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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500+ 20.0% |
$1.59K - $1.92K
|
3K
$10.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
39.6KNew |
$127K - $979K
|
39.6K
$143K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
21.9KNew |
$70.1K - $541K
|
21.9K
$78.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
17.2K+ 166.77% |
$55.2K - $426K
|
27.6K
$99.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
3.5K+ 22.58% |
$11.2K - $86.5K
|
19K
$68.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.53K+ 245.05% |
$4.91K - $37.9K
|
2.16K
$7.78K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.05KNew |
$3.37K - $26K
|
1.05K
$3.79K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
187New |
$598 - $4.62K
|
187
$673
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
28.3KNew |
$98.6K - $144K
|
28.3K
$102K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3.55KNew |
$12.3K - $18.1K
|
3.55K
$12.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.65KNew |
$5.74K - $8.4K
|
1.65K
$5.93K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.2KNew |
$4.18K - $6.12K
|
1.2K
$4.32K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
400+ 2.24% |
$1.39K - $2.04K
|
18.3K
$65.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
90New |
$313 - $459
|
90
$324
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
17.5K+ 15.99% |
$79.8K - $102K
|
127K
$457K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$45.6K - $58.1K
|
10K
$36K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
11+ 0.07% |
$61.2 - $70.3
|
16.9K
$60.9K
|
|
| Q3 2021 | |||||||
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
14.7KNew |
$84.4K - $92.3K
|
14.7K
$53K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
66New |
$378 - $414
|
66
$238
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
14.6KNew |
$80K - $90.3K
|
14.6K
$52.6K
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Hollencrest Capital Management
|
BUY
|
- |
17.4KNew |
$95.1K - $104K
|
17.4K
$62.5K
|
|
|
Apr 27, 2021
Q1 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
16.7KNew |
$91.7K - $100K
|
16.7K
$60.2K
|
|
|
Jul 28, 2022
Q1 2021
|
Capital Financial Services, LLC
|
BUY
|
- |
13KNew |
$71.2K - $78K
|
13K
$46.8K
|
|
|
May 17, 2021
Q1 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.3KNew |
$56.3K - $61.6K
|
10.3K
$37K
|
|