Latest Institutional Transactions on Virtus Allianz Gi Equity & Convertible Income Fund (NIE)
This table provides information on the latest institutional transactions involving Virtus Allianz Gi Equity & Convertible Income Fund (NIE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.33K+ 1.43% |
$55.5K - $59.2K
|
165K
$4.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.16KNew |
$194K - $207K
|
8.16K
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
8.34K+ 90.86% |
$199K - $212K
|
17.5K
$441K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.66K+ 31.47% |
$87.1K - $93K
|
15.3K
$385K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
114+ 1.29% |
$2.71K - $2.89K
|
8.98K
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.1K- 3.73% |
$26.2K - $28K
|
28.4K
$716K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
44.9K+ 175.42% |
$1.07M - $1.14M
|
70.5K
$1.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.84K- 5.46% |
$43.8K - $46.7K
|
31.8K
$801K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$36.2K - $38.6K
|
1.52K
$38.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
3.88K+ 3.82% |
$92.4K - $98.5K
|
105K
$2.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
16.2KNew |
$386K - $412K
|
16.2K
$409K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
27.5K+ 105.96% |
$653K - $697K
|
53.4K
$1.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-261- 1.73% |
$6.21K - $6.63K
|
14.8K
$372K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.41K+ 73.28% |
$33.5K - $35.7K
|
3.33K
$83.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
97.1KNew |
$2.31M - $2.47M
|
97.1K
$2.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-419- 4.34% |
$9.97K - $10.6K
|
9.25K
$233K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
18+ 0.06% |
$428 - $457
|
31.9K
$804K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.35% |
$23.8 - $25.4
|
285
$7.18K
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-16.1K- 22.28% |
$383K - $408K
|
56.1K
$1.41M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.95K- 0.53% |
$57.6K - $70.6K
|
557K
$14M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.8K- 30.58% |
$308K - $377K
|
35.9K
$903K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.5KNew |
$282K - $345K
|
14.5K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15.7KNew |
$306K - $374K
|
15.7K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.81KNew |
$191K - $235K
|
9.81K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-428- 14.25% |
$8.35K - $10.2K
|
2.58K
$64.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-450- 1.53% |
$8.78K - $10.8K
|
29K
$730K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-300- 3.01% |
$5.85K - $7.17K
|
9.66K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-125- 0.99% |
$2.44K - $2.99K
|
12.5K
$316K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.75K+ 91.89% |
$171K - $209K
|
18.3K
$460K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
166New |
$3.24K - $3.97K
|
166
$4.18K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-20K- 66.67% |
$390K - $478K
|
10K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-247- 1.13% |
$4.82K - $5.9K
|
21.6K
$543K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
60KNew |
$1.17M - $1.43M
|
60K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
221New |
$4.31K - $5.28K
|
221
$5.56K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-352- 1.61% |
$6.87K - $8.41K
|
21.5K
$542K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
200New |
$3.9K - $4.78K
|
200
$5.04K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-271Closed |
$5.92K - $6.83K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-225Closed |
$4.92K - $5.67K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.93KNew |
$42.1K - $48.6K
|
1.93K
$48.5K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.3KNew |
$28.4K - $32.7K
|
1.3K
$32.7K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.5K- 99.92% |
$54.6K - $63K
|
2
$50.4
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10KNew |
$219K - $252K
|
10K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
950New |
$20.8K - $23.9K
|
950
$23.9K
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
985+ 2.14% |
$22.4K - $24.9K
|
46.9K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3K+ 32400.0% |
$29.5K - $32.8K
|
1.3K
$32.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
325New |
$7.39K - $8.23K
|
325
$8.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.49% |
$228 - $253
|
2.05K
$51.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-48- 3.42% |
$1.09K - $1.21K
|
1.36K
$34.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.6KNew |
$401K - $447K
|
17.6K
$444K
|
|