Institutional Ownership Virtus Allianz Gi Diversified Income & Convertible Fund (ACV)
This table provides information about the institutional ownership of Virtus Allianz Gi Diversified Income & Convertible Fund (ACV). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 2.21 Million shares, which have been reported (via 13F filing form) to have a value of $45.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,867
shares
|
$38,049
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,066
shares
|
$21,725
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
900
shares
|
$18,342
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
660
shares
|
$13,450
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
421
shares
|
$8,579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
352
shares
|
$7,173
0.0% of portfolio
|
Q1 2024
Reduced 99.19%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
205
shares
|
$4,177
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|