Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / COM
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Number of holders
-
69
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Total 13F shares, excl. options
-
6.67M
-
Shares change
-
+543K
-
Total reported value, excl. options
-
$133M
-
Value change
-
+$10.7M
-
Number of buys
-
29
-
Number of sells
-
-27
-
Price
-
$19.89
Significant Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q3 2023
77 filings reported holding NIE - Virtus Equity & Convertible Income Fund - COM as of Q3 2023.
Virtus Equity & Convertible Income Fund - COM (NIE) has 69 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.67M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (1.21M shares), Advisors Asset Management, Inc. (578K shares), GUGGENHEIM CAPITAL LLC (490K shares), Royal Bank of Canada (435K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (359K shares), Raymond James Financial Services Advisors, Inc. (357K shares), RAYMOND JAMES & ASSOCIATES (331K shares), Allspring Global Investments Holdings, LLC (326K shares), BANK OF AMERICA CORP /DE/ (318K shares), and Allworth Financial LP (308K shares).
This table shows the top 69 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.