Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / COM
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Number of holders
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78
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Total 13F shares, excl. options
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6.96M
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Shares change
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-376K
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Total reported value, excl. options
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$161M
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Value change
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-$8.57M
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Number of buys
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34
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Number of sells
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-32
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Price
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$23.24
Significant Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q2 2024
85 filings reported holding NIE - Virtus Equity & Convertible Income Fund - COM as of Q2 2024.
Virtus Equity & Convertible Income Fund - COM (NIE) has 78 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.96M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (1.08M shares), Advisors Asset Management, Inc. (930K shares), GUGGENHEIM CAPITAL LLC (519K shares), MORGAN STANLEY (495K shares), Royal Bank of Canada (455K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (380K shares), Raymond James Financial Services Advisors, Inc. (301K shares), BANK OF AMERICA CORP /DE/ (235K shares), RAYMOND JAMES & ASSOCIATES (223K shares), and SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC (214K shares).
This table shows the top 78 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.