XNIEX

Virtus Equity & Convertible

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 Equity & Convertible (XNIEX), 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 Equity & Convertible (XNIEX), 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 Equity & Convertible (XNIEX) 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 Equity & Convertible (XNIEX) 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
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -5.62%
0.04%
$1.567M
63,525 shares@ 24.66 avg price
Jon Stolper@Stolper Co
Recent Activity
Decreased -1.56%
0.25%
$750,000
30,406 shares@ 24.67 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -95.65%
0.03%
$302,701
12,660 shares@ 23.92 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -7.48%
0.02%
$304,822
12,361 shares@ 24.66 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
Decreased -43.12%
0.09%
$226,872
9,200 shares@ 24.66 avg price