NIE
Virtus Equity & Convertible Income Fund
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Wasatch Advisors Lp | $142.6M | 2.49M | 1.06% | +10.4% |
Congress Asset Management Co | $71M | 1.24M | 0.46% | +2.8% |
Wealth Enhancement Advisory Services, Llc | $7.3M | 286.4K | 0.01% | +3.3% |
Oxenfree Capital Llc | $1.9M | 73.9K | 0.81% | +1.5% |
Concurrent Investment Advisors, Llc | $1.4M | 37.8K | 0.01% | New Position |
Stolper Co | $840K | 33.6K | 0.22% | -2.4% |
Atria Investments, Inc | $724K | 12.6K | 0.01% | +53.3% |
Hennion & Walsh Asset Management, Inc. | $721K | 12.6K | 0.02% | -1.2% |
David J Yvars Group | $652K | 26.1K | 0.30% | +1.4% |
State Of Alaska, Department Of Revenue | $622K | 10.9K | 0.01% | -35.2% |
Unique Wealth Strategies, Llc | $549K | 8.3K | 0.20% | Unchanged |
Centurion Wealth Management Llc | $538K | 21.5K | 0.13% | Unchanged |
Nvwm, Llc | $454K | 7.9K | 0.08% | -0.2% |
Corecap Advisors, Llc | $385K | 7.5K | 0.01% | +40.4% |
Vontobel Holding Ltd. | $383K | 6.7K | 0.00% | New Position |
Contravisory Investment Management, Inc. | $377K | 6.6K | 0.07% | +12.5% |
City Center Advisors, Llc | $282K | 4.9K | 0.22% | New Position |
Davenport & Co Llc | $219K | 8.8K | 0.00% | -5.7% |
Wolff Wiese Magana Llc | $106K | 4.2K | 0.05% | Unchanged |
Gamma Investing Llc | $82K | 1.4K | 0.00% | +2.3% |
Farther Finance Advisors, Llc | $61K | 1.7K | 0.00% | -52.6% |
Mather Group, Llc. | $36K | 631 | 0.00% | +6.2% |
Fortitude Family Office, Llc | $36K | 626 | 0.01% | +611.4% |
Eastern Bank | $32K | 1.3K | 0.00% | Unchanged |
Cape Investment Advisory, Inc. | $11K | 435 | 0.00% | Unchanged |
James T. Borello Ria | $10K | 406 | 0.00% | Unchanged |
Rydar Equities, Inc. | $10K | 190 | 0.01% | New Position |
Gk Wealth Management Llc | $9K | 156 | 0.01% | New Position |
Ifp Advisors, Inc | $9K | 154 | 0.00% | -77.7% |
Massmutual Private Wealth & Trust, Fsb | $3K | 47 | 0.00% | -22.9% |
Usa Financial Formulas | $2K | 29 | 0.00% | New Position |
Versant Capital Management, Inc | $1K | 25 | 0.00% | Unchanged |
Essential Partners Llc | $802 | 14 | 0.00% | Unchanged |
True Wealth Design, Llc | $688 | 12 | 0.00% | Unchanged |
Gilpin Wealth Management, Llc | $230 | 4 | 0.00% | -20.0% |
Dinuzzo Private Wealth, Inc. | $172 | 3 | 0.00% | New Position |
Nfsg Corp | $115 | 2 | 0.00% | New Position |
Ghp Investment Advisors, Inc. | $58 | 1 | 0.00% | Unchanged |
Signature Resources Capital Management, Llc | $57 | 1 | 0.00% | New Position |