GREENFIELD, MA
VIRTUS EQUITY & CONVERTIBLE INCOME FUNDNIE— Latest position per institution from SEC 13F filings
15
Institutional holders
160.08K
Total shares held
58.08K
Estimated value
53.36K
Avg. position size
SNOWDEN CAPITAL ADVISORS LLC
CIK 1903055
Shares
102.50K
Value
23.23K
Filed
Dec 31, 2019
BRICK & KYLE, ASSOCIATES
CIK 1632253
Shares
56.39K
Value
1.26K
Filed
Mar 31, 2024
AMERICAN PORTFOLIOS ADVISORS
CIK 1961150
Shares
1.19K
Value
33.59K
Filed
Dec 31, 2020
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SNOWDEN CAPITAL ADVISORS LLC | 1903055 | 102.50K | 23.23K | Dec 31, 2019 |
| 2 | BRICK & KYLE, ASSOCIATES | 1632253 | 56.39K | 1.26K | Mar 31, 2024 |
| 3 | AMERICAN PORTFOLIOS ADVISORS | 1961150 | 1.19K | 33.59K | Dec 31, 2020 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.