NIE
Virtus Equity & Convertible Income FundCompany with tickers: NIE
CIK
1383441
CUSIP
92841M101
Price
Holdings
Short Volume
Short Interest
Fails to Deliver
SEC Filings
Earnings Calls
Insider Trading
Congress Trades
Report Date:
Holders: 90
Total Value: $182,634,228
Total Shares: 7,328,823
| Holder | Value (USD) | Shares | Type | Discretion | Filed | Action |
|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $23,972,591 | 961,982 | Shares | Defined | 2026-02-13 | View |
| Advisors Asset Management, Inc. | $21,513,884 | 863,318 | Shares | Sole | 2026-02-12 | View |
| ROYAL BANK OF CANADA | $14,233,306 | 571,160 | Shares | Defined | 2026-02-17 | View |
| MORGAN STANLEY | $13,017,958 | 522,390 | Shares | Defined | 2026-02-13 | View |
| Guggenheim Capital LLC | $11,937,676 | 479,040 | Shares | Defined | 2026-02-17 | View |
| RAYMOND JAMES FINANCIAL INC | $11,487,197 | 460,963 | Shares | Defined | 2026-02-18 | View |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10,016,643 | 401,952 | Shares | Sole | 2026-01-08 | View |
| Saba Capital Management, L.P. | $7,431,144 | 298,200 | Shares | Sole | 2026-02-17 | View |
| LPL Financial LLC | $6,727,029 | 269,945 | Shares | Sole | 2026-02-11 | View |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $5,382,919 | 216,008 | Shares | Sole | 2026-02-09 | View |
| UBS Group AG | $3,480,352 | 139,661 | Shares | Defined | 2026-01-29 | View |
| BANK OF AMERICA CORP /DE/ | $2,993,539 | 120,126 | Shares | Defined | 2026-02-17 | View |
| WOLVERINE ASSET MANAGEMENT LLC | $2,834,699 | 113,752 | Shares | Defined | 2026-02-02 | View |
| Invesco Ltd. | $2,791,040 | 112,000 | Shares | Defined | 2026-02-19 | View |
| Cornerstone Advisors, LLC | $2,715,582 | 108,972 | Shares | Sole | 2026-02-13 | View |
| Pensionmark Financial Group, LLC | $2,631,203 | 105,586 | Shares | Sole | 2026-02-04 | View |
| Cambridge Investment Research Advisors, Inc. | $2,081,941 | 83,545 | Shares | Sole | 2026-02-05 | View |
| D.A. DAVIDSON & CO. | $1,992,054 | 79,938 | Shares | Sole | 2026-01-29 | View |
| EVOLVE PRIVATE WEALTH, LLC | $1,986,423 | 79,712 | Shares | Sole | 2026-02-17 | View |
| Shaker Financial Services, LLC | $1,682,648 | 67,522 | Shares | Sole | 2026-01-26 | View |
| Allspring Global Investments Holdings, LLC | $1,674,175 | 67,182 | Shares | Defined | 2026-01-15 | View |
| OxenFree Capital LLC | $1,411,543 | 56,643 | Shares | Sole | 2026-01-15 | View |
| Capital Investment Advisors, LLC | $1,388,841 | 55,732 | Shares | Sole | 2026-01-13 | View |
| WILEY BROS.-AINTREE CAPITAL, LLC | $1,295,765 | 51,997 | Shares | Sole | 2026-02-17 | View |
| Keystone Financial Group | $1,211,435 | 48,613 | Shares | Sole | 2026-02-06 | View |
| Integrated Wealth Concepts LLC | $1,153,870 | 46,303 | Shares | Sole | 2026-02-13 | View |
| STIFEL FINANCIAL CORP | $1,090,997 | 43,780 | Shares | Defined | 2026-02-13 | View |
| CALAMOS ADVISORS LLC | $1,051,324 | 42,188 | Shares | Sole | 2026-01-29 | View |
| READYSTATE ASSET MANAGEMENT LP | $1,034,678 | 41,520 | Shares | Sole | 2026-02-17 | View |
| Kestra Advisory Services, LLC | $994,058 | 39,890 | Shares | Sole | 2026-02-13 | View |
| COMMONWEALTH EQUITY SERVICES, LLC | $894,628 | 35,900 | Shares | Sole | 2026-02-12 | View |
| Thrivent Financial for Lutherans | $893,381 | 35,850 | Shares | Defined | 2026-02-05 | View |
| AMERIPRISE FINANCIAL INC | $850,345 | 34,123 | Shares | Defined | 2026-02-17 | View |
| Stolper Co | $813,438 | 32,642 | Shares | Sole | 2026-01-12 | View |
| Steward Partners Investment Advisory, LLC | $778,849 | 31,254 | Shares | Sole | 2026-02-12 | View |
| Allworth Financial LP | $778,750 | 31,250 | Shares | Sole | 2026-02-05 | View |
| PMG Family Office LLC | $735,738 | 29,524 | Shares | Sole | 2026-01-28 | View |
| ROTHSCHILD INVESTMENT LLC | $722,455 | 28,991 | Shares | Sole | 2026-02-10 | View |
| Prospera Financial Services Inc | $694,395 | 27,865 | Shares | Sole | 2026-02-09 | View |
| Cornerstone Wealth Management, LLC | $658,187 | 26,412 | Shares | Sole | 2026-02-05 | View |
| LEVEL FOUR ADVISORY SERVICES, LLC | $642,138 | 25,768 | Shares | Sole | 2026-02-13 | View |
| Cetera Investment Advisers | $621,704 | 24,948 | Shares | Sole | 2026-02-17 | View |
| TRUIST FINANCIAL CORP | $537,524 | 21,570 | Shares | Defined | 2026-02-02 | View |
| Centurion Wealth Management LLC | $536,004 | 21,509 | Shares | Sole | 2026-01-14 | View |
| David J Yvars Group | $526,709 | 21,136 | Shares | Sole | 2026-01-12 | View |
| ENVESTNET ASSET MANAGEMENT INC | $509,115 | 20,430 | Shares | Sole | 2026-02-10 | View |
| Baird Financial Group, Inc. | $460,471 | 18,478 | Shares | Defined | 2026-02-13 | View |
| Hennion & Walsh Asset Management, Inc. | $418,755 | 16,804 | Shares | Sole | 2026-01-14 | View |
| CSS LLC/IL | $415,366 | 16,668 | Shares | Sole | 2026-02-17 | View |
| Brick & Kyle, Associates | $410,581 | 16,476 | Shares | Sole | 2026-02-13 | View |
| PFG Investments, LLC | $372,927 | 14,965 | Shares | Sole | 2026-01-26 | View |
| Institute for Wealth Management, LLC. | $364,654 | 14,633 | Shares | Sole | 2026-01-27 | View |
| AQR CAPITAL MANAGEMENT LLC | $360,143 | 14,452 | Shares | Defined | 2026-02-17 | View |
| Janney Montgomery Scott LLC | $350,051 | 14,047 | Shares | Sole | 2026-02-11 | View |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $312,372 | 12,535 | Shares | Sole | 2026-02-03 | View |
| WEDBUSH SECURITIES INC | $312,048 | 12,522 | Shares | Sole | 2026-02-12 | View |
| Sanctuary Advisors, LLC | $295,302 | 11,850 | Shares | Sole | 2026-01-29 | View |
| Logan Stone Capital, LLC | $283,315 | 11,369 | Shares | Sole | 2026-02-17 | View |
| SMH CAPITAL ADVISORS INC | $266,369 | 10,689 | Shares | Sole | 2026-02-12 | View |
| Kovack Advisors, Inc. | $252,713 | 10,141 | Shares | Sole | 2026-02-17 | View |
| Joel Isaacson & Co., LLC | $249,200 | 10,000 | Shares | Sole | 2026-01-30 | View |
| Global Assets Advisory, LLC | $249,200 | 10,000 | Shares | Sole | 2026-02-09 | View |
| DAYMARK WEALTH PARTNERS, LLC | $240,752 | 9,661 | Shares | Sole | 2026-01-12 | View |
| Huntleigh Advisors, Inc. | $233,724 | 9,379 | Shares | Sole | 2026-01-29 | View |
| DAVENPORT & Co LLC | $230,410 | 9,246 | Shares | Sole | 2026-01-12 | View |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $229,563 | 9,212 | Shares | Sole | 2026-02-13 | View |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $205,912 | 8,263 | Shares | Defined | 2026-02-13 | View |
| OPPENHEIMER & CO INC | $204,094 | 8,190 | Shares | Sole | 2026-02-02 | View |
| SILVERLAKE WEALTH MANAGEMENT LLC | $203,421 | 8,163 | Shares | Sole | 2026-01-09 | View |
| COMERICA BANK | $201,702 | 8,094 | Shares | Defined | 2026-01-29 | View |
| GWM Advisors LLC | $180,969 | 7,262 | Shares | Sole | 2026-02-18 | View |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $165,842 | 6,655 | Shares | Sole | 2026-02-09 | View |
| Rockefeller Capital Management L.P. | $113,859 | 4,569 | Shares | Defined | 2026-02-17 | View |
| WOLFF WIESE MAGANA LLC | $105,860 | 4,248 | Shares | Sole | 2026-01-14 | View |
| US BANCORP \DE\ | $103,044 | 4,135 | Shares | Defined | 2026-01-30 | View |
| CWM, LLC | $83,083 | 3,334 | Shares | Sole | 2026-01-26 | View |
| MAI Capital Management | $72,567 | 2,912 | Shares | Sole | 2026-02-13 | View |
| Westfuller Advisors, LLC | $53,553 | 2,149 | Shares | Sole | 2026-01-21 | View |
| HARBOUR INVESTMENTS, INC. | $51,036 | 2,048 | Shares | Sole | 2026-02-09 | View |
| Advisor Group Holdings, Inc. | $39,149 | 1,571 | Shares | Defined | 2026-02-17 | View |
| CoreCap Advisors, LLC | $32,396 | 1,300 | Shares | Sole | 2026-01-13 | View |
| EASTERN BANK | $32,346 | 1,298 | Shares | Sole | 2026-01-14 | View |
| Farther Finance Advisors, LLC | $23,674 | 950 | Shares | Sole | 2026-01-23 | View |
| HIGHLINE WEALTH PARTNERS LLC | $9,245 | 371 | Shares | Sole | 2026-01-15 | View |
| JPMORGAN CHASE & CO | $8,921 | 358 | Shares | Other | 2026-02-11 | View |
| Westside Investment Management, Inc. | $8,722 | 350 | Shares | Sole | 2026-01-23 | View |
| PNC Financial Services Group, Inc. | $7,575 | 304 | Shares | Defined | 2026-02-06 | View |
| Strengthening Families & Communities, LLC | $4,560 | 183 | Shares | Sole | 2026-02-03 | View |
| VALLEY NATIONAL ADVISERS INC | $4,136 | 166 | Shares | Sole | 2026-01-23 | View |
| FMR LLC | $772 | 31 | Shares | Defined | 2026-02-17 | View |