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Virtus Convertible & Income

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geneos Wealth Management Inc.
DECREASED
Shares6,943 from 8,493
Change-1,550 (-18%)
Value$98.6K (-$11.2K)
Filed 2025-08-18
Gridiron Partners, LLC
CLOSED
Shares0 from 75,010
Change-75,010 (-100%)
Value$0 (-$969.9K)
Filed 2025-07-14
Doliver Advisors, LP
CLOSED
Shares0 from 10,856
Change-10,856 (-100%)
Value$0 (-$140.4K)
Filed 2025-07-02
Status
Geneos Wealth Management Inc.
DECREASED6,9438,493-1,550-18%$109.8K$98.6K-$11.2K2025-08-18
Gridiron Partners, LLC
CLOSED075,010-75,010-100%$969.9K$0-$969.9K2025-07-14
Doliver Advisors, LP
CLOSED010,856-10,856-100%$140.4K$0-$140.4K2025-07-02
Showing 3 of 3 institutions