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Virtus Convertible & Income shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Convertible & Income by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 333k 15.00
2025-06-30 $4.5M 318k 14.20
2025-03-31 $4.0M 306k 12.93

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View all positions for LPL Financial

Top funds holding Virtus Convertible & Income

Morgan Stanley
Advisors Asset Management
Congress Park Capital
Penserra Capital Management
LPL Financial
Ameriprise Financial
Guggenheim Capital, LLC Managers
Wolverine Asset Management
Summit Financial
Private Advisor
WNY Asset Management
Advisor Group Holdings
Envestnet Asset Management
Park Avenue Securities
Goss Wealth Management

View all funds holding Virtus Convertible & Income