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Virtus Equity & Convertible Income Fund (NIE) Institutional Ownership

Virtus Equity & Convertible Income Fund logo
$23.54 -0.42 (-1.75%)
(As of 11/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for Virtus Equity & Convertible Income Fund (NYSE:NIE)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$36.78M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$20.72M
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NIE Institutional Buying and Selling by Quarter

Virtus Equity & Convertible Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Stifel Financial Corp23,888$550K0.0%-5.7%0.000%
11/15/2024 Integrated Wealth Concepts LLC63,364$1.46M0.0%-4.5%0.000%
11/14/2024 Walleye Capital LLC20,643$475K0.0%N/A0.000%
11/13/2024 D.A. Davidson & CO.23,890$550K0.0%+13.1%0.000%
11/9/2024 Landscape Capital Management L.L.C.76,569$1.76M0.2%+90.1%0.000%
11/8/2024 Cornerstone Advisors LLC30,641$705K0.0%+49.6%0.000%
11/8/2024 SMH Capital Advisors Inc.11,330$261K0.8%-7.5%0.000%
11/8/2024 Advisors Asset Management Inc.954,418$21.96M0.4%+2.6%0.000%
11/7/2024 Thrivent Financial for Lutherans45,362$1.04M0.0%+24.8%0.000%
11/4/2024 Wolverine Asset Management LLC73,544$1.69M0.0%N/A0.000%
10/31/2024 Shaker Financial Services LLC17,425$401K0.2%N/A0.000%
10/25/2024 Fortitude Family Office LLC16,175$372K0.1%N/A0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC382,423$8.80M0.0%+0.7%0.000%
10/23/2024 Allworth Financial LP90,126$2.07M0.0%-56.2%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.33,489$771K0.0%+4.3%0.000%
10/23/2024 Global Assets Advisory LLC12,000$275K0.1%N/A0.000%
10/22/2024 International Assets Investment Management LLC291,307$6.70M0.0%+2,082.9%0.000%
10/19/2024 Allspring Global Investments Holdings LLC185,045$4.26M0.0%-9.7%0.000%
10/18/2024Raymond James & Associates224,251$5.16M0.0%+0.5%0.000%
10/18/2024Capital Investment Advisors LLC67,312$1.55M0.0%+2.5%0.000%
10/16/2024 Cornerstone Wealth Management LLC22,533$518K0.0%+5.3%0.000%
10/10/2024 OxenFree Capital LLC70,180$1.62M1.3%+8.7%0.000%
10/9/2024 Stolper Co30,889$711K0.2%+1.4%0.000%
9/5/2024Sanctuary Advisors LLC80,888$1.77M0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.80,866$1.88M0.0%+8.2%0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.11,828$275K0.0%+451.2%0.000%
8/12/2024 SMH Capital Advisors Inc.12,250$285K0.9%-10.2%0.000%
8/9/2024 Cornerstone Advisors LLC20,484$476K0.0%-89.1%0.000%
8/8/2024 Luken Investment Analytics LLC1,177$27K0.0%N/A0.000%
8/7/2024 PFG Investments LLC14,065$327K0.0%N/A0.000%
8/2/2024 Schwarz Dygos Wheeler Investment Advisors LLC214,085$4.98M1.3%+2.4%0.000%
7/31/2024Commonwealth Equity Services LLC32,822$763K0.0%+7.0%0.000%
7/31/2024Rothschild Investment LLC29,648$689K0.0%N/A0.000%
7/30/2024 International Assets Investment Management LLC13,345$310K0.0%+7.4%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.99,360$2.31M0.0%+5.6%0.000%
7/26/2024 Allspring Global Investments Holdings LLC204,978$4.76M0.0%-31.4%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.32,096$746K0.0%+13.1%0.000%
7/19/2024Raymond James & Associates223,180$5.19M0.0%-7.2%0.000%
7/18/2024 OxenFree Capital LLC64,572$1.50M1.3%+7.8%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC379,656$8.82M0.0%+0.7%0.000%
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7/12/2024Capital Investment Advisors LLC65,688$1.53M0.0%+1.5%0.000%
7/10/2024 CWM LLC1,346$31K0.0%-41.1%0.000%
5/24/2024Cetera Advisors LLC19,191$430K0.0%N/A0.000%
5/17/2024 Creekmur Asset Management LLC6,698$150K0.1%-42.0%0.000%
5/16/2024B. Riley Wealth Advisors Inc.74,738$1.67M0.0%-4.6%0.000%
5/14/2024 Advisors Asset Management Inc.793,170$17.76M0.3%+16.3%0.000%
5/10/2024 Cornerstone Advisors LLC187,603$4.20M0.2%+79.6%0.000%
5/7/2024 Stonebrook Private Inc.21,028$471K0.1%-9.1%0.000%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC208,999$4.68M1.3%+4.6%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC1,500$34K0.0%N/A0.000%
4/23/2024Raymond James Financial Services Advisors Inc.264,102$5.91M0.0%-26.1%0.000%
4/22/2024Raymond James & Associates240,623$5.39M0.0%-24.5%0.000%
4/18/2024 Silverlake Wealth Management LLC9,313$209K0.1%N/A0.000%
4/18/2024 Allspring Global Investments Holdings LLC298,824$6.69M0.0%-13.6%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.28,378$635K0.0%+27.2%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC377,074$8.44M0.0%+2.9%0.000%
4/12/2024 Global Assets Advisory LLC246,400$5.52M0.0%+2,140.0%0.000%
4/9/2024 Stolper Co30,402$681K0.2%+4.8%0.000%
3/15/2024B. Riley Wealth Advisors Inc.78,312$1.64M0.0%+4.8%0.000%
3/8/2024ICA Group Wealth Management LLC1,500$31K0.0%N/A0.000%
3/1/2024 Creekmur Asset Management LLC11,540$241K0.1%N/A0.000%
2/12/2024 Weiss Asset Management LP19,949$417K0.0%N/A0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.93,866$1.96M0.0%+4.4%0.000%
2/9/2024 Keystone Financial Group43,741$915K0.2%-1.2%0.000%
2/9/2024 D.A. Davidson & CO.18,546$388K0.0%-3.8%0.000%
2/9/2024 Wells Fargo & Company MN970,114$20.29M0.0%-20.1%0.000%
2/9/2024 Cornerstone Advisors LLC104,430$2.18M0.1%+101.7%0.000%
2/8/2024 Level Four Advisory Services LLC12,409$259K0.0%+9.0%0.000%
2/6/2024 Spire Wealth Management20,888$446K0.0%-3.1%0.000%
2/5/2024 Stonebrook Private Inc.23,127$484K0.2%N/A0.000%
2/5/2024 Schwarz Dygos Wheeler Investment Advisors LLC199,851$4.18M1.3%-1.8%0.000%
2/2/2024 Atria Wealth Solutions Inc.16,218$339K0.0%-5.6%0.000%
2/1/2024 Wolverine Asset Management LLC20,624$431K0.0%N/A0.000%
1/29/2024 OxenFree Capital LLC59,995$1.25M1.3%N/A0.000%
1/25/2024 Allspring Global Investments Holdings LLC345,824$7.23M0.0%+6.0%0.000%
1/24/2024 Allworth Financial LP298,979$6.25M0.0%-2.9%0.000%
1/24/2024 International Assets Investment Management LLC259,702$5.43M0.0%+1,868.3%0.000%
1/16/2024Raymond James & Associates318,649$6.66M0.0%-3.7%0.000%
1/12/2024 Stolper Co28,998$606K0.2%-4.5%0.000%
1/12/2024 Advisor Resource Council9,950$208K0.0%N/A0.000%
1/5/2024Capital Investment Advisors LLC57,138$1.20M0.0%+26.4%0.000%
12/1/2023B. Riley Wealth Advisors Inc.74,738$1.49M0.0%-7.5%0.000%
11/15/2023 Advisors Asset Management Inc.578,389$11.50M0.2%+29.8%0.000%
11/9/2023 Cornerstone Advisors LLC51,764$1.03M0.0%+438.5%0.000%
11/9/2023 UBS Group AG244,416$4.86M0.0%+3.1%0.000%
11/8/2023 D.A. Davidson & CO.19,280$383K0.0%+29.4%0.000%
11/8/2023 Atria Wealth Solutions Inc.17,181$342K0.0%+4.2%0.000%
11/8/2023 SMH Capital Advisors Inc.13,418$267K0.6%-21.6%0.000%
11/7/2023 Cornerstone Wealth Management LLC18,372$365K0.0%+3.8%0.000%
11/4/2023 Schwarz Dygos Wheeler Investment Advisors LLC203,465$4.05M1.4%+3.0%0.000%
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10/31/2023 Allworth Financial LP308,027$6.13M0.1%-3.1%0.000%
10/27/2023 Allspring Global Investments Holdings LLC326,333$6.49M0.0%-7.8%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.356,996$7.10M0.0%-1.5%0.000%
10/24/2023Raymond James & Associates330,808$6.58M0.0%-10.8%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.89,927$1.79M0.0%+1.0%0.000%
10/23/2023Commonwealth Equity Services LLC58,867$1.17M0.0%-3.9%0.000%
10/16/2023Capital Investment Advisors LLC45,200$899K0.0%N/A0.000%
10/10/2023 Daymark Wealth Partners LLC13,361$266K0.0%+7.2%0.000%
8/15/2023 Prevail Innovative Wealth Advisors LLC14,445$306K0.2%N/A0.000%
8/11/2023 Cornerstone Advisors LLC9,612$203K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

NIE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NIE shares?

During the previous two years, 66 institutional investors and hedge funds held shares of Virtus Equity & Convertible Income Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($21.96M), Wells Fargo & Company MN ($20.29M), Guggenheim Capital LLC ($9.69M), Wealth Enhancement Advisory Services LLC ($8.80M), International Assets Investment Management LLC ($6.70M), Raymond James Financial Services Advisors Inc. ($5.91M), and Raymond James & Associates ($5.16M).Learn more on NIE's institutional investors.

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

Of the 55 institutional investors that purchased Virtus Equity & Convertible Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($539.42K), Allworth Financial LP ($317.76K), Advisors Asset Management Inc. ($285.64K), Global Assets Advisory LLC ($247.40K), Cornerstone Advisors LLC ($197.76K), Wolverine Asset Management LLC ($94.17K), and Sanctuary Advisors LLC ($80.89K).

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

Institutional investors have bought a total of 2,691,551 shares in the last 24 months. This purchase volume represents approximately $57.86M in transactions.

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

Of the 33 institutional investors that sold Virtus Equity & Convertible Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($502.71K), Wells Fargo & Company MN ($243.54K), Raymond James & Associates ($171.58K), Cornerstone Advisors LLC ($167.12K), Allworth Financial LP ($134.65K), Raymond James Financial Services Advisors Inc. ($98.63K), and Advisors Asset Management Inc. ($58.11K).

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

Institutional investors have sold a total of 1,453,670 shares in the last 24 months. This volume of shares sold represents approximately $31.16M in transactions.


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