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Virtus Equity & Convertible Income Fund (NIE) Institutional Ownership

Virtus Equity & Convertible Income Fund logo
$24.70 +0.04 (+0.14%)
As of 01/17/2025 03:59 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)
37
Total
Institutional Inflows
(last 12 months)
$36.48M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$28.29M
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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
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%
12/26/2024JPMorgan Chase & Co.2,881$66K0.0%+29.1%0.000%
12/13/2024B. Riley Wealth Advisors Inc.45,952$1.06M0.0%-43.2%0.000%
11/25/2024Sanctuary Advisors LLC85,664$2.07M0.0%+5.9%0.000%
11/15/2024Stifel Financial Corp23,888$550K0.0%-5.7%0.000%
11/15/2024Integrated Wealth Concepts LLC63,364$1.46M0.0%-4.5%0.000%
11/14/2024Walleye Capital LLC20,643$475K0.0%N/A0.000%
11/13/2024D.A. Davidson & CO.23,890$550K0.0%+13.1%0.000%
11/9/2024Landscape Capital Management L.L.C.76,569$1.76M0.2%+90.1%0.000%
11/8/2024Cornerstone Advisors LLC30,641$705K0.0%+49.6%0.000%
11/8/2024SMH Capital Advisors Inc.11,330$261K0.8%-7.5%0.000%
11/8/2024Advisors Asset Management Inc.954,418$21.96M0.4%+2.6%0.000%
11/7/2024Thrivent Financial for Lutherans45,362$1.04M0.0%+24.8%0.000%
11/4/2024Wolverine Asset Management LLC73,544$1.69M0.0%N/A0.000%
10/31/2024Shaker 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%
10/23/2024Allworth 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%
10/23/2024Global 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%
10/19/2024Allspring 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%
10/16/2024Cornerstone Wealth Management LLC22,533$518K0.0%+5.3%0.000%
10/10/2024OxenFree 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%
8/16/2024Northwestern Mutual Wealth Management Co.11,828$275K0.0%+451.2%0.000%
8/12/2024SMH Capital Advisors Inc.12,250$285K0.9%-10.2%0.000%
8/9/2024Cornerstone Advisors LLC20,484$476K0.0%-89.1%0.000%
8/8/2024Luken Investment Analytics LLC1,177$27K0.0%N/A0.000%
8/7/2024PFG Investments LLC14,065$327K0.0%N/A0.000%
8/2/2024Schwarz Dygos Wheeler Investment Advisors LLC214,085$4.98M1.3%+2.4%0.000%
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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%
7/26/2024Cambridge Investment Research Advisors Inc.99,360$2.31M0.0%+5.6%0.000%
7/26/2024Allspring 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%
7/18/2024OxenFree 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%
7/10/2024CWM LLC1,346$31K0.0%-41.1%0.000%
5/24/2024Cetera Advisors LLC19,191$430K0.0%N/A0.000%
5/17/2024Creekmur 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%
5/14/2024Advisors Asset Management Inc.793,170$17.76M0.3%+16.3%0.000%
5/10/2024Cornerstone Advisors LLC187,603$4.20M0.2%+79.6%0.000%
5/7/2024Stonebrook Private Inc.21,028$471K0.1%-9.1%0.000%
5/3/2024Schwarz Dygos Wheeler Investment Advisors LLC208,999$4.68M1.3%+4.6%0.000%
4/24/2024Blue 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%
4/18/2024Silverlake Wealth Management LLC9,313$209K0.1%N/A0.000%
4/18/2024Allspring 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%
4/12/2024Global 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%
3/1/2024Creekmur Asset Management LLC11,540$241K0.1%N/A0.000%
2/12/2024Weiss Asset Management LP19,949$417K0.0%N/A0.000%
2/9/2024Cambridge Investment Research Advisors Inc.93,866$1.96M0.0%+4.4%0.000%
2/9/2024Keystone Financial Group43,741$915K0.2%-1.2%0.000%
2/9/2024D.A. Davidson & CO.18,546$388K0.0%-3.8%0.000%
2/9/2024Wells Fargo & Company MN970,114$20.29M0.0%-20.1%0.000%
2/9/2024Cornerstone Advisors LLC104,430$2.18M0.1%+101.7%0.000%
2/8/2024Level Four Advisory Services LLC12,409$259K0.0%+9.0%0.000%
2/6/2024Spire Wealth Management20,888$446K0.0%-3.1%0.000%
2/5/2024Stonebrook Private Inc.23,127$484K0.2%N/A0.000%
2/5/2024Schwarz Dygos Wheeler Investment Advisors LLC199,851$4.18M1.3%-1.8%0.000%
2/2/2024Atria Wealth Solutions Inc.16,218$339K0.0%-5.6%0.000%
2/1/2024Wolverine Asset Management LLC20,624$431K0.0%N/A0.000%
1/29/2024OxenFree Capital LLC59,995$1.25M1.3%N/A0.000%
1/25/2024Allspring Global Investments Holdings LLC345,824$7.23M0.0%+6.0%0.000%
1/24/2024Allworth 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%
1/12/2024Advisor Resource Council9,950$208K0.0%N/A0.000%
1/5/2024 Capital Investment Advisors LLC57,138$1.20M0.0%+26.4%0.000%
Wall St turns to THIS catalyst after Trump’s inauguration (Ad)

Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger than his inauguration. As soon as January 29th…

So please watch this video now before the hammer falls and it’s too late.
12/1/2023B. Riley Wealth Advisors Inc.74,738$1.49M0.0%-7.5%0.000%
11/15/2023Advisors Asset Management Inc.578,389$11.50M0.2%+29.8%0.000%
11/9/2023Cornerstone Advisors LLC51,764$1.03M0.0%+438.5%0.000%
11/9/2023UBS Group AG244,416$4.86M0.0%+3.1%0.000%
11/8/2023D.A. Davidson & CO.19,280$383K0.0%+29.4%0.000%
11/8/2023Atria Wealth Solutions Inc.17,181$342K0.0%+4.2%0.000%
11/8/2023SMH Capital Advisors Inc.13,418$267K0.6%-21.6%0.000%
11/7/2023Cornerstone Wealth Management LLC18,372$365K0.0%+3.8%0.000%
11/4/2023Schwarz Dygos Wheeler Investment Advisors LLC203,465$4.05M1.4%+3.0%0.000%
10/31/2023Allworth Financial LP308,027$6.13M0.1%-3.1%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, 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), Raymond James Financial Services Advisors Inc. ($5.91M), Raymond James & Associates ($5.16M), and Schwarz Dygos Wheeler Investment Advisors LLC ($4.98M).Learn more on NIE's institutional investors.

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

Of the 56 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 ($85.66K).

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

Institutional investors have bought a total of 2,698,201 shares in the last 24 months. This purchase volume represents approximately $58.02M in transactions.

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

Of the 35 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), International Assets Investment Management LLC ($279.48K), Wells Fargo & Company MN ($243.54K), Raymond James & Associates ($171.58K), Cornerstone Advisors LLC ($167.12K), Allworth Financial LP ($134.65K), 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 1,777,820 shares in the last 24 months. This volume of shares sold represents approximately $39.11M in transactions.


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This page (NYSE:NIE) was last updated on 1/20/2025 by MarketBeat.com Staff
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