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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.5K+ 37.75% |
$478K - $585K
|
89.3K
$2.23M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.8K- 30.58% |
$308K - $377K
|
35.9K
$895K
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
17.6KNew |
$343K - $420K
|
17.6K
$439K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.7K+ 2.82% |
$306K - $375K
|
573K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.4KNew |
$418K - $513K
|
21.4K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.77K+ 8.89% |
$93K - $114K
|
58.4K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.8K- 3.14% |
$640K - $784K
|
1.01M
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
227+ 3.28% |
$4.43K - $5.43K
|
7.15K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.31K- 4.05% |
$143K - $175K
|
173K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.4K+ 10.6% |
$66.3K - $81.2K
|
35.5K
$885K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15.7KNew |
$306K - $374K
|
15.7K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.8K+ 187.56% |
$1.01M - $1.24M
|
79.4K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-398- 0.99% |
$7.76K - $9.51K
|
39.6K
$989K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.29K- 0.27% |
$25.2K - $30.9K
|
472K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.5KNew |
$282K - $345K
|
14.5K
$361K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.95K- 0.53% |
$57.6K - $70.6K
|
557K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.29K- 2.42% |
$64.1K - $78.6K
|
133K
$3.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-428- 14.25% |
$8.35K - $10.2K
|
2.58K
$64.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-175- 0.88% |
$3.41K - $4.18K
|
19.8K
$495K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
11.2K+ 28.09% |
$218K - $267K
|
51K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.81KNew |
$191K - $235K
|
9.81K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-16.3K- 12.51% |
$318K - $389K
|
114K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22.9K- 5.06% |
$447K - $548K
|
430K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
266+ 1.03% |
$5.19K - $6.36K
|
26.2K
$653K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
47+ 0.59% |
$917 - $1.12K
|
8K
$200K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
734+ 3.07% |
$14.3K - $17.5K
|
24.6K
$614K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.52K+ 11.73% |
$68.8K - $84.2K
|
33.6K
$838K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-4.33K- 19.96% |
$84.6K - $104K
|
17.4K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-13.3K- 1.32% |
$259K - $317K
|
995K
$24.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 7.14% |
$247K - $303K
|
190K
$4.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
375+ 367.65% |
$7.32K - $8.96K
|
477
$11.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-450- 1.53% |
$8.78K - $10.8K
|
29K
$724K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
113KNew |
$2.21M - $2.71M
|
113K
$2.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
126+ 0.67% |
$2.46K - $3.01K
|
18.9K
$471K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.12K+ 2.48% |
$99.9K - $122K
|
211K
$5.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-954- 2.76% |
$18.6K - $22.8K
|
33.7K
$840K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
39.9K+ 329.3% |
$779K - $954K
|
52K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
62+ 0.17% |
$1.21K - $1.48K
|
36.6K
$912K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-283- 2.51% |
$5.52K - $6.76K
|
11K
$275K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
28.4KNew |
$554K - $678K
|
28.4K
$708K
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-100- 0.94% |
$1.95K - $2.39K
|
10.5K
$263K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.58K- 8.04% |
$50.4K - $61.7K
|
29.5K
$737K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
37.9K+ 59.63% |
$740K - $906K
|
101K
$2.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-300- 3.01% |
$5.85K - $7.17K
|
9.66K
$241K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.86KNew |
$173K - $212K
|
8.86K
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
154K+ 1725.89% |
$3.01M - $3.69M
|
163K
$4.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.46K+ 33.5% |
$107K - $130K
|
21.8K
$543K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.09K- 2.3% |
$40.7K - $49.9K
|
88.7K
$2.21M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
635+ 2.55% |
$12.4K - $15.2K
|
25.6K
$638K
|