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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
154K+ 1725.89% |
$3.01M - $3.69M
|
163K
$4.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
113KNew |
$2.21M - $2.71M
|
113K
$2.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
60KNew |
$1.17M - $1.43M
|
60K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.8K+ 187.56% |
$1.01M - $1.24M
|
79.4K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
39.9K+ 329.3% |
$779K - $954K
|
52K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
37.9K+ 59.63% |
$740K - $906K
|
101K
$2.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
28.4KNew |
$554K - $678K
|
28.4K
$708K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.5K+ 37.75% |
$478K - $585K
|
89.3K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.4KNew |
$418K - $513K
|
21.4K
$535K
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
17.6KNew |
$343K - $420K
|
17.6K
$439K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.7K+ 2.82% |
$306K - $375K
|
573K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15.7KNew |
$306K - $374K
|
15.7K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.5KNew |
$282K - $345K
|
14.5K
$361K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 7.14% |
$247K - $303K
|
190K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
11.2K+ 28.09% |
$218K - $267K
|
51K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.81KNew |
$191K - $235K
|
9.81K
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.45K+ 2.51% |
$184K - $226K
|
386K
$9.62M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
9.18KNew |
$179K - $219K
|
9.18K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
9.15KNew |
$179K - $219K
|
9.15K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.86KNew |
$173K - $212K
|
8.86K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.75K+ 91.89% |
$171K - $209K
|
18.3K
$456K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.46K+ 33.5% |
$107K - $130K
|
21.8K
$543K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.12K+ 2.48% |
$99.9K - $122K
|
211K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.77K+ 8.89% |
$93K - $114K
|
58.4K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.52K+ 11.73% |
$68.8K - $84.2K
|
33.6K
$838K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.4K+ 10.6% |
$66.3K - $81.2K
|
35.5K
$885K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.86K+ 12.39% |
$55.7K - $68.3K
|
25.9K
$647K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.25K+ 3.22% |
$43.9K - $53.8K
|
72.2K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
1.17K+ 3.82% |
$22.9K - $28.1K
|
31.9K
$796K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
734+ 3.07% |
$14.3K - $17.5K
|
24.6K
$614K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
635+ 2.55% |
$12.4K - $15.2K
|
25.6K
$638K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
375+ 367.65% |
$7.32K - $8.96K
|
477
$11.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
266+ 1.03% |
$5.19K - $6.36K
|
26.2K
$653K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
227+ 3.28% |
$4.43K - $5.43K
|
7.15K
$179K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
221New |
$4.31K - $5.28K
|
221
$5.52K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
200New |
$3.9K - $4.78K
|
200
$4.99K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
166New |
$3.24K - $3.97K
|
166
$4.14K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
126+ 0.67% |
$2.46K - $3.01K
|
18.9K
$471K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
71+ 0.61% |
$1.39K - $1.7K
|
11.6K
$290K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
62+ 0.17% |
$1.21K - $1.48K
|
36.6K
$912K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
47+ 0.59% |
$917 - $1.12K
|
8K
$200K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
47+ 0.32% |
$917 - $1.12K
|
14.9K
$371K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7+ 0.37% |
$137 - $167
|
1.92K
$47.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 2.33% |
$78 - $95.6
|
176
$4.39K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-99- 0.65% |
$1.93K - $2.37K
|
15.1K
$376K
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-100- 0.94% |
$1.95K - $2.39K
|
10.5K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-125- 0.99% |
$2.44K - $2.99K
|
12.5K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-175- 0.88% |
$3.41K - $4.18K
|
19.8K
$495K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-247- 1.13% |
$4.82K - $5.9K
|
21.6K
$538K
|