Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Virtus Convertible & Income Fund inkluderar Congress Park Capital LLC, Pathstone Holdings, LLC, Cornerstone Advisors, LLC, Summit Financial, LLC, Guggenheim Capital Llc, Private Advisor Group, LLC, Saba Capital Management, L.P., Robinson Capital Management, Llc, Merit Financial Group, LLC, Integrated Capital Management, Inc., Total Wealth Planning & Management, Inc., Good Life Advisors, LLC, Susquehanna International Group, Llp, AAINX - Thrivent Opportunity Income Plus Fund Class A, Jane Street Group, Llc, Elequin Capital Lp, CEFS - Saba Closed-End Funds ETF, Global Retirement Partners, LLC, AABFX - Thrivent Balanced Income Plus Fund Class A, och Trust Co Of Vermont .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 750 | 11 | ||||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 25 201 | 132,33 | 358 | 155,00 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 11 067 | 144 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4 670 | 0,39 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 111 267 | 1 580 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 381 | 20 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 900 | 200,00 | 13 | 300,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 104 944 | 1 490 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 19 565 | 278 | ||||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 31 336 | 445 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 711 902 | 13,24 | 10 109 | 24,37 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 4 907 | 70 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 793 | 11 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 78 137 | 3,15 | 1 110 | 13,28 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24 569 | 349 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 793 | 10 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 255 754 | 49,54 | 3 632 | 64,22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 778 | 25 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 1 396 | 18 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 372 | 5 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 619 674 | 3,04 | 9 | 14,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 317 676 | 3,67 | 4 511 | 13,86 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 543 823 | 7 722 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 89 247 | 66,13 | 1 267 | 82,56 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 81 259 | 1 154 | ||||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 20 217 | 287 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14 305 | 29,32 | 203 | 41,96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 437 | 177 | ||||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 21 157 | 300 | ||||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 4 309 | 58 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 203 | 9,17 | 17 | 21,43 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 254 283 | 8,87 | 3 615 | 19,79 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 613 364 | 1,99 | 8 710 | 12,01 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 356 | 5 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 100 472 | 1 427 | ||||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 32 244 | 458 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 234 034 | 3 323 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 881 | 155 |
