VIRTUS ALLIANZGI EQUITY & CO's ticker is NIE and the CUSIP is 92841M101. A total of 71 filers reported holding VIRTUS ALLIANZGI EQUITY & CO in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $343,174 | -13.6% | 17,254 | -8.1% | 0.01% | -18.2% |
Q2 2023 | $396,987 | +10.5% | 18,770 | +2.7% | 0.01% | +10.0% |
Q1 2023 | $359,206 | +18.5% | 18,280 | +10.0% | 0.01% | +11.1% |
Q4 2022 | $303,062 | -9.5% | 16,624 | +0.9% | 0.01% | -25.0% |
Q3 2022 | $335,000 | -0.6% | 16,481 | +1.5% | 0.01% | 0.0% |
Q2 2022 | $337,000 | -26.4% | 16,234 | -3.8% | 0.01% | -7.7% |
Q1 2022 | $458,000 | -6.7% | 16,880 | +3.5% | 0.01% | -7.1% |
Q4 2021 | $491,000 | +1.9% | 16,303 | -0.4% | 0.01% | -6.7% |
Q3 2021 | $482,000 | -0.6% | 16,372 | +2.0% | 0.02% | 0.0% |
Q2 2021 | $485,000 | +9.2% | 16,048 | +1.2% | 0.02% | -6.2% |
Q1 2021 | $444,000 | – | 15,862 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 171,054 | $5,156,000 | 1.75% |
Logan Stone Capital, LLC | 54,465 | $1,642,000 | 1.64% |
Shaker Financial Services, LLC | 136,748 | $4,122,000 | 1.46% |
SMH CAPITAL ADVISORS INC | 14,796 | $446,000 | 0.88% |
Karpus Management, Inc. | 391,138 | $11,789,000 | 0.34% |
Cornerstone Advisors, LLC | 200,951 | $6,057,000 | 0.33% |
Advisors Asset Management, Inc. | 605,162 | $18,240,000 | 0.26% |
Keystone Financial Group | 42,167 | $1,271,000 | 0.21% |
CoreFirst Bank & Trust | 10,618 | $320,000 | 0.21% |
Birchcreek Wealth Management, LLC | 6,850 | $206,000 | 0.18% |