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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
111K+ 97.88% |
$2.64M - $2.81M
|
224K
$5.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
97.1KNew |
$2.31M - $2.47M
|
97.1K
$2.44M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
44.9K+ 175.42% |
$1.07M - $1.14M
|
70.5K
$1.77M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
30KNew |
$715K - $763K
|
30K
$756K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
27.5K+ 105.96% |
$653K - $697K
|
53.4K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23K+ 12.09% |
$547K - $583K
|
213K
$5.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.5K+ 1.73% |
$416K - $443K
|
1.03M
$25.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
16.5KNew |
$393K - $419K
|
16.5K
$416K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
16.2KNew |
$386K - $412K
|
16.2K
$409K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.5K+ 2.71% |
$249K - $265K
|
396K
$9.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.91KNew |
$236K - $251K
|
9.91K
$249K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
8.34K+ 90.86% |
$199K - $212K
|
17.5K
$441K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.16KNew |
$194K - $207K
|
8.16K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.12KNew |
$193K - $206K
|
8.12K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.03KNew |
$191K - $204K
|
8.03K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.71K+ 13.26% |
$112K - $119K
|
40.2K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.57KNew |
$109K - $116K
|
4.57K
$115K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.14KNew |
$98.4K - $105K
|
4.14K
$104K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.99K+ 20.14% |
$95K - $101K
|
23.8K
$600K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
3.88K+ 3.82% |
$92.4K - $98.5K
|
105K
$2.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.66K+ 31.47% |
$87.1K - $93K
|
15.3K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.2K+ 16.96% |
$76.2K - $81.3K
|
22.1K
$556K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.93K+ 3.28% |
$69.8K - $74.5K
|
92.3K
$2.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.33K+ 1.43% |
$55.5K - $59.2K
|
165K
$4.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.25K+ 1.06% |
$53.5K - $57.1K
|
214K
$5.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.22K+ 10.33% |
$52.7K - $56.3K
|
23.7K
$596K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.11KNew |
$50.1K - $53.5K
|
2.11K
$53.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$36.2K - $38.6K
|
1.52K
$38.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.41K+ 73.28% |
$33.5K - $35.7K
|
3.33K
$83.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
908+ 3.69% |
$21.6K - $23.1K
|
25.5K
$643K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
181+ 0.46% |
$4.31K - $4.6K
|
39.8K
$1M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
165New |
$3.93K - $4.19K
|
165
$4.15K
|
|
|
Nov 12, 2025
Q3 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
144+ 1.37% |
$3.43K - $3.66K
|
10.7K
$269K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
114+ 4.16% |
$2.71K - $2.89K
|
2.86K
$71.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
114+ 1.29% |
$2.71K - $2.89K
|
8.98K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
101+ 0.58% |
$2.4K - $2.56K
|
17.5K
$440K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
63+ 0.69% |
$1.5K - $1.6K
|
9.21K
$232K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
45+ 0.56% |
$1.07K - $1.14K
|
8.05K
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
45+ 0.3% |
$1.07K - $1.14K
|
14.9K
$376K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
18+ 0.06% |
$428 - $457
|
31.9K
$804K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 1.7% |
$71.4 - $76.2
|
179
$4.51K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.35% |
$23.8 - $25.4
|
285
$7.18K
|
|
| Q2 2025 | |||||||
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
60KNew |
$1.17M - $1.43M
|
60K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15.7KNew |
$306K - $374K
|
15.7K
$394K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.5KNew |
$282K - $345K
|
14.5K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.81KNew |
$191K - $235K
|
9.81K
$247K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.75K+ 91.89% |
$171K - $209K
|
18.3K
$460K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
221New |
$4.31K - $5.28K
|
221
$5.56K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
200New |
$3.9K - $4.78K
|
200
$5.04K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
166New |
$3.24K - $3.97K
|
166
$4.18K
|
|