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 |
|---|---|---|---|---|---|
| Congress Park Capital | 735k | $11M | 16% | Dec 2025 |
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| Advisors Asset Management | 699k | $11M | 6% | Dec 2025 |
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| Penserra Capital Management | 667k | $10M | 7% | Dec 2025 |
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| LPL Financial | 370k | $5.6M | 11% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 338k | $5.1M | 70% | Dec 2025 |
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| Envestnet Asset Management | 294k | $4.4M | 220% | Dec 2025 |
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| Ameriprise Financial | 267k | $4.0M | 0% | Dec 2025 |
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| Thomas J. Herzfeld Advisors | 174k | $2.6M | 100% | Dec 2025 |
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| Wolverine Asset Management | 143k | $2.2M | 6% | Dec 2025 |
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| Private Advisor | 135k | $2.1M | 15% | Dec 2025 |
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| Summit Financial | 124k | $1.9M | -1% | Dec 2025 |
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| Advisor Group Holdings | 110k | $1.7M | 19% | Dec 2025 |
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| WNY Asset Management | 105k | $1.6M | -1% | Sep 2025 |
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| Park Avenue Securities | 86k | $1.3M | -2% | Dec 2025 |
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| Goss Wealth Management | 77k | $1.2M | 0% | Dec 2025 |
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| Invesco | 64k | $974k | 0% | Dec 2025 |
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| Susquehanna International | 62k | $945k | 173% | Dec 2025 |
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| Logan Stone Capital | 53k | $803k | 187% | Dec 2025 |
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| Kestra Advisory Services | 50k | $750k | 47% | Dec 2025 |
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| Shaker Financial Services | 47k | $704k | 35% | Dec 2025 |
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| Thrivent Financial for Lutherans | 40k | $600k | 0% | Dec 2025 |
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| Royal Bank of Canada | 37k | $555k | -3% | Sep 2025 |
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| Rsm Us Wealth Management | 33k | $501k | 100% | Dec 2025 |
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| Saba Capital Management | 32k | $484k | 0% | Sep 2025 |
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| Lido Advisors | 32k | $476k | 0% | Dec 2025 |
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| Robinson Capital Management | 31k | $475k | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 28k | $426k | -3% | Dec 2025 |
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| Readystate Asset Management | 26k | $399k | 100% | Dec 2025 |
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| Cetera Investment Advisers | 26k | $399k | 19% | Dec 2025 |
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| Blue Bell Private Wealth Management | 26k | $386k | 277% | Dec 2025 |
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| Merit Financial Group | 23k | $348k | -2% | Dec 2025 |
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| Pathstone Holdings | 22k | $336k | 100% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 22k | $328k | 0% | Dec 2025 |
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| Raymond James Financial | 21k | $324k | -10% | Dec 2025 |
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| UBS Group | 21k | $323k | 5% | Dec 2025 |
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| Mariner Wealth Advisors | 20k | $303k | -5% | Dec 2025 |
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| Integrated Capital Management | 17k | $260k | 1% | Dec 2025 |
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| CoreCap Advisors | 16k | $243k | 11% | Dec 2025 |
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| E&G Advisors | 13k | $198k | -4% | Dec 2025 |
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| HighTower Advisors | 13k | $197k | -16% | Dec 2025 |
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| Everstar Asset Management | 12k | $175k | 0% | Dec 2025 |
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| Alteri Wealth | 11k | $172M | 9% | Dec 2025 |
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| Global Retirement Partners | 8.4k | $127k | 373% | Dec 2025 |
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| Wells Fargo & Company | 6.5k | $98k | -54% | Dec 2025 |
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| CWM | 4.3k | $65k | 0% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 3.0k | $45k | 100% | Dec 2025 |
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| Fortitude Family Office | 2.5k | $38k | 0% | Dec 2025 |
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| Trust Co Of Vermont | 1.6k | $25k | 0% | Dec 2025 |
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| Brian McDonald | 1.3k | $20k | 24% | Dec 2025 |
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| WPG Advisers | 1.1k | $16k | -1% | Dec 2025 |
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| Kilter Group | 852.00 | $13k | -9% | Dec 2025 |
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| GHP Investment Advisors | 750.00 | $11k | 0% | Dec 2025 |
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| Peoples Financial Services | 707.00 | $11k | 0% | Dec 2025 |
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| International Assets Investment Management | 603.00 | $9.1k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 372.00 | $5.6k | 0% | Dec 2025 |
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| Wealth Preservation Advisors | 196.00 | $3.0k | 100% | Dec 2025 |
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| Highline Wealth Partners | 150.00 | $2.3k | -25% | Dec 2025 |
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| Farther Finance Advisors | 68.00 | $1.0k | 0% | Dec 2025 |
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| Assetmark | 57.00 | $864.000300 | 0% | Dec 2025 |
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| Rockefeller Capital Management | 5.00 | $82.000000 | 100% | Dec 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 |
|---|---|---|---|
| Cornerstone Advisors | Sep 2025 | 63k | $949k |
| Ionic Capital Management | Jun 2025 | 28k | $398k |
| Jane Street | Sep 2025 | 25k | $380k |
| Total Wealth Planning & Management | Jun 2025 | 20k | $287k |
| Landscape Capital Management | Sep 2025 | 10k | $156k |
| Ameritas Advisory Services | Sep 2025 | 1.0k | $15k |
| Newbridge Financial Services Group | Sep 2025 | 356.00 | $5.3k |