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.
Q3 2023 vs. Q2 2023
How the institutions holding Virtus Diversified Income & Convertible Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 27 | 26 | −1 |
| Shares | 1.73M | 1.91M | +182.9K (+10.6%) |
| Value | $34.5M | $35.6M | +$1.14M (+3.3%) |
New holders (1)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Invesco Ltd. | 11,504 | $214.7K | 0.00% |
Sold out (2)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Wolverine Asset Management LLC | 21,899 | $437.5K |
| Montag A & Associates Inc | 229 | $4.62K |