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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-135K- 13.52% |
$3.2M - $3.42M
|
860K
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.2K- 6.15% |
$838K - $894K
|
538K
$13.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-30.2K- 58.08% |
$719K - $767K
|
21.8K
$549K
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-16.1K- 22.28% |
$383K - $408K
|
56.1K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.1K- 2.34% |
$240K - $256K
|
420K
$10.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.41K- 28.31% |
$176K - $188K
|
18.8K
$473K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.18K- 6.31% |
$171K - $182K
|
107K
$2.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.17K- 4.65% |
$147K - $157K
|
126K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.77K- 1.22% |
$137K - $147K
|
466K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.55K- 6.25% |
$132K - $141K
|
83.2K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.18K- 1.84% |
$75.8K - $80.8K
|
170K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.97K- 5.09% |
$70.7K - $75.4K
|
55.4K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.78K- 12.79% |
$66.2K - $70.7K
|
19K
$478K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.47K- 6.75% |
$58.8K - $62.7K
|
34.1K
$858K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.84K- 5.46% |
$43.8K - $46.7K
|
31.8K
$801K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.63K- 3.19% |
$38.7K - $41.3K
|
49.3K
$1.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.56K- 79.5% |
$37.1K - $39.6K
|
402
$10.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.49K- 13.56% |
$35.5K - $37.9K
|
9.51K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.28K- 3.81% |
$30.5K - $32.5K
|
32.3K
$813K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.1K- 3.73% |
$26.2K - $28K
|
28.4K
$716K
|
|
|
Nov 14, 2025
Q3 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-724- 4.12% |
$17.2K - $18.4K
|
16.8K
$424K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-419- 4.34% |
$9.97K - $10.6K
|
9.25K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-375- 78.62% |
$8.93K - $9.52K
|
102
$2.57K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-357- 0.45% |
$8.5K - $9.06K
|
79K
$1.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-261- 1.73% |
$6.21K - $6.63K
|
14.8K
$372K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-249- 0.88% |
$5.93K - $6.32K
|
28.1K
$708K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3- 0.04% |
$71.4 - $76.2
|
7.15K
$180K
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-20K- 66.67% |
$390K - $478K
|
10K
$252K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.8K- 30.58% |
$308K - $377K
|
35.9K
$903K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.95K- 0.53% |
$57.6K - $70.6K
|
557K
$14M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-450- 1.53% |
$8.78K - $10.8K
|
29K
$730K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-428- 14.25% |
$8.35K - $10.2K
|
2.58K
$64.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-352- 1.61% |
$6.87K - $8.41K
|
21.5K
$542K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-300- 3.01% |
$5.85K - $7.17K
|
9.66K
$243K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-247- 1.13% |
$4.82K - $5.9K
|
21.6K
$543K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-125- 0.99% |
$2.44K - $2.99K
|
12.5K
$316K
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.5K- 99.92% |
$54.6K - $63K
|
2
$50.4
|
|
|
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
|
|
| Q4 2024 | |||||||
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.98K- 43.12% |
$159K - $177K
|
9.2K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.37K- 5.1% |
$99.3K - $111K
|
81.3K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-48- 3.42% |
$1.09K - $1.21K
|
1.36K
$34.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.66% |
$22.8 - $25.3
|
150
$3.78K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.39K- 94.62% |
$29.4K - $32.8K
|
79
$1.99K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-19.2K- 92.1% |
$411K - $449K
|
1.65K
$41.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.45K- 53.46% |
$73.8K - $80.6K
|
3K
$75.6K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-30K- 53.45% |
$613K - $673K
|
26.1K
$658K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.1K- 9.08% |
$42.9K - $47.1K
|
21K
$529K
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.17K- 6.82% |
$42.2K - $45.9K
|
29.6K
$747K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.02K- 8.09% |
$19.9K - $21.7K
|
11.6K
$293K
|
|