Virtus Equity & Convertible Income Fund

NIE

Exchange: NYSE
SEC CIK: 0001383441

SEC filings (opens in a new tab)

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.

Q4 2021 vs. Q3 2021

How the institutions holding Virtus Equity & Convertible Income Fund changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of NIE: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Q4 2021	Change
Holders	72	91	+19
Shares	6.76M	6.89M	+121.8K (+1.8%)
Value	$199.4M	$207.6M	+$8.27M (+4.1%)

New holders (24)

Institutions that held Virtus Equity & Convertible Income Fund at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to NIE in Q4 2021
Institution	Shares	Value	% of portfolio
Sit Investment Associates Inc	210,959	$6.36M	0.15%
Allspring Global Investments Holdings, LLC	198,666	$5.99M	0.01%
Logan Stone Capital, LLC	54,465	$1.64M	1.64%
Clough Capital Partners L P	29,900	$901.0K	0.06%
Bank of Montreal	24,585	$816.0K	0.00%
Landscape Capital Management, L.L.C.	21,316	$642.0K	0.09%
55I, LLC	16,719	$504.0K	0.01%
Silverlake Wealth Management LLC	9,890	$298.1K	0.16%
Baird Financial Group, Inc.	8,871	$267.0K	0.00%
Wintrust Investments LLC	6,946	$209.0K	0.02%
Birchcreek Wealth Management, LLC	6,850	$206.0K	0.18%
Venture Visionary Partners LLC	6,714	$202.0K	0.01%
Blue Bell Private Wealth Management, LLC	4,786	$144.0K	0.04%
Tilia Fiduciary Partners, Inc.	4,619	$139.0K	0.11%
FSB Premier Wealth Management, Inc.	2,025	$61.0K	0.03%
Confluence Wealth Services, Inc.	1,257	$37.0K	0.01%
Future Financial Wealth Managment LLC	1,000	$30.0K	0.02%
Snowden Capital Advisors LLC	1,025	$30.0K	0.00%
Clearstead Advisors, LLC	850	$26.0K	0.00%
CWM, LLC	784	$24.0K	0.00%
BDO Wealth Advisors, LLC	546	$16.0K	0.00%
Strengthening Families & Communities, LLC	337	$10.0K	0.01%
First Personal Financial Services	25	$1.00K	0.00%
Outfitter Financial LLC	9	$0	0.00%

Sold out (5)

Institutions that held Virtus Equity & Convertible Income Fund at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of NIE in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
MONECO Advisors, LLC	8,384	$247.0K
TNF LLC	6,843	$208.0K
FNY Investment Advisers, LLC	2,000	$58.0K
Column Capital Advisors, LLC	327	$10.0K
Tower Research Capital LLC (TRC)	8	$0