NIE
Virtus Equity & Convertible Income Fund
NYSE
Total Trades
4
Buys
4
Sells
0
Largest Trade
$15K–$50K
Insiders
4
Institutional Funds
77
Inst. Value
$1M+
Activist Filings
2
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| MCDANIEL CONNIE D | Director | BUY | $1K–$15K | 226 | $22.97 | Jun 18, 2025 |
| BURKE DONALD C | Director | BUY | $15K–$50K | 720 | $20.85 | Jun 30, 2023 |
| DeCotis Deborah A | Director | BUY | $1K–$15K | 190 | $26.42 | Mar 4, 2022 |
| McLoughlin Philip R | Director | BUY | $1K–$15K | 400 | $26.11 | Mar 1, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 77 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Advisors Asset Management, Inc. | 863K | $1M+ | SH |
| MORGAN STANLEY | 522K | $1M+ | SH |
| GUGGENHEIM CAPITAL LLC | 479K | $1M+ | SH |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 402K | $1M+ | SH |
| Saba Capital Management, L.P. | 298K | $1M+ | SH |
| LPL Financial LLC | 270K | $1M+ | SH |
| WELLS FARGO & COMPANY/MN | 252K | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 228K | $1M+ | SH |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 216K | $1M+ | SH |
| UBS Group AG | 140K | $1M+ | SH |
| WOLVERINE ASSET MANAGEMENT LLC | 114K | $1M+ | SH |
| Cornerstone Advisors, LLC | 109K | $1M+ | SH |
| World Investment Advisors | 106K | $1M+ | SH |
| Cambridge Investment Research Advisors, Inc. | 84K | $1M+ | SH |
| D.A. DAVIDSON & CO. | 80K | $1M+ | SH |
| Shaker Financial Services, LLC | 68K | $1M+ | SH |
| Allspring Global Investments Holdings, LLC | 67K | $1M+ | SH |
| OxenFree Capital LLC | 57K | $1M+ | SH |
| Capital Investment Advisors, LLC | 56K | $1M+ | SH |
| Keystone Financial Group | 49K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 10, 2023
3.5%
966K shares
SC 13G/A · Jan 21, 2022
6.4%
1.8M shares