We are live on ! Find out more
NIE icon

Virtus Equity & Convertible Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$70.2K – – –
MCM
77
MAI Capital Management
Ohio
$69.5K +$1.6K +64 +2%
WA
78
Westfuller Advisors
New York
$52.3K +$2.27K +91 +4%
CA
79
CoreCap Advisors
Michigan
$30.4K – – –
EB
80
Eastern Bank
Massachusetts
$30.3K – – –
FFA
81
Farther Finance Advisors
California
$27.7K +$5.54K +222 +23%
HI
82
Harbour Investments
Wisconsin
$26.3K -$23K -923 -45%
HWP
83
Highline Wealth Partners
California
$8.67K – – –
WIM
84
Westside Investment Management
California
$8.18K – – –
JP Morgan Chase
85
JP Morgan Chase
New York
$7K -$1.32K -53 -15%
SFCL
86
Strengthening Families & Communities LLC
Massachusetts
$4.45K +$175 +7 +4%
ASN
87
Advisory Services Network
Georgia
$1.52K +$1.62K +65 New
CA
88
Cornerstone Advisors
North Carolina
– -$2.72M -108,972 Closed
RAM
89
Readystate Asset Management
Illinois
– -$1.03M -41,520 Closed
LSC
90
Logan Stone Capital
Illinois
– -$283K -11,369 Closed
LCM
91
Landscape Capital Management
New Jersey
– -$206K -8,263 Closed
SWM
92
Silverlake Wealth Management
Vermont
– -$203K -8,163 Closed
VNA
93
Valley National Advisers
Pennsylvania
– -$4K -166 Closed
Fidelity Investments
94
Fidelity Investments
Massachusetts
– -$773 -31 Closed