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 | 02/13/2026 | 462.61 K | $12.16 M | -4.03% | 4.46% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 361.16 K | $9.49 M | 19.66% | 3.48% |
| LPL FINANCIAL LLC | 02/11/2026 | 298.85 K | $7.86 M | 1.48% | 2.88% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 222.98 K | $5.86 M | 13.34% | 2.15% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 142.13 K | $3.74 M | 0.01% | 1.37% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 98.35 K | $2.59 M | 1.76% | 0.95% |
| MORGAN STANLEY | 02/13/2026 | 81.97 K | $2.16 M | 14.40% | 0.79% |
| 01/27/2026 | 79.50 K | $2.09 M | 100.00% | 0.77% | |
| ROYAL BANK OF CANADA | 02/17/2026 | 69.46 K | $1.83 M | 4.34% | 0.67% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 49.88 K | $1.31 M | -19.79% | 0.48% |
| 01/28/2026 | 42.38 K | $1.11 M | -3.49% | 0.41% | |
| WORLD EQUITY GROUP, INC. | 01/12/2026 | 29.87 K | $785.20 K | 11.69% | 0.29% |
| DAVENPORT & CO LLC | 01/12/2026 | 25.53 K | $671.13 K | 0.00% | 0.25% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 01/23/2026 | 25.10 K | $659.84 K | 2.87% | 0.24% |
| MCDONALD PARTNERS LLC | 02/02/2026 | 24.70 K | $649.36 K | 0.00% | 0.24% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 24.57 K | $645.93 K | 0.13% | 0.24% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 23.95 K | $629.69 K | 82.77% | 0.23% |
| INVESCO LTD. | 02/19/2026 | 20.60 K | $541.60 K | 100.79% | 0.20% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 18.42 K | $484.27 K | -16.63% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 13.23 K | $347.89 K | 11.62% | 0.13% |
| UBS GROUP AG | 01/29/2026 | 11.81 K | $310.56 K | 0.00% | 0.11% |
| RELYEA ZUCKERBERG HANSON LLC | 01/20/2026 | 10.05 K | $264.24 K | -16.60% | 0.10% |
| OPPENHEIMER & CO INC | 02/02/2026 | 9.98 K | $262.48 K | -14.43% | 0.10% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 9.83 K | $258.30 K | -41.60% | 0.09% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 9.76 K | $256.67 K | 3.14% | 0.09% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 9.07 K | $238.50 K | -14.53% | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 8.20 K | $215.58 K | 100.00% | 0.08% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 7.78 K | $204.54 K | 100.00% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 5.46 K | $143.55 K | 100.00% | 0.05% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 3.60 K | $94.51 K | -0.36% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 3.40 K | $89.39 K | 0.00% | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 2.78 K | $73.01 K | 100.00% | 0.03% |
| AMERICAN NATIONAL BANK | 01/20/2026 | 2.08 K | $54.74 K | 0.00% | 0.02% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 1.98 K | $51.98 K | 0.00% | 0.02% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 01/23/2026 | 1.87 K | $49.08 K | 0.00% | 0.02% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 660 | $17.35 K | 0.00% | 0.01% |
| 02/09/2026 | 493 | $12.95 K | 100.00% | 0.00% | |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 48 | $1.26 K | 0.00% | 0.00% |
| FMR LLC | 02/17/2026 | 5 | $131 | 400.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/21/2026 | 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:
Apollon Wealth Management, LLC: 25,623
DAVENPORT & Co LLC: 25,528
B. Riley Wealth Advisors, Inc.: 25,221
Gilliland Jeter Wealth Management LLC: 25,149
D.A. DAVIDSON & CO.: 14,198
COMMONWEALTH EQUITY SERVICES, LLC: 9,879
21.34% of Virtus Diversified Income & Convertible Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.22 M shares in the last 24 months. This purchase volume represents approximately $57.79 M in transactions.