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 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