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Virtus Convertible & Inc Fd — Owners — 13D/13G Beneficial Ownership · FBInvestor
Stocks
/
Virtus Convertible & Inc Fd
Institutional Ownership
Virtus Convertible & Inc Fd
CUSIP 92838U108
COM
Q2 2025
Overview
Short
Owners
Forecast
Dividends
Earnings
Insider
13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
13.1%
Max % of class reported
Institutional Holders
1
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
4 filings · latest Nov 8, 2024
Export CSV — Pro
#
Filed
Reporting Person
Form
% of Class
Shares
Filing
1
Nov 8, 2024
Morgan Stanley
13G/A
13.1%
9.94M
SEC
2
Feb 9, 2024
Morgan Stanley
13G/A
10.1%
7.68M
SEC
3
Feb 9, 2024
Morgan Stanley
13G/A
9.9%
7.53M
SEC
Top Institutional Holders (13F)
Largest reported positions · latest quarter
View all →
#
Fund
Shares
Value
1
Geneos Wealth Management Inc.
10.0K
$128.6K
4
Feb 10, 2023
Morgan Stanley
13G
7.6%
5.82M
SEC