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 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-283- 2.51% |
$5.52K - $6.76K
|
11K
$275K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-300- 3.01% |
$5.85K - $7.17K
|
9.66K
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-352- 1.61% |
$6.87K - $8.41K
|
21.5K
$537K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-398- 0.99% |
$7.76K - $9.51K
|
39.6K
$989K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-428- 14.25% |
$8.35K - $10.2K
|
2.58K
$64.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-450- 1.53% |
$8.78K - $10.8K
|
29K
$724K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-954- 2.76% |
$18.6K - $22.8K
|
33.7K
$840K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.29K- 0.27% |
$25.2K - $30.9K
|
472K
$11.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.09K- 2.3% |
$40.7K - $49.9K
|
88.7K
$2.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.58K- 8.04% |
$50.4K - $61.7K
|
29.5K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.95K- 0.53% |
$57.6K - $70.6K
|
557K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.29K- 2.42% |
$64.1K - $78.6K
|
133K
$3.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-4.33K- 19.96% |
$84.6K - $104K
|
17.4K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.31K- 4.05% |
$143K - $175K
|
173K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.8K- 14.27% |
$211K - $258K
|
64.9K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-13.3K- 1.32% |
$259K - $317K
|
995K
$24.8M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.8K- 30.58% |
$308K - $377K
|
35.9K
$895K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-16.3K- 12.51% |
$318K - $389K
|
114K
$2.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-20K- 66.67% |
$390K - $478K
|
10K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22.9K- 5.06% |
$447K - $548K
|
430K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-30.8K- 67.83% |
$600K - $735K
|
14.6K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.8K- 3.14% |
$640K - $784K
|
1.01M
$25.2M
|