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Virtus Equity & Convertible Income Fund (NIE) Institutional Ownership

Virtus Equity & Convertible Income Fund logo
$22.02 -0.18 (-0.80%)
As of 12:31 PM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Equity & Convertible Income Fund (NYSE:NIE)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$47.25M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$29.80M
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NIE Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC375,309$9.26M0.0%-1.9%0.000%
2/25/2025 B. Riley Wealth Advisors Inc.46,937$1.16M0.0%+2.1%0.000%
2/25/2025 Brick & Kyle Associates17,684$436K0.2%-26.7%0.000%
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%
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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%
12/13/2024 B. 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%
8/19/2024 B. 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%
5/16/2024 B. Riley Wealth Advisors Inc.74,738$1.67M0.0%-4.6%0.000%
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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%
(Data available from 1/1/2016 forward)

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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 ($9.26M), 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 64 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 3,398,173 shares in the last 24 months. This purchase volume represents approximately $76.11M in transactions.

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

Of the 38 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 1,972,514 shares in the last 24 months. This volume of shares sold represents approximately $44.47M in transactions.


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This page (NYSE:NIE) was last updated on 3/31/2025 by MarketBeat.com Staff
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