Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / COM
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Number of holders
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76
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Total 13F shares, excl. options
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6.59M
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Shares change
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-111K
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Total reported value, excl. options
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$146M
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Value change
-
-$2.66M
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Number of buys
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31
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Number of sells
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-43
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Price
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$22.13
Significant Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q1 2025
90 filings reported holding NIE - Virtus Equity & Convertible Income Fund - COM as of Q1 2025.
Virtus Equity & Convertible Income Fund - COM (NIE) has 76 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.59M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (1.04M shares), Advisors Asset Management, Inc. (1.01M shares), Royal Bank of Canada (560K shares), MORGAN STANLEY (557K shares), RAYMOND JAMES FINANCIAL INC (473K shares), GUGGENHEIM CAPITAL LLC (453K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (376K shares), SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC (206K shares), UBS Group AG (180K shares), and LPL Financial LLC (177K shares).
This table shows the top 76 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.