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 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
9.15KNew |
$179K - $219K
|
9.15K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-125- 0.99% |
$2.44K - $2.99K
|
12.5K
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.75K+ 91.89% |
$171K - $209K
|
18.3K
$456K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.86K+ 12.39% |
$55.7K - $68.3K
|
25.9K
$647K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7+ 0.37% |
$137 - $167
|
1.92K
$47.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 2.33% |
$78 - $95.6
|
176
$4.39K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-20K- 66.67% |
$390K - $478K
|
10K
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
166New |
$3.24K - $3.97K
|
166
$4.14K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-247- 1.13% |
$4.82K - $5.9K
|
21.6K
$538K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-99- 0.65% |
$1.93K - $2.37K
|
15.1K
$376K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
47+ 0.32% |
$917 - $1.12K
|
14.9K
$371K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
60KNew |
$1.17M - $1.43M
|
60K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
71+ 0.61% |
$1.39K - $1.7K
|
11.6K
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
221New |
$4.31K - $5.28K
|
221
$5.52K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.25K+ 3.22% |
$43.9K - $53.8K
|
72.2K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
1.17K+ 3.82% |
$22.9K - $28.1K
|
31.9K
$796K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.45K+ 2.51% |
$184K - $226K
|
386K
$9.62M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
9.18KNew |
$179K - $219K
|
9.18K
$229K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-352- 1.61% |
$6.87K - $8.41K
|
21.5K
$537K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
200New |
$3.9K - $4.78K
|
200
$4.99K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-271Closed |
$5.92K - $6.83K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-225Closed |
$4.92K - $5.67K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
60+ 2.24% |
$1.31K - $1.51K
|
2.74K
$68.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.93KNew |
$42.1K - $48.6K
|
1.93K
$48.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-528- 21.21% |
$11.5K - $13.3K
|
1.96K
$48.9K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.3KNew |
$28.4K - $32.7K
|
1.3K
$32.4K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.5K- 99.92% |
$54.6K - $63K
|
2
$49.9
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
284New |
$6.21K - $7.15K
|
284
$7.09K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10KNew |
$219K - $252K
|
10K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
950New |
$20.8K - $23.9K
|
950
$23.7K
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
985+ 2.14% |
$22.4K - $24.9K
|
46.9K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3K+ 32400.0% |
$29.5K - $32.8K
|
1.3K
$32.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
325New |
$7.39K - $8.23K
|
325
$8.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-48- 3.42% |
$1.09K - $1.21K
|
1.36K
$33.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.49% |
$228 - $253
|
2.05K
$51.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.6KNew |
$401K - $447K
|
17.6K
$440K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.37K- 5.1% |
$99.3K - $111K
|
81.3K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.71KNew |
$38.8K - $43.2K
|
1.71K
$42.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.16KNew |
$186K - $207K
|
8.16K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-215- 2.18% |
$4.89K - $5.44K
|
9.67K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
500New |
$11.4K - $12.7K
|
500
$12.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.66% |
$22.8 - $25.3
|
150
$3.74K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.98K- 43.12% |
$159K - $177K
|
9.2K
$230K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.39K- 94.62% |
$29.4K - $32.8K
|
79
$1.97K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1KNew |
$21.1K - $23.6K
|
1K
$25K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.6K+ 7.18% |
$457K - $511K
|
323K
$8.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.07K+ 0.48% |
$22.6K - $25.3K
|
224K
$5.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1KNew |
$21.1K - $23.6K
|
1K
$25K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
337+ 118.66% |
$7.21K - $7.87K
|
621
$15.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.45K- 53.46% |
$73.8K - $80.6K
|
3K
$75K
|
|