Latest Institutional Purchases of Virtus Allianz Gi Convertible & Income Fund (NCV)
This list provides information on the latest institutional transactions involving Virtus Allianz Gi Convertible & Income Fund (NCV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
526KNew |
$1.78M - $1.96M
|
526K
$7.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
280KNew |
$945K - $1.04M
|
280K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
269K+ 129.91% |
$908K - $999K
|
475K
$6.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
266K+ 34.49% |
$899K - $989K
|
1.04M
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
234KNew |
$792K - $871K
|
234K
$3.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
180K+ 11.52% |
$609K - $670K
|
1.74M
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.4K+ 1.39% |
$336K - $370K
|
7.26M
$97.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
97K+ 71.96% |
$328K - $361K
|
232K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
96.4KNew |
$326K - $359K
|
96.4K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
93.7K+ 509.99% |
$317K - $349K
|
112K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
79KNew |
$267K - $294K
|
79K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.8K+ 39.18% |
$158K - $174K
|
166K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
44.2KNew |
$149K - $165K
|
44.2K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
29.2KNew |
$98.8K - $109K
|
29.2K
$394K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.2KNew |
$85.2K - $93.8K
|
25.2K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.7K+ 9.27% |
$80.1K - $88.2K
|
279K
$3.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
22.1KNew |
$74.7K - $82.2K
|
22.1K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
20.4K+ 0.78% |
$69K - $76K
|
2.64M
$35.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
16.5K+ 826.64% |
$55.9K - $61.5K
|
18.5K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.2K+ 3.78% |
$51.5K - $56.7K
|
419K
$5.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.1K+ 84.52% |
$47.8K - $52.6K
|
30.9K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$41.7K - $45.9K
|
12.3K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.7K+ 1.45% |
$39.5K - $43.5K
|
818K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$35.6K - $39.2K
|
10.5K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.4KNew |
$35.2K - $38.7K
|
10.4K
$141K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.9K+ 32.5% |
$33.4K - $36.8K
|
40.3K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.85K+ 3.99% |
$33.3K - $36.6K
|
256K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
7.5K+ 40.3% |
$25.3K - $27.9K
|
26.1K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.9KNew |
$16.6K - $18.2K
|
4.9K
$66.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.51K+ 1.1% |
$15.2K - $16.8K
|
413K
$5.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.41K+ 15.2% |
$11.5K - $12.7K
|
25.9K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.18KNew |
$10.7K - $11.8K
|
3.18K
$42.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.47K+ 3.28% |
$8.35K - $9.19K
|
77.8K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.11K+ 3.83% |
$7.11K - $7.83K
|
57.1K
$770K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.14KNew |
$3.86K - $4.24K
|
1.14K
$15.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
814+ 3.34% |
$2.75K - $3.03K
|
25.2K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
574+ 2.91% |
$1.94K - $2.14K
|
20.3K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
560+ 4.33% |
$1.89K - $2.08K
|
13.5K
$182K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
500+ 4.55% |
$1.69K - $1.86K
|
11.5K
$155K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
436+ 1.66% |
$1.47K - $1.62K
|
26.7K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
317+ 0.29% |
$1.07K - $1.18K
|
109K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
317+ 2.92% |
$1.07K - $1.18K
|
11.2K
$151K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
194+ 3.34% |
$656 - $722
|
6.01K
$81.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
126+ 0.93% |
$426 - $469
|
13.7K
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
79+ 2.62% |
$267 - $294
|
3.09K
$41.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.56MNew |
$8.41M - $8.97M
|
2.56M
$34.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
60K+ 61.1% |
$197K - $210K
|
158K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
51.4KNew |
$169K - $180K
|
51.4K
$694K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
44.6KNew |
$146K - $156K
|
44.6K
$602K
|
|