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 | 1.3M | $19M | 4% | Mar 2026 |
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| Congress Park Capital | 813k | $14M | 1% | Jun 2026 |
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| Advisors Asset Management | 662k | $12M | 10% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 518k | $9.1M | 24% | Jun 2026 |
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| Penserra Capital Management | 394k | $6.9M | 4% | Jun 2026 |
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| LPL Financial | 388k | $6.8M | 5% | Jun 2026 |
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| Saba Capital Management | 337k | $5.9M | -53% | Jun 2026 |
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| Envestnet Asset Management | 305k | $5.4M | 239% | Jun 2026 |
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| Ameriprise Financial | 261k | $4.6M | -5% | Jun 2026 |
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| Bank of America Corporation | 259k | $4.6M | 0% | Jun 2026 |
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| Thomas J. Herzfeld Advisors | 186k | $3.3M | 100% | Jun 2026 |
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| Summit Financial | 120k | $2.1M | -3% | Jun 2026 |
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| Advisor Group Holdings | 107k | $1.9M | 8% | Jun 2026 |
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| Goss Wealth Management | 85k | $1.5M | 20% | Jun 2026 |
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| Park Avenue Securities | 82k | $1.4M | -3% | Jun 2026 |
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| CoreCap Advisors | 73k | $1.3M | 7% | Jun 2026 |
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| Invesco | 66k | $1.2M | 4% | Jun 2026 |
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| Wealth Care | 62k | $1.1M | -9% | Jun 2026 |
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| Kestra Advisory Services | 50k | $886k | 2% | Jun 2026 |
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| Blue Bell Private Wealth Management | 42k | $733k | 13% | Jun 2026 |
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| Thrivent Financial for Lutherans | 40k | $695k | 0% | Jun 2026 |
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| Rsm Us Wealth Management | 34k | $590k | 100% | Jun 2026 |
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| Royal Bank of Canada | 34k | $589k | -2% | Jun 2026 |
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| Lido Advisors | 32k | $558k | 0% | Jun 2026 |
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| Cetera Investment Advisers | 31k | $542k | 14% | Jun 2026 |
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| Susquehanna International | 31k | $538k | 2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 28k | $487k | -1% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 27k | $481k | 0% | Jun 2026 |
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| UBS Group | 26k | $458k | -5% | Jun 2026 |
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| Merit Financial Group | 22k | $393k | -2% | Jun 2026 |
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| Mariner Wealth Advisors | 20k | $347k | 2% | Jun 2026 |
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| Raymond James Financial | 18k | $307k | -18% | Jun 2026 |
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| Integrated Capital Management | 14k | $252k | -12% | Jun 2026 |
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| Everstar Asset Management | 14k | $243k | 22% | Jun 2026 |
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| E&G Advisors | 12k | $207k | 0% | Jun 2026 |
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| Alteri Wealth | 11k | $200M | 0% | Jun 2026 |
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| Shaker Financial Services | 11k | $188k | -27% | Jun 2026 |
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| Global Retirement Partners | 8.5k | $150k | 1% | Jun 2026 |
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| Wells Fargo & Company | 6.1k | $108k | 2% | Jun 2026 |
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| CWM | 4.7k | $69k | 8% | Mar 2026 |
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| Clear Street Group | 3.2k | $56k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 3.1k | $54k | 0% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 2.4k | $43k | -6% | Jun 2026 |
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| Trust Co Of Vermont | 1.6k | $29k | 0% | Jun 2026 |
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| Institute For Wealth Management | 1.5k | $27k | 100% | Jun 2026 |
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| Pnc Financial Services | 1.5k | $26k | 100% | Jun 2026 |
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| Harbour Investments | 1.3k | $23k | 0% | Jun 2026 |
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| Mercer Global Advisors | 1.3k | $22k | 100% | Jun 2026 |
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| WPG Advisers | 1.1k | $19k | -5% | Jun 2026 |
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| Rockefeller Capital Management | 1.0k | $18k | 1283% | Jun 2026 |
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| International Assets Investment Management | 840.00 | $15k | 0% | Jun 2026 |
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| Financial Gravity Companies | 793.00 | $14k | 100% | Jun 2026 |
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| Financial Gravity Wealth | 793.00 | $12k | 100% | Mar 2026 |
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| GHP Investment Advisors | 750.00 | $13k | 0% | Jun 2026 |
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| Peoples Financial Services | 707.00 | $12k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 372.00 | $6.5k | 0% | Jun 2026 |
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| Assetmark | 307.00 | $5.4k | 439% | Jun 2026 |
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| Highline Wealth Partners | 175.00 | $3.1k | 7% | Jun 2026 |
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| Pension & Wealth Management Advisors | 93.00 | $1.6k | 0% | Jun 2026 |
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| Farther Finance Advisors | 68.00 | $1.2k | 0% | Jun 2026 |
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| Whittier Trust Co. of Nevada | 4.00 | $69.000000 | 0% | Jun 2026 |
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Who sold out of Virtus Convertible & Income?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Private Advisor | Mar 2026 | 164k | $2.4M |
| Readystate Asset Management | Mar 2026 | 37k | $547k |
| Pathstone Holdings | Mar 2026 | 32k | $468k |
| Wolverine Asset Management | Mar 2026 | 29k | $436k |
| Millennium Management | Mar 2026 | 27k | $398k |
| BlackRock | Mar 2026 | 422.00 | $6.3k |
| Root Financial Partners | Mar 2026 | 161.00 | $2.4k |