Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Virtus Convertible & Income Fund II meliputi Congress Park Capital LLC, Prevail Innovative Wealth Advisors, Llc, Guggenheim Capital Llc, Cornerstone Advisors, LLC, MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares, Private Advisor Group, LLC, Integrated Capital Management, Inc., Allworth Financial LP, Colonial Trust Advisors, GHP Investment Advisors, Inc., Newbridge Financial Services Group, Inc., Traub Capital Management LLC, Strategic Wealth Partners, Ltd., Fmr Llc, dan Jpmorgan Chase & Co .
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.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 30 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 94,289 | 37.56 | 1,211 | 52.78 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 750 | 10 | ||||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 59,616 | 765 | ||||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 43,360 | 557 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 124,630 | 60.51 | 1,600 | 78.37 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 962 | 12 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 202 | 3 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 50 | 1 | ||||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 35,467 | 0.16 | 455 | 11.25 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 13,819 | 1.28 | 177 | 12.74 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 99,500 | 1,278 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 796,769 | 12.86 | 10,231 | 25.35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 53,641 | 1.26 | 689 | 12.42 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 38,529 | 220.78 | 495 | 257.97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12,939 | 7.00 | 166 | 19.42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,412 | 18 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 276,476 | 3.04 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 196,083 | 13.70 | 2,518 | 26.29 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 553,070 | 7,101 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,353 | 1.11 | 133 | 11.86 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 550 | 7 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38,524 | 495 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 97,958 | 18.43 | 1,258 | 31.49 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1,303 | 3.00 | 17 | 14.29 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 18,406 | 236 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2,526 | 32.81 | 32 | 52.38 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 273,666 | 1.99 | 3,514 | 13.29 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 90,802 | 1,166 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 750 | 10 |
