Philip R. McLoughlin
Philip R. McLoughlin's purchase track record
How the stock did after each of Philip R. McLoughlin's open-market purchases, measured from the purchase date. Several fills within a week count as one purchase.
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 7/8/2024 | DNP | $21K | +15.9% | +15.3% | +7.2% |
| 9/21/2022 | ZTR | $19K | -1.8% | -5.5% | +3.9% |
| 2/25/2022 | NIE | $10K | -9.7% | -9.8% | -7.5% |
| 2/25/2022 | NCV | $10K | -15.4% | -14.1% | -7.5% |
| 2/25/2022 | AIO | $11K | -13.2% | -13.7% | -7.5% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
September 7, 2026
Virtus AI & Technology Fund Declares Latest Distribution. Virtus Artificial Intelligence & Technology Opportunities Fund has announced a new distribution to shareholders. As a closed-end fund focused on AI and technology companies, this payment reflects income generated from the fund's underlying portfolio holdings. The fund currently offers an 8.13% dividend yield, which is notably high compared to broader market averages. Distribution announcements are standard practice for closed-end funds and represent regular returns to shareholders rather than any change in fund strategy or market outlook.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
September 7, 2026
Virtus Equity & Convertible Income Fund Discloses Distribution Sources. The Virtus Equity & Convertible Income Fund has issued a Section 19(a) notice, disclosing the sources of its latest distribution payment to shareholders. This required filing informs investors whether the distribution came from income, realized capital gains, or a return of capital, which affects the tax treatment of the payment. For shareholders of this closed-end fund, such notices are routine but provide important transparency about the fund's actual yield and distribution policy. The fund's market price remains near its longer-term support level as this disclosure reaches investors.
Transaction History
| DNP | ▲ Buy | Open Market | 2,500 | $21K | 7/8/2024 | View on chart |
| ZTR | ▲ Buy | Open Market | 2,775 | $19K | 9/21/2022 | View on chart |
| NCV | ▲ Buy | Open Market | 2,100 | $10K | 2/25/2022 | View on chart |
| AIO | ▲ Buy | Open Market | 500 | $11K | 2/25/2022 | View on chart |
| NIE | ▲ Buy | Open Market | 400 | $10K | 2/25/2022 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 14, 2026
NCV trades at unusual discount to sister fund NCZ
A recent analysis highlights that NCV is trading at an unusually wide discount compared to its sister fund, NCZ. This divergence between the two Virtus convertible funds has drawn attention from market observers. The fund currently shows a high dividend yield of 9.72% and a low P/E ratio of 4.1, which may be factors in its current valuation relative to NCZ.
NCV trades at unusual discount to sister fund NCZ. A recent analysis highlights that NCV is trading at an unusually wide discount compared to its sister fund, NCZ. This divergence between the two Virtus convertible funds has drawn attention from market observers. The fund currently shows a high dividend yield of 9.72% and a low P/E ratio of 4.1, which may be factors in its current valuation relative to NCZ.