BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - VIRTUS ALLIANZGI EQUITY & CO ownership

VIRTUS ALLIANZGI EQUITY & CO's ticker is NIE and the CUSIP is 92841M101. A total of 68 filers reported holding VIRTUS ALLIANZGI EQUITY & CO in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of VIRTUS ALLIANZGI EQUITY & CO
ValueSharesWeighting
Q4 2022$68,326
-31.7%
3,748
-23.6%
0.02%
-38.9%
Q3 2022$100,000
-11.5%
4,908
-9.5%
0.04%
-5.3%
Q2 2022$113,000
-23.1%
5,4260.0%0.04%
-9.5%
Q1 2022$147,000
+2.1%
5,426
+13.4%
0.04%
+10.5%
Q4 2021$144,0004,7860.04%
Other shareholders
VIRTUS ALLIANZGI EQUITY & CO shareholders Q1 2023
NameSharesValueWeighting ↓
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 203,465$4,046,9311.37%
SMH CAPITAL ADVISORS INC 13,418$267,0000.62%
Stolper Co 30,368$6040.26%
Advisors Asset Management, Inc. 578,389$11,504,1570.25%
Centurion Wealth Management LLC 19,905$395,9110.19%
Global Assets Advisory, LLC 11,000$218,7900.19%
Keystone Financial Group 44,266$880,4440.15%
Global Endowment Management, LP 60,000$1,193,4000.13%
GUGGENHEIM CAPITAL LLC 489,924$9,744,5880.08%
WOLFF WIESE MAGANA LLC 4,248$84,4930.07%
View complete list of VIRTUS ALLIANZGI EQUITY & CO shareholders