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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.6KNew |
$401K - $447K
|
17.6K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.16KNew |
$186K - $207K
|
8.16K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.97K+ 9.9% |
$44.7K - $49.8K
|
21.8K
$540K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.71KNew |
$38.8K - $43.2K
|
1.71K
$42.3K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.45K+ 6.07% |
$33K - $36.7K
|
25.3K
$628K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.22K+ 3.65% |
$27.8K - $31K
|
34.7K
$860K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.15K+ 5.09% |
$26.1K - $29.1K
|
23.7K
$587K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.12K+ 143.11% |
$25.5K - $28.4K
|
1.91K
$47.2K
|
|
|
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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
294+ 2.57% |
$6.69K - $7.44K
|
11.7K
$290K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
73.5KNew |
$1.55M - $1.74M
|
73.5K
$1.82M
|
|
|
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
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
24.3K+ 2.61% |
$513K - $574K
|
954K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
24.1KNew |
$509K - $569K
|
24.1K
$597K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.6K+ 7.18% |
$457K - $511K
|
323K
$8M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.6KNew |
$436K - $487K
|
20.6K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 4.47% |
$429K - $479K
|
475K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
17.4KNew |
$368K - $411K
|
17.4K
$432K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12KNew |
$253K - $283K
|
12K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11K+ 10.49% |
$232K - $259K
|
116K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
10.2K+ 49.59% |
$215K - $240K
|
30.6K
$759K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.03K+ 24.84% |
$191K - $213K
|
45.4K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.9K+ 27.1% |
$188K - $210K
|
41.7K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.68K+ 4.16% |
$98.8K - $110K
|
117K
$2.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.77K+ 0.73% |
$58.4K - $65.3K
|
382K
$9.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.62K+ 13.63% |
$55.4K - $61.9K
|
21.9K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.89K+ 13.38% |
$39.9K - $44.6K
|
16K
$397K
|
|
|
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 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.54K+ 13.57% |
$32.5K - $36.4K
|
12.9K
$320K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.07K+ 0.48% |
$22.6K - $25.3K
|
224K
$5.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1KNew |
$21.1K - $23.6K
|
1K
$24.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1KNew |
$21.1K - $23.6K
|
1K
$24.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
752+ 2.25% |
$15.9K - $17.7K
|
34.2K
$848K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
650+ 29.13% |
$13.7K - $15.3K
|
2.88K
$71.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
562+ 1.9% |
$11.9K - $13.3K
|
30.2K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
199+ 0.77% |
$4.2K - $4.7K
|
25.9K
$641K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.54% |
$232 - $260
|
2.04K
$50.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7+ 0.04% |
$148 - $165
|
16.2K
$401K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.18KNew |
$25.2K - $27.5K
|
1.18K
$29.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
337+ 118.66% |
$7.21K - $7.87K
|
621
$15.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
185New |
$3.96K - $4.32K
|
185
$4.58K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4New |
$85.5 - $93.4
|
4
$99.1
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.2KNew |
$392K - $430K
|
19.2K
$475K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15New |
$306 - $336
|
15
$372
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
19.9KNew |
$374K - $422K
|
19.9K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.4KNew |
$251K - $283K
|
13.4K
$331K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9.95KNew |
$187K - $210K
|
9.95K
$246K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.5KNew |
$28.1K - $31.7K
|
1.5K
$37.2K
|
|