Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
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Equity / COM
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Number of holders
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81
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Total 13F shares, excl. options
-
7.27M
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Shares change
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+92.4K
-
Total reported value, excl. options
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$163M
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Value change
-
+$2.17M
-
Number of buys
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33
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Number of sells
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-34
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Price
-
$22.39
Significant Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q1 2024
87 filings reported holding NIE - Virtus Equity & Convertible Income Fund - COM as of Q1 2024.
Virtus Equity & Convertible Income Fund - COM (NIE) has 81 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.27M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (986K shares), Advisors Asset Management, Inc. (793K shares), MORGAN STANLEY (523K shares), GUGGENHEIM CAPITAL LLC (518K shares), Royal Bank of Canada (447K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (377K shares), BANK OF AMERICA CORP /DE/ (303K shares), Allspring Global Investments Holdings, LLC (299K shares), Allworth Financial LP (285K shares), and Raymond James Financial Services Advisors, Inc. (264K shares).
This table shows the top 81 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.