Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-116K- 56.25% |
$2.45M - $2.73M
|
90.1K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-46.6K- 19.83% |
$985K - $1.1M
|
189K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41K- 3.8% |
$867K - $968K
|
1.04M
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38.5K- 53.35% |
$812K - $907K
|
33.6K
$817K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-37.9K- 7.3% |
$800K - $894K
|
481K
$11.7M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-34.9K- 43.18% |
$737K - $824K
|
46K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-19.9K- 9.72% |
$421K - $470K
|
185K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12.6K- 89.99% |
$267K - $298K
|
1.4K
$34.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.87K- 1.39% |
$145K - $162K
|
488K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.1K- 51.6% |
$129K - $144K
|
5.73K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.82K- 37.98% |
$102K - $114K
|
7.86K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.01K- 4.53% |
$63.5K - $70.9K
|
63.4K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.66K- 7.74% |
$56.2K - $62.8K
|
31.7K
$772K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.88K- 0.88% |
$39.7K - $44.3K
|
212K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.44K- 5.69% |
$30.4K - $34K
|
23.9K
$581K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.39K- 94.62% |
$29.4K - $32.8K
|
79
$1.92K
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-920- 7.51% |
$19.4K - $21.7K
|
11.3K
$275K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-678- 0.68% |
$14.3K - $16K
|
98.7K
$2.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-562- 41.75% |
$11.9K - $13.3K
|
784
$19.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-320- 1.59% |
$6.76K - $7.55K
|
19.9K
$483K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-187- 6.93% |
$3.95K - $4.41K
|
2.51K
$61K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-179- 0.08% |
$3.78K - $4.22K
|
212K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57- 0.71% |
$1.2K - $1.35K
|
7.97K
$194K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-19.2K- 92.1% |
$411K - $449K
|
1.65K
$40.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.45K- 53.46% |
$73.8K - $80.6K
|
3K
$73K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.1K- 10.14% |
$23.5K - $25.7K
|
9.75K
$237K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-296- 19.73% |
$6.33K - $6.91K
|
1.2K
$29.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-30K- 53.45% |
$613K - $673K
|
26.1K
$635K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.1K- 9.08% |
$42.9K - $47.1K
|
21K
$511K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.33K- 3.03% |
$27.1K - $29.8K
|
42.4K
$1.03M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-16.1K- 93.07% |
$301K - $340K
|
1.2K
$29.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-200- 1.98% |
$3.75K - $4.23K
|
9.88K
$240K
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.17K- 6.82% |
$42.2K - $45.9K
|
29.6K
$721K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.02K- 8.09% |
$19.9K - $21.7K
|
11.6K
$283K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-33K- 52.43% |
$599K - $686K
|
29.9K
$727K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-20.9K- 48.83% |
$379K - $435K
|
21.9K
$532K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-424Closed |
$7.7K - $8.82K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-531- 49.91% |
$9.65K - $11.7K
|
533
$13K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-8- 53.33% |
$145 - $176
|
7
$170
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-578- 6.43% |
$11.7K - $14K
|
8.42K
$205K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-198KClosed |
$3.97M - $5.4M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-20.8KClosed |
$417K - $566K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.38KClosed |
$168K - $228K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-8KClosed |
$160K - $218K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.03KClosed |
$141K - $191K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-6KClosed |
$120K - $163K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.83KClosed |
$36.6K - $49.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-682- 80.24% |
$13.7K - $18.6K
|
168
$4.08K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-555- 3.44% |
$11.1K - $15.1K
|
15.6K
$378K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-275Closed |
$5.51K - $7.49K
|
0
$0
|
|