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 2.1 Million shares, which have been reported (via 13F filing form) to have a value of $47.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,400
shares
|
$77,316
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
2,082
shares
|
$47,344
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
1,871
shares
|
$42,546
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,867
shares
|
$42,455
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
900
shares
|
$20,466
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
660
shares
|
$15,008
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
205
shares
|
$4,661
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|