Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / COM
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Number of holders
-
80
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Total 13F shares, excl. options
-
6.95M
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Shares change
-
-4.94K
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Total reported value, excl. options
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$160M
-
Value change
-
-$116K
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Number of buys
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42
-
Number of sells
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-28
-
Price
-
$23.01
Significant Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q3 2024
85 filings reported holding NIE - Virtus Equity & Convertible Income Fund - COM as of Q3 2024.
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 6.95M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (1.04M shares), Advisors Asset Management, Inc. (954K shares), MORGAN STANLEY (488K shares), GUGGENHEIM CAPITAL LLC (481K shares), Royal Bank of Canada (475K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (382K shares), Raymond James Financial Services Advisors, Inc. (323K shares), RAYMOND JAMES & ASSOCIATES (224K shares), UBS Group AG (212K shares), and SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC (212K 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.