Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / COM
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Number of holders
-
80
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Total 13F shares, excl. options
-
6.67M
-
Shares change
-
-99.1K
-
Total reported value, excl. options
-
$139M
-
Value change
-
-$2.06M
-
Number of buys
-
32
-
Number of sells
-
-25
-
Price
-
$20.91
Significant Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q4 2023
82 filings reported holding NIE - Virtus Equity & Convertible Income Fund - COM as of Q4 2023.
Virtus Equity & Convertible Income Fund - COM (NIE) has 80 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 (970K shares), Advisors Asset Management, Inc. (682K shares), GUGGENHEIM CAPITAL LLC (520K shares), MORGAN STANLEY (497K shares), ROYAL BANK OF CANADA (440K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (366K shares), Raymond James Financial Services Advisors, Inc. (357K shares), Allspring Global Investments Holdings, LLC (346K shares), RAYMOND JAMES & ASSOCIATES (319K shares), and Allworth Financial LP (299K shares).
This table shows the top 80 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.