Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
6,827,678
-
Share change
-
-133,181
-
Total reported value
-
$168,395,509
-
Price per share
-
$24.66
-
Number of holders
-
84
-
Value change
-
-$3,058,355
-
Number of buys
-
34
-
Number of sells
-
36
Institutional Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q4 2024
As of 31 Dec 2024,
Virtus Equity & Convertible Income Fund - COM (NIE) was held by
84 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,827,678 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, Advisors Asset Management, Inc., RAYMOND JAMES FINANCIAL INC, MORGAN STANLEY, GUGGENHEIM CAPITAL LLC, Royal Bank of Canada, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC, UBS Group AG, and BANK OF AMERICA CORP /DE/.
This page lists
84
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.