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
$34.5M +$2.55M +94,610 +8%
Morgan Stanley
2
Morgan Stanley
New York
$19.2M +$1.63M +60,395 +9%
AAM
3
Advisors Asset Management
Colorado
$14.3M -$2.09M -77,635 -13%
UBS Group
4
UBS Group
Switzerland
$13.3M +$1.41M +52,426 +12%
RJA
5
Raymond James & Associates
Florida
$10.5M +$625K +23,209 +6%
GC
6
Guggenheim Capital
Illinois
$10.3M -$285K -10,579 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.49M +$1.24M +46,178 +15%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$6.36M +$964K +35,821 +18%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.21M +$2.11M +78,409 +52%
SIA
10
Sit Investment Associates
Minnesota
$5.38M -$337K -12,527 -6%
SDWIA
11
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.9M +$258K +9,605 +6%
Invesco
12
Invesco
Georgia
$3.84M -$363K -13,501 -9%
KIM
13
Karpus Investment Management
New York
$3.56M -$7M -260,078 -66%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.49M +$169K +6,277 +5%
Stifel Financial
15
Stifel Financial
Missouri
$2.96M -$5.17K -192 -0.2%
GEM
16
Global Endowment Management
North Carolina
$1.63M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.54M -$14.5K -540 -0.9%
BKA
18
Brick & Kyle Associates
Pennsylvania
$1.5M +$144K +5,336 +11%
First Trust Advisors
19
First Trust Advisors
Illinois
$1.26M +$54.2K +2,013 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.25M -$6.32K -235 -0.5%
PPA
21
Parametric Portfolio Associates
Washington
$1.24M +$1.23M +45,581 New
Cohen & Steers
22
Cohen & Steers
New York
$1.19M
SWM
23
Spire Wealth Management
Virginia
$1.15M +$4.63K +172 +0.4%
KFGK
24
Keystone Financial Group (Kentucky)
Kentucky
$1.13M -$18.4K -682 -2%
Ameriprise
25
Ameriprise
Minnesota
$1.07M +$188K +6,987 +21%