Latest Institutional Purchases of Virtus Allianz Gi Equity & Convertible Income Fund (NIE)
This list provides information on the latest institutional transactions involving Virtus Allianz Gi Equity & Convertible Income Fund (NIE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
9.18KNew |
$179K - $219K
|
9.18K
$218K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
1.17K+ 3.82% |
$22.9K - $28.1K
|
31.9K
$759K
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.8K+ 13.79% |
$1.48M - $1.71M
|
560K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
63.6KNew |
$1.39M - $1.6M
|
63.6K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.8K+ 10.69% |
$1.18M - $1.36M
|
557K
$13.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.4K+ 23.19% |
$730K - $841K
|
177K
$4.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
18K+ 150.0% |
$393K - $453K
|
30K
$714K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.1KNew |
$265K - $305K
|
12.1K
$289K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10KNew |
$219K - $252K
|
10K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.94KNew |
$195K - $225K
|
8.94K
$213K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.52K+ 4.43% |
$121K - $139K
|
130K
$3.1M
|
|
|
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
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.33K+ 13.18% |
$50.9K - $58.6K
|
20K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.93KNew |
$42.1K - $48.6K
|
1.93K
$45.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.72K+ 11.81% |
$37.6K - $43.4K
|
16.3K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.3KNew |
$28.4K - $32.7K
|
1.3K
$30.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
950New |
$20.8K - $23.9K
|
950
$22.6K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
758+ 7.2% |
$16.6K - $19.1K
|
11.3K
$269K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
617+ 9.78% |
$13.5K - $15.5K
|
6.93K
$165K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
581+ 2.15% |
$12.7K - $14.6K
|
27.6K
$657K
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
521+ 0.75% |
$11.4K - $13.1K
|
69.9K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
284New |
$6.21K - $7.15K
|
284
$6.76K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
203+ 0.86% |
$4.44K - $5.11K
|
23.9K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
60+ 2.24% |
$1.31K - $1.51K
|
2.74K
$65.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
49+ 0.62% |
$1.07K - $1.23K
|
7.96K
$189K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
48+ 0.32% |
$1.05K - $1.21K
|
14.8K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28+ 0.94% |
$612 - $705
|
3K
$71.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7+ 0.37% |
$153 - $176
|
1.91K
$45.5K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 2.38% |
$87.4 - $101
|
172
$4.09K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.6KNew |
$401K - $447K
|
17.6K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.69KNew |
$198K - $220K
|
8.69K
$207K
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
8.61KNew |
$196K - $218K
|
8.61K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.16KNew |
$186K - $207K
|
8.16K
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.97K+ 9.9% |
$44.7K - $49.8K
|
21.8K
$519K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.71KNew |
$38.8K - $43.2K
|
1.71K
$40.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3K+ 32400.0% |
$29.5K - $32.8K
|
1.3K
$30.9K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
985+ 2.14% |
$22.4K - $24.9K
|
46.9K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
500New |
$11.4K - $12.7K
|
500
$11.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
325New |
$7.39K - $8.23K
|
325
$7.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.49% |
$228 - $253
|
2.05K
$48.7K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.6K+ 7.18% |
$457K - $511K
|
323K
$7.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.6KNew |
$436K - $487K
|
20.6K
$491K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
10.2K+ 49.59% |
$215K - $240K
|
30.6K
$729K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.03K+ 24.84% |
$191K - $213K
|
45.4K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.07K+ 0.48% |
$22.6K - $25.3K
|
224K
$5.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1KNew |
$21.1K - $23.6K
|
1K
$23.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1KNew |
$21.1K - $23.6K
|
1K
$23.8K
|
|