A detailed history of Rockefeller Capital Management L.P. transactions in Virtus Allianz Gi Convertible & Income Fund stock. As of the latest transaction made, Rockefeller Capital Management L.P. holds 75,295 shares of NCV stock, worth $261,273. This represents 0.0% of its overall portfolio holdings.

Number of Shares
75,295
Previous 75,903 0.8%
Holding current value
$261,273
Previous $248,000 6.05%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$3.28 - $3.5 $1,994 - $2,128
-608 Reduced 0.8%
75,295 $263,000
Q2 2024

Aug 12, 2024

SELL
$3.04 - $3.3 $144,880 - $157,271
-47,658 Reduced 38.57%
75,903 $248,000
Q1 2024

May 14, 2024

BUY
$3.18 - $3.39 $10,570 - $11,268
3,324 Added 2.76%
123,561 $412,000
Q4 2023

Feb 14, 2024

BUY
$2.86 - $3.41 $16,922 - $20,176
5,917 Added 5.18%
120,237 $405,000
Q3 2023

Nov 14, 2023

BUY
$3.04 - $3.55 $6,818 - $7,962
2,243 Added 2.0%
114,320 $355,000
Q2 2023

Aug 14, 2023

SELL
$3.14 - $3.48 $584 - $647
-186 Reduced 0.17%
112,077 $390,000
Q1 2023

May 17, 2023

SELL
$3.19 - $4.14 $8,998 - $11,678
-2,821 Reduced 2.45%
112,263 $377,000
Q4 2022

Mar 06, 2023

SELL
$3.18 - $3.84 $68,312 - $82,490
-21,482 Reduced 15.73%
115,084 $391,000
Q3 2022

Nov 02, 2022

BUY
$3.2 - $24.7 $145,177 - $1.12 Million
45,368 Added 49.75%
136,566 $437,000
Q2 2022

Aug 12, 2022

BUY
$3.48 - $5.1 $232,404 - $340,593
66,783 Added 273.53%
91,198 $335,000
Q1 2022

May 13, 2022

BUY
$4.56 - $5.81 $22 - $29
5 Added 0.02%
24,415 $122,000
Q4 2021

Feb 14, 2022

BUY
$5.56 - $6.39 $33 - $38
6 Added 0.02%
24,410 $142,000
Q3 2021

Nov 12, 2021

BUY
$5.73 - $6.27 $22 - $25
4 Added 0.02%
24,404 $145,000
Q2 2021

Aug 10, 2021

SELL
$5.47 - $6.18 $56,970 - $64,364
-10,415 Reduced 29.92%
24,400 $149,000
Q1 2021

May 11, 2021

BUY
$5.48 - $6.0 $190,786 - $208,890
34,815 New
34,815 $197,000

Others Institutions Holding NCV

About Virtus AllianzGI Convertible & Income Fund


  • Ticker NCV
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Virtus Convertible & Income Fund is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.S. LLC. It invests in fixed income markets of the United States. The fund primarily invests in convertible securities and non-convertible high-y...
More about NCV
Track This Portfolio

Track Rockefeller Capital Management L.P. Portfolio

Follow Rockefeller Capital Management L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockefeller Capital Management L.P., based on Form 13F filings with the SEC.

News

Stay updated on Rockefeller Capital Management L.P. with notifications on news.