Virtus Equity & Convertible Income Fund
NIE- Exchange
- NYSE
- SEC CIK
- 0001383441
In the last 90 days, Virtus Equity & Convertible Income Fund insiders filed 1 open-market purchase and 1 sale; 94 institutions reported holding it in 13F filings for Q2 2026, worth $200.6M in total; no superinvestor holds it.
Key figures
- Insider buysLast 90 days, $6.46K in total
- 1
- Insider sellsLast 90 days, $122.3K in total
- 1
- 13F holdersQ2 2026, +9 vs. previous quarter
- 94
- 13F valueReported value at the end of Q2 2026
- $200.6M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding NIE, Q2 2026
No superinvestor reported holding NIE at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by Virtus Equity & Convertible Income Fund insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 26, 2026 (view filing)3:55 PM ET | Aug 10 | 16 days | Yee MichaelOther: PM | SSaleVirtus Equity & Convertible Income Fund | −4.61K | $26.55 | −$122.3K | −100.0%0 after | Amended |
| Aug 24, 2026 (view filing)10:58 AM ET | Aug 20 | 4 days | McDaniel Connie DDirector | PPurchase | +245 | $26.37 | +$6.46K | +108.4%471 after | |
| Jun 18, 2025 (view filing) | Jun 17 | 1 day | McDaniel Connie DDirector | PPurchase | +226 | $22.97 | +$5.19K | New position226 after | |
| Jun 30, 2023 (view filing) | Jun 28 | 2 days | Burke Donald CDirector | PPurchase | +719.54 | $20.85 | +$15.0K | New position719.54 after | |
| Mar 4, 2022 (view filing) | Mar 3 | 1 day | DeCotis Deborah ADirector | PPurchase | +190 | $26.42 | +$5.02K | New position190 after | |
| Mar 1, 2022 (view filing) | Feb 25 | 4 days | McLoughlin Philip RDirector | PPurchase | +400 | $26.11 | +$10.4K | New position400 after | |
| Dec 22, 2021 (view filing) | Dec 21 | 1 day | Aylward George RPresident and CEO | PPurchase | +2.46K | $30.49 | +$75.0K | New position2.46K after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Virtus Equity & Convertible Income Fund at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 970,804 | $26.1M | 0.00% | +19,616+2.1% | Added |
| Advisors Asset Management, Inc. | 663,531 | $17.8M | 0.27% | −18,182−2.7% | Reduced |
| Royal Bank of Canada | 560,208 | $15.0M | 0.00% | −14,959−2.6% | Reduced |
| Raymond James Financial Inc | 546,758 | $14.7M | 0.00% | +26,605+5.1% | Added |
| Morgan Stanley | 508,646 | $13.7M | 0.00% | −13,043−2.5% | Reduced |
| Guggenheim Capital LLC | 487,072 | $13.1M | 0.08% | +23,832+5.1% | Added |
| Saba Capital Management, L.P. | 475,853 | $12.8M | 0.39% | +114,537+31.7% | Added |
| LPL Financial LLC | 343,482 | $9.23M | 0.00% | +52,773+18.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 277,185 | $7.41M | 0.01% | +20,269+7.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 226,836 | $6.09M | 1.16% | +8,118+3.7% | Added |