Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Virtus Diversified Income & Convertible Fund meliputi Apollon Wealth Management, LLC, American National Bank, Newbridge Financial Services Group, Inc., dan Allworth Financial LP .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15,076 | 2.87 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 25,992 | 36.50 | 595 | 55.91 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 48 | 1 | ||||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 26,667 | 54.82 | 379 | 4.71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 294,007 | 3.34 | 6,730 | 18.26 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 84,600 | 23,934.09 | 1,201 | 17,057.14 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 24,606 | 0.10 | 563 | 14.66 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 | 100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 17,374 | 5.71 | 398 | 21.04 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10,000 | 229 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 527,681 | 4.70 | 12,079 | 19.83 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 232,133 | 27.47 | 5,314 | 45.88 | ||||
| 2025-07-16 | 13F | American National Bank | 2,082 | 48 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 94,758 | 3.02 | 2,169 | 17.94 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 10,376 | 1.26 | 238 | 16.18 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,200 | 27 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 289,591 | 17.85 | 6,629 | 34.88 |
