Virtus Convertible & Income 2024 Target Term Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CBH?
Owner Type	Number of Shares	Ownership Percentage
Institutions	5,814,898	31.8%
General Public	12,448,699	68.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 31.42% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.83%	Punch & Associates Investment Management, Inc.	1,247,027	US$11.0m	2.99%	0.65%
6.31%	Morgan Stanley, Investment Banking and Brokerage Investments	1,152,609	US$10.2m	6.78%	no data
3.79%	Wells Fargo & Company, Securities and Brokerage Investments	691,344	US$6.1m	-0.77%	no data
2.02%	Stifel Asset Management Corp.	369,763	US$3.3m	2.97%	no data
1.64%	Advisors Asset Management, Inc.	299,621	US$2.6m	-1.57%	0.05%
1.55%	Merrill Lynch & Co. Inc., Banking Investments	283,253	US$2.5m	-2.92%	no data
1.52%	Royal Bank of Canada, Banking & Securities Investments	277,329	US$2.5m	0.66%	no data
1.44%	RiverNorth Capital Management, LLC	262,728	US$2.3m	28.9%	0.11%
1.28%	UBS Asset Management AG	233,563	US$2.1m	-9.98%	no data
0.97%	Sit Investment Associates, Inc	177,441	US$1.6m	286%	0.04%
0.72%	Chicago Partners Investment Group LLC	131,942	US$1.2m	-39.2%	0.05%
0.7%	Columbia Management Investment Advisers, LLC	128,538	US$1.1m	3.17%	no data
0.64%	Wilcoxson Wealth Management	116,450	US$1.0m	0%	no data
0.39%	Sterne Agee Asset Management, Inc.	71,494	US$632.0k	0%	0.08%
0.32%	E & G Advisors, LP	57,942	US$512.2k	-2.36%	0.17%
0.24%	Guggenheim Partners, LLC	43,227	US$382.1k	-11.6%	0.01%
0.2%	TFB Advisors, LLC	36,903	US$326.2k	0%	0.16%
0.13%	Wedbush Asset Management, LLC	23,177	US$204.9k	-1.93%	0.01%
0.12%	Raymond James Financial Inc., Asset Management Arm	22,500	US$198.9k	0%	no data
0.12%	CSS LLC/IL, Asset Management Arm	21,710	US$191.9k	58.9%	0.05%
0.1%	Susquehanna International Group, LLP, Asset Management Arm	19,038	US$168.3k	6.35%	no data
0.1%	First Trust Advisors LP	18,870	US$166.8k	-11.7%	no data
0.093%	Bulldog Investors, LLP	17,054	US$150.8k	0%	0.05%
0.093%	Landscape Capital Management, LLC	17,048	US$150.7k	0%	0.01%
0.093%	Cypress Wealth Services, Llc, Asset Management Arm	17,000	US$150.3k	-15%	0.04%