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 | 05/11/2026 | 951.19 K | $22.22 M | -1.12% | 3.43% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 681.71 K | $15.92 M | -21.04% | 2.46% |
| ROYAL BANK OF CANADA | 05/15/2026 | 575.17 K | $13.44 M | 0.70% | 2.08% |
| MORGAN STANLEY | 05/15/2026 | 521.69 K | $12.19 M | -2.26% | 1.88% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 520.15 K | $12.15 M | 12.84% | 1.88% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 463.24 K | $10.82 M | -3.30% | 1.67% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 361.32 K | $8.44 M | 21.17% | 1.30% |
| LPL FINANCIAL LLC | 05/06/2026 | 290.71 K | $6.79 M | 7.69% | 1.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 256.92 K | $6.06 M | -36.08% | 0.93% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 05/08/2026 | 218.72 K | $5.11 M | 1.25% | 0.79% |
| UBS GROUP AG | 05/05/2026 | 131.27 K | $3.07 M | -6.01% | 0.47% |
| INVESCO LTD. | 05/12/2026 | 122.23 K | $2.86 M | 9.13% | 0.44% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 119.09 K | $2.78 M | -0.86% | 0.43% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 117.86 K | $2.75 M | 11.62% | 0.43% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 91.39 K | $2.13 M | -19.66% | 0.33% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 80.11 K | $1.87 M | 19.25% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 80.04 K | $1.87 M | -4.20% | 0.29% |
| 04/16/2026 | 79.63 K | $1.86 M | -0.11% | 0.29% | |
| D.A. DAVIDSON & CO. | 05/05/2026 | 79.32 K | $1.85 M | -0.78% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 77.31 K | $1.81 M | -14.35% | 0.28% |
| OXENFREE CAPITAL LLC | 04/16/2026 | 65.22 K | $1.64 M | 15.15% | 0.24% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 60.31 K | $1.41 M | 15.99% | 0.22% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 55.73 K | $1.30 M | 0.00% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 48.13 K | $1.12 M | 34.07% | 0.17% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 47.89 K | $1.12 M | 13.51% | 0.17% |
| KEYSTONE FINANCIAL GROUP | 05/13/2026 | 46.74 K | $1.09 M | -3.85% | 0.17% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 45.36 K | $1.06 M | -32.82% | 0.16% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 44.17 K | $1.03 M | 29.45% | 0.16% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 42.98 K | $1.00 M | -7.18% | 0.16% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 39.85 K | $931.00 K | 11.16% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 38.34 K | $895.64 K | -3.88% | 0.14% |
| STOLPER CO | 04/13/2026 | 37.73 K | $1.19 M | 15.57% | 0.14% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 33.79 K | $789.29 K | 100.00% | 0.12% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 33.24 K | $776.48 K | 19.30% | 0.12% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 32.33 K | $755.15 K | -26.16% | 0.12% |
| 04/17/2026 | 31.75 K | $741.61 K | 7.53% | 0.11% | |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 31.25 K | $730.09 K | 0.00% | 0.11% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 30.18 K | $704.91 K | 20.96% | 0.11% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 28.99 K | $677.23 K | 0.00% | 0.10% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 28.65 K | $669.17 K | -8.33% | 0.10% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 04/24/2026 | 27.81 K | $649.64 K | 5.29% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 25.92 K | $605.44 K | 26.86% | 0.09% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 25.54 K | $597.00 K | 103.94% | 0.09% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 05/14/2026 | 25.16 K | $587.79 K | -2.36% | 0.09% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 23.95 K | $559.49 K | 100.00% | 0.09% |
| CENTURION WEALTH MANAGEMENT LLC | 04/13/2026 | 21.51 K | $502.45 K | 0.00% | 0.08% |
| DAVID J YVARS GROUP | 04/08/2026 | 20.65 K | $482.47 K | -2.28% | 0.07% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 20.05 K | $468.26 K | -7.07% | 0.07% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 18.90 K | $441.49 K | 2.28% | 0.07% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 15.06 K | $351.89 K | 0.66% | 0.05% |
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Virtus Equity & Convertible Income Fund institutional Ownership - FAQ's
During the previous two years, 119 institutional investors and hedge funds held shares of Virtus Equity & Convertible Income Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 951,188
Advisors Asset Management, Inc.: 681,713
ROYAL BANK OF CANADA: 575,167
MORGAN STANLEY: 521,689
RAYMOND JAMES FINANCIAL INC: 520,153
GUGGENHEIM CAPITAL LLC: 463,240
25.60% of Virtus Equity & Convertible Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.37 M shares in the last 24 months. This purchase volume represents approximately $205.29 M in transactions.