Institute for Wealth Management, LLC. - VIRTUS ALLIANZGI EQUITY & CO ownership

VIRTUS ALLIANZGI EQUITY & CO's ticker is NIE and the CUSIP is 92841M101. A total of 92 filers reported holding VIRTUS ALLIANZGI EQUITY & CO in Q4 2021. 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 VIRTUS ALLIANZGI EQUITY & CO
ValueSharesWeighting
Q3 2023$312,075
-7.2%
15,690
-1.4%
0.06%
-1.8%
Q2 2023$336,412
+7.6%
15,9060.0%0.06%
-5.0%
Q1 2023$312,553
+7.1%
15,906
-0.6%
0.06%
-1.6%
Q4 2022$291,698
-13.4%
16,001
-3.6%
0.06%
-19.7%
Q3 2022$337,000
-2.0%
16,5960.0%0.08%
+11.8%
Q2 2022$344,000
-23.9%
16,596
-0.3%
0.07%
-6.8%
Q1 2022$452,000
-10.0%
16,6530.0%0.07%
-11.0%
Q4 2021$502,000
+1.4%
16,653
-0.8%
0.08%
-5.7%
Q3 2021$495,000
-2.6%
16,7940.0%0.09%
-2.2%
Q2 2021$508,000
+7.9%
16,794
-0.1%
0.09%
-1.1%
Q1 2021$471,00016,8150.09%
Other shareholders
VIRTUS ALLIANZGI EQUITY & CO shareholders Q4 2021
NameSharesValueWeighting ↓
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 171,054$5,156,0001.75%
Logan Stone Capital, LLC 54,465$1,642,0001.64%
Shaker Financial Services, LLC 136,748$4,122,0001.46%
SMH CAPITAL ADVISORS INC 14,796$446,0000.88%
Karpus Management, Inc. 391,138$11,789,0000.34%
Cornerstone Advisors, LLC 200,951$6,057,0000.33%
Advisors Asset Management, Inc. 605,162$18,240,0000.26%
Keystone Financial Group 42,167$1,271,0000.21%
CoreFirst Bank & Trust 10,618$320,0000.21%
Birchcreek Wealth Management, LLC 6,850$206,0000.18%
View complete list of VIRTUS ALLIANZGI EQUITY & CO shareholders