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.
Q1 2023 vs. Q4 2022
How the institutions holding Virtus Diversified Income & Convertible Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 31 | 32 | +1 |
| Shares | 1.65M | 1.66M | +11.0K (+0.7%) |
| Value | $30.5M | $32.0M | +$1.53M (+5.0%) |
New holders (7)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 19,199 | $370.7K | 0.16% |
| McDonald Partners LLC | 14,000 | $270.3K | 0.09% |
| RVW Wealth, LLC | 12,100 | $233.7K | 0.03% |
| Wolverine Asset Management LLC | 2,386 | $46.1K | 0.00% |
| International Assets Investment Management, LLC | 2,091 | $40.4K | 0.01% |
| Ahrens Investment Partners LLC | 900 | $17.4K | 0.01% |
| Sunbelt Securities, Inc. | 660 | $12.6K | 0.00% |
Sold out (6)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| SFI Advisors, LLC | 21,488 | $398.8K |
| Signaturefd, LLC | 2,000 | $37.1K |
| High Net Worth Advisory Group LLC | 1,126 | $20.9K |
| CWM, LLC | 753 | $14.0K |
| Tower Research Capital LLC (TRC) | 100 | $2.00K |
| Salem Investment Counselors Inc | 0 | $66 |