Virtus Convertible & Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2025 | 162.05 K | $562.56 K | 100.00% | 0.72% |
| GENEOS WEALTH MANAGEMENT INC. | 08/18/2025 | 6.94 K | $98.59 K | -18.25% | 0.03% |
| DOLIVER ADVISORS, LP | 07/02/2025 | 0 | $0 | -100.00% | 0.00% |
| GRIDIRON PARTNERS, LLC | 07/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Virtus Convertible & Income Fund institutional Ownership - FAQ's
During the previous two years, 21 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund. The most heavily invested institutionals were:
RAYMOND JAMES & ASSOCIATES: 241,005
Raymond James Financial Services Advisors, Inc.: 23,933
TNF LLC: 16,875
FinTrust Capital Advisors, LLC: 300
Cetera Advisors LLC: 257,936
CREDIT SUISSE AG/: 100,000
0.75% of Virtus Convertible & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.46 M shares in the last 24 months. This purchase volume represents approximately $40.65 M in transactions.