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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-352- 1.61% |
$6.87K - $8.41K
|
21.5K
$512K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-58.8K- 11.05% |
$1.28M - $1.48M
|
473K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-57.6K- 5.41% |
$1.26M - $1.45M
|
1.01M
$24M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-38.6K- 7.85% |
$843K - $972K
|
453K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35.4K- 3.28% |
$773K - $891K
|
1.04M
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.8K- 19.92% |
$739K - $852K
|
136K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-20.4K- 48.46% |
$446K - $514K
|
21.7K
$517K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-18K- 43.89% |
$394K - $454K
|
23.1K
$549K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-16.2K- 30.79% |
$355K - $409K
|
36.5K
$869K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-14.6K- 6.62% |
$320K - $369K
|
206K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.7K- 6.58% |
$278K - $320K
|
180K
$4.29M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.3K- 26.03% |
$247K - $285K
|
32.1K
$764K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.45K- 9.22% |
$119K - $137K
|
53.6K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.57K- 4.79% |
$99.9K - $115K
|
90.8K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.76K- 4.35% |
$60.4K - $69.6K
|
60.8K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.5K- 99.92% |
$54.6K - $63K
|
2
$47.6
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 19.42% |
$52.4K - $60.5K
|
9.96K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.06K- 4.88% |
$44.9K - $51.8K
|
40K
$952K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 3.45% |
$23.5K - $27.1K
|
30.1K
$715K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.05K- 5.3% |
$22.9K - $26.4K
|
18.8K
$446K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-769- 2.55% |
$16.8K - $19.4K
|
29.4K
$701K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-528- 21.21% |
$11.5K - $13.3K
|
1.96K
$46.7K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-421- 1.05% |
$9.2K - $10.6K
|
39.8K
$947K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-396- 1.56% |
$8.65K - $9.98K
|
24.9K
$594K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-379- 3.44% |
$8.28K - $9.55K
|
10.6K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-374- 1.42% |
$8.17K - $9.42K
|
25.9K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-233- 2.39% |
$5.09K - $5.87K
|
9.52K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-225Closed |
$4.92K - $5.67K
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-161- 1.37% |
$3.52K - $4.06K
|
11.6K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-147- 0.96% |
$3.21K - $3.7K
|
15.2K
$361K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-104- 0.3% |
$2.27K - $2.62K
|
34.6K
$824K
|
|
| Q4 2024 | |||||||
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-279K- 95.65% |
$6.34M - $7.05M
|
12.7K
$301K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 13.62% |
$234K - $261K
|
65.3K
$1.56M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.98K- 43.12% |
$159K - $177K
|
9.2K
$219K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-6.43K- 26.67% |
$146K - $163K
|
17.7K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.37K- 5.1% |
$99.3K - $111K
|
81.3K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-215- 2.18% |
$4.89K - $5.44K
|
9.67K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-48- 3.42% |
$1.09K - $1.21K
|
1.36K
$32.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.66% |
$22.8 - $25.3
|
150
$3.57K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.39K- 94.62% |
$29.4K - $32.8K
|
79
$1.88K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-19.2K- 92.1% |
$411K - $449K
|
1.65K
$39.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.45K- 53.46% |
$73.8K - $80.6K
|
3K
$71.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-296- 19.73% |
$6.33K - $6.91K
|
1.2K
$28.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-30K- 53.45% |
$613K - $673K
|
26.1K
$622K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.1K- 9.08% |
$42.9K - $47.1K
|
21K
$500K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-16.1K- 93.07% |
$301K - $340K
|
1.2K
$28.5K
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.17K- 6.82% |
$42.2K - $45.9K
|
29.6K
$706K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.02K- 8.09% |
$19.9K - $21.7K
|
11.6K
$277K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-33K- 52.43% |
$599K - $686K
|
29.9K
$712K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-20.9K- 48.83% |
$379K - $435K
|
21.9K
$521K
|
|