VIRTUS CONVERTIBLE & INCOME (NCV) Institutional Ownership and Insiders Activity
VIRTUS CONVERTIBLE & INCOME (NCV) is widely held by institutional investors, with 57 firms reporting positions valued at approximately $109.25M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $21.11M in NCV holdings in its latest filing.
Recent insider activity includes 2 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
57
Total Reported Value
$109.25M
Largest Holder
Morgan Stanley
Largest Position
$21.11M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
8
Funds Exiting Positions
11
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$21.11M
- Congress Park Capital Llc$12.37M
- Guggenheim Capital Llc$9.11M
- Advisors Asset Management, Inc.$8.73M
- Penserra Capital Management Llc$6.92M
Related NCV Institutional Insights:
- NCV 13F Institutional Holders
- NCV Superinvestors
- NCV Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- NCV Insider Trading & SEC Form 4 Activity
- NCV Articles
- Top Institutional Investor Stock Rankings