Stifel Financial Corp243,014$2.54M0.0%+46.9%0.000%
8/10/2021National Asset Management Inc.30,923$323K0.0%+50.8%0.000%
8/4/2021Shaker Financial Services LLC15,400$161K0.1%N/A0.000%
8/2/2021 Chicago Partners Investment Group LLC188,654$2.01M0.1%-9.0%0.000%
5/18/2021Punch & Associates Investment Management Inc.937,732$9.72M0.6%+3.3%0.000%
5/18/2021Rivernorth Capital Management LLC80,632$835K0.1%+225.0%0.000%
5/18/2021Morgan Stanley933,673$9.67M0.0%+7.7%0.000%
5/17/2021Royal Bank of Canada290,199$3.01M0.0%-4.2%0.000%
5/17/2021Ameriprise Financial Inc.54,014$560K0.0%-37.0%0.000%
5/17/2021 Hennion & Walsh Asset Management Inc.25,806$267K0.0%N/A0.000%
5/14/2021Stifel Financial Corp165,467$1.71M0.0%+40.3%0.000%
5/12/2021UBS Group AG216,227$2.24M0.0%+2.1%0.000%
5/11/2021Rockefeller Capital Management L.P.5,000$51K0.0%+66.7%0.000%
4/28/2021 Chicago Partners Investment Group LLC207,319$2.16M0.2%+10.5%0.000%
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2/16/2021Morgan Stanley866,888$8.66M0.0%+7.1%0.000%
2/16/2021Punch & Associates Investment Management Inc.908,023$9.07M0.6%-1.8%0.000%
2/12/2021Stifel Financial Corp117,939$1.18M0.0%-30.4%0.000%
2/11/2021Steward Partners Investment Advisory LLC56,529$565K0.0%-47.6%0.000%
2/9/2021Wells Fargo & Company MN740,046$7.39M0.0%-0.9%0.000%
2/9/2021 Arkadios Wealth Advisors4,892$48K0.0%N/A0.000%
2/9/2021Landscape Capital Management L.L.C.18,190$182K0.0%N/A0.000%
2/3/2021Shaker Financial Services LLC102,651$1.03M0.4%-30.5%0.000%
2/2/2021First Trust Advisors LP97,311$972K0.0%-2.8%0.000%
2/2/2021 Royal Fund Management LLC24,249$242K0.1%-6.9%0.000%
(Data available from 1/1/2016 forward)

CBH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBH shares?

During the previous two years, 23 institutional investors and hedge funds held shares of Virtus Convertible & Income 2024 Target Term Fund. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($10.63M), Stifel Financial Corp ($3.15M), Almitas Capital LLC ($2.45M), Beverly Hills Private Wealth LLC ($2.35M), UBS Group AG ($2.28M), Chicago Partners Investment Group LLC ($1.16M), and Commonwealth Equity Services LLC ($1.02M).Learn more on CBH's institutional investors.

Which institutional investors have been buying Virtus Convertible & Income 2024 Target Term Fund stock?

Of the 16 institutional investors that purchased Virtus Convertible & Income 2024 Target Term Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Almitas Capital LLC ($271.76K), Beverly Hills Private Wealth LLC ($180.44K), Punch & Associates Investment Management Inc. ($142.97K), Raymond James Financial Services Advisors Inc. ($126.21K), StoneX Group Inc. ($71.49K), Sanctuary Advisors LLC ($57.08K), and B. Riley Wealth Advisors Inc. ($17.67K).

How much institutional buying is happening at Virtus Convertible & Income 2024 Target Term Fund?

Institutional investors have bought a total of 964,224 shares in the last 24 months. This purchase volume represents approximately $8.55M in transactions.

Which Virtus Convertible & Income 2024 Target Term Fund major shareholders have been selling company stock?

Of the 10 institutional investors that sold Virtus Convertible & Income 2024 Target Term Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($190.85K), Chicago Partners Investment Group LLC ($84.92K), E&G Advisors LP ($16.15K), Commonwealth Equity Services LLC ($10.90K), Raymond James Financial Services Advisors Inc. ($10.26K), B. Riley Wealth Advisors Inc. ($7.19K), and UBS Group AG ($6.90K).

How much institutional selling is happening at Virtus Convertible & Income 2024 Target Term Fund?

Institutional investors have sold a total of 341,004 shares in the last 24 months. This volume of shares sold represents approximately $2.99M in transactions.


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This page (NYSE:CBH) was last updated on 1/30/2025 by MarketBeat.com Staff
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