Ownership history in Stolper Co · 14 quarters on record
This page tracks every 13F SEC filing in which Stolper Co reported a position in VIRTUS EQUITY & CONV INCM FD (NIE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 32,642 | +719 | +2.3% | 0.24% | $813K | $24.41 |
| 2025 Q3 | ADDED | 31,923 | +18 | +0.1% | 0.24% | $802K | $23.62 |
| 2025 Q2 | ADDED | 31,905 | +1,174 | +3.8% | 0.25% | $763K | $22.04 |
| 2025 Q1 | ADDED | 30,731 | +325 | +1.1% | 0.22% | $680K | $19.97 |
| 2024 Q4 | REDUCED | 30,406 | -483 | -1.6% | 0.25% | $750K | $21.76 |
| 2024 Q3 | ADDED | 30,889 | +437 | +1.4% | 0.23% | $711K | $19.90 |
| 2024 Q2 | ADDED | 30,452 | +50 | +0.2% | 0.25% | $708K | $19.66 |
| 2024 Q1 | ADDED | 30,402 | +1,404 | +4.8% | 0.25% | $681K | $18.53 |
| 2023 Q4 | REDUCED | 28,998 | -1,370 | -4.5% | 0.24% | $606K | $16.92 |
| 2023 Q3 | REDUCED | 30,368 | -172 | -0.6% | 0.26% | $604K | $15.70 |
As of 2025 Q4 — sorted by position size