No share count in the company’s recent SEC filingsNo share count in the company’s recent SEC filings, so we show no figure rather than a guess. Shares outstanding from the company’s latest SEC filing (all share classes, each priced at its own close; ADRs converted to ADS) × last close from Tiingo. Updated daily.CIK 1636289The SEC’s Central Index Key, the number it uses to identify every company and person that files.
Insider trades, 12 mo
1 buy · 1 sell
$286.9K sold, open market
Congress trades, 24 mo
—
No disclosed trades
13F holders
…
Lobbying, 12 mo
—
No lobbying filings
Federal contracts, 12 mo
—
None matched
Ask your AI:
Latest 10-Q
What changed in Virtus Diversified Income & Convertible Fund's latest quarterly report, compared with the one before.
We have not read a recent 10-Q for this company yet.
Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
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13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
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Top 10 holders.Premium lists every holder, with CSV downloads.
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
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Lobbying
What Virtus Diversified Income & Convertible Fund and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
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Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
13F holders, Q3 2026Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
23
11 added · 4 trimmed
Insider trades
2 in 12 mo
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
No open-market insider trades reported since Aug 18, 2026. Insiders have two business days to file.
Recent insider trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
23 funds report ACV. Values checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
Q3 2026. 1 new, 11 added to, 4 trimmed, 20 exited since Q2 2026.
Download CSVEvery fund that holds ACV, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.
Trades by members of Congress
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
No recent congressional trades for this company.
Lobbying
What Virtus Diversified Income & Convertible Fund and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
No recent lobbying filings for this company.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
Funds holding the stock
Shares they report
Funds holding the stock by quarter
Q1 2019
1
—
27
$1,000
Q2 2019
1
0
27
$1,000
Q3 2019
1
0
27
$1,000
Q4 2019
1
0
27
$1,000
Q1 2020
1
0
27
$1,000
Q2 2020
1
0
27
$1,000
Q3 2020
1
0
27
$1,000
Q4 2020
1
0
27
$1,000
Q1 2021
42
+41
2.07M
$65.0M
Q2 2021
43
+1
2.18M
$89.3M
Q3 2021
38
-5
2.21M
$74.7M
Q4 2021
40
+2
2.22M
$71.5M
Q1 2022
36
-4
1.49M
$38.0M
Q2 2022
29
-7
1.91M
$37.3M
Q3 2022
30
+1
1.71M
$30.0M
Q4 2022
30
0
1.65M
$30.5M
Q1 2023
32
+2
1.66M
$32.0M
Q2 2023
27
-5
1.73M
$34.5M
Q3 2023
26
-1
1.91M
$35.6M
Q4 2023
29
+3
2.19M
$45.9M
Q1 2024
27
-2
2.25M
$53.9M
Q2 2024
30
+3
2.02M
$43.0M
Q3 2024
30
0
2.10M
$44.0M
Q4 2024
31
+1
2.09M
$46.0M
Q1 2025
31
0
1.95M
$39.1M
Q2 2025
32
+1
2.09M
$47.9M
Q3 2025
38
+6
2.08M
$50.1M
Q4 2025
39
+1
2.21M
$58.2M
Q1 2026
37
-2
2.23M
$54.1M
Q2 2026
41
+4
2.22M
$62.9M
Q3 2026
23
-18
1.35M
$32.7M
Each point is a quarter-end, from Q1 2019 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.
Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.
The history follows the company's current CUSIP number (92840N100). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q1 2019) can be later than the stock's first appearance in 13F reports.
Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.
A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.
Virtus AllianzGI Diversified Income & Convertible Fund (until 2022); Virtus AllianzGI Diversified Income & Convertible (until 2021); AllianzGI Diversified Income & Convertible Fund (until 2021); AllianzGI Income & Growth Opportunities Fund (until 2015)