# VIRTUS CONVERTIBLE & INC 202 (CBH)

> Institutional ownership reported to the SEC as of Q2 2024, from Form 13F filings. Source: https://holderbook.com/stocks/CBH/

- Reporting holders: 37
- Reported value: $58.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.](https://holderbook.com/funds/1238990-punch-associates-investment-management-inc/) | $10.7M | 1,188,298 | 0.6% | 8 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $9.7M | 1,078,086 | 0.0% | 14 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $6.4M | 713,102 | 0.0% | 14 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $4.3M | 471,692 | 0.0% | 2 |
| [RIVERNORTH CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1447578-rivernorth-capital-management-llc/) | $4.1M | 460,002 | 0.2% | 8 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $2.8M | 312,969 | 0.0% | 14 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $2.5M | 279,099 | 0.0% | 14 |
| [Almitas Capital LLC](https://holderbook.com/funds/1596468-almitas-capital-llc/) | $2.4M | 271,764 | 1.0% | 1 |
| [Beverly Hills Private Wealth, LLC](https://holderbook.com/funds/1965710-beverly-hills-private-wealth-llc/) | $2.4M | 260,935 | 0.5% | 2 |
| [SIT INVESTMENT ASSOCIATES INC](https://holderbook.com/funds/769317-sit-investment-associates-inc/) | $2.3M | 250,787 | 0.1% | 5 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $2.0M | 227,103 | 0.0% | 14 |
| [Bulldog Investors, LLP](https://holderbook.com/funds/1504304-bulldog-investors-llp/) | $1.8M | 197,321 | 0.7% | 3 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $1.2M | 137,208 | 0.0% | 14 |
| [Chicago Partners Investment Group LLC](https://holderbook.com/funds/1563525-chicago-partners-investment-group-llc/) | $1.1M | 123,621 | 0.0% | 14 |
| [CSS LLC/IL](https://holderbook.com/funds/1103646-css-llc-il/) | $779.7K | 86,519 | 0.0% | 4 |
| [E&G Advisors, LP](https://holderbook.com/funds/1598550-e-g-advisors-lp/) | $520.4K | 57,742 | 0.2% | 14 |
| [Sanctuary Advisors, LLC](https://holderbook.com/funds/1777271-sanctuary-advisors-llc/) | $509.7K | 57,082 | 0.0% | 1 |
| [AMERIPRISE FINANCIAL INC](https://holderbook.com/funds/820027-ameriprise-financial-inc/) | $348.6K | 38,685 | 0.0% | 14 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $313.7K | 34,814 | 0.0% | 1 |
| [FIRST TRUST ADVISORS LP](https://holderbook.com/funds/1125816-first-trust-advisors-lp/) | $239.2K | 26,541 | 0.0% | 14 |
| [Atlas Wealth LLC](https://holderbook.com/funds/1964106-atlas-wealth-llc/) | $202.0K | 22,377 | 0.0% | 1 |
| [WEDBUSH SECURITIES INC](https://holderbook.com/funds/1142495-wedbush-securities-inc/) | $192.0K | 21,257 | 0.0% | 14 |
| [B. Riley Wealth Advisors, Inc.](https://holderbook.com/funds/1464811-b-riley-wealth-advisors-inc/) | $138.5K | 15,373 | 0.0% | 2 |
| [Merit Financial Group, LLC](https://holderbook.com/funds/1621225-merit-financial-group-llc/) | $136.7K | 15,164 | 0.0% | 2 |
| [Cypress Wealth Services, LLC](https://holderbook.com/funds/1721527-cypress-wealth-services-llc/) | $130.7K | 14,500 | 0.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2024 | 37 | $58.0M |
| Q1 2024 | 39 | $71.1M |
| Q4 2023 | 36 | $60.8M |
| Q3 2023 | 38 | $50.0M |
| Q2 2023 | 35 | $47.2M |
| Q1 2023 | 33 | $46.4M |
| Q4 2022 | 33 | $46.0M |
| Q3 2022 | 28 | $42.3M |
| Q2 2022 | 28 | $33.0M |
| Q1 2022 | 30 | $42.8M |
| Q4 2021 | 25 | $43.8M |
| Q3 2021 | 26 | $44.3M |