Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Virtus Convertible & Income Fund II comprennent 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, et Jpmorgan Chase & Co .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
