Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Virtus Convertible & Income Fund II inkluderar Congress Park Capital LLC, Prevail Innovative Wealth Advisors, Llc, Guggenheim Capital Llc, Cornerstone Advisors, LLC, MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares, Private Advisor Group, LLC, Integrated Capital Management, Inc., Allworth Financial LP, Colonial Trust Advisors, GHP Investment Advisors, Inc., Newbridge Financial Services Group, Inc., Traub Capital Management LLC, Strategic Wealth Partners, Ltd., Fmr Llc, och Jpmorgan Chase & Co .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 30 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 94 289 | 37,56 | 1 211 | 52,78 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 750 | 10 | ||||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 59 616 | 765 | ||||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 43 360 | 557 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 124 630 | 60,51 | 1 600 | 78,37 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 962 | 12 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 202 | 3 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 50 | 1 | ||||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 35 467 | 0,16 | 455 | 11,25 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 13 819 | 1,28 | 177 | 12,74 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 99 500 | 1 278 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 796 769 | 12,86 | 10 231 | 25,35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 53 641 | 1,26 | 689 | 12,42 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 38 529 | 220,78 | 495 | 257,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12 939 | 7,00 | 166 | 19,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 412 | 18 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 276 476 | 3,04 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 196 083 | 13,70 | 2 518 | 26,29 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 553 070 | 7 101 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 353 | 1,11 | 133 | 11,86 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 550 | 7 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38 524 | 495 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 97 958 | 18,43 | 1 258 | 31,49 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1 303 | 3,00 | 17 | 14,29 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 18 406 | 236 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2 526 | 32,81 | 32 | 52,38 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 273 666 | 1,99 | 3 514 | 13,29 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 90 802 | 1 166 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 750 | 10 |
