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 | 100% | Mar 2026 |
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| Advisors Asset Management | 1.1M | $15M | 4% | Mar 2026 |
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| Congress Park Capital | 536k | $7.2M | 3% | Mar 2026 |
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| Saba Capital Management | 352k | $4.7M | 100% | Mar 2026 |
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| Penserra Capital Management | 338k | $4.5M | -40% | Mar 2026 |
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| LPL Financial | 310k | $4.2M | 15% | Mar 2026 |
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| Cohen & Steers Capital Management | 285k | $3.9M | 0% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 265k | $3.6M | 18% | Mar 2026 |
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| Advisor Group Holdings | 107k | $1.5M | -12% | Dec 2025 |
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| Envestnet Asset Management | 89k | $1.2M | -3% | Mar 2026 |
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| Park Avenue Securities | 87k | $1.2M | -3% | Mar 2026 |
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| Oppenheimer & Co | 80k | $1.1M | 0% | Mar 2026 |
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| Royal Bank of Canada | 75k | $999k | -5% | Mar 2026 |
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| Raymond James Financial | 59k | $813k | 1% | Dec 2025 |
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| Private Advisor | 58k | $778k | 9% | Mar 2026 |
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| Wolverine Asset Management | 57k | $770k | 9% | Mar 2026 |
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| Susquehanna International | 57k | $781k | -9% | Dec 2025 |
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| Twelve Points Wealth Management | 47k | $635k | 21% | Mar 2026 |
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| Kestra Advisory Services | 44k | $593k | 2% | Mar 2026 |
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| Bank of America Corporation | 41k | $549k | 100% | Mar 2026 |
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| Merit Financial Group | 37k | $492k | 0% | Mar 2026 |
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| Invesco | 34k | $451k | -40% | Mar 2026 |
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| Commonwealth Equity Services | 29k | $392k | 6% | Mar 2026 |
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| UBS Group | 25k | $337k | -2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 23k | $313k | -2% | Mar 2026 |
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| Readystate Asset Management | 22k | $301k | 78% | Mar 2026 |
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| Blue Bell Private Wealth Management | 20k | $268k | 166% | Mar 2026 |
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| Millennium Management | 19k | $256k | 100% | Mar 2026 |
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| Closed-End Fund Advisors | 19k | $254k | 100% | Mar 2026 |
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| Walled Lake Planning & Wealth Management | 16k | $213k | 100% | Mar 2026 |
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| Wells Fargo & Company | 16k | $213k | 37% | Mar 2026 |
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| Integrated Capital Management | 15k | $195k | -10% | Mar 2026 |
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| PFG Investments | 14k | $183k | 19% | Mar 2026 |
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| Rsm Us Wealth Management | 14k | $182k | -1% | Mar 2026 |
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| Accredited Investor Services | 13k | $169k | -4% | Mar 2026 |
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| Hollencrest Securities | 10k | $139k | 0% | Mar 2026 |
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| Global Retirement Partners | 9.5k | $131k | 100% | Dec 2025 |
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| CoreCap Advisors | 4.8k | $65k | -54% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 3.7k | $49k | -13% | Mar 2026 |
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| Brian McDonald | 1.9k | $27k | -18% | Dec 2025 |
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| WPG Advisers | 1.6k | $22k | 5% | Mar 2026 |
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| Fifth Third Bancorp | 1.6k | $21k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 1.4k | $20k | 0% | Dec 2025 |
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| Crews Bank & Trust | 1.3k | $17k | 0% | Mar 2026 |
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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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| HighMark Wealth Management | 787.00 | $11k | 3% | Mar 2026 |
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| GHP Investment Advisors | 750.00 | $10k | 0% | Mar 2026 |
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| Harbour Investments | 716.00 | $9.6k | 100% | Mar 2026 |
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| EverSource Wealth Advisors | 700.00 | $9.4k | 0% | Mar 2026 |
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| BlackRock | 585.00 | $7.8k | 100% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 503.00 | $6.9k | 100% | Mar 2026 |
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| Root Financial Partners | 231.00 | $3.1k | 100% | Mar 2026 |
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| Rockefeller Capital Management | 220.00 | $3.0k | 100% | Mar 2026 |
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| Strategic Wealth Partners | 202.00 | $2.7k | 0% | Mar 2026 |
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| Assetmark | 109.00 | $1.5k | 0% | Mar 2026 |
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Who sold out of Virtus Convertible & Inc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Prevail Innovative Wealth Advisors | Dec 2025 | 145k | $2.0M |
| Wealth Enhancement Advisory Services | Dec 2025 | 59k | $843k |
| Robinson Capital Management | Dec 2025 | 36k | $489k |
| Goss Wealth Management | Dec 2025 | 19k | $267k |
| Insigneo Advisory Services | Dec 2025 | 13k | $177k |
| HighTower Advisors | Dec 2025 | 11k | $149k |
| Flagship Harbor Advisors | Dec 2025 | 966.00 | $13k |
| Fortitude Family Office | Dec 2025 | 625.00 | $8.6k |
| Indiana Trust & Investment Management | Dec 2025 | 581.00 | $8.0k |
| Garton & Associates Financial Advisors | Dec 2025 | 456.00 | $6.3k |
| Advisory Services Network | Sep 2025 | 112.00 | $1.5k |