Q2 2021 13F Holders as of 6/30/2021
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Type / Class
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Equity / COM
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Number of holders
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75
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Total 13F shares, excl. options
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6.74M
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Shares change
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+34.9K
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Total reported value, excl. options
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$204M
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Value change
-
+$1.22M
-
Number of buys
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37
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Number of sells
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-32
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Price
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$30.24
Significant Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q2 2021
83 filings reported holding NIE - Virtus Equity & Convertible Income Fund - COM as of Q2 2021.
Virtus Equity & Convertible Income Fund - COM (NIE) has 75 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.74M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (1.3M shares), Karpus Management, Inc. (704K shares), Advisors Asset Management, Inc. (699K shares), MORGAN STANLEY (627K shares), Guggenheim Capital LLC (410K shares), UBS Group AG (391K shares), ROYAL BANK OF CANADA (284K shares), Cornerstone Advisors, LLC (273K shares), RAYMOND JAMES & ASSOCIATES (211K shares), and Invesco Ltd. (177K shares).
This table shows the top 75 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.