We are live on ! Find out more
ACV

Virtus Diversified Income & Convertible Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$6.69M -$1.44M -67,487 -15%
Wells Fargo
2
Wells Fargo
California
$6M -$386K -18,150 -5%
GC
3
Guggenheim Capital
Illinois
$3.73M -$1.37M -64,506 -23%
LPL Financial
4
LPL Financial
California
$2.2M +$136K +6,405 +5%
Bank of America
5
Bank of America
North Carolina
$2.13M -$155K -7,290 -6%
Morgan Stanley
6
Morgan Stanley
New York
$1.99M +$840K +39,460 +53%
RJA
7
Raymond James & Associates
Florida
$1.38M -$108K -5,066 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$820K -$5.04K -237 -0.5%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$794K -$17.3K -811 -2%
DC
10
Davenport & Co
Virginia
$745K -$59.6K -2,800 -6%
Stifel Financial
11
Stifel Financial
Missouri
$618K -$30.6K -1,437 -4%
Osaic Holdings
12
Osaic Holdings
Arizona
$584K -$116K -5,459 -14%
WAM
13
Wolverine Asset Management
Illinois
$555K -$1.2M -56,343 -64%
BRWA
14
B. Riley Wealth Advisors
Florida
$344K +$67.9K +3,190 +19%
UBS Group
15
UBS Group
Switzerland
$342K -$24.3K -1,141 -6%
LSC
16
Logan Stone Capital
Illinois
$248K +$301K +14,135 New
AWS
17
Atria Wealth Solutions
New York
$211K -$3.3K -155 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$205K +$979 +46 +0.4%
KIM
19
Karpus Investment Management
New York
$186K +$226K +10,600 New
BWP
20
Baldwin Wealth Partners
Massachusetts
$35K
S
21
SignatureFD
Georgia
$35K +$42.6K +2,000 New
SWM
22
Sugarloaf Wealth Management
Georgia
$30K +$894 +42 +3%
GWS
23
Glassman Wealth Services
Virginia
$26K
SPIA
24
Steward Partners Investment Advisory
New York
$25K +$4.26K +200 +17%
HNWAG
25
High Net Worth Advisory Group
Florida
$19K +$596 +28 +3%