Virtus Convertible & Income Fund
Institutional Ownership & Holdings Analysis
About
virtus-convertible--income-fund is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | Advisors Asset Management, Inc.(2024-12-31) | $9.2M |
| 2 | Congress Park Capital LLC(2024-12-31) | $6.0M |
| 3 | BANK OF AMERICA CORP /DE/(2024-12-31) | $3.9M |
| 4 | LPL Financial LLC(2024-12-31) | $3.6M |
| 5 | WNY Asset Management, LLC(2024-12-31) | $3.0M |
| 6 | AMERIPRISE FINANCIAL INC(2024-12-31) | $2.8M |
| 7 | MORGAN STANLEY(2024-12-31) | $2.6M |
| 8 | Pathstone Holdings, LLC(2024-12-31) | $2.6M |
| 9 | RIVERNORTH CAPITAL MANAGEMENT, LLC(2024-12-31) | $1.8M |
| 10 | Cambridge Investment Research Advisors, Inc.(2024-12-31) | $1.6M |
| 11 | PARK AVENUE SECURITIES LLC(2024-12-31) | $1.5M |
| 12 | ENVESTNET ASSET MANAGEMENT INC(2024-12-31) | $1.4M |
| 13 | RAYMOND JAMES FINANCIAL INC(2024-12-31) | $969.9K |
| 14 | Gridiron Partners, LLC(2025-03-31) | $969.9K |
| 15 | Invesco Ltd.(2024-12-31) | $969.8K |
| 16 | Private Advisor Group, LLC(2024-12-31) | $889.7K |
| 17 | READYSTATE ASSET MANAGEMENT LP(2024-12-31) | $812.8K |
| 18 | UBS Group AG(2024-12-31) | $804.0K |
| 19 | OSAIC HOLDINGS, INC.(2024-12-31) | $640.0K |
| 20 | ROYAL BANK OF CANADA(2024-12-31) | $577.0K |
As of 2024-12-31
Value:$9.2M
As of 2024-12-31
Value:$6.0M
As of 2024-12-31
Value:$3.9M
As of 2024-12-31
Value:$3.6M
As of 2024-12-31
Value:$3.0M
As of 2024-12-31
Value:$2.8M
As of 2024-12-31
Value:$2.6M
As of 2024-12-31
Value:$2.6M
As of 2024-12-31
Value:$1.8M
As of 2024-12-31
Value:$1.6M
As of 2024-12-31
Value:$1.5M
As of 2024-12-31
Value:$1.4M
As of 2024-12-31
Value:$969.9K
As of 2025-03-31
Value:$969.9K
#15Invesco Ltd.
As of 2024-12-31
Value:$969.8K
As of 2024-12-31
Value:$889.7K
As of 2024-12-31
Value:$812.8K
#18UBS Group AG
As of 2024-12-31
Value:$804.0K
As of 2024-12-31
Value:$640.0K
As of 2024-12-31
Value:$577.0K
Total Institutional Holders:94
Top 10 Holders Own:67.4%