FB
Investor
Funds
Stocks
Activity
Screener
Pricing
Sign in
Upgrade
Virtus Convertible & Income — Owners — 13D/13G Beneficial Ownership · FBInvestor
Stocks
/
Virtus Convertible & Income
Institutional Ownership
Virtus Convertible & Income
CUSIP 92838X102
COM
Q2 2025
Overview
Short
Owners
Forecast
Dividends
Earnings
Insider
13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
6.0%
Max % of class reported
Institutional Holders
1
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
3 filings · latest Feb 9, 2024
Export CSV — Pro
#
Filed
Reporting Person
Form
% of Class
Shares
Filing
1
Feb 9, 2024
Morgan Stanley
13G
5.9%
5.36M
SEC
2
Feb 14, 2023
Bank Of America Corp /De/
13G/A
2.9%
2.62M
SEC
3
Jan 31, 2022
Bank Of America Corp /De/
13G
6.0%
5.45M
SEC
Top Institutional Holders (13F)
Largest reported positions · latest quarter
View all →
#
Fund
Shares
Value
1
Geneos Wealth Management Inc.
6.9K
$98.6K