Virtus Diversified Income & Convertible Fund
ACV- Exchange
- NYSE
- SEC CIK
- 0001636289
In the last 90 days, Virtus Diversified Income & Convertible Fund insiders filed 1 open-market purchase and 1 sale; 40 institutions reported holding it in 13F filings for Q2 2026, worth $62.8M in total; no superinvestor holds it.
Q4 2022 vs. Q3 2022
How the institutions holding Virtus Diversified Income & Convertible Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Q4 2022 | Change |
|---|---|---|---|
| Holders | 30 | 31 | +1 |
| Shares | 1.71M | 1.65M | −61.2K (−3.6%) |
| Value | $30.0M | $30.5M | +$507.2K (+1.7%) |
New holders (6)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| SFI Advisors, LLC | 21,488 | $398.8K | 0.43% |
| Advisory Services Network, LLC | 3,541 | $65.7K | 0.00% |
| New Hampshire Trust | 1,650 | $30.6K | 0.01% |
| Tower Research Capital LLC (TRC) | 100 | $2.00K | 0.00% |
| GWM Advisors LLC | 4,864 | $90 | 0.00% |
| Salem Investment Counselors Inc | 0 | $66 | 0.00% |
Sold out (5)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Wolverine Asset Management LLC | 31,666 | $555.0K |
| Logan Stone Capital, LLC | 14,135 | $248.0K |
| Commonwealth Equity Services, LLC | 11,718 | $205.0K |
| Karpus Management, Inc. | 10,600 | $186.0K |
| JPMorgan Chase & Co | 31 | $1.00K |