We are live on ! Find out more
NIE

Virtus Equity & Convertible Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$608K -$8.4K -400 -1%
Ameriprise
27
Ameriprise
Minnesota
$597K -$53.8K -2,562 -9%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$518K -$21K -1,000 -4%
Bank of America
29
Bank of America
North Carolina
$464K -$36.6K -1,745 -8%
DWM
30
Dakota Wealth Management
Florida
$428K +$3.78K +180 +1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$425K -$15.4K -731 -4%
IFWM
32
Institute for Wealth Management
Colorado
$405K -$17.2K -818 -4%
CWM
33
Cornerstone Wealth Management
Missouri
$398K +$144K +6,834 +63%
ASN
34
Advisory Services Network
Georgia
$312K +$16K +763 +6%
WS
35
Wedbush Securities
California
$297K -$83.9K -3,996 -23%
DC
36
Davenport & Co
Virginia
$287K
IAIM
37
International Assets Investment Management
Florida
$248K
LCM
38
Landscape Capital Management
New Jersey
$248K +$231K +11,015 New
PPA
39
Parametric Portfolio Associates
Washington
$233K -$533K -25,370 -71%
CAN
40
Claraphi Advisory Network
United States
$219K +$714 +34 +0.4%
LWAC
41
Laurel Wealth Advisors (California)
California
$215K +$201K +9,557 New
GLLW
42
Graves Light Lenhart Wealth
Virginia
$212K +$198K +9,448 New
MA
43
MONECO Advisors
Connecticut
$210K +$196K +9,338 New
Citigroup
44
Citigroup
New York
$190K -$3.59K -171 -2%
BAM
45
Belpointe Asset Management
Nevada
$163K
CCA
46
Column Capital Advisors
Indiana
$139K +$130K +6,200 New
CAN
47
Cetera Advisor Networks
California
$105K +$98.3K +4,683 New
MA
48
MUFG Americas
New York
$80K
PB
49
Pinnacle Bancorp
Nebraska
$60K
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$55K +$51.5K +2,450 New