Virtus Divers Inc. & ConvertACV
13F holders, Q4 2024 (December 31)31holders +1
2new positions
3sold out
$21.95avg. 13F price*
At the end of Q4 2024, 31 institutions reported holding Virtus Divers Inc. & Convert (ACV) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 3 sold out. The largest holders were Wells Fargo & Company ($10.7M), LPL Financial LLC ($6.1M) and Guggenheim Capital LLC ($5.4M).
- Company
- Virtus Divers Inc. & Convert
- CUSIP
- 92840N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $50K |
| Exits | 3 | $536K |
All 13F filers, Q3 2024 → Q4 2024: 137,738 shares bought and 78,155 shares sold, net +59,583 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 486,187 | $10.7M |
| LPL Financial LLC | 0.00% | Add +1.4% | 279,527 | $6.1M |
| Guggenheim Capital LLC | 0.04% | Add +13.7% | 245,793 | $5.4M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -11.0% | 218,902 | $4.8M |
| Raymond James Financial Inc. | 0.00% | — | 143,575 | $3.2M |
| Wolverine Asset Management LLC | 0.23% | Add +12.0% | 135,942 | $3.0M |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 93,700 | $2.1M |
| Morgan Stanley | 0.00% | Add +30.1% | 75,642 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +1.5% | 55,291 | $1.2M |
| World Equity Group, Inc. | 0.26% | Add +273.5% | 54,501 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +77.0% | 44,164 | $970K |
| Landscape Capital Management, L.L.C. | 0.10% | Reduce -5.0% | 42,148 | $925K |
| Shaker Financial Services, LLC | 0.31% | Reduce -27.4% | 36,953 | $811K |
| DAVENPORT & Co LLC | 0.00% | No change | 26,528 | $582K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -0.1% | 24,855 | $546K |
| McDonald Partners LLC | 0.14% | No change | 24,700 | $542K |
| Gilliland Jeter Wealth Management LLC | 0.18% | Reduce -1.9% | 24,553 | $539K |
| Stifel Financial Corp. | 0.00% | Add +1.3% | 21,665 | $476K |
| UBS Group AG | 0.00% | Add +88.0% | 20,244 | $444K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 12,947 | $284K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -6.0% | 11,065 | $243K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.1% | 3,646 | $80K |
| Raleigh Capital Management Inc. | 0.03% | No change | 3,346 | $73K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,200 | $70K |
| Westside Investment Management, Inc. | 0.01% | New | 1,867 | $41K |
| Montag A & Associates Inc. | 0.00% | No change | 1,066 | $23K |
| Sunbelt Securities, Inc. | 0.00% | No change | 660 | $15K |
| Synergy Asset Management, LLC | 0.00% | New | 421 | $9K |
| Cornerstone Advisors, LLC | 0.00% | No change | 352 | $8K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 205 | $4K |
| WPG Advisers, LLC | 0.00% | — | 70 | $2K |
"% of holder's portfolio" is ACV's weight in each manager's 13F, not the share of Virtus Divers Inc. & Convert the manager owns.