Institute for Wealth Management, LLC. - ALLIANZGI CONV & INCOME FD ownership

ALLIANZGI CONV & INCOME FD's ticker is NCVXXXX and the CUSIP is 018828103. A total of 42 filers reported holding ALLIANZGI CONV & INCOME FD in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ALLIANZGI CONV & INCOME FD
ValueSharesWeighting
Q4 2020$138,000
+25.5%
24,0200.0%0.03%
+8.0%
Q3 2020$110,000
+4.8%
24,0200.0%0.02%
-3.8%
Q2 2020$105,000
+16.7%
24,0200.0%0.03%
-7.1%
Q1 2020$90,000
-28.0%
24,020
+10.7%
0.03%0.0%
Q4 2019$125,000
-3.8%
21,695
-6.1%
0.03%
-15.2%
Q3 2019$130,000
+73.3%
23,112
+121.0%
0.03%
+94.1%
Q4 2017$75,000
+7.1%
10,459
+3.6%
0.02%
-10.5%
Q2 2017$70,000
+268.4%
10,097
+393.0%
0.02%
+26.7%
Q2 2013$19,0002,0480.02%
Other shareholders
ALLIANZGI CONV & INCOME FD shareholders Q3 2013
NameSharesValueWeighting ↓
Oxbow Advisors, LLC 463,691$4,368,0000.61%
IFC Holdings Incorporated/FL 399,840$3,580,0000.59%
MSI Financial Services Inc 270,912$2,552,0000.28%
Capital Investment Advisors, LLC 163,185$1,537,0000.17%
NATIONAL PLANNING CORP 126,033$1,158,239,0000.08%
BENJAMIN F. EDWARDS & COMPANY, INC. 36,845$347,0000.08%
VICUS CAPITAL 28,609$269,0000.08%
DOLIVER ADVISORS, LP 11,151$105,0000.07%
LPL Financial LLC 1,376,287$12,965,0000.07%
Concert Wealth Management Inc. 43,046$405,0000.06%
View complete list of ALLIANZGI CONV & INCOME FD shareholders