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The company

Virtus Equity & Convertible Income Fund Common Shares of Beneficial Interest

NIE · NYSE

FinancialsFunds, Shells & SPACs

NIE stood above a rising 150-day average in 38 of the last 52 weekly readings, and has been out of that trend for the last 6 weeks. It is 3.6% below that average now. Financials: 49% of its 739 stocks in an uptrend (−7 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 6
Insider buys, 12 months
$13K
Insider sales, 12 months
$245K
Officials’ trades on record
0
Institutions holding
90 (+12)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 38 of 52 weeks.

21 Apr – 20 Oct
46%54%62%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
−$235K$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. McDanielDirectorbought245at $26.3720 Aug 2026filed 24 Aug 2026
Michael YeeOthersold4,605.168at $26.5510 Aug 2026filed 26 Aug 2026

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

Institutions

Holders90+12 on the quarter
New · exited16 · 5
Reported value$195.6M

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

ManagerSharesChange
WELLS FARGO & COMPANYadded · filed 14 Aug 2026970,804$26.1M+19,616+2.1%
Advisors Asset Management, Inc.reduced · filed 14 Aug 2026663,531$17.8M-18,182−2.7%
ROYAL BANK OF CANADAreduced · filed 14 Aug 2026560,208$15.0M-14,959−2.6%
RAYMOND JAMES FINANCIAL INCadded · filed 14 Aug 2026546,758$14.7M+26,605+5.1%
MORGAN STANLEYreduced · filed 13 Aug 2026508,646$13.7M-13,043−2.5%
GUGGENHEIM CAPITAL LLCadded · filed 12 Aug 2026487,072$13.1M+23,832+5.1%
Saba Capital Management, L.P.added · filed 14 Aug 2026475,853$12.8M+114,537+31.7%
LPL Financial LLCadded · filed 7 Aug 2026343,482$9.2M+52,773+18.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCadded · filed 15 Jul 2026277,185$7.4M+20,269+7.9%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCadded · filed 7 Aug 2026226,836$6.1M+8,118+3.7%
31 Mar 2023 – 30 Jun 2026
567389Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Connie D. McDaniel Company insiderDirector · last 20 Aug 20262 · 0
Michael Yee Company insiderOther · last 10 Aug 20262 · 1
Donald C. Burke Company insiderDirector · last 28 Jun 20231 · 0
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
F. Ford Drummond Company insiderDirector · last 29 Apr 20211 · 0
Douglas Forsyth Company insiderOther · last 11 Aug 20203 · 1
Sarah E. Cogan Company insiderDirector · last 21 Aug 20191 · 0
James S. Macleod Company insiderDirector · last 20 Dec 20171 · 0
Alan Rappaport Company insiderDirector · last 7 Jul 20171 · 0
Global Investors Of America L. P. Allianz Company insiderOther · last 10 Feb 20100 · 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.