Stock Transactions — VIRTUS CONVERTIBLE & INCOME

Total Bought
1,606,197
31 transactions
Total Sold
741,933
30 transactions
Net
+864,264
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
Congress Park Capital LLC0543,823+543,8230.002.53+2.53buy
Pathstone Holdings, LLC0234,034+234,0340.000.01+0.01buy
Cornerstone Advisors, LLC0111,267+111,2670.000.05+0.05buy
Summit Financial, LLC0104,944+104,9440.000.03+0.03buy
GUGGENHEIM CAPITAL LLC0100,472+100,4720.000.01+0.01buy
WOLVERINE ASSET MANAGEMENT LLC171,022255,754+84,7320.040.06+0.02buy
Advisors Asset Management, Inc.628,683711,902+83,2190.150.18+0.03buy
Private Advisor Group, LLC081,259+81,2590.000.01+0.01buy
OSAIC HOLDINGS, INC.53,72189,247+35,5260.000.00+0.00buy
Saba Capital Management, L.P.032,244+32,2440.000.01+0.01buy
ROBINSON CAPITAL MANAGEMENT, LLC031,336+31,3360.000.19+0.19buy
Merit Financial Group, LLC024,569+24,5690.000.00+0.00buy
INTEGRATED CAPITAL MANAGEMENT, INC.021,157+21,1570.000.23+0.23buy
AMERIPRISE FINANCIAL INC233,558254,283+20,7250.000.00+0.00buy
Total Wealth Planning & Management, Inc.020,217+20,2170.000.25+0.25buy
Good Life Advisors, LLC019,565+19,5650.000.02+0.02buy
Penserra Capital Management LLC601,375619,674+18,2990.140.12-0.02buy
LPL Financial LLC306,435317,676+11,2410.000.00-0.00buy
JANE STREET GROUP, LLC010,881+10,8810.000.00+0.00buy
Elequin Capital, LP04,907+4,9070.000.01+0.01buy
CoreCap Advisors, LLC11,06214,305+3,2430.010.01+0.00buy
RAYMOND JAMES FINANCIAL INC75,74978,137+2,3880.000.00+0.00buy
Global Retirement Partners, LLC01,778+1,7780.000.00+0.00buy
TRUST CO OF VERMONT01,381+1,3810.000.00+0.00buy
Financial Gravity Companies, Inc.0793+7930.000.00+0.00buy
GHP Investment Advisors, Inc.0750+7500.000.00+0.00buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC300900+6000.000.00+0.00buy
Allworth Financial LP0372+3720.000.00+0.00buy
Newbridge Financial Services Group, Inc.0356+3560.000.00+0.00buy
COMERICA BANK1,1021,203+1010.000.00+0.00buy
CWM, LLC4,6524,670+180.000.00-0.00buy
PEOPLES FINANCIAL SERVICES CORP.70770700.000.00+0.00hold
ASSETMARK, INC575700.000.00-0.00hold
Ionic Capital Management LLC28,01328,01300.410.45+0.03hold
Lido Advisors, LLC31,72931,72900.000.00-0.00hold
Fortitude Family Office, LLC2,5002,50000.010.01+0.00hold
Wealth Preservation Advisors, LLC19619600.000.00-0.00hold
Farther Finance Advisors, LLC686800.000.00-0.00hold
THRIVENT FINANCIAL FOR LUTHERANS39,54839,54800.000.00+0.00hold
STIFEL FINANCIAL CORP10,29510,29500.000.00+0.00hold
Parallel Advisors, LLC360-360.000.00-0.00sell
Tower Research Capital LLC (TRC)510-510.000.00-0.00sell
MAI Capital Management1250-1250.000.00-0.00sell
E&G Advisors, LP13,89413,644-2500.050.05-0.00sell
Alteri Wealth LLC10,65310,403-2500.060.06-0.00sell
ENVESTNET ASSET MANAGEMENT INC105,228104,925-3030.000.00-0.00sell
HighTower Advisors, LLC16,90616,567-3390.000.00-0.00sell
COLDSTREAM CAPITAL MANAGEMENT INC4200-4200.000.00-0.00sell
Kestra Advisory Services, LLC19,78419,342-4420.000.00+0.00sell
COMMONWEALTH EQUITY SERVICES, LLC35,72935,139-5900.000.00+0.00sell
WPG Advisers, LLC1,9061,242-6640.020.01-0.01sell
NewEdge Advisors, LLC20,48719,712-7750.000.00-0.00sell
Mariner, LLC25,66824,571-1,0970.000.00-0.00sell
ROYAL BANK OF CANADA39,62638,370-1,2560.000.00-0.00sell
Cetera Investment Advisers23,14821,413-1,7350.000.00-0.00sell
WEDBUSH SECURITIES INC11,77010,000-1,7700.010.00-0.00sell
BANK OF AMERICA CORP /DE/263,375261,207-2,1680.000.00-0.00sell
WELLS FARGO & COMPANY/MN16,36214,111-2,2510.000.00-0.00sell
CHOREO, LLC13,72311,413-2,3100.000.00-0.00sell
Invesco Ltd.58,60155,303-3,2980.000.00-0.00sell
Walleye Capital LLC36,00131,707-4,2940.010.00-0.00sell
Everstar Asset Management, LLC11,5250-11,5250.070.00-0.07sell
Rockefeller Capital Management L.P.19,9540-19,9540.000.00-0.00sell
WNY Asset Management, LLC126,743106,119-20,6240.190.17-0.03sell
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.71,72746,903-24,8240.080.05-0.03sell
UBS Group AG45,5130-45,5130.000.00-0.00sell
Logan Stone Capital, LLC47,2780-47,2780.280.00-0.28sell
Cambridge Investment Research Advisors, Inc.135,17630,093-105,0830.010.00-0.00sell
RIVERNORTH CAPITAL MANAGEMENT, LLC184,9710-184,9710.130.00-0.13sell
MORGAN STANLEY1,842,3621,584,625-257,7370.000.00-0.00sell
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