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 |
|---|---|---|---|---|---|
| Morgan Stanley | 2.9M | $39M | 5% | Mar 2026 |
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| Advisors Asset Management | 1.3M | $21M | 19% | Jun 2026 |
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| Congress Park Capital | 543k | $8.6M | 1% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 370k | $5.9M | 40% | Jun 2026 |
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| Penserra Capital Management | 351k | $5.6M | 4% | Jun 2026 |
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| Envestnet Asset Management | 330k | $5.2M | 272% | Jun 2026 |
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| LPL Financial | 304k | $4.8M | -2% | Jun 2026 |
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| Cohen & Steers Capital Management | 285k | $4.5M | 0% | Jun 2026 |
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| Thomas J. Herzfeld Advisors | 206k | $3.3M | 100% | Jun 2026 |
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| Advisor Group Holdings | 110k | $1.7M | 44% | Jun 2026 |
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| Park Avenue Securities | 85k | $1.3M | -2% | Jun 2026 |
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| Saba Capital Management | 78k | $1.2M | -78% | Jun 2026 |
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| Oppenheimer & Co | 77k | $1.2M | -5% | Jun 2026 |
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| Royal Bank of Canada | 74k | $1.2M | -1% | Jun 2026 |
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| Raymond James Financial | 61k | $972k | 5% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 53k | $842k | 100% | Jun 2026 |
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| Susquehanna International | 51k | $811k | 10% | Jun 2026 |
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| Twelve Points Wealth Management | 46k | $736k | -2% | Jun 2026 |
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| Kestra Advisory Services | 43k | $678k | -4% | Jun 2026 |
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| Bank of America Corporation | 41k | $650k | 0% | Jun 2026 |
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| Rsm Us Wealth Management | 40k | $632k | 193% | Jun 2026 |
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| Merit Financial Group | 36k | $579k | -1% | Jun 2026 |
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| Commonwealth Equity Services | 35k | $554k | 19% | Jun 2026 |
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| Blue Bell Private Wealth Management | 34k | $544k | 71% | Jun 2026 |
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| Invesco | 30k | $476k | -11% | Jun 2026 |
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| UBS Group | 25k | $405k | 1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 25k | $396k | 7% | Jun 2026 |
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| Baird Financial | 22k | $349k | 2% | Jun 2026 |
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| Closed-End Fund Advisors | 21k | $326k | 8% | Jun 2026 |
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| Walled Lake Planning & Wealth Management | 16k | $253k | 0% | Jun 2026 |
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| Wells Fargo & Company | 14k | $227k | -10% | Jun 2026 |
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| Cetera Investment Advisers | 14k | $222k | 100% | Jun 2026 |
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| PFG Investments | 14k | $219k | 1% | Jun 2026 |
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| Integrated Capital Management | 13k | $212k | -8% | Jun 2026 |
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| Accredited Investor Services | 12k | $184k | -8% | Jun 2026 |
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| XTX Topco | 11k | $171k | 100% | Jun 2026 |
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| Hollencrest Securities | 10k | $164k | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 10k | $163k | 100% | Jun 2026 |
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| Global Retirement Partners | 10k | $161k | 6% | Jun 2026 |
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| Wolverine Asset Management | 6.2k | $99k | -89% | Jun 2026 |
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| CoreCap Advisors | 4.8k | $77k | 0% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 3.5k | $56k | -4% | Jun 2026 |
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| CWM | 1.9k | $26k | 58% | Mar 2026 |
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| Pnc Financial Services | 1.6k | $25k | 100% | Jun 2026 |
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| WPG Advisers | 1.5k | $25k | -5% | Jun 2026 |
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| Fifth Third Bancorp | 1.5k | $24k | -5% | Jun 2026 |
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| Hanson McClain Advisors | 1.4k | $23k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 1.3k | $20k | 484% | Jun 2026 |
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| HighMark Wealth Management | 805.00 | $13k | 2% | Jun 2026 |
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| GHP Investment Advisors | 750.00 | $12k | 0% | Jun 2026 |
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| Harbour Investments | 716.00 | $11k | 0% | Jun 2026 |
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| EverSource Wealth Advisors | 700.00 | $11k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 686.00 | $11k | 100% | Jun 2026 |
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| Whittier Trust Co. of Nevada | 503.00 | $7.8k | 0% | Jun 2026 |
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| SHP Wealth Management | 300.00 | $4.8k | 100% | Jun 2026 |
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| Steward Partners Investment Advisory | 261.00 | $4.2k | 100% | Jun 2026 |
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| Strategic Wealth Partners | 202.00 | $3.2k | 0% | Jun 2026 |
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| Highline Wealth Partners | 200.00 | $3.2k | 100% | Jun 2026 |
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| Assetmark | 109.00 | $1.7k | 0% | Jun 2026 |
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| Institute For Wealth Management | 59.00 | $939.002700 | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 55.00 | $866.998000 | 100% | Jun 2026 |
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| FMR | 1.00 | $16.000000 | 0% | Jun 2026 |
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Who sold out of Virtus Convertible & Inc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Private Advisor | Mar 2026 | 58k | $778k |
| Readystate Asset Management | Mar 2026 | 22k | $301k |
| Millennium Management | Mar 2026 | 19k | $256k |
| Crews Bank & Trust | Mar 2026 | 1.3k | $17k |
| BlackRock | Mar 2026 | 585.00 | $7.8k |
| Root Financial Partners | Mar 2026 | 231.00 | $3.1k |
| Advisory Services Network | Mar 2026 | 112.00 | $1.5k |