A detailed history of Steward Partners Investment Advisory, LLC transactions in Virtus Allianz Gi Equity & Convertible Income Fund stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 34,410 shares of NIE stock, worth $816,893. This represents 0.01% of its overall portfolio holdings.

Number of Shares
34,410
Previous 33,484 2.77%
Holding current value
$816,893
Previous $749,000 6.68%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$21.38 - $23.35 $19,797 - $21,622
926 Added 2.77%
34,410 $799,000
Q1 2024

May 15, 2024

SELL
$20.42 - $22.42 $26,035 - $28,585
-1,275 Reduced 3.67%
33,484 $749,000
Q4 2023

Feb 12, 2024

BUY
$18.75 - $21.15 $6,843 - $7,719
365 Added 1.06%
34,759 $726,000
Q3 2023

Nov 13, 2023

BUY
$19.85 - $21.86 $68,958 - $75,941
3,474 Added 11.24%
34,394 $684,000
Q2 2023

Aug 14, 2023

SELL
$19.43 - $21.15 $121,787 - $132,568
-6,268 Reduced 16.85%
30,920 $653,000
Q1 2023

May 15, 2023

SELL
$18.17 - $20.81 $55,709 - $63,803
-3,066 Reduced 7.62%
37,188 $730,000
Q4 2022

Feb 15, 2023

BUY
$18.17 - $22.0 $15,389 - $18,634
847 Added 2.15%
40,254 $733,000
Q3 2022

Nov 10, 2022

SELL
$20.31 - $24.3 $28,494 - $34,092
-1,403 Reduced 3.44%
39,407 $800,000
Q2 2022

Aug 04, 2022

BUY
$20.03 - $27.23 $178,807 - $243,082
8,927 Added 28.0%
40,810 $847,000
Q1 2022

May 02, 2022

BUY
$24.23 - $30.29 $51,561 - $64,457
2,128 Added 7.15%
31,883 $865,000
Q2 2021

Aug 13, 2021

SELL
$27.53 - $30.24 $123,527 - $135,686
-4,487 Reduced 13.1%
29,755 $900,000
Q1 2021

May 14, 2021

BUY
$26.97 - $29.83 $923,506 - $1.02 Million
34,242 New
34,242 $959,000

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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