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 2023 vs. Q3 2023
How the institutions holding Virtus Diversified Income & Convertible Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 26 | 29 | +3 |
| Shares | 1.91M | 2.10M | +190.9K (+10.0%) |
| Value | $35.6M | $44.1M | +$8.43M (+23.7%) |
New holders (5)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Gilliland Jeter Wealth Management LLC | 25,081 | $526.2K | 0.22% |
| Landscape Capital Management, L.L.C. | 10,400 | $218.2K | 0.02% |
| Advisory Services Network, LLC | 4,408 | $92.5K | 0.00% |
| ICA Group Wealth Management, LLC | 500 | $10.5K | 0.00% |
| Gradient Investments LLC | 167 | $3.50K | 0.00% |
Sold out (2)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| JPMorgan Chase & Co | 5,107 | $95.3K |
| Glassman Wealth Services | 1,477 | $27.6K |