We are live on ! Find out more
NIE

Virtus Equity & Convertible Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$39.4M +$387K +13,321 +1%
KIM
2
Karpus Investment Management
New York
$21.3M -$5.82M -200,371 -22%
AAM
3
Advisors Asset Management
Colorado
$21.1M -$222K -7,636 -1%
Morgan Stanley
4
Morgan Stanley
New York
$18.9M +$34K +1,170 +0.2%
GC
5
Guggenheim Capital
Illinois
$12.4M +$418K +14,386 +4%
UBS Group
6
UBS Group
Switzerland
$11.8M +$2.44M +83,938 +27%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.58M +$173K +5,961 +2%
CA
8
Cornerstone Advisors
North Carolina
$8.25M +$4.78M +164,417 +152%
RJA
9
Raymond James & Associates
Florida
$6.39M +$84K +2,891 +1%
Invesco
10
Invesco
Georgia
$5.36M +$52.3K +1,798 +1%
SDWIA
11
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.15M +$214K +7,355 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.71M -$128K -4,419 -3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.69M -$41.4K -1,424 -1%
SFS
14
Shaker Financial Services
Virginia
$3.36M +$2.08M +71,462 +180%
WAM
15
Wolverine Asset Management
Illinois
$3.28M +$553K +19,024 +21%
Stifel Financial
16
Stifel Financial
Missouri
$3.12M +$88.9K +3,060 +3%
ACM
17
Anfield Capital Management
California
$1.84M +$1.77M +60,951 New
GEM
18
Global Endowment Management
North Carolina
$1.81M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.62M +$96.1K +3,307 +7%
BKA
20
Brick & Kyle Associates
Pennsylvania
$1.48M +$150K +5,145 +12%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.3M -$8.14K -280 -0.6%
SWM
22
Spire Wealth Management
Virginia
$1.28M +$10.4K +357 +0.8%
KFGK
23
Keystone Financial Group (Kentucky)
Kentucky
$1.24M -$25.3K -871 -2%
FF
24
FourThought Financial
Florida
$1.22M -$293K -10,087 -20%
Cohen & Steers
25
Cohen & Steers
New York
$1.2M -$2.72M -93,682 -70%