Virtus Diversified Income & Convertible Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 466.16 K | $11.33 M | 0.77% | 4.49% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 325.07 K | $7.90 M | -9.99% | 3.13% |
| LPL FINANCIAL LLC | 05/06/2026 | 292.10 K | $7.10 M | -2.26% | 2.81% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 266.58 K | $6.48 M | 19.56% | 2.57% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 156.96 K | $3.81 M | 10.43% | 1.51% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 104.15 K | $2.53 M | 5.90% | 1.00% |
| MORGAN STANLEY | 05/15/2026 | 83.62 K | $2.03 M | 2.01% | 0.81% |
| 05/08/2026 | 78.64 K | $1.91 M | -1.08% | 0.76% | |
| ROYAL BANK OF CANADA | 05/15/2026 | 73.97 K | $1.80 M | 6.49% | 0.71% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 70.46 K | $1.71 M | 41.27% | 0.68% |
| 04/17/2026 | 43.02 K | $1.05 M | 1.51% | 0.41% | |
| WORLD EQUITY GROUP, INC. | 05/06/2026 | 34.39 K | $835.73 K | 15.15% | 0.33% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 25.62 K | $622.64 K | 6.98% | 0.25% |
| DAVENPORT & CO LLC | 04/15/2026 | 25.53 K | $620.33 K | 0.00% | 0.25% |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 25.22 K | $598.75 K | 2.65% | 0.24% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 04/24/2026 | 25.15 K | $611.11 K | 0.20% | 0.24% |
| MCDONALD PARTNERS LLC | 05/15/2026 | 24.70 K | $600.21 K | 0.00% | 0.24% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 21.48 K | $521.85 K | 16.59% | 0.21% |
| INVESCO LTD. | 05/12/2026 | 19.53 K | $474.60 K | -5.19% | 0.19% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 14.20 K | $345.01 K | 56.50% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 9.88 K | $240.06 K | -25.35% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 9.62 K | $233.87 K | 17.37% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 9.30 K | $225.97 K | 100.00% | 0.09% |
| UBS GROUP AG | 05/05/2026 | 5.49 K | $133.31 K | -53.56% | 0.05% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 3.57 K | $86.75 K | -0.70% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 3.40 K | $82.62 K | 0.00% | 0.03% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 1.98 K | $48.42 K | 0.00% | 0.02% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 05/04/2026 | 1.87 K | $45.37 K | 0.00% | 0.02% |
| CENTRAL TRUST CO | 04/17/2026 | 1.50 K | $36.45 K | 100.00% | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 1.06 K | $25.98 K | -61.79% | 0.01% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 660 | $16.04 K | 0.00% | 0.01% |
| 05/15/2026 | 545 | $13.25 K | 10.55% | 0.01% | |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 461 | $11.19 K | 100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 316 | $7.70 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 100 | $2.43 K | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 48 | $1.17 K | 0.00% | 0.00% |
| FMR LLC | 05/15/2026 | 1 | $24 | -80.00% | 0.00% |
| OPPENHEIMER & CO INC | 04/24/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERICAN NATIONAL BANK | 04/24/2026 | 0 | $0 | -100.00% | 0.00% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 0 | $0 | -100.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| RELYEA ZUCKERBERG HANSON LLC | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 04/07/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
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Virtus Diversified Income & Convertible Fund institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of Virtus Diversified Income & Convertible Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 466,155
GUGGENHEIM CAPITAL LLC: 325,073
LPL Financial LLC: 292,095
Advisors Asset Management, Inc.: 266,582
RAYMOND JAMES FINANCIAL INC: 156,957
BANK OF AMERICA CORP /DE/: 104,152
21.46% of Virtus Diversified Income & Convertible Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.26 M shares in the last 24 months. This purchase volume represents approximately $58.88 M in transactions.