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Virtus Convertible & Inc shares owned by Rockefeller Capital Management

Quarter-by-quarter ownership of Virtus Convertible & Inc (NCZ) shares owned by Rockefeller Capital Management from 13F filings

Historical chart of Rockefeller Capital Management investment in Virtus Convertible & Inc

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Inc held by Rockefeller Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Convertible & Inc by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.0k 220 13.41

More positions owned by Rockefeller Capital Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Tidal Trust Iii Rockefeller Glob (RGEF)
Tidal Trust Iii Rockefeller Us S (RSMC)

View all positions for Rockefeller Capital Management

Top funds holding Virtus Convertible & Inc

Morgan Stanley
Advisors Asset Management
Congress Park Capital
Saba Capital Management
Penserra Capital Management
LPL Financial
Cohen & Steers Capital Management
Guggenheim Capital, LLC Managers
Advisor Group Holdings
Envestnet Asset Management
Park Avenue Securities
Oppenheimer & Co
Royal Bank of Canada
Raymond James Financial
Private Advisor

View all funds holding Virtus Convertible & Inc