Latest Institutional Transactions on Virtus Allianz Gi Equity & Convertible Income Fund (NIE)
This table provides information on the latest institutional transactions involving Virtus Allianz Gi Equity & Convertible Income Fund (NIE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-100- 37.31% |
$2.28K - $2.53K
|
168
$4.16K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.71KNew |
$38.8K - $43.2K
|
1.71K
$42.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-144K- 77.79% |
$3.27M - $3.64M
|
41.1K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.16KNew |
$186K - $207K
|
8.16K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-215- 2.18% |
$4.89K - $5.44K
|
9.67K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.04% |
$137 - $152
|
15.3K
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-784- 1.12% |
$17.8K - $19.8K
|
69.4K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
668+ 4.73% |
$15.2K - $16.9K
|
14.8K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
500New |
$11.4K - $12.7K
|
500
$12.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.66% |
$22.8 - $25.3
|
150
$3.72K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.15K+ 5.09% |
$26.1K - $29.1K
|
23.7K
$587K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
294+ 2.57% |
$6.69K - $7.44K
|
11.7K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 7.48% |
$22.8K - $25.3K
|
12.4K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-483- 1.56% |
$11K - $12.2K
|
30.4K
$753K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.22K+ 3.65% |
$27.8K - $31K
|
34.7K
$860K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.79K- 5.63% |
$86.2K - $95.8K
|
63.5K
$1.57M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.98K- 43.12% |
$159K - $177K
|
9.2K
$228K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-279K- 95.65% |
$6.34M - $7.05M
|
12.7K
$314K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
650+ 29.13% |
$13.7K - $15.3K
|
2.88K
$71.4K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-34.9K- 43.18% |
$737K - $824K
|
46K
$1.14M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
85.7KNew |
$1.81M - $2.02M
|
85.7K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-179- 0.08% |
$3.78K - $4.22K
|
212K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.6KNew |
$436K - $487K
|
20.6K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.66K- 7.74% |
$56.2K - $62.8K
|
31.7K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.01K- 4.53% |
$63.5K - $70.9K
|
63.4K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57- 0.71% |
$1.2K - $1.35K
|
7.97K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.89K+ 13.38% |
$39.9K - $44.6K
|
16K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.44K- 5.69% |
$30.4K - $34K
|
23.9K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38.5K- 53.35% |
$812K - $907K
|
33.6K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 4.47% |
$429K - $479K
|
475K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.82K- 37.98% |
$102K - $114K
|
7.86K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.87K- 1.39% |
$145K - $162K
|
488K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-46.6K- 19.83% |
$985K - $1.1M
|
189K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
24.1KNew |
$509K - $569K
|
24.1K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-320- 1.59% |
$6.76K - $7.55K
|
19.9K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.76K+ 13.07% |
$58.3K - $65.2K
|
23.9K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41K- 3.8% |
$867K - $968K
|
1.04M
$25.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.69K+ 2.83% |
$35.7K - $39.9K
|
61.4K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-37.9K- 7.3% |
$800K - $894K
|
481K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
752+ 2.25% |
$15.9K - $17.7K
|
34.2K
$848K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
199+ 0.77% |
$4.2K - $4.7K
|
25.9K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.1K- 51.6% |
$129K - $144K
|
5.73K
$142K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11K+ 10.49% |
$232K - $259K
|
116K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12.6K- 89.99% |
$267K - $298K
|
1.4K
$34.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.39K- 94.62% |
$29.4K - $32.8K
|
79
$1.96K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7+ 0.04% |
$148 - $165
|
16.2K
$401K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.88K- 0.88% |
$39.7K - $44.3K
|
212K
$5.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
24.3K+ 2.61% |
$513K - $574K
|
954K
$23.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
36.3K+ 90.07% |
$766K - $856K
|
76.6K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
10.2K+ 49.59% |
$215K - $240K
|
30.6K
$759K
|
|