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The company

Virtus Convertible & Income Fund Common Shares of Beneficial Interest

NCV · NYSE

FinancialsFunds, Shells & SPACs

NCV stood above a rising 150-day average in 40 of the last 52 weekly readings, and has been out of that trend for the last 7 weeks. It is 10.3% below that average now. Financials: 46% of its 741 stocks in an uptrend (−11 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 7
Insider buys, 12 months
$12K
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
56 (+0)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 40 of 52 weeks.

17 Apr – 16 Oct
45%53%62%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$12KNov 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 months0
Buyers · sellers1 · 0
WhoDidSharesTraded
Connie D. McDanielDirectorbought356at $16.8318 Aug 2026filed 20 Aug 2026

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

Institutions

Holders56+0 on the quarter
New · exited11 · 11
Reported value$104.0M

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

ManagerSharesChange
MORGAN STANLEYreduced · filed 13 Aug 20261,200,261$21.1M-104,094−8.0%
Congress Park Capital LLCadded · filed 14 Jul 2026813,039$14.3M+10,715+1.3%
Advisors Asset Management, Inc.added · filed 14 Aug 2026662,033$11.6M+60,957+10.1%
GUGGENHEIM CAPITAL LLCadded · filed 12 Aug 2026517,653$9.1M+100,251+24.0%
LPL Financial LLCadded · filed 7 Aug 2026387,995$6.8M+17,648+4.8%
Saba Capital Management, L.P.reduced · filed 14 Aug 2026336,482$5.9M-387,096−53.5%
ENVESTNET ASSET MANAGEMENT INCadded · filed 3 Aug 2026305,024$5.4M+215,172+239.5%
AMERIPRISE FINANCIAL INCreduced · filed 14 Aug 2026261,266$4.6M-12,678−4.6%
BANK OF AMERICA CORPreduced · filed 14 Aug 2026259,164$4.6M-756−0.3%
Thomas J. Herzfeld Advisors, Inc.new · filed 10 Aug 2026185,909$3.3M+185,909
31 Mar 2025 – 30 Jun 2026
465359Mar 25Jun 25Dec 25Mar 26Jun 26

News

No headline names it lately.

Everyone who traded it

Connie D. McDaniel Company insiderDirector · last 18 Aug 20262 · 0
David J. Oberto Company insiderOther · last 6 Oct 20230 · 0
UBS Group AG Company insider10% owner · last 3 Nov 20221 · 1
Deborah A. Decotis Company insiderDirector · last 3 Mar 20221 · 0
Philip R. McLoughlin Company insiderDirector · last 25 Feb 20221 · 0
George R. Aylward Company insiderPresident and CEO · last 21 Dec 20211 · 0
James S. Macleod Company insiderDirector · last 1 Oct 20212 · 0
F. Ford Drummond Company insiderDirector · last 29 Apr 20211 · 0
Alan Rappaport Company insiderDirector · last 27 Apr 20212 · 0
Sarah E. Cogan Company insiderDirector · last 21 Aug 20191 · 0
Justin Kass Company insiderOther · last 27 Jun 20175 · 3
Douglas Forsyth Company insiderOther · last 25 Jun 20142 · 1

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.