Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / COM
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Number of holders
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73
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Total 13F shares, excl. options
-
6.59M
-
Shares change
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+424K
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Total reported value, excl. options
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$139M
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Value change
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+$9.09M
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Number of buys
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34
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Number of sells
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-21
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Price
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$21.15
Significant Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q2 2023
79 filings reported holding NIE - Virtus Equity & Convertible Income Fund - COM as of Q2 2023.
Virtus Equity & Convertible Income Fund - COM (NIE) has 73 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.59M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (1.26M shares), MORGAN STANLEY (475K shares), GUGGENHEIM CAPITAL LLC (458K shares), Advisors Asset Management, Inc. (446K shares), Royal Bank of Canada (427K shares), RAYMOND JAMES & ASSOCIATES (371K shares), Raymond James Financial Services Advisors, Inc. (362K shares), Allspring Global Investments Holdings, LLC (354K shares), Allworth Financial LP (318K shares), and BANK OF AMERICA CORP /DE/ (291K shares).
This table shows the top 73 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.