Graves Light Lenhart Wealth, Inc. - 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
Graves Light Lenhart Wealth, Inc. ownership history of VIRTUS ALLIANZGI EQUITY & CO
ValueSharesWeighting
Q2 2022$196,000
-23.4%
9,4480.0%0.03%
-16.7%
Q1 2022$256,000
-10.2%
9,4480.0%0.04%
-12.2%
Q4 2021$285,000
+2.5%
9,4480.0%0.04%
-6.8%
Q3 2021$278,000
-2.8%
9,4480.0%0.04%
-4.3%
Q2 2021$286,000
+7.9%
9,4480.0%0.05%
+2.2%
Q1 2021$265,0009,4480.04%
Other shareholders
VIRTUS ALLIANZGI EQUITY & CO shareholders Q3 2023
NameSharesValueWeighting ↓
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 180,659$4,903,0001.66%
SMH CAPITAL ADVISORS INC 15,615$424,0000.69%
Shaker Financial Services, LLC 27,348$742,0000.28%
Advisors Asset Management, Inc. 527,099$14,305,0000.22%
Keystone Financial Group 41,485$1,126,0000.19%
SILVERLAKE WEALTH MANAGEMENT LLC 9,890$268,4150.15%
SIT INVESTMENT ASSOCIATES INC 198,432$5,385,0000.14%
Global Endowment Management, LP 60,000$1,628,0000.12%
Karpus Management, Inc. 131,060$3,557,0000.11%
TILIA FIDUCIARY PARTNERS, INC. 4,619$125,0000.11%
View complete list of VIRTUS ALLIANZGI EQUITY & CO shareholders