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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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NCV-PA

NCV-PA Institutional Ownership Tracker

Virtus Convertible & Income Fund

-$1.1M

Net Activity

Data as of: 2025-06-30

Institutions Holding

1

Popularity Rank

#21413

Avg Weight

0.00%

Total Value

$98.6K

Ownership Trend

1 institutions currently hold NCV-PA, with 0 net buyers and 0 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2025)

Neutral

Based on recent trading activity

Net Selling Institutions

0

Net Buying Institutions

0

Key Holders

Key Holders

Top 5 by Value

GW
Geneos Wealth Management Inc.
$98.6K

Top 5 by Conviction

GW
Geneos Wealth Management Inc.
0.00%
View all 1 holding institutions

Quarterly Activity

Recent Activity

+$0.0

Total Buy Value

$0.0

Total Sell Value

New buy0
Trim0
Add0
Sold out0

0

Net Buyers

0

Net Sellers

Smart Money Convergence

NCV-PA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2025-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/NCV-PA

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

92838X102, 018825109

FAQ

Who are the top institutional investors holding Virtus Convertible & Income Fund (NCV-PA)?
Major stakeholders currently include Geneos Wealth Management Inc. ($98.6K). Based on the latest 13F filings, there are a total of 1 tracked investment funds and institutions maintaining positions in NCV-PA.
What is the overall institutional sentiment toward NCV-PA recently?
Institutional sentiment appears Neutral. During the most recent reporting quarter, the stock experienced no significant net capital flow from tracked managers.
Which institutions have been selling or reducing their NCV-PA positions?
In the latest period, no tracked funds trimmed or exited their positions in NCV-PA.
Are there any notable investors adding NCV-PA to their portfolios?
No tracked institutions opened new positions or added to their existing holdings in NCV-PA during the last reporting period.

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Developer Access

Access NCV-PA's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/NCV-PA

CLI

npx alphasmo stocks get NCV-PA
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