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 | 02/13/2026 | 961.98 K | $23.97 M | -6.39% | 3.47% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 863.32 K | $21.51 M | 0.35% | 3.12% |
| ROYAL BANK OF CANADA | 02/17/2026 | 571.16 K | $14.23 M | 1.98% | 2.06% |
| MORGAN STANLEY | 02/13/2026 | 533.78 K | $13.30 M | -0.70% | 1.93% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 479.04 K | $11.94 M | 13.95% | 1.73% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 460.96 K | $11.49 M | -1.09% | 1.66% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 401.95 K | $10.17 M | 1.50% | 1.45% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 298.20 K | $7.43 M | 100.00% | 1.08% |
| LPL FINANCIAL LLC | 02/11/2026 | 269.95 K | $6.73 M | 26.71% | 0.97% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 02/09/2026 | 216.01 K | $5.38 M | 1.08% | 0.78% |
| UBS GROUP AG | 01/29/2026 | 139.66 K | $3.48 M | -17.81% | 0.50% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 120.13 K | $2.99 M | -5.01% | 0.43% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 113.75 K | $2.83 M | -31.26% | 0.41% |
| INVESCO LTD. | 02/19/2026 | 112.00 K | $2.79 M | 5.02% | 0.40% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 108.97 K | $2.72 M | -51.35% | 0.39% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/04/2026 | 105.59 K | $2.55 M | 8.75% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 90.27 K | $2.25 M | -2.17% | 0.33% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 83.55 K | $2.08 M | 0.44% | 0.30% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 79.94 K | $1.99 M | 13.47% | 0.29% |
| 02/17/2026 | 79.71 K | $2.03 M | 100.00% | 0.29% | |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 67.52 K | $1.73 M | -35.92% | 0.24% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 67.18 K | $1.67 M | 25.89% | 0.24% |
| OXENFREE CAPITAL LLC | 01/15/2026 | 56.64 K | $1.41 M | 0.99% | 0.20% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 55.73 K | $1.39 M | -7.09% | 0.20% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 52.00 K | $1.30 M | 119.75% | 0.19% |
| KEYSTONE FINANCIAL GROUP | 02/06/2026 | 48.61 K | $1.21 M | -1.46% | 0.18% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 46.30 K | $1.15 M | -16.44% | 0.17% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 43.78 K | $1.09 M | -44.58% | 0.16% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 42.19 K | $1.05 M | 159.89% | 0.15% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 41.52 K | $1.03 M | 90.31% | 0.15% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 39.89 K | $994.05 K | 0.22% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 35.90 K | $894.63 K | 26.31% | 0.13% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 35.85 K | $893.00 K | 0.00% | 0.13% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 34.12 K | $850.34 K | -15.07% | 0.12% |
| STOLPER CO | 01/12/2026 | 32.64 K | $813.00 K | 2.25% | 0.12% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 31.25 K | $778.85 K | -3.23% | 0.11% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 31.25 K | $778.76 K | -8.33% | 0.11% |
| 01/28/2026 | 29.52 K | $735.74 K | -1.69% | 0.11% | |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 28.99 K | $722.46 K | 0.00% | 0.10% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 27.87 K | $694.33 K | -0.91% | 0.10% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 02/05/2026 | 26.41 K | $658.17 K | 3.47% | 0.10% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 02/13/2026 | 25.77 K | $642.16 K | 8.23% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 24.95 K | $621.71 K | 12.98% | 0.09% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 21.57 K | $537.53 K | 0.00% | 0.08% |
| CENTURION WEALTH MANAGEMENT LLC | 01/14/2026 | 21.51 K | $536.01 K | 0.00% | 0.08% |
| DAVID J YVARS GROUP | 01/12/2026 | 21.14 K | $526.70 K | 20.63% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 20.43 K | $509.11 K | 7.68% | 0.07% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 18.48 K | $460.47 K | -1.55% | 0.07% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 16.80 K | $418.76 K | -47.18% | 0.06% |
| CSS LLC/IL | 02/17/2026 | 16.67 K | $415.37 K | 0.91% | 0.06% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Virtus Equity & Convertible Income Fund institutional Ownership - FAQ's
During the previous two years, 124 institutional investors and hedge funds held shares of Virtus Equity & Convertible Income Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 961,982
Advisors Asset Management, Inc.: 863,318
ROYAL BANK OF CANADA: 571,160
MORGAN STANLEY: 533,775
GUGGENHEIM CAPITAL LLC: 479,040
RAYMOND JAMES FINANCIAL INC: 460,963
26.82% of Virtus Equity & Convertible Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.69 M shares in the last 24 months. This purchase volume represents approximately $220.70 M in transactions.