Westside Investment Management, Inc.
Position in NIE — Virtus Equity & Convertible Income Fund
CIK 1538383
SANTA MONICA, CA
Position in NIE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,401
+$1,225 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 94 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NIE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Westside Investment Management, Inc. holds $3,252,089 across 28 Asset Management names. NIE ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
20,389 | $2,399,173 | |
| 2 | RIV |
Rivernorth Opportunities Fund, Inc.
|
15,000 | $174,900 | |
| 3 | DXYZ |
Destiny Tech100 Inc.
|
3,200 | $82,432 | |
| 4 | MSIF |
Msc Income Fund, Inc.
|
6,000 | $69,420 | |
| 5 | ACV |
Virtus Diversified Income & Convertible Fund
|
1,867 | $52,910 | |
| 6 | CCD |
Calamos Dynamic Convertible & Income Fund
|
1,667 | $42,958 | |
| 7 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
1,834 | $41,723 | |
| 8 | BLK |
BlackRock, Inc.
|
38 | $36,539 |
All Filings in NIE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,401 | 350 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,176 | 350 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,722 | 350 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,788 | 350 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,365 | 350 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,745 | 350 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $8,053 | 350 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $8,134 | 350 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $7,836 | 350 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,318 | 350 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $6,961 | 350 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,402 | 350 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $6,877 | 350 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $6,380 | 350 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,108 | 350 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,262 | 350 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $9,499 | 350 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||