NCV

Virtus Convertible & Income

Latest period2024 - Q4Total superinvestors12

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 12 superinvestors own shares of Virtus Convertible & Income (NCV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Virtus Convertible & Income (NCV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Virtus Convertible & Income (NCV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Virtus Convertible & Income (NCV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Brodwin@Congress Park Capital Llc
Recent Activity
Increased 11.52%
2.2%
$6.05M
1.743M shares@ 3.47 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 3.78%
0.02%
$1.453M
418,672 shares@ 3.48 avg price
MICHAEL SCHNECK@Gridiron Partners, Llc
Recent Activity
0.46%
$718,155
206,961 shares@ 3.48 avg price
Joseph Perfilio@Integrated Capital Management, Inc.
Recent Activity
Decreased -2.71%
0.22%
$270,916
78,058 shares@ 3.48 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
0.08%
$116,677
33,624 shares@ 3.48 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 15.2%
0.01%
$89,783
25,874 shares@ 3.48 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Increased 4.34%
0.01%
$46,803
13,488 shares@ 3.47 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -3.32%
0.01%
$42,872
12,355 shares@ 3.48 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Increased 4.55%
0.01%
$39,905
11,500 shares@ 3.47 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
Decreased -17.71%
0.02%
$38,226
11,016 shares@ 3.48 avg price