Virtus Convertible & Income Fund - COM (NCV) Institutional Ownership

CUSIP: 92838X102

13F Institutional Holders and Ownership History from Q1 2019 to Q3 2025

Type / Class
Equity / COM
Symbol
NCV on NYSE
Price per share
$3.55
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Investment Quick Answers

What is CUSIP 92838X102?
CUSIP 92838X102 identifies NCV - Virtus Convertible & Income Fund - COM in SEC 13F datasets.

Where can I see the latest institutional holders?
Use the ownership history tables below to review the newest available institutional filing periods.

Institutional Holders of Virtus Convertible & Income Fund - COM (NCV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 0 $0 -$98,591 $3.55 0
2025 Q2 6,943 $98,591 -$1,147,455 $14.20 1
2025 Q1 94,359 $1,220,061 -$78,592,467 $12.93 3
2024 Q4 22,422,673 $77,813,069 -$5,038,160 $3.47 91
2024 Q3 23,802,816 $83,304,143 +$3,340,968 $3.50 90
2024 Q2 22,829,705 $74,647,537 +$3,754,371 $3.27 97
2024 Q1 21,775,157 $72,692,056 +$6,325,752 $3.34 95
2023 Q4 19,876,620 $66,989,308 -$4,420,651 $3.37 101
2023 Q3 20,397,193 $63,421,044 +$7,003,927 $3.11 91
2023 Q2 18,122,106 $63,084,078 +$5,935,476 $3.48 91
2023 Q1 16,376,538 $55,000,868 -$1,448,350 $3.36 92
2022 Q4 16,975,889 $57,715,786 +$3,805,216 $3.40 92
2022 Q3 15,733,017 $50,388,992 -$9,544,616 $3.20 83
2022 Q2 18,238,070 $67,112,194 -$437,687 $3.68 79
2022 Q1 19,226,453 $96,698,760 -$2,497,260 $5.03 79
2021 Q4 19,683,923 $114,721,334 +$1,112,625 $5.83 81
2021 Q3 19,549,995 $116,537,381 +$2,554,856 $5.96 86
2021 Q2 19,091,199 $117,290,359 +$11,911,856 $6.14 87
2021 Q1 17,250,760 $97,631,071 +$97,486,145 $5.66 88
2020 Q4 23,196 $133,000 +$133,000 $5.38 2
2019 Q2 0 $0 -$89,742 $3.55 0
2019 Q1 13,849 $89,742 +$89,742 $6.48 1