Steward Partners Investment Advisory, LLC - VIRTUS ALLIANZGI EQUITY & CO ownership

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
Steward Partners Investment Advisory, LLC ownership history of VIRTUS ALLIANZGI EQUITY & CO
ValueSharesWeighting
Q3 2023$684,089
+4.6%
34,394
+11.2%
0.01%
+10.0%
Q2 2023$653,949
-10.5%
30,920
-16.9%
0.01%
-16.7%
Q1 2023$730,736
-0.4%
37,188
-7.6%
0.01%0.0%
Q4 2022$733,831
-8.3%
40,254
+2.1%
0.01%
-20.0%
Q3 2022$800,000
-5.5%
39,407
-3.4%
0.02%
-6.2%
Q2 2022$847,000
-2.1%
40,810
+28.0%
0.02%
+23.1%
Q1 2022$865,000
-3.6%
31,883
+7.2%
0.01%
-7.1%
Q4 2021$897,000
+2.3%
29,7550.0%0.01%
-6.7%
Q3 2021$877,000
-2.6%
29,7550.0%0.02%0.0%
Q2 2021$900,000
-100.0%
29,755
-56.6%
0.02%
-11.8%
Q1 2021$1,918,246,00068,4840.02%
Other shareholders
VIRTUS ALLIANZGI EQUITY & CO shareholders Q3 2023
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