Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.66K- 20.85% |
$37.8K - $42.1K
|
6.31K
$150K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.75K- 48.02% |
$62.5K - $69.6K
|
2.98K
$70.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.3K- 3.35% |
$75.2K - $83.6K
|
95.4K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.79K- 5.63% |
$86.2K - $95.8K
|
63.5K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.3K- 6.78% |
$97.7K - $109K
|
59.1K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.37K- 5.1% |
$99.3K - $111K
|
81.3K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.64K- 34.88% |
$128K - $143K
|
10.5K
$251K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-6.43K- 26.67% |
$146K - $163K
|
17.7K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.68K- 19.87% |
$152K - $169K
|
26.9K
$641K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.98K- 43.12% |
$159K - $177K
|
9.2K
$219K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.11K- 1.86% |
$162K - $180K
|
375K
$8.93M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 13.62% |
$234K - $261K
|
65.3K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.4K- 42.15% |
$328K - $365K
|
19.8K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.9K- 10.01% |
$429K - $478K
|
170K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.3K- 9.1% |
$440K - $489K
|
193K
$4.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-34.4K- 44.99% |
$784K - $872K
|
42.1K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-37.4K- 41.5% |
$851K - $947K
|
52.7K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-144K- 77.79% |
$3.27M - $3.64M
|
41.1K
$978K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-279K- 95.65% |
$6.34M - $7.05M
|
12.7K
$301K
|