Free Trial
→ Collect $7k per month from Tesla’s SECRET dividend (From Investors Alley) (Ad) Free NCV Stock Alerts

Virtus Convertible & Income Fund (NCV) Institutional Ownership

Virtus Convertible & Income Fund logo
$13.92 -0.18 (-1.28%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income Fund (NYSE:NCV)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$107.13M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$40.22M
Get NCV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Convertible & Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NCV Institutional Buying and Selling by Quarter

Virtus Convertible & Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025WNY Asset Management LLC853,827$2.96M0.4%-8.5%0.000%
2/18/2025 Elequin Capital LP29,219$101K0.0%N/A0.000%
2/17/2025 Ionic Capital Management LLC112,055$389K0.0%+510.0%0.000%
2/17/2025 Cetera Investment Advisers73,273$254K0.0%-78.7%0.000%
2/17/2025 Bank of America Corp DE1,117,984$3.88M0.0%-11.6%0.000%
2/17/2025 Ameriprise Financial Inc.817,880$2.84M0.0%+1.5%0.000%
2/17/2025 Alteri Wealth LLC44,224$153K0.0%N/A0.000%
2/14/2025 Comerica Bank12,052$42K0.0%-25.5%0.000%
2/14/2025 Stifel Financial Corp46,998$163K0.0%-6.2%0.000%
2/14/2025 Shaker Financial Services LLC17,563$61K0.0%-46.6%0.000%
2/13/2025 NewEdge Advisors LLC98,750$343K0.0%-15.4%0.000%
2/13/2025 Walleye Capital LLC96,387$334K0.0%N/A0.000%
2/13/2025 Rockefeller Capital Management L.P.77,765$270K0.0%+3.3%0.000%
2/13/2025 Raymond James Financial Inc.279,510$970K0.0%N/A0.000%
2/13/2025 Invesco Ltd.279,492$970K0.0%+9.3%0.000%
2/13/2025 Envestnet Asset Management Inc.412,716$1.43M0.0%+1.1%0.000%
2/13/2025 Wedbush Securities Inc.40,305$140K0.0%-15.4%0.000%
2/13/2025 Wells Fargo & Company MN82,933$288K0.0%-3.1%0.000%
2/12/2025 Landscape Capital Management L.L.C.36,581$127K0.0%-82.3%0.000%
2/11/2025 LPL Financial LLC1,037,074$3.60M0.0%+34.5%0.000%
2/10/2025 Advisors Asset Management Inc.2,640,144$9.16M0.2%+0.8%0.000%
2/10/2025 Commonwealth Equity Services LLC142,357$494K0.0%-5.5%0.000%
2/7/2025 HighTower Advisors LLC94,610$328K0.0%-8.4%0.000%
2/7/2025 Cornerstone Advisors LLC26,100$91K0.0%+40.3%0.000%
2/6/2025 Raymond James Financial Inc.279,510$970K0.0%N/A0.000%
2/6/2025 Meridian Wealth Management LLC12,338$43K0.0%N/A0.000%
2/5/2025 SVB Wealth LLC22,105$77K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.25,221$88K0.0%N/A0.000%
2/3/2025 Private Advisor Group LLC256,410$890K0.0%+4.0%0.000%
2/3/2025 Good 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%
1/22/2025 Joseph P. Lucia & Associates LLC27,728$96K0.0%-15.0%0.000%
1/22/2025 Kingswood Wealth Advisors LLC10,540$37K0.0%N/A0.000%
1/17/2025 Atomi 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%
11/15/2024 Jane Street Group LLC10,339$36K0.0%N/A0.000%
Watch This Robotics Demo Before March 17th (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

Click here to watch the demo…
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%
11/12/2024 Larson 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%
5/20/2024 Virtu Financial LLC38,366$128K0.0%N/A0.000%
5/15/2024 SVB 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%
5/7/2024WNY 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%
2/21/2024WNY 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%
Collect $7k per month from Tesla’s SECRET dividend (Ad)

There's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a traditional dividend, there's a way to collect up to $7,013 per month from Tesla… starting as early as next month. This backdoor strategy is changing the game for smart investors. Want to see how it works?

Click here to uncover Tesla's hidden income secret.
2/9/2024 Coldstream 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%
1/30/2024 CTC Alternative Strategies Ltd.43,076$145K0.3%N/A0.000%
(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, 88 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($9.16M), Penserra Capital Management LLC ($8.97M), Congress Park Capital LLC ($6.05M), Bank of America Corp DE ($3.88M), LPL Financial LLC ($3.60M), Pathstone Holdings LLC ($3.07M), and WNY Asset Management LLC ($2.96M).Learn more on NCV's institutional investors.

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

Of the 68 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. ($2.56M), Congress Park Capital LLC ($1.74M), Cornerstone Advisors LLC ($1.13M), Raymond James Financial Inc. ($559.02K), WNY Asset Management LLC ($431.91K), 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 12,666,452 shares in the last 24 months. This purchase volume represents approximately $171.50M in transactions.

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

Of the 38 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), Landscape Capital Management L.L.C. ($458.76K), Pathstone Holdings LLC ($386.56K), Shaker Financial Services LLC ($303.94K), 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 4,851,844 shares in the last 24 months. This volume of shares sold represents approximately $66.65M in transactions.


Related Companies

This page (NYSE:NCV) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Secret financial plot unfolding in Washington DC… [DEVELOPING]
What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...
Timothy Sykes | Sponsored
Elon Takes Aim at Social Security
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Nvidia’s Next Big Move Comes on Feb. 26
Nvidia isn't the only company that benefits greatly from these earnings calls. That's because a handful of ...
Weiss Ratings | Sponsored
The Real Hillbilly Elegy
The mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky...
Porter & Company | Sponsored
Major AI announcement for 2025
BIG NEWS: “Market Wizard” Larry Benedict Releases a Whole New Way to Trade AI Stocks
Brownstone Research | Sponsored