Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Virtus Convertible & Income Fund meliputi Congress Park Capital LLC, Pathstone Holdings, LLC, Cornerstone Advisors, LLC, Summit Financial, LLC, Guggenheim Capital Llc, Private Advisor Group, LLC, Saba Capital Management, L.P., Robinson Capital Management, Llc, Merit Financial Group, LLC, Integrated Capital Management, Inc., Total Wealth Planning & Management, Inc., Good Life Advisors, LLC, Susquehanna International Group, Llp, AAINX - Thrivent Opportunity Income Plus Fund Class A, Jane Street Group, Llc, Elequin Capital Lp, CEFS - Saba Closed-End Funds ETF, Global Retirement Partners, LLC, AABFX - Thrivent Balanced Income Plus Fund Class A, dan Trust Co Of Vermont .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 750 | 11 | ||||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 25,201 | 132.33 | 358 | 155.00 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 11,067 | 144 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4,670 | 0.39 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 111,267 | 1,580 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,381 | 20 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 900 | 200.00 | 13 | 300.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 104,944 | 1,490 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 19,565 | 278 | ||||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 31,336 | 445 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 711,902 | 13.24 | 10,109 | 24.37 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 4,907 | 70 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 793 | 11 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 78,137 | 3.15 | 1,110 | 13.28 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24,569 | 349 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 793 | 10 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 255,754 | 49.54 | 3,632 | 64.22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,778 | 25 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 1,396 | 18 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 372 | 5 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 619,674 | 3.04 | 9 | 14.29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 317,676 | 3.67 | 4,511 | 13.86 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 543,823 | 7,722 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 89,247 | 66.13 | 1,267 | 82.56 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 81,259 | 1,154 | ||||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 20,217 | 287 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14,305 | 29.32 | 203 | 41.96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12,437 | 177 | ||||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 21,157 | 300 | ||||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 4,309 | 58 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,203 | 9.17 | 17 | 21.43 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 254,283 | 8.87 | 3,615 | 19.79 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 613,364 | 1.99 | 8,710 | 12.01 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 356 | 5 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 100,472 | 1,427 | ||||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 32,244 | 458 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 234,034 | 3,323 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,881 | 155 |
