Virtus Equity & Convertible Income Fund NIE
23.37 USD +0.12 (+0.52%)
Nov 6, 2026, 2:34 PM EST
23.26 Day range 23.56
22.78 52-week range 27.24
- YTD
- -6.22%
- 1 year
- -8.24%
Ownership
Held by insiders 0.01%
Held by institutions 23.40%
Float held by institutions 23.40%
Institutions 75
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Wells Fargo & Company | 3.75% | 1,038,978 | 25.21M | Sep 29, 2024 |
| Advisors Asset Management, Inc. | 3.44% | 954,418 | 23.15M | Sep 29, 2024 |
| Morgan Stanley | 1.76% | 488,448 | 11.85M | Sep 29, 2024 |
| Guggenheim Capital, LLC | 1.74% | 481,192 | 11.67M | Sep 29, 2024 |
| Royal Bank of Canada | 1.71% | 474,989 | 11.52M | Sep 29, 2024 |
| Wealth Enhancement Advisory Services, LLC | 1.38% | 382,423 | 9.28M | Sep 29, 2024 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Cornerstone Strategic Value Fund | 0.11% | 30,641 | 743.35K | Sep 29, 2024 |
| Thrivent Diversified Income Plus Fund | 0.02% | 4,526 | 109.80K | Sep 29, 2024 |
| Thrivent Opportunity Income Plus Fund | 0.01% | 2,180 | 52.89K | Jul 30, 2024 |
| Thrivent Diversified Income Plus Portfolio | 0.01% | 2,846 | 69.04K | Sep 29, 2024 |
| Thrivent Opportunity Income Plus Portfolio | 0.01% | 2,300 | 55.80K | Sep 29, 2024 |
| Thrivent Balanced Income Plus Fund | 0.00% | 575 | 13.95K | Jul 30, 2024 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BURKE DONALD C | Director | Purchase | Jun 27, 2023 | 719 |