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Virtus Convertible & Income Fund (NCV) Institutional Ownership

Virtus Convertible & Income Fund logo
$3.43 -0.04 (-1.15%)
(As of 11/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income Fund (NYSE:NCV)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$28.01M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$9.49M
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NCV Institutional Buying and Selling by Quarter

Virtus Convertible & Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Jane Street Group LLC10,339$36K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp50,124$175K0.0%-11.8%0.000%
11/15/2024 Integrated Wealth Concepts LLC18,318$64K0.0%-25.5%0.000%
11/15/2024 Ionic Capital Management LLC18,370$64K0.0%N/A0.000%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC55,000$192K0.0%-45.0%0.000%
11/12/2024Larson Financial Group LLC15,000$52K0.0%+226.1%0.000%
11/12/2024 Penserra Capital Management LLC2,564,131$8.97M0.2%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.206,996$724K0.1%-54.3%0.000%
11/8/2024 Cornerstone Advisors LLC18,603$65K0.0%-98.0%0.000%
11/8/2024 Advisors Asset Management Inc.2,619,727$9.17M0.2%+2.4%0.000%
11/7/2024 Pathstone Holdings LLC876,335$3.07M0.0%-30.6%0.000%
11/7/2024 Thrivent Financial for Lutherans158,200$554K0.0%+61.1%0.000%
10/31/2024 Shaker Financial Services LLC32,870$115K0.0%-82.5%0.000%
10/28/2024 William Howard & Co Financial Advisors Inc26,750$94K0.1%N/A0.000%
10/25/2024 Fortitude Family Office LLC13,387$47K0.0%+33.9%0.000%
10/22/2024 International Assets Investment Management LLC8,442$30K0.0%+250.0%0.000%
10/22/2024 Greenleaf Trust44,565$156K0.0%N/A0.000%
10/22/2024 Sequoia Financial Advisors LLC10,000$35K0.0%N/A0.000%
10/9/2024 Congress Park Capital LLC1,563,329$5.47M2.0%+46.8%0.000%
10/8/2024 Atomi Financial Group Inc.22,461$79K0.0%+25.6%0.000%
10/8/2024 Integrated Capital Management Inc.80,234$281K0.2%+8.5%0.000%
10/3/2024 Park Avenue Securities LLC403,425$1.41M0.0%+3.3%0.000%
8/22/2024 Cetera Investment Advisers322,227$1.05M0.0%+13.1%0.000%
8/19/2024B. Riley Wealth Advisors Inc.57,000$186K0.0%-28.9%0.000%
8/9/2024 Cornerstone Advisors LLC919,074$3.01M0.1%+17.3%0.000%
8/8/2024 Prevail Innovative Wealth Advisors LLC93,800$307K0.1%N/A0.000%
8/7/2024 Choreo LLC56,798$186K0.0%N/A0.000%
8/5/2024 Private Advisor Group LLC246,556$806K0.0%+6.3%0.000%
8/5/2024 MCF Advisors LLC8,868$29K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC187,955$615K0.2%-41.5%0.000%
8/2/2024 Wolverine Asset Management LLC38,921$127K0.0%-33.0%0.000%
7/26/2024 Atomi Financial Group Inc.17,876$58K0.0%-31.1%0.000%
7/12/2024 Congress Park Capital LLC1,065,217$3.48M1.4%+3.9%0.000%
7/12/2024 Integrated Capital Management Inc.73,918$242K0.2%+29.9%0.000%
7/9/2024 Park Avenue Securities LLC390,645$1.28M0.0%+2.6%0.000%
5/24/2024Cetera Advisors LLC257,936$862K0.0%+852.9%0.000%
5/20/2024Virtu Financial LLC38,366$128K0.0%N/A0.000%
5/15/2024SVB Wealth LLC22,105$74K0.0%N/A0.000%
5/14/2024 Advisors Asset Management Inc.2,163,396$7.23M0.1%+3,368.6%0.000%
5/10/2024 Cornerstone Advisors LLC783,806$2.62M0.1%-20.5%0.000%
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5/7/2024 WNY Asset Management LLC748,526$2.50M0.4%+22.2%0.000%
4/30/2024 Private Advisor Group LLC232,046$775K0.0%+4.4%0.000%
4/30/2024 Hartline Investment Corp10,593$35K0.0%N/A0.000%
4/24/2024 Arlington Capital Management Inc.151,105$505K0.4%-4.8%0.000%
4/22/2024 PFG Investments LLC18,566$62K0.0%N/A0.000%
4/16/2024 Congress Park Capital LLC1,025,433$3.43M1.5%+1.6%0.000%
4/11/2024 Integrated Capital Management Inc.56,923$190K0.2%+6.6%0.000%
4/10/2024 Park Avenue Securities LLC380,697$1.27M0.0%-3.0%0.000%
2/21/2024 WNY Asset Management LLC612,733$2.07M0.3%+9.6%0.000%
2/12/2024 Gridiron Partners LLC206,961$697K0.5%N/A0.000%
2/12/2024 Weiss Asset Management LP75,449$254K0.0%N/A0.000%
2/9/2024Coldstream Capital Management Inc.10,858$37K0.0%N/A0.000%
2/9/2024 Cornerstone Advisors LLC985,916$3.32M0.1%+31.0%0.000%
2/8/2024 Robinson Capital Management LLC166,598$557K0.2%+29.0%0.000%
2/7/2024 Ieq Capital LLC18,220$61K0.0%-58.1%0.000%
2/7/2024 Shaker Financial Services LLC204,996$695K0.3%+88.0%0.000%
2/7/2024 Arlington Capital Management Inc.158,702$535K0.5%N/A0.000%
2/2/2024 Gilliland Jeter Wealth Management LLC12,538$42K0.0%N/A0.000%
2/2/2024 Atria Wealth Solutions Inc.23,011$78K0.0%-31.2%0.000%
2/1/2024 Wolverine Asset Management LLC64,607$218K0.0%-46.9%0.000%
1/30/2024CTC Alternative Strategies Ltd.43,076$145K0.3%N/A0.000%
1/25/2024E&G Advisors LP59,282$200K0.1%-15.4%0.000%
1/24/2024 International Assets Investment Management LLC8,128$27K0.0%+237.0%0.000%
1/19/2024 Congress Park Capital LLC1,009,653$3.40M1.7%+216.0%0.000%
1/19/2024 Occidental Asset Management LLC11,327$38K0.0%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.21,898$74K0.0%-15.4%0.000%
1/16/2024Raymond James & Associates173,527$585K0.0%+191.3%0.000%
1/16/2024 CoreCap Advisors LLC65,150$220K0.0%+54.6%0.000%
1/12/2024 Heron Bay Capital Management23,162$78K0.0%-95.5%0.000%
1/12/2024 Fortitude Family Office LLC10,000$34K0.0%N/A0.000%
12/14/2023 WNY Asset Management LLC559,030$1.74M0.3%+24.1%0.000%
11/15/2023 Axxcess Wealth Management LLC22,931$71K0.0%N/A0.000%
11/15/2023 Advisors Asset Management Inc.2,420,720$7.53M0.2%+11.0%0.000%
11/13/2023 Wolverine Asset Management LLC121,730$379K0.0%-11.8%0.000%
11/9/2023 Atomi Financial Group Inc.29,211$91K0.0%N/A0.000%
11/9/2023 Cornerstone Advisors LLC752,438$2.34M0.1%+139.1%0.000%
11/8/2023 Atria Wealth Solutions Inc.33,433$104K0.0%-35.5%0.000%
11/8/2023 Landscape Capital Management L.L.C.155,628$484K0.1%-21.3%0.000%
11/8/2023 Pinnacle Wealth Planning Services Inc.16,216$50K0.0%+32.4%0.000%
11/6/2023 Ieq Capital LLC43,509$135K0.0%+34.7%0.000%
11/3/2023 MGO One Seven LLC20,652$64K0.0%+28.5%0.000%
11/3/2023 Private Advisor Group LLC220,861$687K0.0%+3.8%0.000%
11/2/2023 Sonora Investment Management Group LLC32,747$102K0.0%-54.8%0.000%
11/2/2023 Shaker Financial Services LLC109,022$343K0.2%+55.3%0.000%
10/30/2023 Joseph P. Lucia & Associates LLC40,789$127K0.1%-23.8%0.000%
10/26/2023 Park Avenue Securities LLC347,324$1.08M0.0%+8.8%0.000%
10/26/2023Advisor Partners II LLC301,570$938K0.0%N/A0.000%
10/24/2023Raymond James & Associates59,563$185K0.0%+127.4%0.000%
10/16/2023Capital Investment Advisors LLC12,770$40K0.0%N/A0.000%
10/13/2023 Congress Park Capital LLC319,500$994K0.5%+105.1%0.000%
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10/11/2023 Integrated Capital Management Inc.55,385$172K0.2%+14.3%0.000%
9/12/2023 Prosperity Financial Group Inc.60,805$212K0.2%-17.1%0.000%
8/14/2023 Bison Wealth LLC27,989$97K0.0%N/A0.000%
8/11/2023 Cornerstone Advisors LLC314,645$1.10M0.1%N/A0.000%
8/11/2023 Landscape Capital Management L.L.C.197,789$688K0.1%+147.1%0.000%
8/11/2023 Guggenheim Capital LLC468,894$1.63M0.0%-41.0%0.000%
8/10/2023 Private Advisor Group LLC212,710$754K0.0%+3.8%0.000%
8/10/2023Cetera Advisors LLC28,069$98K0.0%N/A0.000%
8/10/2023Cetera Advisor Networks LLC274,123$954K0.0%+1.7%0.000%
8/10/2023 Cetera Investment Advisers268,260$934K0.0%+9.6%0.000%
(Data available from 1/1/2016 forward)

NCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NCV shares?

During the previous two years, 75 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($9.17M), Penserra Capital Management LLC ($8.97M), Congress Park Capital LLC ($5.47M), Pathstone Holdings LLC ($3.07M), WNY Asset Management LLC ($2.50M), LPL Financial LLC ($1.90M), and Guggenheim Capital LLC ($1.63M).Learn more on NCV's institutional investors.

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

Of the 58 institutional investors that purchased Virtus Convertible & Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($2.56M), Advisors Asset Management Inc. ($2.54M), Congress Park Capital LLC ($1.56M), Cornerstone Advisors LLC ($1.12M), WNY Asset Management LLC ($634.98K), Heron Bay Capital Management ($608.60K), and Advisor Partners II LLC ($301.57K).

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

Institutional investors have bought a total of 12,415,201 shares in the last 24 months. This purchase volume represents approximately $41.92M in transactions.

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

Of the 34 institutional investors that sold Virtus Convertible & Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($1.10M), Guggenheim Capital LLC ($780.58K), Heron Bay Capital Management ($515.16K), Pathstone Holdings LLC ($386.56K), Landscape Capital Management L.L.C. ($337.50K), Shaker Financial Services LLC ($288.63K), and Envestnet Asset Management Inc. ($280.52K).

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

Institutional investors have sold a total of 4,534,756 shares in the last 24 months. This volume of shares sold represents approximately $15.53M in transactions.


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This page (NYSE:NCV) was last updated on 11/17/2024 by MarketBeat.com Staff
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