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 2022 vs. Q2 2022
How the institutions holding Virtus Equity & Convertible Income Fund changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 75 | 72 | −3 |
| Shares | 6.54M | 6.56M | +26.1K (+0.4%) |
| Value | $144.6M | $133.3M | −$11.3M (−7.8%) |
New holders (6)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Stolper Co | 29,886 | $607.0K | 0.30% |
| Laurel Wealth Advisors, Inc. | 12,046 | $245.0K | 0.03% |
| Global Assets Advisory, LLC | 11,000 | $231.0K | 0.23% |
| Montag A & Associates Inc | 5,314 | $108.0K | 0.01% |
| Gradient Investments LLC | 65 | $1.00K | 0.00% |
| EverSource Wealth Advisors, LLC | 12 | $0 | 0.00% |
Sold out (9)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Wolverine Asset Management LLC | 92,311 | $1.92M |
| Bank of Montreal | 15,561 | $386.0K |
| Envestnet Asset Management Inc | 13,423 | $279.0K |
| Walleye Capital LLC | 11,597 | $241.0K |
| Hennion & Walsh Asset Management, Inc. | 10,710 | $222.0K |
| Graves-Light Private Wealth Management, Inc. | 9,448 | $196.0K |
| Venture Visionary Partners LLC | 6,714 | $139.3K |
| Fairfield, Bush & Co. | 250 | $5.00K |
| JPMorgan Chase & Co | 32 | $1.00K |