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 | 08/14/2026 | 461.78 K | $13.09 M | -0.94% | 4.44% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 340.12 K | $9.64 M | 27.59% | 3.27% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 322.14 K | $9.13 M | -0.90% | 3.10% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 154.51 K | $4.38 M | -1.56% | 1.49% |
| LPL FINANCIAL LLC | 08/07/2026 | 143.61 K | $4.07 M | -50.83% | 1.38% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 101.97 K | $2.89 M | -2.10% | 0.98% |
| MORGAN STANLEY | 08/13/2026 | 91.29 K | $2.59 M | 9.17% | 0.88% |
| EMISSARY WEALTH LLC | 07/28/2026 | 80.76 K | $2.29 M | 2.69% | 0.78% |
| ROYAL BANK OF CANADA | 08/14/2026 | 73.59 K | $2.09 M | -0.52% | 0.71% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 55.10 K | $1.56 M | -21.80% | 0.53% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 50.69 K | $1.44 M | 100.00% | 0.49% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 43.64 K | $1.24 M | 1.43% | 0.42% |
| WORLD EQUITY GROUP, INC. | 07/09/2026 | 41.95 K | $1.19 M | 21.98% | 0.40% |
| B. RILEY WEALTH ADVISORS, INC. | 07/14/2026 | 25.27 K | $705.67 K | 0.18% | 0.24% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 07/29/2026 | 24.78 K | $702.28 K | -1.47% | 0.24% |
| MCDONALD PARTNERS LLC | 07/28/2026 | 24.70 K | $700.00 K | 0.00% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 24.35 K | $690.12 K | 161.88% | 0.23% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 22.22 K | $629.80 K | 3.49% | 0.21% |
| DAVENPORT & CO LLC | 07/13/2026 | 21.79 K | $617.61 K | -14.63% | 0.21% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 21.04 K | $596.31 K | -17.88% | 0.20% |
| INVESCO LTD. | 08/14/2026 | 12.02 K | $340.70 K | -38.45% | 0.12% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 10.70 K | $303.18 K | -24.65% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 9.82 K | $278.22 K | 2.01% | 0.09% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 9.75 K | $276.37 K | 100.00% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 9.27 K | $262.80 K | -6.13% | 0.09% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 7.36 K | $208.44 K | 100.00% | 0.07% |
| RELYEA ZUCKERBERG HANSON LLC | 07/16/2026 | 7.26 K | $205.61 K | 100.00% | 0.07% |
| INTEGRITY ADVISORY SOLUTIONS, LLC | 07/31/2026 | 7.10 K | $201.13 K | 100.00% | 0.07% |
| UBS GROUP AG | 08/13/2026 | 5.01 K | $142.07 K | -8.62% | 0.05% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 3.57 K | $101.17 K | 0.00% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 3.40 K | $96.36 K | 0.00% | 0.03% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 1.98 K | $56.03 K | 0.00% | 0.02% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 07/27/2026 | 1.87 K | $52.91 K | 0.00% | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 1.08 K | $30.54 K | 1.98% | 0.01% |
| CENTRAL TRUST CO | 07/31/2026 | 1.00 K | $28.34 K | -33.33% | 0.01% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 628 | $17.80 K | 100.00% | 0.01% |
| KEATING FINANCIAL ADVISORY SERVICES, INC. | 08/11/2026 | 556 | $15.76 K | 2.02% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 317 | $8.98 K | 0.32% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 50 | $1.42 K | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 48 | $1.36 K | 0.00% | 0.00% |
| FMR LLC | 08/13/2026 | 1 | $28 | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Virtus Diversified Income & Convertible Fund institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of Virtus Diversified Income & Convertible Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 461,782
Advisors Asset Management, Inc.: 340,120
GUGGENHEIM CAPITAL LLC: 322,144
RAYMOND JAMES FINANCIAL INC: 154,508
LPL Financial LLC: 143,611
BANK OF AMERICA CORP /DE/: 101,965
21.35% of Virtus Diversified Income & Convertible Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.38 M shares in the last 24 months. This purchase volume represents approximately $61.86 M in transactions.