Who owns VIRTUS CONVERTIBLE & INC FD?
- Ticker: NCZ
- CUSIP Number: 92838u801
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Analyze quarterly positions in Virtus Convertible & Inc with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Virtus Convertible & Inc stock
Who bought or sold VIRTUS CONVERTIBLE & INC FD this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Advisors Asset Management | 1.1M | $15M | 23% | Dec 2025 |
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| Penserra Capital Management | 523k | $7.2M | 89% | Sep 2025 |
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| Congress Park Capital | 520k | $7.2M | 2% | Dec 2025 |
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| Cohen & Steers Capital Management | 285k | $3.9M | 0% | Sep 2025 |
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| LPL Financial | 271k | $3.7M | 21% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 225k | $3.1M | 86% | Dec 2025 |
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| Prevail Innovative Wealth Advisors | 145k | $2.0M | 19% | Dec 2025 |
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| Advisor Group Holdings | 121k | $1.7M | -3% | Sep 2025 |
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| Envestnet Asset Management | 93k | $1.3M | -11% | Sep 2025 |
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| Park Avenue Securities | 90k | $1.2M | -3% | Dec 2025 |
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| Oppenheimer & Co | 80k | $1.1M | -23% | Dec 2025 |
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| Royal Bank of Canada | 78k | $1.1M | -17% | Sep 2025 |
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| Susquehanna International | 62k | $850k | 5% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 59k | $843k | -5% | Dec 2025 |
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| Raymond James Financial | 59k | $802k | 9% | Sep 2025 |
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| Invesco | 56k | $775k | -43% | Dec 2025 |
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| Wolverine Asset Management | 53k | $727k | 172% | Dec 2025 |
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| Private Advisor | 51k | $701k | 33% | Sep 2025 |
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| Kestra Advisory Services | 43k | $596k | 67% | Dec 2025 |
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| Twelve Points Wealth Management | 39k | $559k | -17% | Dec 2025 |
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| Merit Financial Group | 37k | $506k | -2% | Dec 2025 |
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| Robinson Capital Management | 36k | $489k | 0% | Dec 2025 |
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| Commonwealth Equity Services | 28k | $380k | -53% | Sep 2025 |
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| Jane Street | 26k | $357k | 100% | Sep 2025 |
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| UBS Group | 26k | $353k | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 24k | $327k | 0% | Dec 2025 |
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| Goss Wealth Management | 19k | $267k | 0% | Dec 2025 |
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| Integrated Capital Management | 16k | $222k | 0% | Dec 2025 |
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| Accredited Investor Services | 14k | $194k | -14% | Sep 2025 |
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| Rsm Us Wealth Management | 14k | $192k | -6% | Dec 2025 |
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| HighTower Advisors | 13k | $177k | -6% | Sep 2025 |
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| Insigneo Advisory Services | 13k | $176k | 0% | Sep 2025 |
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| Wells Fargo & Company | 12k | $160k | -15% | Dec 2025 |
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| PFG Investments | 11k | $157k | 9% | Dec 2025 |
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| CoreCap Advisors | 11k | $145k | 10% | Dec 2025 |
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| Hollencrest Securities | 10k | $143k | 0% | Dec 2025 |
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| Global Retirement Partners | 9.5k | $131k | 100% | Dec 2025 |
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| Blue Bell Private Wealth Management | 7.5k | $104k | 4944% | Dec 2025 |
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| Brian McDonald | 1.9k | $27k | -18% | Dec 2025 |
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| WPG Advisers | 1.6k | $21k | -4% | Dec 2025 |
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| Hanson McClain Advisors | 1.4k | $19k | 0% | Sep 2025 |
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| Crews Bank & Trust | 1.3k | $17k | 0% | Dec 2025 |
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| CWM | 1.2k | $17k | 18% | Dec 2025 |
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| Kilter Group | 945.00 | $13k | -9% | Dec 2025 |
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| GHP Investment Advisors | 750.00 | $10k | 0% | Dec 2025 |
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| Newbridge Financial Services Group | 750.00 | $10k | 0% | Sep 2025 |
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| HighMark Wealth Management | 748.00 | $10k | -43% | Sep 2025 |
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| EverSource Wealth Advisors | 700.00 | $9.6k | 0% | Dec 2025 |
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| Fortitude Family Office | 625.00 | $8.6k | 0% | Dec 2025 |
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| Indiana Trust & Investment Management | 581.00 | $8.0k | 100% | Dec 2025 |
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| Garton & Associates Financial Advisors | 456.00 | $6.3k | 100% | Dec 2025 |
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| Strategic Wealth Partners | 202.00 | $2.8k | 0% | Sep 2025 |
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| Advisory Services Network | 112.00 | $1.5k | 100% | Sep 2025 |
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| Assetmark | 109.00 | $1.5k | 0% | Dec 2025 |
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| Highline Wealth Partners | 75.00 | $1.0k | 0% | Dec 2025 |
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| FMR | 3.00 | $41.000100 | -94% | Sep 2025 |
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Who sold out of Virtus Convertible & Inc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cornerstone Advisors | Jun 2025 | 60k | $766k |
| Ionic Capital Management | Jun 2025 | 39k | $497k |
| J.w. Cole Advisors | Jun 2025 | 11k | $138k |
| Mariner Wealth Advisors | Sep 2025 | 11k | $144k |
| Colonial Asset Management | Jun 2025 | 962.00 | $12k |