LPL Financial »

Allianzgi Convertible & Income shares owned by LPL Financial

Quarter-by-quarter ownership of Allianzgi Convertible & Income (NCV) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Allianzgi Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Allianzgi Convertible & Income held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Allianzgi Convertible & Income by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 727k 3.34
2023-09-30 $1.8M 565k 3.11
2023-06-30 $1.9M 547k 3.48
2023-03-31 $1.9M 555k 3.36
2022-12-31 $2.0M 601k 3.40
2022-09-30 $2.0M 610k 3.20
2022-06-30 $2.3M 637k 3.68
2022-03-31 $3.2M 636k 5.03
2021-12-31 $3.5M 601k 5.83
2021-09-30 $3.5M 595k 5.96
2021-06-30 $3.6M 592k 6.14
2021-03-31 $3.4M 594k 5.66

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Allianzgi Convertible & Income

Morgan Stanley
Bank of America Corporation
Pathstone Holdings
Congress Park Capital
Cornerstone Advisors
Ameriprise Financial
WNY Asset Management
LPL Financial
Landscape Capital Management
Park Avenue Securities
Envestnet Asset Management
Shaker Financial Services
Cetera Investment Advisers
Private Advisor
Gridiron Partners

View all funds holding Allianzgi Convertible & Income