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.
Q3 2021 vs. Q2 2021
How the institutions holding Virtus Equity & Convertible Income Fund changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 77 | 1 | 72 | −4 |
| Shares | 6.79M | 784 | 6.76M | −23.6K (−0.3%) |
| Value | $205.3M | $24.0K | $199.4M | −$5.91M (−2.9%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Integrated Wealth Concepts LLC | 9,715 | $286.0K | 0.01% |
| Janney Montgomery Scott LLC | 8,167 | $241.0K | 0.00% |
| Koshinski Asset Management, Inc. | 7,764 | $228.8K | 0.02% |
| TNF LLC | 6,843 | $208.0K | 0.09% |
| Cetera Advisor Networks LLC | 6,895 | $203.0K | 0.00% |
| Tower Research Capital LLC (TRC) | 8 | $0 | 0.00% |
Sold out (10)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Anfield Capital Management, LLC | 60,951 | $1.84M |
| Virtu Financial LLC | 10,175 | $308.0K |
| CNH Partners LLC | 9,304 | $281.0K |
| Claraphi Advisory Network, LLC | 7,001 | $212.0K |
| Venture Visionary Partners LLC | 6,714 | $203.0K |
| Pinnacle Bancorp, Inc. | 2,663 | $81.0K |
| Creative Financial Designs Inc | 550 | $17.0K |
| WealthShield Partners, LLC | 434 | $13.0K |
| Citigroup Inc | 400 | $12.0K |
| FMR LLC | 4 | $0 |
Not filed for Q3 2021 yet (1)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| CWM, LLC | 784 | $24.0K |