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 2023 vs. Q2 2023
How the institutions holding Virtus Equity & Convertible Income Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 74 | 71 | −3 |
| Shares | 6.65M | 7.19M | +541.1K (+8.1%) |
| Value | $140.7M | $143.0M | +$2.37M (+1.7%) |
New holders (5)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 359,295 | $7.15M | 0.02% |
| Capital Investment Advisors, LLC | 45,200 | $899.0K | 0.02% |
| Level Four Advisory Services, LLC | 11,387 | $226.5K | 0.01% |
| Comerica Bank | 9,322 | $185.4K | 0.00% |
| Elequin Capital LP | 1,366 | $27.2K | 0.01% |
Sold out (8)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Prevail Innovative Wealth Advisors, LLC | 14,445 | $305.5K |
| XML Financial, LLC | 11,641 | $246.2K |
| Telemus Capital, LLC | 9,465 | $200.2K |
| Tilia Fiduciary Partners, Inc. | 4,619 | $97.7K |
| ICA Group Wealth Management, LLC | 1,500 | $31.7K |
| Fairfield, Bush & Co. | 250 | $5.29K |
| Ridgewood Investments LLC | 130 | $2.75K |
| EverSource Wealth Advisors, LLC | 12 | $254 |