Institutional Ownership Virtus Allianz Gi Diversified Income & Convertible Fund (ACV)
This table provides information about the institutional ownership of Virtus Allianz Gi Diversified Income & Convertible Fund (ACV). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $51.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,867
shares
|
$44,546
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,200
shares
|
$28,632
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
900
shares
|
$21,474
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
660
shares
|
$15,747
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
205
shares
|
$4,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
48
shares
|
$1,145
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|