Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Virtus Convertible & Income Fund II inkluderer Congress Park Capital LLC, Prevail Innovative Wealth Advisors, Llc, Guggenheim Capital Llc, Cornerstone Advisors, LLC, MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares, Private Advisor Group, LLC, Integrated Capital Management, Inc., Allworth Financial LP, Colonial Trust Advisors, GHP Investment Advisors, Inc., Newbridge Financial Services Group, Inc., Traub Capital Management LLC, Strategic Wealth Partners, Ltd., Fmr Llc, og Jpmorgan Chase & Co .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 30 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 94 289 | 37,56 | 1 211 | 52,78 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 750 | 10 | ||||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 59 616 | 765 | ||||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 43 360 | 557 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 124 630 | 60,51 | 1 600 | 78,37 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 962 | 12 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 202 | 3 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 50 | 1 | ||||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 35 467 | 0,16 | 455 | 11,25 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 13 819 | 1,28 | 177 | 12,74 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 99 500 | 1 278 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 796 769 | 12,86 | 10 231 | 25,35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 53 641 | 1,26 | 689 | 12,42 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 38 529 | 220,78 | 495 | 257,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12 939 | 7,00 | 166 | 19,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 412 | 18 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 276 476 | 3,04 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 196 083 | 13,70 | 2 518 | 26,29 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 553 070 | 7 101 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 353 | 1,11 | 133 | 11,86 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 550 | 7 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38 524 | 495 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 97 958 | 18,43 | 1 258 | 31,49 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1 303 | 3,00 | 17 | 14,29 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 18 406 | 236 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2 526 | 32,81 | 32 | 52,38 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 273 666 | 1,99 | 3 514 | 13,29 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 90 802 | 1 166 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 750 | 10 |
