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Virtus Equity & Convertible Income Fund hedge fund holdings

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

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

NIE · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

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

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252511$27.4M$6.67M83Aug 14, 2025
Q3 20252416$10.8M$20.9M92Nov 14, 2025
Q4 20251923$14.5M$11.1M86Feb 14, 2026
Q1 20262322$6.69M$15.2M82May 15, 2026
Q2 20263215$15.7M$4.91M88Aug 14, 2026

Quarterly action breakdown

Q2 2026
88 filers
New position
12
$3.7M+138K sh
Increased
20
$12M+447K sh
Reduced
12
-$4.37M-163K sh
Out / sold
3
-$544K-20.2K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Logan Stone Capital, LLCNew Buy+$1.17M$1.17M0.25%Aug 14, 2026
Shaker Financial Services, LLCReduce 70.41%-$858K$360K0.11%Jul 15, 2026
D.A. Davidson & Co.Added 30.83%+$657K$2.79M0.02%Jul 24, 2026
Guggenheim Capital LLCAdded 5.14%+$640K$13.1M0.08%Aug 12, 2026
Miller Financial Services LLCNew Buy+$623K$623K0.50%Jul 29, 2026
Readystate Asset Management LPNew Buy+$473K$473K0.02%Aug 14, 2026
First Trust Advisors LPAdded 31.20%+$283K$1.19M0.00%Aug 11, 2026
Hennion & Walsh Asset Management, Inc.Sell 100%-$238K$00.00%Jul 8, 2026
Global Assets Advisory, LLCSell 100%-$234K$00.00%Jul 27, 2026
Arkadios Wealth AdvisorsNew Buy+$231K$231K0.00%Aug 10, 2026
Silverlake Wealth Management LLCNew Buy+$219K$219K0.04%Aug 6, 2026
Schwarz Dygos Wheeler Investment Advisors LLCAdded 3.71%+$218K$6.09M1.16%Aug 7, 2026
Graves Light Lenhart Wealth, Inc.New Buy+$211K$211K0.02%Jul 7, 2026
Laird Norton Wetherby Trust Company, LLCNew Buy+$210K$210K0.00%Aug 14, 2026
OxenFree Capital LLCAdded 11.61%+$199K$1.91M0.88%Jul 8, 2026
&PartnersAdded 9.25%+$150K$1.77M0.01%Aug 14, 2026
David J Yvars GroupAdded 24.43%+$136K$690K0.33%Jul 7, 2026
Evolve Private Wealth, LLCReduce 5.96%-$127K$2.01M0.12%Aug 12, 2026
Calamos Advisors LLCAdded 7.14%+$91.9K$1.38M0.00%Jul 31, 2026
World Investment AdvisorsReduce 2.93%-$80.6K$2.67M0.04%Aug 14, 2026
Cornerstone Wealth Management, LLCAdded 8.98%+$67.1K$814K0.04%Jul 22, 2026
Baird Financial Group, Inc.Reduce 8.43%-$42.8K$465K0.00%Aug 12, 2026
Keystone Financial GroupAdded 2.29%+$28.7K$1.28M0.08%Jul 29, 2026
Daymark Wealth Partners, LLCReduce 10.35%-$26.9K$233K0.01%Jul 31, 2026
Kovack Advisors, Inc.Added 7.12%+$24.7K$371K0.02%Jul 29, 2026
Capital Investment Advisors, LLCReduce 1.45%-$21.7K$1.48M0.02%Aug 6, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsAdded 9.27%+$21.3K$251K0.03%Jul 9, 2026
PMG Family Office LLCAdded 2.03%+$17.3K$870K0.80%Jul 16, 2026
Level Four Advisory Services, LLCAdded 1.74%+$11.8K$688K0.02%Aug 10, 2026
Cape Investment Advisory, Inc.New Buy+$11.7K$11.7K0.00%Jul 23, 2026
Concurrent Investment Advisors, LLCAdded 1.35%+$8.68K$652K0.01%Jul 27, 2026
Highline Wealth Partners LLCReduce 59.57%-$5.94K$4.03K0.00%Jul 15, 2026
SMH Capital Advisors IncAdded 1.94%+$5.61K$295K1.16%Aug 13, 2026
CSS LLCAdded 0.72%+$2.69K$378K0.01%Aug 14, 2026
Oppenheimer & Co IncAdded 0.89%+$2.12K$239K0.00%Aug 3, 2026
Huntleigh Advisors, Inc.Added 0.79%+$2.02K$258K0.04%Aug 4, 2026
PFG Investments, LLCAdded 0.36%+$1.45K$406K0.02%Jul 23, 2026
Westfuller Advisors, LLCAdded 2.23%+$1.34K$61.5K0.02%Jul 29, 2026
Prospera Financial Services IncReduce 0.13%-$1.13K$892K0.01%Jul 15, 2026
Institute for Wealth Management, LLC.Added 0.21%+$779$370K0.03%Jul 28, 2026
Wedbush Securities IncAdded 0.04%+$242$686K0.02%Jul 28, 2026
Strengthening Families & Communities, LLCAdded 2.63%+$134$5.23K0.00%Aug 11, 2026

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