Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
-
Equity / COM
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Total 13F shares
-
7,205,750
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Share change
-
+173,315
-
Total reported value
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$180,989,538
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Price per share
-
$25.11
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Number of holders
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96
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Value change
-
+$4,340,181
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Number of buys
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45
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Number of sells
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30
Institutional Holders of Virtus Equity & Convertible Income Fund - COM (NIE) as of Q3 2025
As of 30 Sep 2025 Virtus Equity & Convertible Income Fund - COM (NIE) had 96 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,205,750 shares of stock of the company.
Largest 10 holders included WELLS FARGO & COMPANY/MN, Advisors Asset Management, Inc., ROYAL BANK OF CANADA, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, GUGGENHEIM CAPITAL LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Cornerstone Advisors, LLC, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC, and LPL Financial LLC.
This table shows 96 institutional shareholders of the security as of 30 Sep 2025.
| 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.