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 | 802k | $12M | 9% | Mar 2026 |
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| Saba Capital Management | 724k | $11M | 373% | Mar 2026 |
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| Advisors Asset Management | 601k | $8.9M | -14% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 417k | $6.2M | 24% | Mar 2026 |
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| Penserra Capital Management | 379k | $5.6M | -43% | Mar 2026 |
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| LPL Financial | 370k | $5.5M | 0% | Mar 2026 |
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| Ameriprise Financial | 274k | $4.1M | 3% | Mar 2026 |
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| Bank of America Corporation | 260k | $3.9M | 100% | Mar 2026 |
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| Private Advisor | 164k | $2.4M | 21% | Mar 2026 |
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| Summit Financial | 124k | $1.8M | 0% | Mar 2026 |
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| Advisor Group Holdings | 110k | $1.7M | 19% | Dec 2025 |
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| Envestnet Asset Management | 90k | $1.3M | -69% | Mar 2026 |
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| Park Avenue Securities | 85k | $1.3M | -2% | Mar 2026 |
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| Goss Wealth Management | 71k | $1.1M | -8% | Mar 2026 |
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| Wealth Care | 68k | $1.0M | 100% | Mar 2026 |
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| CoreCap Advisors | 68k | $1.0M | 326% | Mar 2026 |
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| Invesco | 63k | $932k | -3% | Mar 2026 |
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| Susquehanna International | 62k | $945k | 173% | Dec 2025 |
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| Kestra Advisory Services | 49k | $734k | 0% | Mar 2026 |
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| Thrivent Financial for Lutherans | 40k | $589k | 0% | Mar 2026 |
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| Blue Bell Private Wealth Management | 37k | $547k | 45% | Mar 2026 |
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| Readystate Asset Management | 37k | $547k | 40% | Mar 2026 |
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| Royal Bank of Canada | 34k | $507k | -8% | Mar 2026 |
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| Lido Advisors | 32k | $472k | 0% | Mar 2026 |
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| Pathstone Holdings | 32k | $468k | 42% | Mar 2026 |
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| Wolverine Asset Management | 29k | $436k | -80% | Mar 2026 |
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| Cambridge Investment Research Advisors | 28k | $417k | 0% | Mar 2026 |
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| UBS Group | 27k | $406k | 28% | Mar 2026 |
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| Cetera Investment Advisers | 27k | $402k | 3% | Mar 2026 |
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| Millennium Management | 27k | $398k | 100% | Mar 2026 |
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| Merit Financial Group | 23k | $341k | 0% | Mar 2026 |
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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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| Mariner Wealth Advisors | 19k | $286k | -3% | Mar 2026 |
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| Integrated Capital Management | 16k | $242k | -5% | Mar 2026 |
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| Shaker Financial Services | 15k | $217k | -69% | Mar 2026 |
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| E&G Advisors | 12k | $175k | -10% | Mar 2026 |
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| Everstar Asset Management | 12k | $172k | 0% | Mar 2026 |
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| Alteri Wealth | 11k | $169M | 0% | Mar 2026 |
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| Global Retirement Partners | 8.4k | $127k | 373% | Dec 2025 |
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| Wells Fargo & Company | 6.0k | $90k | -7% | Mar 2026 |
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| CWM | 4.3k | $65k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 3.1k | $46k | 100% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 2.6k | $38k | -14% | Mar 2026 |
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| Trust Co Of Vermont | 1.6k | $25k | 0% | Dec 2025 |
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| Harbour Investments | 1.3k | $20k | 100% | Mar 2026 |
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| Brian McDonald | 1.3k | $20k | 24% | Dec 2025 |
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| WPG Advisers | 1.1k | $17k | 5% | Mar 2026 |
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| Kilter Group | 852.00 | $13k | -9% | Dec 2025 |
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| International Assets Investment Management | 840.00 | $13k | 39% | Mar 2026 |
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| Financial Gravity Wealth | 793.00 | $12k | 100% | Mar 2026 |
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| GHP Investment Advisors | 750.00 | $11k | 0% | Mar 2026 |
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| Peoples Financial Services | 707.00 | $11k | 0% | Mar 2026 |
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| Western Wealth Management | 616.00 | $9.2k | 100% | Mar 2026 |
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| BlackRock | 422.00 | $6.3k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 372.00 | $5.6k | 0% | Dec 2025 |
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| Highline Wealth Partners | 163.00 | $2.4k | 9% | Mar 2026 |
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| Root Financial Partners | 161.00 | $2.4k | 100% | Mar 2026 |
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| Rockefeller Capital Management | 75.00 | $1.1k | 1400% | Mar 2026 |
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| Farther Finance Advisors | 68.00 | $1.0k | 0% | Mar 2026 |
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| Assetmark | 57.00 | $848.000400 | 0% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 4.00 | $62.000000 | 100% | Mar 2026 |
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| FMR | 1.00 | $15.000000 | 0% | Dec 2025 |
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Who sold out of Virtus Convertible & Income?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thomas J. Herzfeld Advisors | Dec 2025 | 174k | $2.6M |
| WNY Asset Management | Sep 2025 | 105k | $1.6M |
| Logan Stone Capital | Dec 2025 | 53k | $803k |
| Rsm Us Wealth Management | Dec 2025 | 33k | $501k |
| Robinson Capital Management | Dec 2025 | 31k | $475k |
| HighTower Advisors | Dec 2025 | 13k | $197k |
| Fortitude Family Office | Dec 2025 | 2.5k | $38k |
| Wealth Preservation Advisors | Dec 2025 | 196.00 | $3.0k |