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.
Q2 2023 vs. Q1 2023
How the institutions holding Virtus Diversified Income & Convertible Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 32 | 1 | 27 | −4 |
| Shares | 1.66M | 900 | 1.73M | +69.5K (+4.2%) |
| Value | $32.0M | $17.4K | $34.5M | +$2.50M (+7.8%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (2)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cornerstone Advisors, LLC | 62,317 | $1.25M | 0.06% |
| JPMorgan Chase & Co | 834 | $16.7K | 0.00% |
Sold out (6)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Atria Wealth Solutions, Inc. | 10,560 | $203.9K |
| Advisory Services Network, LLC | 4,009 | $77.4K |
| International Assets Investment Management, LLC | 2,091 | $40.4K |
| Sugarloaf Wealth Management, LLC | 1,785 | $34.5K |
| New Hampshire Trust | 1,650 | $31.9K |
| TCI Wealth Advisors, Inc. | 60 | $1.16K |
Not filed for Q2 2023 yet (1)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Ahrens Investment Partners LLC | 900 | $17.4K |