A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Virtus Allianz Gi Equity & Convertible Income Fund stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 212,207 shares of NIE stock, worth $5.09 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
212,207
Previous 214,085 0.88%
Holding current value
$5.09 Million
Previous $4.98 Million 1.87%
% of portfolio
1.25%
Previous 1.35%

Shares

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

Nov 08, 2024

SELL
$21.12 - $23.6 $39,663 - $44,320
-1,878 Reduced 0.88%
212,207 $4.88 Million
Q2 2024

Aug 02, 2024

BUY
$21.38 - $23.35 $108,738 - $118,758
5,086 Added 2.43%
214,085 $4.98 Million
Q1 2024

May 03, 2024

BUY
$20.42 - $22.42 $186,802 - $205,098
9,148 Added 4.58%
208,999 $4.68 Million
Q4 2023

Feb 02, 2024

SELL
$18.75 - $21.15 $67,762 - $76,436
-3,614 Reduced 1.78%
199,851 $4.18 Million
Q3 2023

Nov 03, 2023

BUY
$19.85 - $21.86 $118,861 - $130,897
5,988 Added 3.03%
203,465 $4.05 Million
Q2 2023

Aug 11, 2023

BUY
$19.43 - $21.15 $49,565 - $53,953
2,551 Added 1.31%
197,477 $4.18 Million
Q1 2023

Apr 27, 2023

BUY
$18.17 - $20.81 $12,246 - $14,025
674 Added 0.35%
194,926 $3.83 Million
Q4 2022

Feb 08, 2023

BUY
$18.17 - $22.0 $106,203 - $128,590
5,845 Added 3.1%
194,252 $3.54 Million
Q3 2022

Nov 04, 2022

SELL
$20.31 - $24.3 $14,359 - $17,180
-707 Reduced 0.37%
188,407 $3.83 Million
Q2 2022

Aug 09, 2022

BUY
$20.03 - $27.23 $169,353 - $230,229
8,455 Added 4.68%
189,114 $3.92 Million
Q1 2022

May 11, 2022

BUY
$24.23 - $30.29 $232,729 - $290,935
9,605 Added 5.62%
180,659 $4.9 Million
Q4 2021

Feb 08, 2022

BUY
$29.02 - $32.04 $66,339 - $73,243
2,286 Added 1.35%
171,054 $5.16 Million
Q3 2021

Oct 21, 2021

SELL
$29.41 - $30.85 $44,262 - $46,429
-1,505 Reduced 0.88%
168,768 $4.97 Million
Q2 2021

Jul 28, 2021

BUY
$27.53 - $30.24 $202,483 - $222,415
7,355 Added 4.51%
170,273 $5.15 Million
Q1 2021

May 07, 2021

BUY
$26.97 - $29.83 $4.39 Million - $4.86 Million
162,918 New
162,918 $4.56 Million

Others Institutions Holding NIE

About Virtus AllianzGI Equity & Convertible Income Fund


  • Ticker NIE
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Virtus Equity & Convertible Income Fund is a closed ended equity 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 the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sect...
More about NIE
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