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 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
19.9KNew |
$374K - $422K
|
19.9K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.4KNew |
$251K - $283K
|
13.4K
$334K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9.95KNew |
$187K - $210K
|
9.95K
$249K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.5KNew |
$28.1K - $31.7K
|
1.5K
$37.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
250New |
$4.69K - $5.29K
|
250
$6.25K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
102New |
$1.91K - $2.16K
|
102
$2.55K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.37KNew |
$27.1K - $29.9K
|
1.37K
$34.2K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
14.4KNew |
$281K - $306K
|
14.4K
$361K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
9.47KNew |
$184K - $200K
|
9.47K
$237K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
200New |
$3.89K - $4.23K
|
200
$5K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.77KNew |
$32.1K - $36.8K
|
1.77K
$44.2K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.43KNew |
$26K - $29.8K
|
1.43K
$35.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
130New |
$2.36K - $2.71K
|
130
$3.25K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
23.2K+ 9.06% |
$421K - $510K
|
279K
$6.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
14.7KNew |
$267K - $324K
|
14.7K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
14.5KNew |
$263K - $318K
|
14.5K
$361K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.8KNew |
$251K - $304K
|
13.8K
$346K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
66New |
$1.2K - $1.45K
|
66
$1.65K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12KNew |
$245K - $293K
|
12K
$301K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5.31KNew |
$108K - $129K
|
5.31K
$133K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.18K+ 3.71% |
$23.9K - $28.6K
|
32.9K
$823K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
65New |
$1.32K - $1.58K
|
65
$1.63K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$244 - $292
|
12
$300
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
282KNew |
$5.66M - $7.69M
|
282K
$7.06M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.71KNew |
$134K - $183K
|
6.71K
$168K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
378New |
$7.57K - $10.3K
|
378
$9.45K
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
350New |
$8.48K - $10.6K
|
350
$8.75K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.62KNew |
$134K - $148K
|
4.62K
$116K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
11.4KNew |
$313K - $344K
|
11.4K
$284K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
60KNew |
$1.62M - $1.79M
|
60K
$1.5M
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.45KNew |
$255K - $282K
|
9.45K
$236K
|
|
|
Apr 15, 2021
Q1 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4.25KNew |
$115K - $127K
|
4.25K
$106K
|
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3KNew |
$80.9K - $89.5K
|
3K
$75K
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
958New |
$25.8K - $28.6K
|
958
$24K
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
BUY
|
- |
754New |
$20.3K - $22.5K
|
754
$18.9K
|
|