NIE · Insider trading · 13F holders · Congress trades
Virtus Equity & Convertible Income Fund (NIE)
Who is buying and selling NIE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 6
- Insider buys, 90 days
- $6K
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
NIE at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 1 NIE insider filed 1 open-market purchase worth $6K on SEC Form 4.
- 6 13F filers hold NIE among their 50 largest positions, worth $11.0M combined. The biggest bets by portfolio weight are Smh Capital Advisors Inc (1.2%), Schwarz Dygos Wheeler Investment Advisors LLC (1.2%) and Todd Wealth Management, LLC (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in NIE.
- NIE last closed at $24.52 on Oct 29, 2026.
NIE insider trading
Between Aug 1, 2026 and Oct 29, 2026, 1 NIE insider filed 1 open-market purchase worth $6K on SEC Form 4.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Aug 24, 2026 | Mcdaniel Connie D | Director | Buy | 245 | $26.37 | $6K | SEC |
Who owns NIE? Hedge funds and superinvestors
6 13F filers hold NIE among their 50 largest positions, worth $11.0M combined. The biggest bets by portfolio weight are Smh Capital Advisors Inc (1.2%), Schwarz Dygos Wheeler Investment Advisors LLC (1.2%) and Todd Wealth Management, LLC (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Schwarz Dygos Wheeler Investment Advisors LLCWealth manager | 1.2% | $6.1M | 226,836 | +3.7% shares | Q2 2026 |
| OxenFree Capital LLCWealth manager | 0.8% | $1.9M | 73,878 | +1.5% shares | Q3 2026 |
| Todd Wealth Management, LLCWealth manager | 0.9% | $1.2M | 48,066 | -0.1% shares | Q3 2026 |
| PMG Family Office LLCWealth manager | 0.8% | $825K | 32,989 | +1.8% shares | Q3 2026 |
| David J Yvars GroupWealth manager | 0.3% | $652K | 26,071 | +1.4% shares | Q3 2026 |
| Smh Capital Advisors IncInstitutional asset manager | 1.2% | $314K | 12,564 | +14.2% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 1). Screen NIE in the grand portfolio →
NIE stock trades by members of Congress
No member of Congress has disclosed a trade in NIE.
NIE questions and answers
Are insiders buying NIE stock?
Between Aug 1, 2026 and Oct 29, 2026, 1 NIE insider filed 1 open-market purchase worth $6K on SEC Form 4.
Which hedge funds own NIE?
6 13F filers hold NIE among their 50 largest positions, worth $11.0M combined. The biggest bets by portfolio weight are Smh Capital Advisors Inc (1.2%), Schwarz Dygos Wheeler Investment Advisors LLC (1.2%) and Todd Wealth Management, LLC (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded NIE?
No member of Congress has disclosed a trade in NIE.
Who is the largest holder of NIE?
Among 13F filers, Schwarz Dygos Wheeler Investment Advisors LLC reports the largest NIE position, $6.1M (226,836 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Smh Capital Advisors Inc's: 1.2% of its portfolio.
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