Virtus Allianz Gi Equity & Convertible Income Fund NIE
We take great care to ensure that the data presented and summarized in this overview for Virtus AllianzGI Equity & Convertible Income Fund is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding NIE
View all-
Wells Fargo & Company San Francisco, CA986KShares$22.2 Million0.01% of portfolio
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Advisors Asset Management, Inc. Monument, CO793KShares$17.9 Million0.35% of portfolio
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Morgan Stanley New York, NY523KShares$11.8 Million0.0% of portfolio
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Guggenheim Capital LLC Chicago, IL518KShares$11.7 Million0.08% of portfolio
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Royal Bank Of Canada Toronto, A6447KShares$10.1 Million0.0% of portfolio
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Wealth Enhancement Advisory Services, LLC377KShares$8.5 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC303KShares$6.82 Million0.0% of portfolio
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Allspring Global Investments Holdings, LLC299KShares$6.74 Million0.01% of portfolio
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Allworth Financial LP285KShares$6.42 Million0.05% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL264KShares$5.95 Million0.01% of portfolio
Latest Institutional Activity in NIE
Top Purchases
Top Sells
About NIE
Virtus Equity & Convertible Income Fund is a closed ended equity mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.S. LLC. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It primarily invests in growth stocks of companies. The fund also invests in income producing convertible securities. It employs fundamental analysis focusing on factors like above-average earnings growth, high return on invested capital, a healthy or improving balance sheet, strong competitive advantages, and development of new technologies to make its investments. The fund was formerly known as AGIC Equity & Convertible Income Fund. Virtus Equity & Convertible Income Fund was formed on Feb 27, 2007 and is domiciled in the United States.
Insider Transactions at NIE
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jun 28
2023
|
Donald C Burke Director |
BUY
Open market or private purchase
|
Direct |
719
+50.0%
|
$14,380
$20.85 P/Share
|
|
Mar 03
2022
|
Deborah A De Cotis Director |
BUY
Open market or private purchase
|
Direct |
190
+50.0%
|
$4,940
$26.42 P/Share
|
|
Feb 25
2022
|
Philip R Mc Loughlin Director |
BUY
Open market or private purchase
|
Direct |
400
+50.0%
|
$10,400
$26.11 P/Share
|
|
Dec 21
2021
|
George R Aylward President and CEO |
BUY
Open market or private purchase
|
Direct |
2,460
+50.0%
|
$73,800
$30.49 P/Share
|
|
Apr 29
2021
|
F Ford Drummond Director |
BUY
Open market or private purchase
|
Direct |
340
+50.0%
|
$9,860
$29.31 P/Share
|
Last 12 Months Summary
| Open market or private purchase | 719 shares |
|---|