Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / COM
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Number of holders
-
81
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Total 13F shares, excl. options
-
7,163,648
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Shares change
-
-65,937
-
Total reported value, excl. options
-
$149,811,973
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Value change
-
-$1,370,177
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Number of buys
-
33
-
Number of sells
-
25
-
Price
-
$20.91
Institutional Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q4 2023
As of 31 Dec 2023 Virtus Equity & Convertible Income Fund - COM (NIE) had 83 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,163,648 shares of stock of the company.
Largest 10 holders included WELLS FARGO & COMPANY/MN, Advisors Asset Management, Inc., GUGGENHEIM CAPITAL LLC, MORGAN STANLEY, ROYAL BANK OF CANADA, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Raymond James Financial Services Advisors, Inc., Allspring Global Investments Holdings, LLC, RAYMOND JAMES & ASSOCIATES, and Allworth Financial LP.
This table shows 83 institutional shareholders of the security as of 31 Dec 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.