Invesco Ltd. - 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
Invesco Ltd. ownership history of VIRTUS ALLIANZGI EQUITY & CO
ValueSharesWeighting
Q3 2023$1,165,415
-18.5%
58,593
-13.3%
0.00%
Q2 2023$1,429,825
-12.4%
67,604
-18.6%
0.00%
Q1 2023$1,631,972
-14.4%
83,052
-20.5%
0.00%
-100.0%
Q4 2022$1,905,436
-24.0%
104,522
-15.4%
0.00%0.0%
Q3 2022$2,508,000
-3.8%
123,510
-1.6%
0.00%0.0%
Q2 2022$2,606,000
-32.1%
125,575
-11.2%
0.00%0.0%
Q1 2022$3,836,000
-17.8%
141,336
-8.7%
0.00%0.0%
Q4 2021$4,667,000
-4.5%
154,837
-6.7%
0.00%0.0%
Q3 2021$4,889,000
-8.8%
165,894
-6.4%
0.00%0.0%
Q2 2021$5,359,000
+9.1%
177,212
+1.0%
0.00%0.0%
Q1 2021$4,913,000175,4140.00%
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