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The company

Virtus Diversified Income & Convertible Fund Common Shares of Beneficial Interest

ACV · NYSE

FinancialsFunds, Shells & SPACs

ACV stood above a rising 150-day average in 35 of the last 52 weekly readings, and has been out of that trend for the last 9 weeks. It is 9.8% below that average now. Financials: 43% of its 740 stocks in an uptrend (−14 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 9
Insider buys, 12 months
$12K
Insider sales, 12 months
$574K
Officials’ trades on record
0
Institutions holding
41 (+5)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 35 of 52 weeks.

20 Apr – 19 Oct
44%53%62%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
−$553K$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months1
Sale orders, 12 months1
Buyers · sellers1 · 1
WhoDidSharesTraded
Connie D. McDanielDirectorbought221at $26.9518 Aug 2026filed 20 Aug 2026
Justin KassOthersold10,484.07at $27.3710 Aug 2026filed 26 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders41+5 on the quarter
New · exited8 · 3
Reported value$62.8M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
WELLS FARGO & COMPANYreduced · filed 14 Aug 2026461,782$13.1M-4,373−0.9%
Advisors Asset Management, Inc.added · filed 14 Aug 2026340,120$9.6M+73,538+27.6%
GUGGENHEIM CAPITAL LLCreduced · filed 12 Aug 2026322,144$9.1M-2,929−0.9%
RAYMOND JAMES FINANCIAL INCreduced · filed 14 Aug 2026154,508$4.4M-2,449−1.6%
LPL Financial LLCreduced · filed 7 Aug 2026143,611$4.1M-148,484−50.8%
BANK OF AMERICA CORPreduced · filed 14 Aug 2026101,965$2.9M-2,187−2.1%
MORGAN STANLEYadded · filed 13 Aug 202691,294$2.6M+7,671+9.2%
Emissary Wealth LLCadded · filed 28 Jul 202680,761$2.3M+2,118+2.7%
ROYAL BANK OF CANADAreduced · filed 14 Aug 202673,585$2.1M-386−0.5%
OSAIC HOLDINGS, INC.reduced · filed 14 Aug 202655,102$1.6M-15,360−21.8%
31 Mar 2023 – 30 Jun 2026
253340Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Connie D. McDaniel Company insiderDirector · last 18 Aug 20262 · 0
Justin Kass Company insiderOther · last 10 Aug 20267 · 3
MetLife Investment Management, LLC Company insider10% owner · last 2 Oct 20250 · 0
David J. Oberto Company insiderOther · last 5 Oct 20230 · 0
Deborah A. Decotis Company insiderDirector · last 3 Mar 20221 · 0
R. Keith Walton Company insiderDirector · last 1 Feb 20221 · 0
George R. Aylward Company insiderPresident and CEO · last 21 Dec 20211 · 0
F. Ford Drummond Company insiderDirector · last 16 Dec 20202 · 0
Douglas Eu Company insiderOther · last 19 Mar 20201 · 0
Sarah E. Cogan Company insiderDirector · last 21 Aug 20191 · 0
Allianz Asset Management Of America L.p. Company insiderOther · last 13 Apr 20180 · 1
Alan Rappaport Company insiderDirector · last 7 Jul 20171 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.