Virtus Convertible & Income
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
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Eric Brodwin@Congress Park Capital Llc
| 2.2% | $6.05M 1.743M shares@ 3.47 avg price | Increased 11.52% |
Thomas J Bellaro@Park Avenue Securities Llc
| 0.02% | $1.453M 418,672 shares@ 3.48 avg price | Increased 3.78% |
Jeffrey A. Smith@Atomi Financial Group, Inc.
| 0.01% | $89,783 25,874 shares@ 3.48 avg price | Increased 15.2% |
Nathan Hatton Walsh@Occidental Asset Management, Llc
| 0.01% | $46,803 13,488 shares@ 3.47 avg price | Increased 4.34% |
Richard Buchan@180 Wealth Advisors, Llc
| 0.01% | $39,905 11,500 shares@ 3.47 avg price | Increased 4.55% |