Virtus Equity & Convertible Income 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 | 970.80 K | $26.08 M | 2.06% | 3.51% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 663.53 K | $17.82 M | -2.67% | 2.40% |
| ROYAL BANK OF CANADA | 08/14/2026 | 560.21 K | $15.05 M | -2.60% | 2.02% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 546.76 K | $14.69 M | 5.11% | 1.98% |
| MORGAN STANLEY | 08/13/2026 | 508.65 K | $13.66 M | -2.50% | 1.84% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 487.07 K | $13.08 M | 5.14% | 1.76% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 475.85 K | $12.78 M | 31.70% | 1.72% |
| LPL FINANCIAL LLC | 08/07/2026 | 343.48 K | $9.23 M | 18.15% | 1.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 277.19 K | $7.41 M | 7.89% | 1.00% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 08/07/2026 | 226.84 K | $6.09 M | 3.71% | 0.82% |
| INVESCO LTD. | 08/14/2026 | 138.53 K | $3.72 M | 13.34% | 0.50% |
| UBS GROUP AG | 08/13/2026 | 129.76 K | $3.49 M | -1.15% | 0.47% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 128.83 K | $3.46 M | 60.81% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 121.83 K | $3.27 M | 2.30% | 0.44% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 114.41 K | $2.67 M | -2.93% | 0.41% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 103.77 K | $2.79 M | 30.83% | 0.37% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 93.58 K | $2.51 M | 21.04% | 0.34% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 74.88 K | $2.01 M | -5.96% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 73.25 K | $1.97 M | -8.49% | 0.26% |
| OXENFREE CAPITAL LLC | 07/08/2026 | 72.80 K | $1.91 M | 11.61% | 0.26% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 67.00 K | $1.80 M | -26.69% | 0.24% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 65.89 K | $1.77 M | 9.25% | 0.24% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 54.92 K | $1.48 M | -1.45% | 0.20% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 51.31 K | $1.38 M | 7.14% | 0.19% |
| KEYSTONE FINANCIAL GROUP | 07/29/2026 | 47.81 K | $1.28 M | 2.29% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 46.21 K | $1.24 M | -3.99% | 0.17% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 44.33 K | $1.19 M | 31.20% | 0.16% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 43.46 K | $1.17 M | 100.00% | 0.16% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 43.10 K | $1.16 M | 0.28% | 0.16% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 40.47 K | $1.09 M | 5.54% | 0.15% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 39.85 K | $1.07 M | 0.00% | 0.14% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 35.71 K | $959.05 K | -19.17% | 0.13% |
| STOLPER CO | 07/14/2026 | 34.46 K | $925.00 K | -8.67% | 0.12% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 33.20 K | $891.70 K | -0.13% | 0.12% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 32.39 K | $870.05 K | 2.03% | 0.12% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 31.00 K | $832.77 K | -0.80% | 0.11% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 07/22/2026 | 30.31 K | $814.05 K | 8.98% | 0.11% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 29.31 K | $787.33 K | -9.33% | 0.11% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 28.99 K | $778.70 K | 0.00% | 0.10% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 28.15 K | $756.11 K | -1.73% | 0.10% |
| DAVID J YVARS GROUP | 07/07/2026 | 25.70 K | $690.29 K | 24.43% | 0.09% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 08/10/2026 | 25.60 K | $687.66 K | 1.74% | 0.09% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 25.55 K | $686.00 K | 0.04% | 0.09% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 24.27 K | $651.99 K | 1.35% | 0.09% |
| MILLER FINANCIAL SERVICES LLC | 07/29/2026 | 23.20 K | $623.15 K | 100.00% | 0.08% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 21.55 K | $578.78 K | 114.26% | 0.08% |
| CENTURION WEALTH MANAGEMENT LLC | 07/09/2026 | 21.51 K | $577.73 K | 0.00% | 0.08% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 19.58 K | $525.90 K | -2.32% | 0.07% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 17.59 K | $472.58 K | 100.00% | 0.06% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 17.31 K | $464.81 K | -8.43% | 0.06% |
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Virtus Equity & Convertible Income Fund institutional Ownership - FAQ's
During the previous two years, 128 institutional investors and hedge funds held shares of Virtus Equity & Convertible Income Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 970,804
Advisors Asset Management, Inc.: 663,531
ROYAL BANK OF CANADA: 560,208
RAYMOND JAMES FINANCIAL INC: 546,758
MORGAN STANLEY: 508,646
GUGGENHEIM CAPITAL LLC: 487,072
27.05% of Virtus Equity & Convertible Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.86 M shares in the last 24 months. This purchase volume represents approximately $217.41 M in transactions.