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.
Q2 2021 vs. Q1 2021
How the institutions holding Virtus Equity & Convertible Income Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 77 | 77 | 0 |
| Shares | 6.79M | 6.79M | +2.93K (0.0%) |
| Value | $190.1M | $205.3M | +$15.2M (+8.0%) |
New holders (9)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Anfield Capital Management, LLC | 60,951 | $1.84M | 0.70% |
| Virtu Financial LLC | 10,175 | $308.0K | 0.03% |
| Kingsview Wealth Management, LLC | 8,025 | $244.0K | 0.01% |
| Sound View Wealth Advisors Group, LLC | 7,099 | $215.0K | 0.05% |
| Claraphi Advisory Network, LLC | 7,001 | $212.0K | 0.06% |
| Venture Visionary Partners LLC | 6,714 | $203.0K | 0.02% |
| FNY Investment Advisers, LLC | 2,000 | $60.0K | 0.02% |
| Creative Financial Designs Inc | 550 | $17.0K | 0.00% |
| FMR LLC | 4 | $0 | 0.00% |
Sold out (9)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Thrivent Financial for Lutherans | 33,605 | $941.0K |
| Golden Green, Inc. | 19,400 | $543.0K |
| Citadel Advisors LLC | 12,871 | $361.0K |
| MUFG Americas Holdings Corp | 3,000 | $84.0K |
| Venturi Wealth Management, LLC | 1,768 | $50.0K |
| Valley Brook Capital Group | 1,508 | $42.0K |
| Wealthcare Advisory Partners LLC | 770 | $22.0K |
| Wealthcare Capital Management LLC | 115 | $3.00K |
| International Assets Investment Management, LLC | 46 | $1.00K |