Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Virtus Equity & Convertible Income Fund inkluderar Wiley Bros.-aintree Capital, Llc, Wetherby Asset Management Inc, Aqr Capital Management Llc, David J Yvars Group, Highline Wealth Partners Llc, Garde Capital, Inc., och Valley National Advisers Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 9 151 | 219 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21 756 | 33,50 | 520 | 44,17 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 101 493 | 59,63 | 2 426 | 72,35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 79 360 | 187,56 | 1 897 | 210,82 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 74 879 | 1 790 | ||||||
| 2025-07-09 | 13F | David J Yvars Group | 9 180 | 219 | ||||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 113 191 | 2 705 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 50 961 | 28,09 | 1 218 | 38,30 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 52 044 | 329,30 | 1 244 | 363,81 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12 | 1 100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 477 | 367,65 | 11 | 450,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 24 618 | 3,07 | 588 | 11,36 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 28 371 | 678 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 632 | 0,61 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21 446 | 513 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 18 879 | 0,67 | 451 | 8,94 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 9 813 | 235 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 862 | 212 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 2 800 | 2,12 | 67 | 10,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 18 262 | 91,89 | 437 | 107,62 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 163 143 | 1 725,89 | 3 899 | 1 879,19 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 166 | 0 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 25 579 | 2,55 | 611 | 10,69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 36 557 | 0,17 | 874 | 11,35 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14 452 | 345 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 190 077 | 7,14 | 4 543 | 15,69 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 385 540 | 2,51 | 9 280 | 11,50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 211 461 | 2,48 | 5 054 | 10,67 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 58 385 | 8,89 | 1 395 | 17,62 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 15 663 | 374 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 221 | 5 | ||||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 17 569 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1 920 | 0,37 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 572 723 | 2,82 | 13 688 | 11,05 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 25 910 | 12,39 | 619 | 21,37 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 14 874 | 0,32 | 355 | 8,23 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 26 179 | 1,03 | 626 | 9,08 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8 003 | 0,59 | 191 | 8,52 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 72 168 | 3,22 | 1 725 | 22,27 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 176 | 2,33 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 33 578 | 11,73 | 803 | 20,60 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7 152 | 3,28 | 171 | 11,11 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 200 | 5 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 89 338 | 18,10 | 2 135 | 27,54 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 35 473 | 10,60 | 848 | 19,46 | ||||
| 2025-07-10 | 13F | Stolper Co | 31 905 | 3,82 | 1 |
