NCV Virtus Convertible & Income Fund: institutional ownership and insider trading
63 funds reported holding $113M of Virtus Convertible & Income Fund in their latest 13F filings; in Q2 2026 funds net sold $2.27M, with 5 new positions and 8 funds selling out; over the last 12 months insiders bought $5.99K and sold $0 on the open market.
Largest institutional holders of NCV
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $21.1M
- Congress Park Capital LLC — $12.4M
- Advisors Asset Management, Inc. — $11.6M
- GUGGENHEIM CAPITAL LLC — $9.11M
- Penserra Capital Management LLC — $6.92M
- LPL Financial LLC — $6.82M
- Saba Capital Management, L.P. — $5.92M
- ENVESTNET ASSET MANAGEMENT INC — $5.37M
- AMERIPRISE FINANCIAL INC (AMP) — $4.60M
- BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $4.56M
Recent NCV insider trades
- Aug 18, 2026: Mcdaniel Connie D bought 356 shares ($5.99K)
- Jun 16, 2025: Mcdaniel Connie D bought 367 shares ($4.99K)