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 105 institutions that hold shares in the stock, with a total of 7.87 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,149
shares
|
$180,011
0.0% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,569
shares
|
$115,047
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
4,248
shares
|
$106,964
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,135
shares
|
$104,119
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,327
shares
|
$83,773
0.0% of portfolio
|
Q3 2025
Added 73.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,004
shares
|
$75,640
0.0% of portfolio
|
Q2 2024
Reduced 53.46%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,856
shares
|
$71,914
0.0% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
2,107
shares
|
$53,054
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,048
shares
|
$51,568
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,519
shares
|
$38,248
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,500
shares
|
$37,770
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,356
shares
|
$34,144
0.03% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,300
shares
|
$32,734
0.0% of portfolio
|
Q4 2024
Added 32400.0%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,298
shares
|
$32,683
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,286
shares
|
$32,381
0.0% of portfolio
|
Q1 2021
Reduced 6.22%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$25,180
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
950
shares
|
$23,921
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
754
shares
|
$18,985
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
621
shares
|
$15,636
0.0% of portfolio
|
Q2 2024
Added 118.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
402
shares
|
$10,122
0.0% of portfolio
|
Q3 2025
Reduced 79.5%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
350
shares
|
$8,813
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
285
shares
|
$7,176
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
221
shares
|
$5,564
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
179
shares
|
$4,507
0.0% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
166
shares
|
$4,179
0.0% of portfolio
|
Q2 2025
New holding
|
|