Institutional Ownership Virtus Allianz Gi Equity & Convertible Income Fund (NIE)

This table provides information about the institutional ownership of Virtus Allianz Gi Equity & Convertible Income Fund (NIE). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 7.27 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.

Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Future Financial Wealth Managment LLC	Apr 09, 2025 Q1 2025	1,000 shares	$22,220 0.02% of portfolio	Q3 2024 New holding
Farther Finance Advisors, LLC San Francisco, CA	Apr 14, 2025 Q1 2025	950 shares	$21,109 0.0% of portfolio	Q1 2025 New holding
Tsfg, LLC	Apr 24, 2025 Q1 2025	754 shares	$16,753 0.0% of portfolio	Q1 2021 New holding
Benjamin F. Edwards & Company, Inc. St. Louis, MO	Aug 12, 2024 Q2 2024	621 shares	$13,798 0.0% of portfolio	Q2 2024 Added 118.66%
Westside Investment Management, Inc.	Apr 25, 2025 Q1 2025	350 shares	$7,777 0.0% of portfolio	Q1 2022 New holding
North Capital, Inc. Salt Lake City, UT	Apr 28, 2025 Q1 2025	284 shares	$6,310 0.01% of portfolio	Q1 2025 New holding
Strengthening Families & Communities, LLC	May 12, 2025 Q1 2025	172 shares	$3,821 0.0% of portfolio	Q1 2025 Added 2.38%
Principal Securities, Inc. Des Moines, IA	Apr 30, 2025 Q1 2025	102 shares	$2,266 0.0% of portfolio	Q4 2023 New holding
Hollencrest Capital Management	May 02, 2025 Q1 2025	66 shares	$1,466 0.0% of portfolio	Q4 2022 New holding
Creekmur Asset Management LLC Morton, IL	May 02, 2025 Q1 2025	2 shares	$44 0.0% of portfolio	Q1 2025 Reduced 99.92%
Concourse Financial Group Securities, Inc. Birmingham, AL	May 14, 2025 Q1 2025	0 shares	$0 100.0% of portfolio	Q1 2025 New holding

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Institutional Ownership Virtus Allianz Gi Equity & Convertible Income Fund (NIE)

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