Latest Institutional Sells of Virtus Allianz Gi Equity & Convertible Income Fund (NIE)
This list provides information on the latest institutional transactions involving Virtus Allianz Gi Equity & Convertible Income Fund (NIE) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-279K- 95.65% |
$6.34M - $7.05M
|
12.7K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-144K- 77.79% |
$3.27M - $3.64M
|
41.1K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-37.4K- 41.5% |
$851K - $947K
|
52.7K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-34.4K- 44.99% |
$784K - $872K
|
42.1K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.4K- 42.15% |
$328K - $365K
|
19.8K
$496K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.98K- 43.12% |
$159K - $177K
|
9.2K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.64K- 34.88% |
$128K - $143K
|
10.5K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.37K- 5.1% |
$99.3K - $111K
|
81.3K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.79K- 5.63% |
$86.2K - $95.8K
|
63.5K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.75K- 48.02% |
$62.5K - $69.6K
|
2.98K
$74.5K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.66K- 20.85% |
$37.8K - $42.1K
|
6.31K
$158K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.41K- 2.3% |
$32.2K - $35.8K
|
60K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 7.48% |
$22.8K - $25.3K
|
12.4K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-784- 1.12% |
$17.8K - $19.8K
|
69.4K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-619- 1.95% |
$14.1K - $15.7K
|
31.1K
$779K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-483- 1.56% |
$11K - $12.2K
|
30.4K
$761K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-392- 13.61% |
$8.92K - $9.92K
|
2.49K
$62.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-306- 2.7% |
$6.96K - $7.74K
|
11K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-215- 2.18% |
$4.89K - $5.44K
|
9.67K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-100- 37.31% |
$2.28K - $2.53K
|
168
$4.21K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-48- 3.42% |
$1.09K - $1.21K
|
1.36K
$34K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-7- 0.28% |
$159 - $177
|
2.5K
$62.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.04% |
$137 - $152
|
15.3K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.66% |
$22.8 - $25.3
|
150
$3.76K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-46.6K- 19.83% |
$985K - $1.1M
|
189K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38.5K- 53.35% |
$812K - $907K
|
33.6K
$842K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-34.9K- 43.18% |
$737K - $824K
|
46K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.87K- 1.39% |
$145K - $162K
|
488K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.82K- 37.98% |
$102K - $114K
|
7.86K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.01K- 4.53% |
$63.5K - $70.9K
|
63.4K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.39K- 94.62% |
$29.4K - $32.8K
|
79
$1.98K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-678- 0.68% |
$14.3K - $16K
|
98.7K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-179- 0.08% |
$3.78K - $4.22K
|
212K
$5.32M
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-19.2K- 92.1% |
$411K - $449K
|
1.65K
$41.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.45K- 53.46% |
$73.8K - $80.6K
|
3K
$75.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.1K- 10.14% |
$23.5K - $25.7K
|
9.75K
$244K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-296- 19.73% |
$6.33K - $6.91K
|
1.2K
$30.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-30K- 53.45% |
$613K - $673K
|
26.1K
$654K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.1K- 9.08% |
$42.9K - $47.1K
|
21K
$527K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-16.1K- 93.07% |
$301K - $340K
|
1.2K
$29.9K
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.17K- 6.82% |
$42.2K - $45.9K
|
29.6K
$742K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.02K- 8.09% |
$19.9K - $21.7K
|
11.6K
$291K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-33K- 52.43% |
$599K - $686K
|
29.9K
$749K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-20.9K- 48.83% |
$379K - $435K
|
21.9K
$548K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-424Closed |
$7.7K - $8.82K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-531- 49.91% |
$9.65K - $11.7K
|
533
$13.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-8- 53.33% |
$145 - $176
|
7
$175
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-578- 6.43% |
$11.7K - $14K
|
8.42K
$211K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-198KClosed |
$3.97M - $5.4M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-20.8KClosed |
$417K - $566K
|
0
$0
|
|