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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.45K+ 2.51% |
$184K - $226K
|
386K
$9.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
1.17K+ 3.82% |
$22.9K - $28.1K
|
31.9K
$759K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
9.18KNew |
$179K - $219K
|
9.18K
$218K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-352- 1.61% |
$6.87K - $8.41K
|
21.5K
$512K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
200New |
$3.9K - $4.78K
|
200
$4.76K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.8K- 19.92% |
$739K - $852K
|
136K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-225Closed |
$4.92K - $5.67K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.45K- 9.22% |
$119K - $137K
|
53.6K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
617+ 9.78% |
$13.5K - $15.5K
|
6.93K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
60+ 2.24% |
$1.31K - $1.51K
|
2.74K
$65.3K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-374- 1.42% |
$8.17K - $9.42K
|
25.9K
$617K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.8K+ 13.79% |
$1.48M - $1.71M
|
560K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-57.6K- 5.41% |
$1.26M - $1.45M
|
1.01M
$24M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.8K+ 10.69% |
$1.18M - $1.36M
|
557K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.06K- 4.88% |
$44.9K - $51.8K
|
40K
$952K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.13K+ 19.05% |
$112K - $129K
|
32.1K
$763K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28+ 0.94% |
$612 - $705
|
3K
$71.5K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
49+ 0.62% |
$1.07K - $1.23K
|
7.96K
$189K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-20.4K- 48.46% |
$446K - $514K
|
21.7K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-38.6K- 7.85% |
$843K - $972K
|
453K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.33K+ 13.18% |
$50.9K - $58.6K
|
20K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35.4K- 3.28% |
$773K - $891K
|
1.04M
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-421- 1.05% |
$9.2K - $10.6K
|
39.8K
$947K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 3.45% |
$23.5K - $27.1K
|
30.1K
$715K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-58.8K- 11.05% |
$1.28M - $1.48M
|
473K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.7K- 6.58% |
$278K - $320K
|
180K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
581+ 2.15% |
$12.7K - $14.6K
|
27.6K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.93KNew |
$42.1K - $48.6K
|
1.93K
$45.9K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.52K+ 4.43% |
$121K - $139K
|
130K
$3.1M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 2.38% |
$87.4 - $101
|
172
$4.09K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-528- 21.21% |
$11.5K - $13.3K
|
1.96K
$46.7K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.94KNew |
$195K - $225K
|
8.94K
$213K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
63.6KNew |
$1.39M - $1.6M
|
63.6K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.3K- 26.03% |
$247K - $285K
|
32.1K
$764K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-233- 2.39% |
$5.09K - $5.87K
|
9.52K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-379- 3.44% |
$8.28K - $9.55K
|
10.6K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.3KNew |
$28.4K - $32.7K
|
1.3K
$30.9K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.4K+ 23.19% |
$730K - $841K
|
177K
$4.22M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.05K- 5.3% |
$22.9K - $26.4K
|
18.8K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
758+ 7.2% |
$16.6K - $19.1K
|
11.3K
$269K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.1KNew |
$265K - $305K
|
12.1K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-14.6K- 6.62% |
$320K - $369K
|
206K
$4.91M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.5K- 99.92% |
$54.6K - $63K
|
2
$47.6
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7+ 0.37% |
$153 - $176
|
1.91K
$45.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-16.2K- 30.79% |
$355K - $409K
|
36.5K
$869K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.72K+ 11.81% |
$37.6K - $43.4K
|
16.3K
$388K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-396- 1.56% |
$8.65K - $9.98K
|
24.9K
$594K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
284New |
$6.21K - $7.15K
|
284
$6.76K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10KNew |
$219K - $252K
|
10K
$238K
|
|