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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.56MNew |
$8.41M - $8.97M
|
2.56M
$9.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
498K+ 46.76% |
$1.63M - $1.74M
|
1.56M
$5.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
152K+ 274.79% |
$497K - $531K
|
207K
$747K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
60.6K+ 2.37% |
$199K - $212K
|
2.62M
$9.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
60K+ 61.1% |
$197K - $210K
|
158K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
59.1K+ 78.02% |
$194K - $207K
|
135K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
51.4KNew |
$169K - $180K
|
51.4K
$186K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
44.6KNew |
$146K - $156K
|
44.6K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
43.8K+ 20.66% |
$144K - $153K
|
256K
$923K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
26.8KNew |
$87.7K - $93.6K
|
26.8K
$96.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.6K+ 6.98% |
$87.4K - $93.2K
|
408K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.4K+ 6.95% |
$73.4K - $78.4K
|
345K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
18.4KNew |
$60.3K - $64.3K
|
18.4K
$66.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.8K+ 3.27% |
$41.9K - $44.7K
|
403K
$1.46M
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
12.7KNew |
$41.7K - $44.5K
|
12.7K
$45.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11K+ 10.11% |
$36K - $38.4K
|
119K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
10.4K+ 226.09% |
$34.1K - $36.4K
|
15K
$54.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$33.9K - $36.2K
|
10.3K
$37.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10KNew |
$32.8K - $35K
|
10K
$36.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.5KNew |
$24.6K - $26.2K
|
7.5K
$27.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.62K+ 0.71% |
$21.7K - $23.2K
|
933K
$3.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
6.32K+ 8.54% |
$20.7K - $22.1K
|
80.2K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.24K+ 7.86% |
$20.5K - $21.8K
|
85.6K
$309K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.03K+ 250.0% |
$19.8K - $21.1K
|
8.44K
$30.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.56K+ 1410.15% |
$18.2K - $19.4K
|
5.95K
$21.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.01K+ 626.38% |
$16.4K - $17.5K
|
5.81K
$21K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.59K+ 25.65% |
$15K - $16K
|
22.5K
$81.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.39K+ 33.87% |
$11.1K - $11.9K
|
13.4K
$48.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3K+ 7.27% |
$9.84K - $10.5K
|
44.3K
$160K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2K+ 0.84% |
$6.57K - $7.01K
|
241K
$870K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.99K+ 8.9% |
$6.53K - $6.97K
|
24.4K
$88K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.6K+ 400.25% |
$5.25K - $5.6K
|
2K
$7.22K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 13.18% |
$5.19K - $5.54K
|
13.6K
$49.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
684+ 5.59% |
$2.24K - $2.39K
|
12.9K
$46.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
657+ 2.57% |
$2.15K - $2.3K
|
26.2K
$94.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
576+ 3.01% |
$1.89K - $2.02K
|
19.7K
$71.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
500+ 4.3% |
$1.64K - $1.75K
|
12.1K
$43.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
419+ 2.49% |
$1.37K - $1.47K
|
17.2K
$62.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
318+ 3.02% |
$1.04K - $1.11K
|
10.9K
$39.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
224+ 8.03% |
$735 - $784
|
3.02K
$10.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
66+ 0.39% |
$216 - $231
|
16.9K
$60.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8+ 0.0% |
$26.2 - $28
|
247K
$890K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
93.8KNew |
$285K - $310K
|
93.8K
$339K
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
14KNew |
$42.6K - $46.2K
|
14K
$50.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.87KNew |
$27K - $29.3K
|
8.87K
$32K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.25KNew |
$16K - $17.3K
|
5.25K
$19K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
274New |
$833 - $904
|
274
$989
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
146New |
$444 - $482
|
146
$527
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8New |
$24.3 - $26.4
|
8
$28.9
|
|