Latest Institutional Purchases of Virtus Allianz Gi Convertible & Income 2024 Target Term Fund (CBH)
This list provides information on the latest institutional transactions involving Virtus Allianz Gi Convertible & Income 2024 Target Term Fund (CBH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
272KNew |
$2.38M - $2.45M
|
272K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
245K+ 107.82% |
$2.14M - $2.2M
|
472K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
180K+ 224.15% |
$1.58M - $1.63M
|
261K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
70.9K+ 56.08% |
$620K - $639K
|
197K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
62.7K+ 15.78% |
$549K - $565K
|
460K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
36.6K+ 17.09% |
$320K - $330K
|
251K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.8KNew |
$305K - $314K
|
34.8K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
34.1K+ 65.06% |
$298K - $307K
|
86.5K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
22.4KNew |
$196K - $202K
|
22.4K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.9K+ 3.02% |
$183K - $188K
|
713K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5KNew |
$109K - $112K
|
12.5K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2KNew |
$89.4K - $92.1K
|
10.2K
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.25KNew |
$37.2K - $38.3K
|
4.25K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.77K+ 7.14% |
$15.5K - $15.9K
|
26.5K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
904+ 1329.41% |
$7.91K - $8.15K
|
972
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
94+ 0.91% |
$823 - $847
|
10.5K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
26+ 0.12% |
$228 - $234
|
21.3K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
18.1KNew |
$157K - $161K
|
18.1K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3KNew |
$98.1K - $100K
|
11.3K
$0
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.8K+ 28.13% |
$41.6K - $42.5K
|
21.8K
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.91KNew |
$25.3K - $25.8K
|
2.91K
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.78KNew |
$24.1K - $24.6K
|
2.78K
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.25MNew |
$10.5M - $11.1M
|
1.25M
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
71.5KNew |
$604K - $637K
|
71.5K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
616New |
$5.21K - $5.49K
|
616
$0
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11.1KNew |
$95.1K - $98.4K
|
11.1K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1KNew |
$8.59K - $8.89K
|
1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
663New |
$5.7K - $5.89K
|
663
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
473+ 1.86% |
$4.06K - $4.2K
|
25.9K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 1.95% |
$33.7 - $35.2
|
209
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13.5KNew |
$115K - $123K
|
13.5K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
86+ 0.52% |
$734 - $787
|
16.6K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
36.9KNew |
$313K - $324K
|
36.9K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100+ 20.0% |
$847 - $879
|
600
$0
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.5K+ 27.03% |
$21.4K - $22.9K
|
11.8K
$0
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.6KNew |
$22.2K - $24.8K
|
2.6K
$0
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
36.9KNew |
$363K - $403K
|
36.9K
$0
|
|