A detailed history of Shaker Financial Services, LLC transactions in Virtus Allianz Gi Convertible & Income Fund stock. As of the latest transaction made, Shaker Financial Services, LLC holds 32,870 shares of NCV stock, worth $115,373. This represents 0.04% of its overall portfolio holdings.

Number of Shares
32,870
Previous 187,955 82.51%
Holding current value
$115,373
Previous $614,000 81.27%
% of portfolio
0.04%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$3.28 - $3.5 $508,678 - $542,797
-155,085 Reduced 82.51%
32,870 $115,000
Q2 2024

Aug 02, 2024

SELL
$3.04 - $3.3 $405,970 - $440,691
-133,543 Reduced 41.54%
187,955 $614,000
Q1 2024

May 13, 2024

BUY
$3.18 - $3.39 $370,476 - $394,941
116,502 Added 56.83%
321,498 $1.07 Million
Q4 2023

Feb 07, 2024

BUY
$2.86 - $3.41 $274,485 - $327,271
95,974 Added 88.03%
204,996 $690,000
Q3 2023

Nov 02, 2023

BUY
$3.04 - $3.55 $118,018 - $137,818
38,822 Added 55.3%
109,022 $339,000
Q2 2023

Aug 07, 2023

BUY
$3.14 - $3.48 $220,428 - $244,296
70,200 New
70,200 $244,000
Q1 2022

May 06, 2022

SELL
$4.56 - $5.81 $331,598 - $422,497
-72,719 Closed
0 $0
Q4 2021

Feb 07, 2022

SELL
$5.56 - $6.39 $179,649 - $206,467
-32,311 Reduced 30.76%
72,719 $424,000
Q3 2021

Nov 02, 2021

SELL
$5.73 - $6.27 $905,208 - $990,515
-157,977 Reduced 60.07%
105,030 $626,000
Q2 2021

Aug 04, 2021

SELL
$5.47 - $6.18 $236,768 - $267,501
-43,285 Reduced 14.13%
263,007 $1.62 Million
Q1 2021

May 14, 2021

BUY
$5.48 - $6.0 $1.68 Million - $1.84 Million
306,292 New
306,292 $1.73 Million

Others Institutions Holding NCV

About Virtus AllianzGI Convertible & Income Fund


  • Ticker NCV
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Virtus Convertible & Income Fund is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.S. LLC. It invests in fixed income markets of the United States. The fund primarily invests in convertible securities and non-convertible high-y...
More about NCV
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