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Virtus Convertible & Inc shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Virtus Convertible & Inc (NCZ) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Virtus Convertible & Inc

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Inc held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Convertible & Inc by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.2k 261 15.90

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Top funds holding Virtus Convertible & Inc

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

View all funds holding Virtus Convertible & Inc