Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of Virtus AllianzGI Equity & Convertible Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
532KNew |
$12.1M - $13.5M
|
532K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
111K+ 11.66% |
$2.53M - $2.82M
|
1.07M
$26.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.1KNew |
$957K - $1.06M
|
42.1K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
40.2KNew |
$915K - $1.02M
|
40.2K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.3K+ 3.79% |
$895K - $996K
|
1.08M
$27.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.8K+ 22.89% |
$610K - $679K
|
144K
$3.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.6KNew |
$401K - $447K
|
17.6K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.8K+ 3.53% |
$382K - $425K
|
492K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.8K+ 3.03% |
$336K - $374K
|
503K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.8K+ 2.24% |
$245K - $273K
|
492K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.84K+ 7.63% |
$201K - $224K
|
125K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8.77K+ 4.13% |
$199K - $222K
|
221K
$5.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.69KNew |
$198K - $220K
|
8.69K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.16KNew |
$186K - $207K
|
8.16K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.13K+ 13.1% |
$71.2K - $79.2K
|
27K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.68KNew |
$61K - $67.9K
|
2.68K
$67.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.97K+ 9.9% |
$44.7K - $49.8K
|
21.8K
$549K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.71KNew |
$38.8K - $43.2K
|
1.71K
$42.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.69K+ 4.04% |
$38.4K - $42.7K
|
43.4K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.67K+ 12.98% |
$38.1K - $42.4K
|
14.6K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.65K+ 10.3% |
$37.5K - $41.7K
|
17.7K
$445K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.45K+ 6.07% |
$33K - $36.7K
|
25.3K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3K+ 32400.0% |
$29.5K - $32.8K
|
1.3K
$32.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.22K+ 3.65% |
$27.8K - $31K
|
34.7K
$874K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.15K+ 5.09% |
$26.1K - $29.1K
|
23.7K
$596K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.12K+ 143.11% |
$25.5K - $28.4K
|
1.91K
$48K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
668+ 4.73% |
$15.2K - $16.9K
|
14.8K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
500New |
$11.4K - $12.7K
|
500
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
400+ 1.55% |
$9.1K - $10.1K
|
26.3K
$662K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
325New |
$7.39K - $8.23K
|
325
$8.18K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
294+ 2.57% |
$6.69K - $7.44K
|
11.7K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
44+ 0.56% |
$1K - $1.11K
|
7.91K
$199K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.49% |
$228 - $253
|
2.05K
$51.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.66% |
$22.8 - $25.3
|
150
$3.78K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.04% |
$137 - $152
|
15.3K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-7- 0.28% |
$159 - $177
|
2.5K
$63K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-48- 3.42% |
$1.09K - $1.21K
|
1.36K
$34.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-100- 37.31% |
$2.28K - $2.53K
|
168
$4.23K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-215- 2.18% |
$4.89K - $5.44K
|
9.67K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-306- 2.7% |
$6.96K - $7.74K
|
11K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-392- 13.61% |
$8.92K - $9.92K
|
2.49K
$62.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-483- 1.56% |
$11K - $12.2K
|
30.4K
$765K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-619- 1.95% |
$14.1K - $15.7K
|
31.1K
$783K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-784- 1.12% |
$17.8K - $19.8K
|
69.4K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 7.48% |
$22.8K - $25.3K
|
12.4K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.41K- 2.3% |
$32.2K - $35.8K
|
60K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.66K- 20.85% |
$37.8K - $42.1K
|
6.31K
$159K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.75K- 48.02% |
$62.5K - $69.6K
|
2.98K
$74.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.3K- 3.35% |
$75.2K - $83.6K
|
95.4K
$2.4M
|