Free Trial
→ The Real Hillbilly Elegy (From Porter & Company) (Ad) Free NIE Stock Alerts

Virtus Equity & Convertible Income Fund (NIE) Institutional Ownership

Virtus Equity & Convertible Income Fund logo
$24.58 -0.32 (-1.27%)
Closing price 02/21/2025 03:58 PM Eastern
Extended Trading
$24.65 +0.06 (+0.25%)
As of 02/21/2025 05:07 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$47.57M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$29.47M
Get NIE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Equity & 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

NIE Institutional Buying and Selling by Quarter

Virtus Equity & Convertible Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 CoreCap Advisors LLC1,300$32K0.0%+32,400.0%0.000%
2/17/2025 Cetera Investment Advisers19,803$488K0.0%-42.2%0.000%
2/17/2025 Baird Financial Group Inc.26,287$648K0.0%+1.5%0.000%
2/17/2025 Bank of America Corp DE169,729$4.19M0.0%-10.0%0.000%
2/17/2025 Ameriprise Financial Inc.26,942$664K0.0%-19.9%0.000%
2/14/2025 Integrated Wealth Concepts LLC59,069$1.46M0.0%-6.8%0.000%
2/14/2025 Stifel Financial Corp27,017$666K0.0%+13.1%0.000%
2/13/2025 NewEdge Advisors LLC6,308$156K0.0%-20.9%0.000%
2/13/2025 Guggenheim Capital LLC491,981$12.13M0.1%+2.2%0.000%
2/13/2025 Keystone Financial Group40,206$991K0.1%N/A0.000%
2/13/2025 Invesco Ltd.124,581$3.07M0.0%+7.6%0.000%
2/13/2025 Envestnet Asset Management Inc.14,575$359K0.0%+13.0%0.000%
2/13/2025 Wells Fargo & Company MN1,078,320$26.59M0.0%+3.8%0.000%
2/12/2025 Landscape Capital Management L.L.C.42,122$1.04M0.1%-45.0%0.000%
2/12/2025 Level Four Advisory Services LLC17,664$436K0.0%+10.3%0.000%
2/11/2025 LPL Financial LLC144,020$3.55M0.0%+22.9%0.000%
2/10/2025 Advisors Asset Management Inc.1,065,736$26.28M0.5%+11.7%0.000%
2/10/2025 Commonwealth Equity Services LLC43,403$1.07M0.0%+4.0%0.000%
2/7/2025 Schwarz Dygos Wheeler Investment Advisors LLC220,976$5.45M1.3%+4.1%0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,685$214K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.531,897$13.12M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC31,128$768K0.0%-1.9%0.000%
2/3/2025 Concurrent Investment Advisors LLC17,645$435K0.0%N/A0.000%
1/31/2025 D.A. Davidson & CO.25,340$625K0.0%+6.1%0.000%
1/31/2025 Truist Financial Corp21,817$538K0.0%+9.9%0.000%
1/31/2025 Sanctuary Advisors LLC81,298$2.03M0.0%-5.1%0.000%
1/30/2025 Allworth Financial LP52,728$1.33M0.0%-41.5%0.000%
1/29/2025 Allspring Global Investments Holdings LLC41,090$1.01M0.0%-77.8%0.000%
1/29/2025 POM Investment Strategies LLC1,706$42K0.0%N/A0.000%
1/27/2025 Silverlake Wealth Management LLC8,163$201K0.1%N/A0.000%
1/23/2025 OxenFree Capital LLC69,396$1.71M1.3%-1.1%0.000%
1/22/2025 PFG Investments LLC14,779$364K0.0%+4.7%0.000%
1/21/2025 Cornerstone Wealth Management LLC23,681$584K0.0%+5.1%0.000%
1/17/2025 Daymark Wealth Partners LLC12,361$305K0.0%-7.5%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.34,713$856K0.0%+3.7%0.000%
1/14/2025 Stolper Co30,406$750K0.2%-1.6%0.000%
1/13/2025 Capital Investment Advisors LLC63,525$1.57M0.0%-5.6%0.000%
1/10/2025 Fortitude Family Office LLC9,200$227K0.1%-43.1%0.000%
1/8/2025 International Assets Investment Management LLC12,660$303K0.0%-95.7%0.000%
12/26/2024 JPMorgan Chase & Co.2,881$66K0.0%+29.1%0.000%
Has Trump finally met his match? (Ad)

Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance to walk away with gains as high as 235%, 459%, and 700% - all while the stock market got cut in half. Could he be right again?

Click here for his emergency broadcast...
12/13/2024B. Riley Wealth Advisors Inc.45,952$1.06M0.0%-43.2%0.000%
11/25/2024 Sanctuary Advisors LLC85,664$2.07M0.0%+5.9%0.000%
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%
10/18/2024 Capital 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%
9/5/2024 Sanctuary 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%
7/31/2024 Commonwealth Equity Services LLC32,822$763K0.0%+7.0%0.000%
7/31/2024 Rothschild 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%
7/12/2024 Capital 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%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

You MUST act before March 17th.
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%
(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, 75 institutional investors and hedge funds held shares of Virtus Equity & Convertible Income Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($26.59M), Advisors Asset Management Inc. ($26.28M), Raymond James Financial Inc. ($13.12M), Guggenheim Capital LLC ($12.13M), Wealth Enhancement Advisory Services LLC ($8.80M), Raymond James Financial Services Advisors Inc. ($5.91M), and Schwarz Dygos Wheeler Investment Advisors LLC ($5.45M).Learn more on NIE's institutional investors.

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

Of the 65 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: Raymond James Financial Inc. ($531.90K), International Assets Investment Management LLC ($527.95K), Advisors Asset Management Inc. ($396.95K), Allworth Financial LP ($317.76K), Global Assets Advisory LLC ($247.40K), Cornerstone Advisors LLC ($197.76K), and Wolverine Asset Management LLC ($94.17K).

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

Institutional investors have bought a total of 3,437,707 shares in the last 24 months. This purchase volume represents approximately $76.83M in transactions.

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

Of the 36 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 ($646.66K), International Assets Investment Management LLC ($279.48K), Wells Fargo & Company MN ($243.54K), Allworth Financial LP ($172.05K), Raymond James & Associates ($167.92K), Cornerstone Advisors LLC ($167.12K), and Raymond James Financial Services Advisors Inc. ($98.63K).

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

Institutional investors have sold a total of 1,958,968 shares in the last 24 months. This volume of shares sold represents approximately $44.13M in transactions.


Related Companies

This page (NYSE:NIE) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000”
Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. ...
Colonial Metals | Sponsored
Alert: DOGE goes live
"It's Elon's world, and the rest of us live in it." Every investor in America is trying to figure out what ...
Altimetry | Sponsored
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
This Crypto Is Set to Explode in February
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Buy this AI Stock Before Elon’s Announcement
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | 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
A strange twist 500 miles from Washington
Energy is life. And this year, it could also make national heroes out of President Trump and VP Vance. ...
Porter & Company | Sponsored