SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC ownership history of VIRTUS ALLIANZGI EQUITY & CO
ValueSharesWeighting
Q3 2023$4,046,931
-3.1%
203,465
+3.0%
1.37%
-0.4%
Q2 2023$4,176,651
+9.0%
197,477
+1.3%
1.38%
-0.7%
Q1 2023$3,830,302
+8.2%
194,926
+0.3%
1.39%
-0.3%
Q4 2022$3,541,209
-7.5%
194,252
+3.1%
1.39%
-18.1%
Q3 2022$3,827,000
-2.5%
188,407
-0.4%
1.70%
+7.7%
Q2 2022$3,924,000
-20.0%
189,114
+4.7%
1.58%
-4.8%
Q1 2022$4,903,000
-4.9%
180,659
+5.6%
1.66%
-5.2%
Q4 2021$5,156,000
+3.7%
171,054
+1.4%
1.75%
-4.0%
Q3 2021$4,974,000
-3.4%
168,768
-0.9%
1.82%
-2.7%
Q2 2021$5,149,000
+12.8%
170,273
+4.5%
1.87%
-0.7%
Q1 2021$4,563,000162,9181.88%
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