Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / COM
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Number of holders
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83
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Total 13F shares, excl. options
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6.82M
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Shares change
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-139K
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Total reported value, excl. options
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$168M
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Value change
-
-$3.19M
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Number of buys
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33
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Number of sells
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-37
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Price
-
$24.66
Significant Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q4 2024
90 filings reported holding NIE - Virtus Equity & Convertible Income Fund - COM as of Q4 2024.
Virtus Equity & Convertible Income Fund - COM (NIE) has 83 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.82M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (1.08M shares), Advisors Asset Management, Inc. (1.07M shares), RAYMOND JAMES FINANCIAL INC (532K shares), MORGAN STANLEY (503K shares), GUGGENHEIM CAPITAL LLC (492K shares), Royal Bank of Canada (492K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (375K shares), SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC (221K shares), UBS Group AG (193K shares), and BANK OF AMERICA CORP /DE/ (170K shares).
This table shows the top 83 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.