Who owns VIRTUS CONVERTIBLE & INCOME FD COM NEW?
- Ticker: NCV
- CUSIP Number: 92838x805
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Analyze quarterly positions in Virtus Convertible & Income with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Virtus Convertible & Income stock
Who bought or sold VIRTUS CONVERTIBLE & INCOME FD COM NEW this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 1.6M | $23M | 100% | Jun 2025 |
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| Advisors Asset Management | 658k | $9.9M | -8% | Sep 2025 |
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| Congress Park Capital | 634k | $9.5M | 17% | Sep 2025 |
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| Penserra Capital Management | 621k | $9.3M | 0% | Sep 2025 |
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| LPL Financial | 333k | $5.0M | 5% | Sep 2025 |
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| Ameriprise Financial | 267k | $4.0M | 5% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 198k | $3.0M | 97% | Sep 2025 |
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| Wolverine Asset Management | 136k | $2.0M | -47% | Sep 2025 |
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| Summit Financial | 125k | $1.9M | 19% | Sep 2025 |
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| Private Advisor | 118k | $1.8M | 45% | Sep 2025 |
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| WNY Asset Management | 105k | $1.6M | -1% | Sep 2025 |
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| Advisor Group Holdings | 93k | $1.4M | 4% | Sep 2025 |
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| Envestnet Asset Management | 92k | $1.4M | -12% | Sep 2025 |
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| Park Avenue Securities | 88k | $1.3M | 100% | Sep 2025 |
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| Goss Wealth Management | 77k | $1.1M | 289% | Sep 2025 |
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| Invesco | 64k | $965k | 16% | Sep 2025 |
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| Cornerstone Advisors | 63k | $949k | -43% | Sep 2025 |
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| Thrivent Financial for Lutherans | 40k | $593k | 0% | Sep 2025 |
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| Royal Bank of Canada | 37k | $555k | -3% | Sep 2025 |
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| Shaker Financial Services | 34k | $515k | 100% | Sep 2025 |
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| Kestra Advisory Services | 34k | $504k | 74% | Sep 2025 |
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| Saba Capital Management | 32k | $484k | 0% | Sep 2025 |
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| Lido Advisors | 32k | $476k | 0% | Sep 2025 |
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| Robinson Capital Management | 31k | $470k | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 29k | $436k | -3% | Sep 2025 |
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| Jane Street | 25k | $380k | 133% | Sep 2025 |
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| Raymond James Financial | 24k | $357k | -70% | Sep 2025 |
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| Merit Financial Group | 24k | $352k | -4% | Sep 2025 |
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| Susquehanna International | 23k | $342k | 83% | Sep 2025 |
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| Cetera Investment Advisers | 22k | $330k | 3% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 22k | $324k | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 21k | $314k | -15% | Sep 2025 |
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| UBS Group | 20k | $304k | 1% | Sep 2025 |
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| Total Wealth Planning & Management | 20k | $287k | 100% | Jun 2025 |
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| Good Life Advisors | 20k | $278k | 100% | Jun 2025 |
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| Logan Stone Capital | 19k | $277k | 100% | Sep 2025 |
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| Integrated Capital Management | 17k | $255k | -20% | Sep 2025 |
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| HighTower Advisors | 16k | $233k | -6% | Sep 2025 |
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| CoreCap Advisors | 14k | $216k | 1% | Sep 2025 |
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| Wells Fargo & Company | 14k | $212k | 0% | Sep 2025 |
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| E&G Advisors | 14k | $205k | 0% | Sep 2025 |
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| Everstar Asset Management | 12k | $173k | 100% | Sep 2025 |
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| Landscape Capital Management | 10k | $156k | -78% | Sep 2025 |
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| Alteri Wealth | 10k | $156M | 0% | Sep 2025 |
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| Blue Bell Private Wealth Management | 6.7k | $101k | 650% | Sep 2025 |
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| CWM | 4.3k | $64k | -8% | Sep 2025 |
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| Fortitude Family Office | 2.5k | $38k | 0% | Sep 2025 |
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| Global Retirement Partners | 1.8k | $27k | 0% | Sep 2025 |
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| Trust Co Of Vermont | 1.6k | $25k | 18% | Sep 2025 |
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| WPG Advisers | 1.1k | $16k | 100% | Sep 2025 |
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| Brian McDonald | 1.0k | $16k | -13% | Sep 2025 |
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| Ameritas Advisory Services | 1.0k | $15k | 100% | Sep 2025 |
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| Financial Gravity Companies | 793.00 | $11k | 100% | Jun 2025 |
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| GHP Investment Advisors | 750.00 | $11k | 0% | Sep 2025 |
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| Peoples Financial Services | 707.00 | $11k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 372.00 | $5.6k | 0% | Sep 2025 |
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| Newbridge Financial Services Group | 356.00 | $5.3k | 0% | Sep 2025 |
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| Highline Wealth Partners | 200.00 | $3.0k | 100% | Sep 2025 |
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| Farther Finance Advisors | 68.00 | $1.0k | 0% | Sep 2025 |
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| Assetmark | 57.00 | $855.000000 | 0% | Sep 2025 |
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| FMR | 1.00 | $15.000000 | 100% | Sep 2025 |
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Who sold out of Virtus Convertible & Income?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Pathstone Holdings | Jun 2025 | 234k | $3.3M |
| Commonwealth Equity Services | Jun 2025 | 35k | $499k |
| Walleye Trading Advisors | Jun 2025 | 32k | $450k |
| Ionic Capital Management | Jun 2025 | 28k | $398k |
| Rsm Us Wealth Management | Jun 2025 | 11k | $162k |
| Stifel Financial | Jun 2025 | 10k | $146k |
| Wedbush Morgan Securities | Jun 2025 | 10k | $142k |
| Elequin Capital | Jun 2025 | 4.9k | $70k |
| Financial Gravity Wealth | Mar 2025 | 793.00 | $10k |
| Jpmorgan Chase & Co | Mar 2025 | 5.00 | $65.000000 |