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.
Q2 2023 vs. Q1 2023
How the institutions holding Virtus Equity & Convertible Income Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 68 | 74 | +6 |
| Shares | 6.17M | 6.65M | +482.0K (+7.8%) |
| Value | $121.2M | $140.7M | +$19.4M (+16.0%) |
New holders (12)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Allworth Financial LP | 317,757 | $6.72M | 0.06% |
| Keystone Financial Group | 44,189 | $934.6K | 0.16% |
| Walleye Capital LLC | 21,253 | $449.5K | 0.01% |
| D.A. Davidson & Co. | 14,905 | $315.2K | 0.00% |
| Prevail Innovative Wealth Advisors, LLC | 14,445 | $305.5K | 0.17% |
| Wintrust Investments LLC | 14,046 | $297.0K | 0.03% |
| Daymark Wealth Partners, LLC | 12,469 | $263.7K | 0.02% |
| Janney Montgomery Scott LLC | 10,656 | $225.0K | 0.00% |
| Cornerstone Advisors, LLC | 9,612 | $203.3K | 0.01% |
| Telemus Capital, LLC | 9,465 | $200.2K | 0.02% |
| Fairfield, Bush & Co. | 250 | $5.29K | 0.00% |
| VisionPoint Advisory Group, LLC | 200 | $4.23K | 0.00% |
Sold out (6)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| CNH Partners LLC | 29,925 | $588.0K |
| First Trust Advisors LP | 21,884 | $430.0K |
| Capital Investment Advisors, LLC | 15,900 | $312.4K |
| Belpointe Asset Management LLC | 6,765 | $132.9K |
| Elequin Capital LP | 2,085 | $41.0K |
| Pointe Capital Management LLC | 1,431 | $28.1K |