Purchases and Sales Made in Q2 2025 in Virtus Allianz Gi Equity & Convertible Income Fund (NIE)
This table provides information about the institutional ownership of Virtus Allianz Gi Equity & Convertible Income Fund (NIE) during Q2 2025. The information is specifically focused on institutions that hold shares of Virtus AllianzGI Equity & Convertible Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.45K+ 2.51% |
$184K - $226K
|
386K
$9.18M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
9.18KNew |
$179K - $219K
|
9.18K
$218K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
1.17K+ 3.82% |
$22.9K - $28.1K
|
31.9K
$759K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
200New |
$3.9K - $4.78K
|
200
$4.76K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-352- 1.61% |
$6.87K - $8.41K
|
21.5K
$512K
|