Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.8K+ 25.89% |
$347K - $358K
|
67.2K
$1.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.96K+ 1.5% |
$150K - $155K
|
402K
$10.1M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
3.62K+ 20.63% |
$90.8K - $93.7K
|
21.1K
$532K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
719+ 2.25% |
$18.1K - $18.6K
|
32.6K
$822K
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
556+ 0.99% |
$14K - $14.4K
|
56.6K
$1.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
150+ 67.87% |
$3.77K - $3.89K
|
371
$9.34K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
46+ 0.31% |
$1.16K - $1.19K
|
15K
$377K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
42+ 1.99% |
$1.05K - $1.09K
|
2.15K
$54.1K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
7+ 0.21% |
$176 - $182
|
3.33K
$84K
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-160- 1.08% |
$4.02K - $4.15K
|
14.6K
$368K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.25K- 7.09% |
$107K - $110K
|
55.7K
$1.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-15K- 47.18% |
$377K - $389K
|
16.8K
$423K
|
|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-37.9K- 35.92% |
$950K - $982K
|
67.5K
$1.7M
|
|