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Virtus Equity & Convertible Income Fund
NIE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
USD 217 k – – –
Graves Light Lenhart Wealth
77
Graves Light Lenhart Wealth
Virginia
USD 211 k +USD 205 k +7,867 Nuevas
Mariner
78
Mariner
Kansas
USD 211 k +USD 204 k +7,851 Nuevas
Laird Norton Wetherby Trust Company
79
Laird Norton Wetherby Trust Company
Washington
USD 210 k +USD 203 k +7,820 Nuevas
NewEdge Advisors
80
NewEdge Advisors
Louisiana
USD 203 k +USD 1.22 k +47 +0.6%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
USD 123 k – – –
Wolff Wiese Magana
82
Wolff Wiese Magana
California
USD 114 k – – –
US Bancorp
83
US Bancorp
Minnesota
USD 111 k – – –
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
USD 80.7 k – – –
Westfuller Advisors
85
Westfuller Advisors
New York
USD 61.5 k +USD 1.3 k +50 +2%
JP Morgan Chase
86
JP Morgan Chase
New York
USD 39.5 k +USD 30.7 k +1,179 +387%
CoreCap Advisors
87
CoreCap Advisors
Michigan
USD 34.9 k – – –
Eastern Bank
88
Eastern Bank
Massachusetts
USD 34.9 k – – –
Farther Finance Advisors
89
Farther Finance Advisors
California
USD 31.5 k – – –
Harbour Investments
90
Harbour Investments
Wisconsin
USD 30.2 k – – –
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
USD 18.8 k +USD 18.2 k +700 Nuevas
CIA
92
Cape Investment Advisory
Georgia
USD 11.7 k +USD 11.3 k +435 Nuevas
James T. Borello
93
James T. Borello
Illinois
USD 10.9 k +USD 10.6 k +406 Nuevas
Westside Investment Management
94
Westside Investment Management
California
USD 9.4 k – – –
Strengthening Families & Communities LLC
95
Strengthening Families & Communities LLC
Massachusetts
USD 5.22 k +USD 130 +5 +3%
Highline Wealth Partners
96
Highline Wealth Partners
California
USD 4.03 k -USD 5.74 k -221 -60%
Fidelity Investments
97
Fidelity Investments
Massachusetts
USD 3.79 k +USD 3.67 k +141 Nuevas
Russell Investments Group
98
Russell Investments Group
United Kingdom
USD 154 +USD 156 +6 Nuevas
Hennion & Walsh Asset Management
99
Hennion & Walsh Asset Management
New Jersey
– -USD 238 k -10,171 Cerradas
Global Assets Advisory
100
Global Assets Advisory
Florida
– -USD 234 k -10,000 Cerradas
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