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 2025 vs. Q1 2025
How the institutions holding Virtus Equity & Convertible Income Fund changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 78 | 87 | +9 |
| Shares | 6.67M | 7.02M | +352.3K (+5.3%) |
| Value | $147.5M | $167.9M | +$20.4M (+13.8%) |
New holders (13)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cornerstone Advisors, LLC | 113,191 | $2.71M | 0.09% |
| Prospera Financial Services Inc | 28,371 | $678.0K | 0.01% |
| Wiley Bros.-Aintree Capital, LLC | 21,446 | $512.6K | 0.00% |
| Brick & Kyle, Associates | 17,569 | $418.0K | 0.19% |
| Wetherby Asset Management Inc | 15,663 | $374.3K | 0.02% |
| AQR Capital Management LLC | 14,452 | $345.4K | 0.00% |
| Walleye Capital LLC | 9,813 | $234.5K | 0.00% |
| David J Yvars Group | 9,180 | $219.4K | 0.13% |
| Huntleigh Advisors, Inc. | 9,151 | $218.7K | 0.04% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,862 | $211.8K | 0.03% |
| Highline Wealth Partners LLC | 221 | $5.28K | 0.00% |
| Garde Capital, Inc. | 200 | $4.78K | 0.00% |
| Valley National Advisers Inc | 166 | $3.00K | 0.00% |
Sold out (4)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| National Asset Management, Inc. | 68,933 | $1.53M |
| Global Endowment Management, LP | 60,000 | $1.33M |
| JPMorgan Chase & Co | 1,961 | $43.4K |
| Coldstream Capital Management Inc | 1,928 | $42.7K |