Virtus Convertible & IncomeNCV
13F holders, Q1 2025 (March 31)3holders −88
1new positions
42sold out
$12.93avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Virtus Convertible & Income (NCV) in their 13F filings, down 88 from Q4 2024. 1 opened new positions and 42 sold out. The largest holders were Gridiron Partners, LLC ($970K), Doliver Advisors, LP ($140K) and Geneos Wealth Management Inc. ($110K).
- Company
- Virtus Convertible & Income
- CUSIP
- 92838X102
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $140K |
| Exits | 42 | $14.8M |
All 13F filers, Q4 2024 → Q1 2025: 13,344 shares bought and 4,388,521 shares sold, net −4,375,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Gridiron Partners, LLC | 0.62% | Reduce -63.8% | 75,010 | $970K |
| Doliver Advisors, LP | 0.04% | New | 10,856 | $140K |
| Geneos Wealth Management Inc. | 0.00% | Add +41.4% | 8,493 | $110K |
"% of holder's portfolio" is NCV's weight in each manager's 13F, not the share of Virtus Convertible & Income the manager owns.