We are live on ! Find out more
NIE

Virtus Equity & Convertible Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$23.9M -$1.25M -58,105 -5%
Wells Fargo
2
Wells Fargo
California
$19.5M +$1.23M +57,162 +7%
GC
3
Guggenheim Capital
Illinois
$16.6M -$2.8M -130,391 -15%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M -$82.3K -3,835 -0.7%
KIM
5
Karpus Investment Management
New York
$7.84M -$118K -5,480 -1%
Invesco
6
Invesco
Georgia
$4.57M -$308K -14,380 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.78M -$172K -8,019 -4%
SDWIA
8
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.85M +$76.1K +3,550 +3%
UBS Group
9
UBS Group
Switzerland
$2.53M -$134K -6,261 -5%
RJA
10
Raymond James & Associates
Florida
$2.46M -$157K -7,315 -6%
AG
11
Advisor Group
Arizona
$1.68M +$66.1K +3,081 +4%
PPA
12
Parametric Portfolio Associates
Washington
$1.5M -$102K -4,733 -6%
Stifel Financial
13
Stifel Financial
Missouri
$1.47M +$68.9K +3,210 +5%
GEM
14
Global Endowment Management
North Carolina
$1.3M
TC
15
Telemus Capital
Michigan
$1.06M -$13.9K -650 -1%
UCFA
16
United Capital Financial Advisors
Texas
$999K +$120K +5,613 +14%
KFGK
17
Keystone Financial Group (Kentucky)
Kentucky
$926K +$43.7K +2,035 +5%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$833K +$60.1K +2,804 +8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$759K +$111K +5,163 +17%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$728K -$16.7K -777 -2%
Bank of America
21
Bank of America
North Carolina
$698K -$73.8K -3,439 -10%
RIL
22
Rothschild Investment LLC
Illinois
$687K -$21.4K -1,000 -3%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$673K +$665K +31,006 New
BTS
24
BB&T Securities
Virginia
$625K +$40.1K +1,870 +7%
BKA
25
Brick & Kyle Associates
Pennsylvania
$585K +$45.4K +2,117 +9%