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.
Q1 2022 vs. Q4 2021
How the institutions holding Virtus Equity & Convertible Income Fund changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 91 | 1 | 77 | −13 |
| Shares | 6.89M | 1.57K | 5.98M | −908.5K (−13.2%) |
| Value | $207.6M | $47.0K | $162.2M | −$45.3M (−21.8%) |
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Parametric Portfolio Associates LLC | 45,581 | $1.24M | 0.00% |
| Prospera Financial Services Inc | 33,368 | $906.0K | 0.04% |
| Envestnet Asset Management Inc | 15,425 | $419.0K | 0.00% |
| Thrivent Financial for Lutherans | 14,075 | $382.0K | 0.00% |
| TCWP LLC | 1,825 | $49.0K | 0.01% |
| JPMorgan Chase & Co | 983 | $27.0K | 0.00% |
| Westside Investment Management, Inc. | 350 | $9.00K | 0.00% |
| Creative Financial Designs Inc | 275 | $7.00K | 0.00% |
| IFP Advisors, Inc | 15 | $1.00K | 0.00% |
Sold out (22)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Advisors Asset Management, Inc. | 605,162 | $18.2M |
| Cornerstone Advisors, LLC | 200,951 | $6.06M |
| Logan Stone Capital, LLC | 54,465 | $1.64M |
| Wolverine Asset Management LLC | 43,659 | $1.31M |
| Clough Capital Partners L P | 29,900 | $901.0K |
| Landscape Capital Management, L.L.C. | 21,316 | $642.0K |
| CoreFirst Bank & Trust | 10,618 | $320.0K |
| Dakota Wealth Management | 8,025 | $242.0K |
| Sound View Wealth Advisors Group, LLC | 7,099 | $214.0K |
| Kingsview Wealth Management, LLC | 7,025 | $212.0K |
| Cetera Advisor Networks LLC | 6,895 | $208.0K |
| Birchcreek Wealth Management, LLC | 6,850 | $206.0K |
| Hennion & Walsh Asset Management, Inc. | 6,829 | $206.0K |
| Venture Visionary Partners LLC | 6,714 | $202.0K |
| Fifth Third Bancorp | 2,450 | $74.0K |
| FSB Premier Wealth Management, Inc. | 2,025 | $61.0K |
| Eaton Vance Management | 1,610 | $49.0K |
| Confluence Wealth Services, Inc. | 1,257 | $37.0K |
| Snowden Capital Advisors LLC | 1,025 | $30.0K |
| BDO Wealth Advisors, LLC | 546 | $16.0K |
| First Personal Financial Services | 25 | $1.00K |
| Outfitter Financial LLC | 9 | $0 |
Not filed for Q1 2022 yet (1)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Harbour Investments, Inc. | 1,572 | $47.0K |