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Insiders · Profile

KASS JUSTIN

Portfolio Manager at Virtus Artificial Intelligence & Technology Opportunities Fund · Portfolio Manager at Virtus Diversified Income & Convertible Fund · Portfolio Manager at Virtus Convertible & Income Fund. Filing since 28 Jan 2008. CIK 0001240810

AIO Virtus Artificial Intelligence & Technology Opportunities Fund Portfolio Manager · 3 trades ACV Virtus Diversified Income & Convertible Fund Portfolio Manager · 9 trades NCV Virtus Convertible & Income Fund Portfolio Manager · 7 trades
Company
Date
Role
Action
Shares
Amount
Of holding
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
12 Mar 2020
Portfolio Manager
Bought
5,000
$70.13K
50.0%
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
6 Mar 2020
Portfolio Manager
Bought
5,000
$91.23K
100%
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
27 Feb 2020
Portfolio Manager
Bought
3,500
$73.66K
opened
ACV Virtus Diversified Income & Convertible Fund
15 Jul 2019
Portfolio Manager
Sold, plan not stated
3,276
$77.54K
40.9%
ACV Virtus Diversified Income & Convertible Fund
12 Jul 2019
Portfolio Manager
Sold, plan not stated
13,424
$318.01K
62.6%
NCV Virtus Convertible & Income Fund
27 Jun 2017
Portfolio Manager
Sold, plan not stated
12,656
$88.35K
100%
ACV Virtus Diversified Income & Convertible Fund
20 Jan 2016
Portfolio Manager
Bought
1,700
$24.77K
9.3%
ACV Virtus Diversified Income & Convertible Fund
14 Jan 2016
Portfolio Manager
Bought
2,000
$32.24K
12.2%
ACV Virtus Diversified Income & Convertible Fund
13 Jan 2016
Portfolio Manager
Bought
2,000
$33.18K
13.9%
ACV Virtus Diversified Income & Convertible Fund
7 Jan 2016
Portfolio Manager
Bought
11,000
$195.58K
326%
ACV Virtus Diversified Income & Convertible Fund
4 Sep 2015
Portfolio Manager
Bought
1,470
$26.90K
82.4%
NCV Virtus Convertible & Income Fund
4 Sep 2015
Portfolio Manager
Bought
3,000
$19.37K
41.9%
ACV Virtus Diversified Income & Convertible Fund
12 Aug 2015
Portfolio Manager
Bought
775
$15.48K
77.5%
ACV Virtus Diversified Income & Convertible Fund
22 Jul 2015
Portfolio Manager
Bought
1,000
$20.72K
opened
NCV Virtus Convertible & Income Fund
7 Sep 2011
Portfolio Manager
Bought
4,500
$39.90K
opened
NCV Virtus Convertible & Income Fund
4 Mar 2011
Portfolio Manager
Sold, plan not stated
18,610
$206.01K
100%
NCV Virtus Convertible & Income Fund
7 Feb 2011
Portfolio Manager
Sold, plan not stated
15,000
$162.30K
44.8%
NCV Virtus Convertible & Income Fund
13 Feb 2008
Affiliated Person
Bought
19,000
$248.51K
173%
NCV Virtus Convertible & Income Fund
28 Jan 2008
Affiliated Person
Bought
11,000
$141.81K
opened
19 decisions on file.