Virtus Equity & Convertible Income Fund
NIE · NYSE
Filings97
Total reported value$176.8M
| Manager | Shares | Value | Change |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 1M | $25.4M | +1.7% |
| Advisors Asset Management, Inc. | 860.3K | $21.3M | -18.5% |
| ROYAL BANK OF CANADA | 560.1K | $13.8M | +0.6% |
| MORGAN STANLEY | 537.5K | $13.3M | -7.0% |
| RAYMOND JAMES FINANCIAL INC | 466.1K | $11.5M | -1.3% |
| GUGGENHEIM CAPITAL LLC | 420.4K | $10.4M | -2.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 396K | $9.8M | +2.6% |
| Cornerstone Advisors, LLC | 224K | $5.5M | +33.1% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 213.7K | $5.3M | +1.0% |
| LPL Financial LLC | 213.1K | $5.3M | +9.7% |
| UBS Group AG | 169.9K | $4.2M | -1.9% |
| WOLVERINE ASSET MANAGEMENT LLC | 165.5K | $4.1M | +1.4% |
| BANK OF AMERICA CORP /DE/ | 126.5K | $3.1M | -5.1% |
| Invesco Ltd. | 106.6K | $2.6M | -7.2% |
| Shaker Financial Services, LLC | 105.4K | $2.6M | +3.6% |
| Pensionmark Financial Group, LLC | 97.1K | $2.4M | +50.0% |
| ADVISOR GROUP HOLDINGS, INC. | 92.3K | $2.3M | +3.1% |
| Cambridge Investment Research Advisors, Inc. | 83.2K | $2.1M | -7.1% |
| STIFEL FINANCIAL CORP | 79K | $2.0M | -0.5% |
| D.A. DAVIDSON & CO. | 70.5K | $1.7M | +38.9% |
| Capital Investment Advisors, LLC | 60K | $1.5M | 0.0% |
| OxenFree Capital LLC | 56.1K | $1.4M | -40.2% |
| Integrated Wealth Concepts LLC | 55.4K | $1.4M | -5.7% |
| Allspring Global Investments Holdings, LLC | 53.4K | $1.3M | +34.0% |
| Keystone Financial Group | 49.3K | $1.2M | -3.4% |
| AMERIPRISE FINANCIAL INC | 40.2K | $993.2K | +10.5% |
| Kestra Advisory Services, LLC | 39.8K | $983.9K | +0.5% |
| THRIVENT FINANCIAL FOR LUTHERANS | 35.9K | $886.2K | 0.0% |
| Allworth Financial LP | 34.1K | $842.7K | -7.8% |
| Steward Partners Investment Advisory, LLC | 32.3K | $798.4K | -4.1% |
| Stolper Co | 31.9K | $789.1K | +0.1% |
| Hennion & Walsh Asset Management, Inc. | 31.8K | $786.5K | -6.1% |
| ROTHSCHILD INVESTMENT LLC | 29K | $716.7K | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.4K | $702.6K | -4.0% |
| Prospera Financial Services Inc | 28.1K | $695.2K | -0.9% |
| Cornerstone Wealth Management, LLC | 25.5K | $631.0K | +3.4% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 23.8K | $588.6K | +14.4% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 23.7K | $584.9K | +8.6% |
| Cetera Investment Advisers | 22.1K | $545.8K | +12.7% |
| READYSTATE ASSET MANAGEMENT LP | 21.8K | $539.3K | +359.4% |
| TRUIST FINANCIAL CORP | 21.6K | $533.2K | 0.0% |
| Centurion Wealth Management LLC | 21.5K | $531.7K | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 19K | $469.0K | -17.2% |
| Baird Financial Group, Inc. | 18.8K | $464.0K | -65.2% |
| David J Yvars Group | 17.5K | $433.1K | +32.3% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 17.5K | $432.0K | +0.6% |
| Brick & Kyle, Associates | 16.8K | $416.4K | -4.5% |
| CSS LLC/IL | 16.5K | $408.3K | +50.0% |
| Calamos Advisors LLC | 16.2K | $401.3K | +50.0% |
| WETHERBY ASSET MANAGEMENT INC | 15.7K | $387.2K | 0.0% |
| Janney Montgomery Scott LLC | 15.3K | $378.0K | +19.3% |
| PFG Investments, LLC | 14.9K | $368.8K | +0.3% |
| Institute for Wealth Management, LLC. | 14.8K | $365.7K | -1.8% |
| AQR CAPITAL MANAGEMENT LLC | 14.5K | $357.3K | 0.0% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12.5K | $309.9K | 0.0% |
| SMH CAPITAL ADVISORS INC | 10.7K | $264.2K | +1.3% |
| Global Assets Advisory, LLC | 10K | $247.2K | 0.0% |
| Joel Isaacson & Co., LLC | 10K | $247.2K | 0.0% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 9.9K | $244.9K | +50.0% |
| DAYMARK WEALTH PARTNERS, LLC | 9.7K | $238.8K | 0.0% |
| WEDBUSH SECURITIES INC | 9.5K | $235.2K | -18.6% |
| DAVENPORT & Co LLC | 9.2K | $228.6K | -4.7% |
| Huntleigh Advisors, Inc. | 9.2K | $227.8K | +0.7% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9K | $221.9K | +1.3% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 8.2K | $201.8K | +50.0% |
| OPPENHEIMER & CO INC | 8.1K | $200.8K | +50.0% |
| COMERICA BANK | 8K | $198.9K | +0.6% |
| J.W. COLE ADVISORS, INC. | 8K | $198.5K | +50.0% |
| NewEdge Advisors, LLC | 7.1K | $176.7K | -0.0% |
| Rockefeller Capital Management L.P. | 4.6K | $112.9K | +50.0% |
| WOLFF WIESE MAGANA LLC | 4.2K | $105.0K | 0.0% |
| US BANCORP \DE\ | 4.1K | $102.2K | +50.0% |
| CWM, LLC | 3.3K | $82.2K | +29.7% |
| PNC FINANCIAL SERVICES GROUP, INC. | 3K | $74.3K | 0.0% |
| MAI Capital Management | 2.9K | $70.6K | +1.9% |
| Westfuller Advisors, LLC | 2.1K | $52.1K | +50.0% |
| HARBOUR INVESTMENTS, INC. | 2K | $50.6K | 0.0% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1.5K | $37.5K | +50.0% |
| CoreCap Advisors, LLC | 1.3K | $32.1K | 0.0% |
| EASTERN BANK | 1.3K | $32.1K | 0.0% |
| Future Financial Wealth Managment LLC | 1K | $24.7K | 0.0% |
| Farther Finance Advisors, LLC | 950 | $23.5K | 0.0% |
| TSFG, LLC | 754 | $18.6K | 0.0% |
| JPMORGAN CHASE & CO | 402 | $9.9K | +50.0% |
| Westside Investment Management, Inc. | 350 | $8.7K | 0.0% |
| North Capital, Inc. | 285 | $7.0K | +0.3% |
| HIGHLINE WEALTH PARTNERS LLC | 221 | $5.5K | 0.0% |
| Strengthening Families & Communities, LLC | 179 | $4.4K | +1.6% |
| VALLEY NATIONAL ADVISERS INC | 166 | $4.1K | 0.0% |
| Advisory Services Network, LLC | 165 | $4.1K | +50.0% |
| PRINCIPAL SECURITIES, INC. | 102 | $2.5K | +137.4% |
| HOLLENCREST CAPITAL MANAGEMENT | 66 | $1.6K | 0.0% |
| FMR LLC | 31 | $766.3 | +38.0% |
| Creekmur Asset Management LLC | 2 | $49.4 | 0.0% |
| Walleye Capital LLC | 0 | $0.0 | +100.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0 | $0.0 | +100.0% |
| Spire Wealth Management | 0 | $0.0 | +100.0% |