Keystone Financial Group - VIRTUS ALLIANZGI EQUITY & CO ownership

VIRTUS ALLIANZGI EQUITY & CO's ticker is NIE and the CUSIP is 92841M101. A total of 68 filers reported holding VIRTUS ALLIANZGI EQUITY & CO in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of VIRTUS ALLIANZGI EQUITY & CO
ValueSharesWeighting
Q3 2023$880,444
-5.8%
44,266
+0.2%
0.15%
-7.5%
Q2 2023$934,594
+17.2%
44,189
+1.0%
0.16%
+0.6%
Q4 2022$797,755
-3.5%
43,761
+7.5%
0.16%
-6.0%
Q3 2022$827,000
-7.3%
40,696
-5.3%
0.17%
-5.1%
Q2 2022$892,000
-20.8%
42,985
+3.6%
0.18%
-7.3%
Q1 2022$1,126,000
-11.4%
41,485
-1.6%
0.19%
-8.6%
Q4 2021$1,271,000
+5.6%
42,167
+3.2%
0.21%
-4.1%
Q3 2021$1,204,000
-2.5%
40,867
+0.1%
0.22%
-2.7%
Q2 2021$1,235,000
+5.7%
40,838
-2.1%
0.22%
-1.8%
Q1 2021$1,168,00041,7090.23%
Other shareholders
VIRTUS ALLIANZGI EQUITY & CO shareholders Q1 2023
NameSharesValueWeighting ↓
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 189,114$3,924,0001.58%
Shaker Financial Services, LLC 139,813$2,901,0001.41%
SMH CAPITAL ADVISORS INC 18,529$384,0000.52%
Keystone Financial Group 42,985$892,0000.18%
Advisors Asset Management, Inc. 432,526$8,975,0000.17%
Cornerstone Advisors, LLC 146,500$3,040,0000.16%
SILVERLAKE WEALTH MANAGEMENT LLC 9,890$205,2180.13%
Karpus Management, Inc. 179,116$3,717,0000.12%
Global Endowment Management, LP 60,000$1,245,0000.11%
XML Financial, LLC 20,971$435,0000.10%
View complete list of VIRTUS ALLIANZGI EQUITY & CO shareholders