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.
Q4 2022 vs. Q3 2022
How the institutions holding Virtus Equity & Convertible Income Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 72 | 3 | 72 | +3 |
| Shares | 6.56M | 28.8K | 6.48M | −55.1K (−0.8%) |
| Value | $133.3M | $586.1K | $118.1M | −$14.7M (−11.0%) |
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atria Wealth Solutions, Inc. | 19,010 | $384.1K | 0.01% |
| Centurion Wealth Management LLC | 19,905 | $362.9K | 0.20% |
| Baird Financial Group, Inc. | 15,250 | $278.0K | 0.00% |
| Logan Stone Capital, LLC | 14,706 | $268.1K | 0.10% |
| Saba Capital Management, L.P. | 14,454 | $263.5K | 0.00% |
| Virtu Financial LLC | 13,820 | $252.0K | 0.03% |
| International Assets Investment Management, LLC | 11,473 | $209.2K | 0.02% |
| Janney Montgomery Scott LLC | 10,868 | $198.0K | 0.00% |
| GWM Advisors LLC | 14,427 | $127.6K | 0.00% |
| Elequin Capital LP | 3,357 | $61.2K | 0.02% |
| ICA Group Wealth Management, LLC | 1,500 | $27.3K | 0.01% |
| Pathway Financial Advisers, LLC | 424 | $7.73K | 0.00% |
| Hollencrest Capital Management | 66 | $1.20K | 0.00% |
Sold out (10)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Shaker Financial Services, LLC | 99,230 | $2.02M |
| Prospera Financial Services Inc | 32,908 | $669.0K |
| Cornerstone Advisors, LLC | 24,000 | $487.0K |
| Laurel Wealth Advisors, Inc. | 12,046 | $245.0K |
| Telemus Capital, LLC | 11,115 | $226.0K |
| Wintrust Investments LLC | 10,296 | $209.0K |
| Silverlake Wealth Management LLC | 9,890 | $200.9K |
| Ancora Advisors, LLC | 958 | $19.0K |
| Clearstead Advisors, LLC | 168 | $3.00K |
| Gradient Investments LLC | 65 | $1.00K |
Not filed for Q4 2022 yet (3)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Cornerstone Wealth Management, LLC | 19,141 | $389.0K |
| FourThought Financial, LLC | 8,416 | $171.0K |
| American Portfolios Advisors | 1,286 | $26.1K |