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Virtus Equity & Convertible Income Fund
NIE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 26.1 M +USD 510 k +19,616 +2%
Advisors Asset Management
2
Advisors Asset Management
Colorado
USD 17.8 M -USD 473 k -18,182 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
USD 15 M -USD 389 k -14,959 -3%
Raymond James Financial
4
Raymond James Financial
Florida
USD 14.7 M +USD 692 k +26,605 +5%
Morgan Stanley
5
Morgan Stanley
New York
USD 13.7 M -USD 339 k -13,043 -3%
Guggenheim Capital
6
Guggenheim Capital
Illinois
USD 13.1 M +USD 620 k +23,832 +5%
Saba Capital Management
7
Saba Capital Management
New York
USD 12.8 M +USD 2.98 M +114,537 +32%
LPL Financial
8
LPL Financial
California
USD 9.23 M +USD 1.37 M +52,773 +18%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
USD 7.41 M +USD 527 k +20,269 +8%
SDWIA
10
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 6.09 M +USD 211 k +8,118 +4%
Invesco
11
Invesco
Georgia
USD 3.72 M +USD 424 k +16,300 +13%
UBS Group
12
UBS Group
Switzerland
USD 3.49 M -USD 39.3 k -1,510 -1%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
USD 3.46 M +USD 1.27 M +48,719 +61%
Bank of America
14
Bank of America
North Carolina
USD 3.27 M +USD 71.2 k +2,738 +2%
D.A. Davidson & Co
15
D.A. Davidson & Co
Montana
USD 2.79 M +USD 636 k +24,456 +31%
World Investment Advisors
16
World Investment Advisors
California
USD 2.67 M -USD 89.7 k -3,449 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
USD 2.51 M +USD 423 k +16,265 +21%
Evolve Private Wealth
18
Evolve Private Wealth
California
USD 2.01 M -USD 123 k -4,746 -6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
USD 1.97 M -USD 177 k -6,794 -8%
OC
20
OxenFree Capital
Florida
USD 1.91 M +USD 197 k +7,574 +12%
Wolverine Asset Management
21
Wolverine Asset Management
Illinois
USD 1.8 M -USD 634 k -24,389 -27%
&Partners
22
&Partners
Tennessee
USD 1.77 M +USD 145 k +5,579 +9%
Capital Investment Advisors
23
Capital Investment Advisors
Georgia
USD 1.48 M -USD 21 k -809 -1%
Calamos Advisors
24
Calamos Advisors
Illinois
USD 1.38 M +USD 88.9 k +3,420 +7%
TWML
25
Todd Wealth Management, LLC
Florida
USD 1.29 M -USD 5.17 k -199 -0.4%
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