Institute for Wealth Management, LLC. - ALLIANZGI EQUITY & CONV INCO ownership

ALLIANZGI EQUITY & CONV INCO's ticker is NIEXXXX and the CUSIP is 018829101. A total of 57 filers reported holding ALLIANZGI EQUITY & CONV INCO in Q2 2018. 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 EQUITY & CONV INCO
ValueSharesWeighting
Q4 2020$502,000
+15.4%
17,768
-0.8%
0.10%
+1.0%
Q3 2020$435,000
+7.4%
17,907
-0.7%
0.10%0.0%
Q2 2020$405,000
+15.7%
18,025
-4.3%
0.10%
-8.3%
Q1 2020$350,000
-24.7%
18,843
-8.2%
0.11%
+2.9%
Q4 2019$465,000
+5.0%
20,5180.0%0.10%
-6.2%
Q3 2019$443,000
-0.4%
20,5180.0%0.11%
+14.3%
Q2 2019$445,000
+0.7%
20,5180.0%0.10%
+2.1%
Q1 2019$442,000
+16.3%
20,5180.0%0.10%
-38.5%
Q4 2018$380,000
-27.1%
20,518
-9.5%
0.16%
-11.4%
Q3 2018$521,000
+5.3%
22,681
+2.1%
0.18%
+11.4%
Q2 2018$495,000
+4.9%
22,224
-0.9%
0.16%
+13.7%
Q1 2018$472,000
+3.3%
22,437
+3.2%
0.14%
+32.4%
Q4 2017$457,000
+4.3%
21,737
+2.5%
0.10%
-26.1%
Q3 2017$438,000
+3.5%
21,214
-0.5%
0.14%
+22.4%
Q2 2017$423,00021,3140.12%
Other shareholders
ALLIANZGI EQUITY & CONV INCO shareholders Q2 2018
NameSharesValueWeighting ↓
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 157,734$4,461,0002.14%
XML Financial, LLC 113,614$3,213,0000.83%
Karpus Management, Inc. 919,373$26,000,0000.82%
Anfield Capital Management, LLC 62,886$1,778,0000.76%
Golden Green, Inc. 28,445$804,0000.75%
Brick & Kyle, Associates 40,350$1,135,0000.71%
Advisors Asset Management, Inc. 715,405$20,232,0000.34%
Keystone Financial Group 43,148$1,220,0000.25%
CoreFirst Bank & Trust 10,619$300,0000.22%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 46,674$1,320,0000.21%
View complete list of ALLIANZGI EQUITY & CONV INCO shareholders