Virtus Equity & Convertible Income Fund

NIENYSE

$24.89-0.01 (-0.04%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

Virtus Equity & Convertible Income Fund price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-1.6%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Wells Fargo & Company	Not reported	$26.1M	0.00%	Not reported
Advisors Asset Management, Inc.	Not reported	$17.8M	0.27%	Not reported
Royal Bank of Canada	Not reported	$15M	0.00%	Not reported
Raymond James Financial Inc	Not reported	$14.7M	0.00%	Not reported
Morgan Stanley	Not reported	$13.7M	0.00%	Not reported
Guggenheim Capital LLC	Not reported	$13.1M	0.08%	Add 5.14%
Saba Capital Management, L.P.	Not reported	$12.8M	0.33%	Not reported
LPL Financial LLC	Not reported	$9.23M	0.00%	Not reported
Wealth Enhancement Advisory Services, LLC	Not reported	$7.41M	0.01%	Not reported
Schwarz Dygos Wheeler Investment Advisors LLC	Not reported	$6.09M	1.16%	Add 3.71%
Cambridge Investment Research Advisors, Inc.	Not reported	$3.93M	0.00%	Not reported
Invesco Ltd.	Not reported	$3.72M	0.00%	Not reported
UBS Group AG	Not reported	$3.49M	0.00%	Not reported
Bank of America Corp	Not reported	$3.27M	0.00%	Not reported
World Investment Advisors	Not reported	$2.67M	0.04%	Reduce 2.93%
D.A. Davidson & Co.	Not reported	$2.79M	0.02%	Add 30.83%
Osaic Holdings, Inc.	Not reported	$2.51M	0.00%	Not reported
Evolve Private Wealth, LLC	Not reported	$2.01M	0.12%	Reduce 5.96%
OxenFree Capital LLC	Not reported	$1.91M	0.88%	Add 11.61%
Wolverine Asset Management LLC	Not reported	$1.8M	0.02%	Not reported
&Partners	Not reported	$1.77M	0.01%	Add 9.25%
Capital Investment Advisors, LLC	Not reported	$1.48M	0.02%	Reduce 1.45%
Calamos Advisors LLC	Not reported	$1.38M	0.00%	Add 7.14%
Keystone Financial Group	Not reported	$1.28M	0.08%	Add 2.29%
Commonwealth Equity Services, LLC	Not reported	$1.24M	0.00%	Not reported
First Trust Advisors LP	Not reported	$1.19M	0.00%	Add 31.20%
Integrated Wealth Concepts LLC	Not reported	$1.17M	0.01%	Not reported
Logan Stone Capital, LLC	Not reported	$1.17M	0.25%	New Not reported
Kestra Advisory Services, LLC	Not reported	$1.09M	0.00%	Not reported
Thrivent Financial for Lutherans	Not reported	$1.07M	0.00%	Not reported
Ameriprise Financial Inc	Not reported	$959K	0.00%	Not reported
Stolper Co	Not reported	$925K	0.24%	Reduce 8.67%
Prospera Financial Services Inc	Not reported	$892K	0.01%	Reduce 0.13%
PMG Family Office LLC	Not reported	$870K	0.80%	Add 2.03%
Steward Partners Investment Advisory, LLC	Not reported	$833K	0.00%	Not reported
Cornerstone Wealth Management, LLC	Not reported	$814K	0.04%	Add 8.98%
Stifel Financial Corp	Not reported	$787K	0.00%	Not reported
Rothschild Investment LLC	Not reported	$779K	0.03%	Not reported
Allworth Financial LP	Not reported	$756K	0.00%	Not reported
David J Yvars Group	Not reported	$690K	0.33%	Add 24.43%
Level Four Advisory Services, LLC	Not reported	$688K	0.02%	Add 1.74%
Wedbush Securities Inc	Not reported	$686K	0.02%	Add 0.04%
Concurrent Investment Advisors, LLC	Not reported	$652K	0.01%	Add 1.35%
Miller Financial Services LLC	Not reported	$623K	0.50%	New Not reported
Blue Bell Private Wealth Management, LLC	Not reported	$579K	0.07%	Not reported
Centurion Wealth Management LLC	Not reported	$578K	0.14%	Not reported
Readystate Asset Management LP	Not reported	$473K	0.02%	New Not reported
Baird Financial Group, Inc.	Not reported	$465K	0.00%	Reduce 8.43%
Brick & Kyle, Associates	Not reported	$379K	0.13%	Not reported
PFG Investments, LLC	Not reported	$406K	0.02%	Add 0.36%

50 of 88 holders

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