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
$24.1M -$872K -41,585 -3%
AAM
2
Advisors Asset Management
Colorado
$11.5M +$2.79M +132,872 +30%
GC
3
Guggenheim Capital
Illinois
$9.74M +$668K +31,859 +7%
Morgan Stanley
4
Morgan Stanley
New York
$9.23M -$231K -11,002 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.65M +$164K +7,800 +2%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$7.15M +$7.53M +359,295 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.1M -$114K -5,454 -2%
RJA
8
Raymond James & Associates
Florida
$6.58M -$840K -40,070 -11%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$6.49M -$578K -27,588 -8%
Bank of America
10
Bank of America
North Carolina
$6.32M +$554K +26,418 +9%
AF
11
Allworth Financial
California
$6.13M -$204K -9,730 -3%
UBS Group
12
UBS Group
Switzerland
$4.86M +$153K +7,316 +3%
SDWIA
13
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.05M +$126K +5,988 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.57M +$926K +44,151 +33%
Ameriprise
15
Ameriprise
Minnesota
$1.92M +$379K +18,074 +23%
IWC
16
Integrated Wealth Concepts
Massachusetts
$1.8M -$6.54K -312 -0.3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.79M +$18.6K +888 +1%
BRWA
18
B. Riley Wealth Advisors
Florida
$1.49M -$128K -6,083 -8%
LPL Financial
19
LPL Financial
California
$1.3M -$11K -526 -0.8%
GEM
20
Global Endowment Management
North Carolina
$1.19M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.17M -$49.9K -2,382 -4%
Invesco
22
Invesco
Georgia
$1.17M -$189K -9,011 -13%
BKA
23
Brick & Kyle Associates
Pennsylvania
$1.13M +$2.89K +138 +0.2%
Cohen & Steers
24
Cohen & Steers
New York
$1.12M
CA
25
Cornerstone Advisors
North Carolina
$1.03M +$884K +42,152 +439%