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Virtus Convertible & Income Fund (NCV) Institutional Ownership

Virtus Convertible & Income Fund logo
$14.20 -0.14 (-0.98%)
Closing price 08/1/2025 03:58 PM Eastern
Extended Trading
$14.19 -0.01 (-0.07%)
As of 08/1/2025 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 Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income Fund (NYSE:NCV)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$90.62M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$102.74M
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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
7/25/2025 Integrated Capital Management Inc.21,157$300K0.2%N/A0.000%
7/24/2025 Total Wealth Planning & Management Inc.20,217$287K0.2%N/A0.000%
7/11/2025 Congress Park Capital LLC543,823$7.72M2.5%N/A0.000%
5/21/2025Geneos Wealth Management Inc.8,493$110K0.0%+41.4%0.000%
5/16/2025NewEdge Advisors LLC20,487$265K0.0%-79.3%0.000%
5/16/2025Ionic Capital Management LLC28,013$362K0.0%-75.0%0.000%
5/16/2025Advisors Asset Management Inc.628,683$8.13M0.2%-76.2%0.000%
5/15/2025Royal Bank of Canada39,626$512K0.0%-76.2%0.000%
5/15/2025WPG Advisers LLC1,906$25K0.0%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.71,727$927K0.1%+96.1%0.000%
5/14/2025Walleye Capital LLC36,001$465K0.0%-62.6%0.000%
5/13/2025HighTower Advisors LLC16,906$219K0.0%-82.1%0.000%
5/12/2025Invesco Ltd.58,601$758K0.0%-79.0%0.000%
5/12/2025Wolverine Asset Management LLC171,022$2.21M0.0%N/A0.000%
5/7/2025LPL Financial LLC306,435$3.96M0.0%-70.5%0.000%
5/7/2025Alteri Wealth LLC10,653$138K0.1%-75.9%0.000%
5/6/2025Cetera Investment Advisers23,148$299K0.0%-68.4%0.000%
5/6/2025Choreo LLC13,723$177K0.0%-76.0%0.000%
5/5/2025WNY Asset Management LLC126,743$1.64M0.2%-85.2%0.000%
5/1/2025 CWM LLC4,652$60K0.0%-74.9%0.000%
4/29/2025Envestnet Asset Management Inc.105,228$1.36M0.0%-74.5%0.000%
4/29/2025Penserra Capital Management LLC601,375$7.78M0.1%N/A0.000%
4/23/2025 E&G Advisors LP13,894$180K0.1%-74.1%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.135,176$1.75M0.0%-71.6%0.000%
4/16/2025 Fortitude Family Office LLC2,500$32K0.0%-77.3%0.000%
4/11/2025 Gridiron Partners LLC75,010$970K0.6%-63.8%0.000%
4/8/2025 Doliver Advisors LP10,856$140K0.0%N/A0.000%
2/21/2025WNY Asset Management LLC853,827$2.96M0.4%-8.5%0.000%
2/18/2025Elequin Capital LP29,219$101K0.0%N/A0.000%
2/17/2025Ionic Capital Management LLC112,055$389K0.0%+510.0%0.000%
2/17/2025Cetera Investment Advisers73,273$254K0.0%-78.7%0.000%
2/17/2025Bank of America Corp DE1,117,984$3.88M0.0%-11.6%0.000%
2/17/2025Ameriprise Financial Inc.817,880$2.84M0.0%+1.5%0.000%
2/17/2025Alteri Wealth LLC44,224$153K0.0%N/A0.000%
2/14/2025Comerica Bank12,052$42K0.0%-25.5%0.000%
2/14/2025Stifel Financial Corp46,998$163K0.0%-6.2%0.000%
2/14/2025Shaker Financial Services LLC17,563$61K0.0%-46.6%0.000%
2/13/2025NewEdge Advisors LLC98,750$343K0.0%-15.4%0.000%
2/13/2025Walleye Capital LLC96,387$334K0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.77,765$270K0.0%+3.3%0.000%
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2/13/2025Raymond James Financial Inc.279,510$970K0.0%N/A0.000%
2/13/2025Invesco Ltd.279,492$970K0.0%+9.3%0.000%
2/13/2025Envestnet Asset Management Inc.412,716$1.43M0.0%+1.1%0.000%
2/13/2025Wedbush Securities Inc.40,305$140K0.0%-15.4%0.000%
2/13/2025Wells Fargo & Company MN82,933$288K0.0%-3.1%0.000%
2/12/2025Landscape Capital Management L.L.C.36,581$127K0.0%-82.3%0.000%
2/11/2025LPL Financial LLC1,037,074$3.60M0.0%+34.5%0.000%
2/10/2025Advisors Asset Management Inc.2,640,144$9.16M0.2%+0.8%0.000%
2/10/2025Commonwealth Equity Services LLC142,357$494K0.0%-5.5%0.000%
2/7/2025HighTower Advisors LLC94,610$328K0.0%-8.4%0.000%
2/7/2025Cornerstone Advisors LLC26,100$91K0.0%+40.3%0.000%
2/6/2025Raymond James Financial Inc.279,510$970K0.0%N/A0.000%
2/6/2025Meridian Wealth Management LLC12,338$43K0.0%N/A0.000%
2/5/2025SVB Wealth LLC22,105$77K0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.25,221$88K0.0%N/A0.000%
2/3/2025Private Advisor Group LLC256,410$890K0.0%+4.0%0.000%
2/3/2025Good Life Advisors LLC30,861$107K0.0%+84.5%0.000%
1/31/2025 Atria Wealth Solutions Inc.40,340$140K0.0%+32.5%0.000%
1/24/2025 E&G Advisors LP53,582$186K0.1%-8.5%0.000%
1/23/2025 Sonora Investment Management Group LLC28,400$99K0.0%-12.9%0.000%
1/22/2025Joseph P. Lucia & Associates LLC27,728$96K0.0%-15.0%0.000%
1/22/2025 Kingswood Wealth Advisors LLC10,540$37K0.0%N/A0.000%
1/17/2025Atomi Financial Group Inc.25,874$90K0.0%+15.2%0.000%
1/15/2025 Congress Park Capital LLC1,743,406$6.05M2.2%+11.5%0.000%
1/14/2025 Park Avenue Securities LLC418,672$1.45M0.0%+3.8%0.000%
11/25/2024PVG Asset Management Corp12,715$45K0.2%N/A0.000%
11/15/2024Jane Street Group LLC10,339$36K0.0%N/A0.000%
11/15/2024Stifel Financial Corp50,124$175K0.0%-11.8%0.000%
11/15/2024Integrated Wealth Concepts LLC18,318$64K0.0%-25.5%0.000%
11/15/2024Ionic Capital Management LLC18,370$64K0.0%N/A0.000%
11/14/2024UBS 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%
11/12/2024Penserra Capital Management LLC2,564,131$8.97M0.2%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.206,996$724K0.1%-54.3%0.000%
11/8/2024Cornerstone Advisors LLC18,603$65K0.0%-98.0%0.000%
11/8/2024Advisors Asset Management Inc.2,619,727$9.17M0.2%+2.4%0.000%
11/7/2024Pathstone Holdings LLC876,335$3.07M0.0%-30.6%0.000%
11/7/2024Thrivent Financial for Lutherans158,200$554K0.0%+61.1%0.000%
10/31/2024Shaker 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%
10/8/2024Atomi 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%
8/22/2024Cetera 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%
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8/9/2024Cornerstone Advisors LLC919,074$3.01M0.1%+17.3%0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC93,800$307K0.1%N/A0.000%
8/7/2024Choreo LLC56,798$186K0.0%N/A0.000%
8/5/2024Private Advisor Group LLC246,556$806K0.0%+6.3%0.000%
8/5/2024 MCF Advisors LLC8,868$29K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC187,955$615K0.2%-41.5%0.000%
8/2/2024Wolverine Asset Management LLC38,921$127K0.0%-33.0%0.000%
7/26/2024Atomi 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%
(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, 89 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($8.13M), Penserra Capital Management LLC ($7.78M), Congress Park Capital LLC ($7.72M), LPL Financial LLC ($3.96M), Bank of America Corp DE ($3.88M), Pathstone Holdings LLC ($3.07M), and Ameriprise Financial Inc. ($2.84M).Learn more on Virtus Convertible & Income Fund's institutional investors.

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

Of the 67 institutional investors that purchased Virtus Convertible & Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($3.17M), Advisors Asset Management Inc. ($2.42M), Congress Park Capital LLC ($2.13M), Cornerstone Advisors LLC ($1.13M), Raymond James Financial Inc. ($559.02K), WNY Asset Management LLC ($329.99K), 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 6,565,136 shares in the last 24 months. This purchase volume represents approximately $90.62M in transactions.

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

Of the 33 institutional investors that sold Virtus 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. ($2.01M), Cornerstone Advisors LLC ($900.47K), WNY Asset Management LLC ($806.48K), LPL Financial LLC ($730.64K), Landscape Capital Management L.L.C. ($416.60K), Pathstone Holdings LLC ($386.56K), and Cambridge Investment Research Advisors Inc. ($340.26K).

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

Institutional investors have sold a total of 7,738,754 shares in the last 24 months. This volume of shares sold represents approximately $102.49M in transactions.


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This page (NYSE:NCV) was last updated on 8/2/2025 by MarketBeat.com Staff
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