Q3 2021 13F Holders as of 9/30/2021
-
Type / Class
-
Equity / COM
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Number of holders
-
70
-
Total 13F shares, excl. options
-
6.72M
-
Shares change
-
-30.7K
-
Total reported value, excl. options
-
$198M
-
Value change
-
-$984K
-
Number of buys
-
29
-
Number of sells
-
-29
-
Price
-
$29.47
Significant Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q3 2021
79 filings reported holding NIE - Virtus Equity & Convertible Income Fund - COM as of Q3 2021.
Virtus Equity & Convertible Income Fund - COM (NIE) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.72M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (1.39M shares), Advisors Asset Management, Inc. (690K shares), MORGAN STANLEY (633K shares), Karpus Management, Inc. (526K shares), UBS Group AG (411K shares), GUGGENHEIM CAPITAL LLC (383K shares), Cornerstone Advisors, LLC (341K shares), ROYAL BANK OF CANADA (303K shares), RAYMOND JAMES & ASSOCIATES (252K shares), and SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC (169K shares).
This table shows the top 70 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.