Latest Institutional Sells of Virtus Allianz Gi Convertible & Income Fund (NCV)
This list provides information on the latest institutional transactions involving Virtus Allianz Gi Convertible & Income Fund (NCV) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-500- 2.47% |
$1.52K - $1.78K
|
19.7K
$246K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-300- 1.69% |
$912 - $1.07K
|
17.4K
$217K
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-954- 7.64% |
$3K - $3.32K
|
11.5K
$144K
|
|
Q1 2023 | |||||||
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.5K- 99.58% |
$17.6K - $22.8K
|
23
$287
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.32K- 18.51% |
$7.4K - $9.61K
|
10.2K
$127K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-700- 98.18% |
$2.23K - $2.9K
|
13
$162
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-215K- 70.59% |
$682K - $824K
|
89.4K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-31.7K- 63.78% |
$101K - $122K
|
18K
$224K
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-13K- 45.3% |
$41.3K - $49.9K
|
15.7K
$196K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-118KClosed |
$410K - $601K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-70.6K- 51.43% |
$246K - $360K
|
66.7K
$832K
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-15.8KClosed |
$54.9K - $80.5K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10.1KClosed |
$35.1K - $51.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.2KClosed |
$25K - $36.7K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3KClosed |
$10.4K - $15.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-855Closed |
$2.98K - $4.36K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-386Closed |
$1.34K - $1.97K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-240Closed |
$835 - $1.22K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1- -0.0% |
$3.48 - $5.1
|
23K
$287K
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-20.2KClosed |
$92.3K - $118K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-10KClosed |
$45.6K - $58.1K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7.77KClosed |
$35.4K - $45.2K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-5.63KClosed |
$25.7K - $32.7K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.86KClosed |
$8.46K - $10.8K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-250Closed |
$1.14K - $1.45K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-51.2KClosed |
$285K - $327K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-10.8KClosed |
$60.2K - $69.2K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-375Closed |
$2.09K - $2.4K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-16.2KClosed |
$92.7K - $101K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.07KClosed |
$11.8K - $12.9K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-151- 33.48% |
$865 - $947
|
300
$3.74K
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-83Closed |
$476 - $520
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-71.1KClosed |
$389K - $439K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.9KClosed |
$120K - $135K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-10KClosed |
$54.7K - $61.8K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2KClosed |
$10.9K - $12.4K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-19Closed |
$104 - $117
|
0
$0
|
|
Q1 2021 | |||||||
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2K- 26.91% |
$11K - $12K
|
5.43K
$67.7K
|