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 2024 vs. Q2 2024
How the institutions holding Virtus Diversified Income & Convertible Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 30 | 30 | 0 |
| Shares | 2.02M | 2.08M | +52.9K (+2.6%) |
| Value | $43.0M | $45.9M | +$2.95M (+6.9%) |
New holders (2)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| World Equity Group, Inc. | 14,592 | $313.1K | 0.11% |
| Montag A & Associates Inc | 1,066 | $22.9K | 0.00% |
Sold out (2)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Citadel Advisors LLC | 37,912 | $804.5K |
| FMR LLC | 1 | $21 |