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Virtus Convertible & Income Fund (NCV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income Fund (NYSE:NCV)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$15.71M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$6.37M
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NCV Institutional Buying and Selling by Quarter

Virtus Convertible & Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024 Private Advisor Group LLC232,046$775K0.0%+4.4%0.000%
4/30/2024 Hartline Investment Corp10,593$35K0.0%N/A0.000%
4/24/2024 Arlington Capital Management Inc.151,105$505K0.4%-4.8%0.000%
4/22/2024 PFG Investments LLC18,566$62K0.0%N/A0.000%
4/16/2024 Congress Park Capital LLC1,025,433$3.43M1.5%+1.6%0.000%
4/11/2024 Integrated Capital Management Inc.56,923$190K0.2%+6.6%0.000%
4/10/2024 Park Avenue Securities LLC380,697$1.27M0.0%-3.0%0.000%
2/21/2024WNY Asset Management LLC612,733$2.07M0.3%+9.6%0.000%
2/12/2024Gridiron Partners LLC206,961$697K0.5%N/A0.000%
2/12/2024Weiss Asset Management LP75,449$254K0.0%N/A0.000%
2/9/2024Coldstream Capital Management Inc.10,858$37K0.0%N/A0.000%
2/9/2024Cornerstone Advisors LLC985,916$3.32M0.1%+31.0%0.000%
2/8/2024Robinson Capital Management LLC166,598$557K0.2%+29.0%0.000%
2/7/2024Ieq Capital LLC18,220$61K0.0%-58.1%0.000%
2/7/2024Shaker Financial Services LLC204,996$695K0.3%+88.0%0.000%
2/7/2024 Arlington Capital Management Inc.158,702$535K0.5%N/A0.000%
2/2/2024Gilliland Jeter Wealth Management LLC12,538$42K0.0%N/A0.000%
2/2/2024Atria Wealth Solutions Inc.23,011$78K0.0%-31.2%0.000%
2/1/2024Wolverine Asset Management LLC64,607$218K0.0%-46.9%0.000%
1/30/2024CTC Alternative Strategies Ltd.43,076$145K0.3%N/A0.000%
1/25/2024 E&G Advisors LP59,282$200K0.1%-15.4%0.000%
1/24/2024 International Assets Investment Management LLC8,128$27K0.0%+237.0%0.000%
1/19/2024 Congress Park Capital LLC1,009,653$3.40M1.7%+216.0%0.000%
1/19/2024 Occidental Asset Management LLC11,327$38K0.0%N/A0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.21,898$74K0.0%-15.4%0.000%
1/16/2024 Raymond James & Associates173,527$585K0.0%+191.3%0.000%
1/16/2024CoreCap Advisors LLC65,150$220K0.0%+54.6%0.000%
1/12/2024Heron Bay Capital Management23,162$78K0.0%-95.5%0.000%
1/12/2024 Fortitude Family Office LLC10,000$34K0.0%N/A0.000%
12/14/2023WNY Asset Management LLC559,030$1.74M0.3%+24.1%0.000%
11/15/2023Axxcess Wealth Management LLC22,931$71K0.0%N/A0.000%
11/15/2023Advisors Asset Management Inc.2,420,720$7.53M0.2%+11.0%0.000%
11/13/2023Wolverine Asset Management LLC121,730$379K0.0%-11.8%0.000%
11/9/2023Atomi Financial Group Inc.29,211$91K0.0%N/A0.000%
11/9/2023Cornerstone Advisors LLC752,438$2.34M0.1%+139.1%0.000%
11/8/2023Atria Wealth Solutions Inc.33,433$104K0.0%-35.5%0.000%
11/8/2023Landscape Capital Management L.L.C.155,628$484K0.1%-21.3%0.000%
11/8/2023Pinnacle Wealth Planning Services Inc.16,216$50K0.0%+32.4%0.000%
11/6/2023Ieq Capital LLC43,509$135K0.0%+34.7%0.000%
11/3/2023MGO One Seven LLC20,652$64K0.0%+28.5%0.000%
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11/3/2023 Private Advisor Group LLC220,861$687K0.0%+3.8%0.000%
11/2/2023Sonora Investment Management Group LLC32,747$102K0.0%-54.8%0.000%
11/2/2023Shaker Financial Services LLC109,022$343K0.2%+55.3%0.000%
10/30/2023Joseph P. Lucia & Associates LLC40,789$127K0.1%-23.8%0.000%
10/26/2023 Park Avenue Securities LLC347,324$1.08M0.0%+8.8%0.000%
10/26/2023Advisor Partners II LLC301,570$938K0.0%N/A0.000%
10/24/2023 Raymond James & Associates59,563$185K0.0%+127.4%0.000%
10/16/2023 Capital Investment Advisors LLC12,770$40K0.0%N/A0.000%
10/13/2023 Congress Park Capital LLC319,500$994K0.5%+105.1%0.000%
10/11/2023 Integrated Capital Management Inc.55,385$172K0.2%+14.3%0.000%
9/12/2023Prosperity Financial Group Inc.60,805$212K0.2%-17.1%0.000%
8/14/2023Bison Wealth LLC27,989$97K0.0%N/A0.000%
8/11/2023Cornerstone Advisors LLC314,645$1.10M0.1%N/A0.000%
8/11/2023Landscape Capital Management L.L.C.197,789$688K0.1%+147.1%0.000%
8/11/2023Guggenheim Capital LLC468,894$1.63M0.0%-41.0%0.000%
8/10/2023 Private Advisor Group LLC212,710$754K0.0%+3.8%0.000%
8/10/2023Cetera Advisors LLC28,069$98K0.0%N/A0.000%
8/10/2023Cetera Advisor Networks LLC274,123$954K0.0%+1.7%0.000%
8/10/2023Cetera Investment Advisers268,260$934K0.0%+9.6%0.000%
8/9/2023Robinson Capital Management LLC129,098$447K0.2%N/A0.000%
8/8/2023Ieq Capital LLC32,299$112K0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC137,978$480K0.0%+130.5%0.000%
8/7/2023Pinnacle Wealth Planning Services Inc.12,248$43K0.0%N/A0.000%
8/7/2023Shaker Financial Services LLC70,200$247K0.1%N/A0.000%
8/4/2023Envestnet Asset Management Inc.422,436$1.47M0.0%-39.9%0.000%
8/3/2023WNY Asset Management LLC450,630$1.57M0.3%+7.7%0.000%
7/31/2023LPL Financial LLC546,801$1.90M0.0%-1.5%0.000%
7/31/2023 Integrated Capital Management Inc.48,452$169K0.2%-12.6%0.000%
7/27/2023B. Riley Wealth Advisors Inc.79,564$280K0.0%+6.9%0.000%
7/25/2023 Raymond James & Associates26,193$91K0.0%+28.1%0.000%
7/14/2023 Park Avenue Securities LLC319,286$1.11M0.0%+1.2%0.000%
7/14/2023 Congress Park Capital LLC155,750$542K0.3%+211.5%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.67,938$236K0.0%-7.5%0.000%
7/12/2023Heron Bay Capital Management590,462$2.06M0.6%-3.0%0.000%
5/12/2023Advisors Asset Management Inc.2,469,613$8.30M0.2%+5.9%0.000%
5/12/2023Perennial Investment Advisors LLC22,391$75K0.0%N/A0.000%
5/11/2023Guggenheim Capital LLC794,411$2.67M0.0%-36.4%0.000%
5/10/2023 Private Advisor Group LLC204,864$688K0.0%N/A0.000%
5/10/2023Landscape Capital Management L.L.C.80,053$269K0.0%+28.8%0.000%
5/9/2023Samalin Investment Counsel LLC12,495$42K0.0%-50.5%0.000%
5/8/2023Wolverine Asset Management LLC59,860$201K0.0%+230.5%0.000%
5/3/2023Liberty Wealth Management LLC25,792$87K0.0%N/A0.000%
5/2/2023WNY Asset Management LLC418,540$1.41M0.3%+32.2%0.000%
5/1/2023 CWM LLC8,000$27K0.0%+11,664.7%0.000%
4/26/2023 Integrated Capital Management Inc.55,459$166K0.2%+20.6%0.000%
4/20/2023 Melfa Wealth Management LLC36,204$122K0.1%-47.3%0.000%
4/20/2023 Congress Park Capital LLC50,000$168K0.1%N/A0.000%
4/18/2023 Park Avenue Securities LLC315,603$1.06M0.0%-6.4%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.25,573$86K0.0%+13.8%0.000%
4/14/2023 Raymond James & Associates20,445$69K0.0%-36.3%0.000%
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3/15/2023B. Riley Wealth Advisors Inc.71,331$246K0.0%-4.8%0.000%
3/6/2023Rockefeller Capital Management L.P.115,084$391K0.0%-15.7%0.000%
2/13/2023Advisors Asset Management Inc.2,330,940$7.93M0.2%-4.8%0.000%
2/10/2023Samalin Investment Counsel LLC25,260$86K0.1%-10.7%0.000%
2/10/2023SVB Wealth LLC27,214$93K0.0%N/A0.000%
2/9/2023 Detalus Advisors LLC12,538$43K0.0%-18.9%0.000%
2/9/2023Landscape Capital Management L.L.C.62,161$211K0.0%-44.2%0.000%
2/9/2023Elequin Securities LLC35,232$120K0.0%N/A0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.70,670$240K0.0%-20.5%0.000%
2/7/2023Commonwealth Equity Services LLC174,669$593K0.0%-29.9%0.000%
(Data available from 1/1/2016 forward)

NCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NCV shares?

During the previous two years, 76 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($23.74M), Rivernorth Capital Management LLC ($7.82M), Advisors Asset Management Inc. ($7.53M), Congress Park Capital LLC ($3.43M), Cornerstone Advisors LLC ($3.32M), WNY Asset Management LLC ($2.07M), and LPL Financial LLC ($1.90M).Learn more on NCV's institutional investors.

Which institutional investors have been buying Virtus Convertible & Income Fund stock?

Of the 59 institutional investors that purchased Virtus Convertible & Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advisors Asset Management Inc. ($1.03M), Congress Park Capital LLC ($1.03M), Cornerstone Advisors LLC ($985.92K), Heron Bay Capital Management ($608.60K), WNY Asset Management LLC ($595.73K), Park Avenue Securities LLC ($372.31K), and Private Advisor Group LLC ($308.99K).

How much institutional buying is happening at Virtus Convertible & Income Fund?

Institutional investors have bought a total of 8,108,760 shares in the last 24 months. This purchase volume represents approximately $27.48M in transactions.

Which Virtus Convertible & Income Fund major shareholders have been selling company stock?

Of the 32 institutional investors that sold Virtus Convertible & Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($1.35M), Bank of America Corp DE ($732.69K), Heron Bay Capital Management ($515.16K), Envestnet Asset Management Inc. ($280.52K), Rivernorth Capital Management LLC ($266.10K), Wolverine Asset Management LLC ($189.24K), and Advisors Asset Management Inc. ($116.73K).

How much institutional selling is happening at Virtus Convertible & Income Fund?

Institutional investors have sold a total of 4,049,479 shares in the last 24 months. This volume of shares sold represents approximately $15.31M in transactions.


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This page (NYSE:NCV) was last updated on 5/3/2024 by MarketBeat.com Staff

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