Virtus Equity & Convertible Income Fund

NYSE:NIE Stock Report

Market Cap: US$602.4m

Virtus Equity & Convertible Income Fund Ownership

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


Recent Insider Transactions

NYSE:NIE Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
28 Jun 23BuyUS$15,000Donald BurkeIndividual719.54US$20.85

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 NIE?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders7200.0026%
Institutions7,017,02725.3%
General Public20,691,21874.7%

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


Top Shareholders

Top 25 shareholders own 22.11% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
3.5%
Wells Fargo & Company, Securities and Brokerage Investments
970,114US$21.1m-20.1%0.01%
2.46%
Advisors Asset Management, Inc.
682,252US$14.8m18%0.3%
1.88%
Guggenheim Partners, LLC
519,636US$11.3m6.06%0.16%
1.8%
Morgan Stanley, Investment Banking and Brokerage Investments
497,443US$10.8m7.14%no data
1.58%
Royal Bank of Canada, Banking & Securities Investments
439,159US$9.5m1.32%0.01%
1.36%
Wealth Enhancement Advisory Services, LLC
377,074US$8.2m2.94%0.02%
1.08%
Allspring Global Investments, LLC
298,824US$6.5m-13.6%0.01%
1.03%
Allworth Financial, L.P.
285,033US$6.2m-4.66%0.05%
0.95%
Raymond James Financial Services Advisors, Inc.
264,102US$5.7m-26.1%0.01%
0.87%
UBS Asset Management AG
240,930US$5.2m-1.43%no data
0.87%
Raymond James Financial Inc., Asset Management Arm
240,623US$5.2m-24.5%no data
0.72%
Schwarz Dygos Wheeler Investment Advisors LLC
199,851US$4.3m-1.78%1.29%
0.62%
Merrill Lynch & Co. Inc., Banking Investments
171,360US$3.7m-46%no data
0.38%
Cornerstone Advisors, LLC
104,430US$2.3m102%0.09%
0.37%
Columbia Management Investment Advisers, LLC
101,267US$2.2m4.88%no data
0.34%
Cambridge Investment Research Advisors, Inc.
94,072US$2.0m0.22%0.01%
0.34%
LPL Financial Corporation, Asset Management Arm
93,257US$2.0m43.1%no data
0.31%
Securities America Advisors, Inc.
85,005US$1.8m-1.99%0.02%
0.3%
Integrated Wealth Concepts LLC
84,107US$1.8m-7.03%0.03%
0.28%
B. Riley Wealth Advisors, Inc.
78,312US$1.7m4.78%0.04%
0.23%
Capital Investment Advisors, LLC
64,688US$1.4m13.2%0.03%
0.22%
Global Endowment Management, LP
60,000US$1.3m0%0.14%
0.22%
OxenFree Capital LLC
59,926US$1.3m-0.12%1.24%
0.21%
Landscape Capital Management, LLC
59,126US$1.3m0%0.11%
0.21%
Brick & Kyle Associates, Inc.
57,012US$1.2m0.24%0.57%
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