We are live on ! Find out more
NCV

Virtus Convertible & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.1M +$500K +18,189 +3%
Wells Fargo
2
Wells Fargo
California
$13.8M +$465K +16,916 +4%
Bank of America
3
Bank of America
North Carolina
$11.9M -$184K -6,692 -2%
GC
4
Guggenheim Capital
Illinois
$6.21M -$1.62M -58,811 -21%
Cohen & Steers
5
Cohen & Steers
New York
$5.95M
UBS Group
6
UBS Group
Switzerland
$2.25M -$136K -4,958 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.23M +$47.5K +1,728 +2%
AAM
8
Advisors Asset Management
Colorado
$2.14M -$155K -5,647 -7%
AG
9
Advisor Group
Arizona
$1.49M +$18.4K +670 +1%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.06M +$121K +4,421 +13%
EGA
11
E&G Advisors
Texas
$1M -$9.76K -355 -1%
LPL Financial
12
LPL Financial
California
$992K +$67.8K +2,468 +7%
IA
13
IFP Advisors
Florida
$768K +$102K +3,720 +16%
SIM
14
Sonora Investment Management
Arizona
$640K
Ameriprise
15
Ameriprise
Minnesota
$605K +$123K +4,492 +26%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$544K +$130K +4,739 +32%
CIA
17
Capital Investment Advisors
Georgia
$428K -$451K -16,413 -52%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$383K
CAN
19
Cetera Advisor Networks
California
$374K +$369K +13,431 New
OA
20
Oxbow Advisors
Texas
$277K +$272K +9,910 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$256K +$26.6K +968 +12%
CAN
22
Claraphi Advisory Network
United States
$234K -$18.9K -686 -8%
RJA
23
Raymond James & Associates
Florida
$228K -$53.6K -1,950 -19%
FIM
24
Freedom Investment Management
Connecticut
$181K +$11K +400 +7%
GLA
25
Good Life Advisors
Pennsylvania
$179K