Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
7,008,814
-
Share change
-
+374,316
-
Total reported value
-
$167,573,494
-
Price per share
-
$23.90
-
Number of holders
-
86
-
Value change
-
+$9,023,382
-
Number of buys
-
45
-
Number of sells
-
30
Institutional Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q2 2025
As of 30 Jun 2025,
Virtus Equity & Convertible Income Fund - COM (NIE) was held by
86 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,008,814 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, Advisors Asset Management, Inc., MORGAN STANLEY, Royal Bank of Canada, RAYMOND JAMES FINANCIAL INC, GUGGENHEIM CAPITAL LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC, LPL Financial LLC, and UBS Group AG.
This page lists
87
institutional shareholders reporting positions in this security
for the Q2 2025 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.