Free Trial
→ Get Ready for Elon Musk’s BIGGEST Comeback Yet (From Brownstone Research) (Ad) Buy NCZ Stock  Free NCZ Stock Alerts

Virtus Convertible & Income Fund II (NCZ) Institutional Ownership

Virtus Convertible & Income Fund II logo
$12.34 -0.06 (-0.48%)
As of 03:58 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income Fund II (NYSE:NCZ)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$47.53M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$78.31M
Get NCZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Convertible & Income Fund II stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NCZ Institutional Buying and Selling by Quarter

Virtus Convertible & Income Fund II Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.11,389$132K0.0%+56.7%0.000%
5/16/2025 NewEdge Advisors LLC22,502$260K0.0%-81.2%0.000%
5/16/2025 Ionic Capital Management LLC38,706$447K0.1%-75.0%0.000%
5/16/2025 Advisors Asset Management Inc.706,004$8.16M0.2%-77.2%0.000%
5/15/2025 Royal Bank of Canada95,896$1.11M0.0%-75.8%0.000%
5/15/2025 WPG Advisers LLC2,549$29K0.0%N/A0.000%
5/14/2025 Walleye Capital LLC13,645$158K0.0%-14.8%0.000%
5/13/2025 Elequin Capital LP8,621$100K0.0%N/A0.000%
5/13/2025 HighTower Advisors LLC14,089$163K0.0%-82.1%0.000%
5/12/2025 Invesco Ltd.82,715$956K0.0%-67.8%0.000%
5/12/2025 Wolverine Asset Management LLC60,799$703K0.0%N/A0.000%
5/9/2025 Shaker Financial Services LLC21,783$252K0.1%-56.4%0.000%
5/7/2025 LPL Financial LLC172,458$1.99M0.0%-70.9%0.000%
5/6/2025 Choreo LLC18,242$211K0.0%-77.1%0.000%
5/5/2025 Hollencrest Capital Management10,338$120K0.0%-75.0%0.000%
5/2/2025 Accredited Investor Services LLC18,163$210K0.2%N/A0.000%
5/2/2025 Prevail Innovative Wealth Advisors LLC86,723$1.00M0.3%-67.4%0.000%
4/30/2025 Twelve Points Wealth Management LLC48,093$556K0.2%-75.6%0.000%
4/29/2025 Envestnet Asset Management Inc.107,267$1.24M0.0%-75.2%0.000%
4/29/2025 Penserra Capital Management LLC268,327$3.10M0.1%N/A0.000%
4/23/2025 Oppenheimer & Co. Inc.68,543$792K0.0%-71.5%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.25,846$299K0.0%-75.6%0.000%
4/22/2025 PFG Investments LLC10,239$118K0.0%-75.6%0.000%
4/18/2025 Insigneo Advisory Services LLC12,875$149K0.0%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC79,246$916K0.0%-76.0%0.000%
4/11/2025 Gridiron Partners LLC135,329$1.56M1.0%-63.1%0.000%
4/9/2025 Merit Financial Group LLC12,011$139K0.0%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC329,716$1.03M0.0%+0.8%0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.22,721$71K0.0%+6.0%0.000%
2/17/2025 Ionic Capital Management LLC154,827$485K0.0%+221.7%0.000%
2/17/2025 Cetera Investment Advisers12,502$39K0.0%-95.6%0.000%
2/17/2025 Bank of America Corp DE962,292$3.01M0.0%-4.3%0.000%
2/14/2025 Jane Street Group LLC10,313$32K0.0%N/A0.000%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.8,250$26K0.0%N/A0.000%
2/14/2025 Shaker Financial Services LLC49,949$156K0.1%-73.8%0.000%
2/13/2025 NewEdge Advisors LLC119,512$374K0.0%-12.9%0.000%
2/13/2025 Walleye Capital LLC16,010$50K0.0%N/A0.000%
2/13/2025 Mariner LLC68,380$214K0.0%+5.9%0.000%
2/13/2025 Raymond James Financial Inc.205,893$644K0.0%N/A0.000%
2/13/2025 Invesco Ltd.256,782$804K0.0%+113.3%0.000%
Elon’s final win for Social Security? (Ad)

Elon's Successor? Elon Musk and President Trump's new feud is all over the news... but before he left Washington, Musk left a "parting gift," which could help you double your money multiple times this year. It has nothing to do with EVs, the spending bill, or anything else being reported right now.. but it could send trillions into the economy. And it could create more wealth than all of his previous ventures... put together.

Get the full story here before it's too late.
2/13/2025 Envestnet Asset Management Inc.432,650$1.35M0.0%+2.5%0.000%
2/13/2025 Wells Fargo & Company MN42,594$133K0.0%-13.2%0.000%
2/12/2025 Landscape Capital Management L.L.C.140,843$441K0.0%-66.3%0.000%
2/12/2025 Prevail Innovative Wealth Advisors LLC265,789$832K0.2%+51.5%0.000%
2/11/2025 LPL Financial LLC592,550$1.86M0.0%+103.8%0.000%
2/10/2025 Advisors Asset Management Inc.3,093,637$9.68M0.2%+5.5%0.000%
2/10/2025 Commonwealth Equity Services LLC242,479$759K0.0%+11.4%0.000%
2/7/2025 HighTower Advisors LLC78,762$247K0.0%-9.3%0.000%
2/6/2025 Raymond James Financial Inc.205,893$644K0.0%N/A0.000%
2/5/2025 SVB Wealth LLC25,150$79K0.0%N/A0.000%
2/5/2025 Illumine Investment Management LLC18,780$59K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.240,343$752K0.0%+25.1%0.000%
2/3/2025 Private Advisor Group LLC133,853$419K0.0%+4.4%0.000%
1/31/2025 Atria Wealth Solutions Inc.31,432$98K0.0%+152.8%0.000%
1/27/2025 Choreo LLC79,617$252K0.0%+5.4%0.000%
1/23/2025 Sonora Investment Management Group LLC32,000$100K0.0%-11.3%0.000%
1/23/2025 Twelve Points Wealth Management LLC197,476$618K0.2%-7.6%0.000%
1/22/2025 PFG Investments LLC42,038$132K0.0%-10.8%0.000%
1/15/2025 Congress Park Capital LLC1,792,142$5.61M2.0%+30.5%0.000%
1/14/2025 Park Avenue Securities LLC453,458$1.42M0.0%+5.3%0.000%
11/25/2024Sanctuary Advisors LLC14,139$46K0.0%-31.9%0.000%
11/20/2024 Virtu Financial LLC20,137$63K0.0%+44.2%0.000%
11/15/2024 Ionic Capital Management LLC48,133$150K0.0%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.418,138$1.30M0.1%-2.3%0.000%
11/8/2024 Advisors Asset Management Inc.2,931,534$9.12M0.2%+8.1%0.000%
11/7/2024 Pathstone Holdings LLC1,408,269$4.38M0.0%+27.2%0.000%
11/6/2024 Oppenheimer & Co. Inc.192,180$598K0.0%N/A0.000%
11/4/2024 Wolverine Asset Management LLC25,139$78K0.0%N/A0.000%
10/31/2024 Shaker Financial Services LLC190,638$593K0.2%+50.1%0.000%
10/28/2024 William Howard & Co Financial Advisors Inc31,565$98K0.1%N/A0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC327,079$1.02M0.0%-18.3%0.000%
10/24/2024 PFG Investments LLC47,150$147K0.0%-23.9%0.000%
10/22/2024 Greenleaf Trust24,719$77K0.0%N/A0.000%
10/22/2024 Sequoia Financial Advisors LLC13,000$40K0.0%N/A0.000%
10/21/2024 Wealth Effects LLC14,200$44K0.0%N/A0.000%
10/9/2024 Congress Park Capital LLC1,373,401$4.27M1.6%+58.1%0.000%
10/8/2024 Integrated Capital Management Inc.81,897$255K0.2%+6.0%0.000%
10/3/2024 Park Avenue Securities LLC430,653$1.34M0.0%-1.3%0.000%
9/5/2024Sanctuary Advisors LLC20,766$59K0.0%N/A0.000%
8/27/2024 KPP Advisory Services LLC14,352$42K0.0%-26.8%0.000%
8/21/2024 Truist Financial Corp356,281$1.04M0.0%-6.6%0.000%
8/19/2024B. Riley Wealth Advisors Inc.12,918$38K0.0%-71.7%0.000%
8/14/2024 Heron Bay Capital Management1,904,453$5.56M1.2%-0.4%0.000%
8/9/2024 Cornerstone Advisors LLC345,190$1.01M0.0%-25.8%0.000%
8/8/2024 J.W. Cole Advisors Inc.34,289$100K0.0%N/A0.000%
8/8/2024 Sykon Capital LLC10,000$29K0.0%N/A0.000%
8/7/2024 Choreo LLC72,428$211K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC126,982$371K0.2%-65.8%0.000%
7/16/2024 Great Valley Advisor Group Inc.11,059$32K0.0%N/A0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC400,533$1.17M0.0%-23.5%0.000%
Get Ready for Elon Musk’s BIGGEST Comeback Yet (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
7/12/2024 Congress Park Capital LLC868,547$2.54M1.0%-13.0%0.000%
7/12/2024 Integrated Capital Management Inc.77,251$226K0.2%+19.4%0.000%
7/9/2024 Park Avenue Securities LLC436,106$1.27M0.0%-1.0%0.000%
5/24/2024Cetera Advisors LLC293,277$877K0.0%N/A0.000%
5/15/2024 SVB Wealth LLC25,150$75K0.0%N/A0.000%
5/14/2024 Advisors Asset Management Inc.2,037,395$6.09M0.1%+20.4%0.000%
5/10/2024 Cornerstone Advisors LLC465,145$1.39M0.1%-36.2%0.000%
5/10/2024 Pinnacle Wealth Planning Services Inc.24,450$73K0.0%+16.6%0.000%
5/1/2024 Private Advisor Group LLC125,983$377K0.0%+7.0%0.000%
4/22/2024 PFG Investments LLC64,528$193K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

NCZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NCZ shares?

During the previous two years, 79 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund II. The most heavily invested institutionals were Advisors Asset Management Inc. ($8.16M), Saba Capital Management L.P. ($5.74M), Congress Park Capital LLC ($5.61M), Heron Bay Capital Management ($5.56M), Pathstone Holdings LLC ($4.38M), Penserra Capital Management LLC ($3.10M), and Bank of America Corp DE ($3.01M).Learn more on NCZ's institutional investors.

Which institutional investors have been buying Virtus Convertible & Income Fund II stock?

Of the 66 institutional investors that purchased Virtus Convertible & Income Fund II stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Congress Park Capital LLC ($1.20M), Heron Bay Capital Management ($934.40K), Advisors Asset Management Inc. ($822.97K), Cornerstone Advisors LLC ($728.71K), Raymond James Financial Inc. ($411.79K), Gridiron Partners LLC ($359.31K), and LPL Financial LLC ($301.81K).

How much institutional buying is happening at Virtus Convertible & Income Fund II?

Institutional investors have bought a total of 8,352,573 shares in the last 24 months. This purchase volume represents approximately $100.80M in transactions.

Which Virtus Convertible & Income Fund II major shareholders have been selling company stock?

Of the 38 institutional investors that sold Virtus Convertible & Income Fund II stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($2.39M), Shaker Financial Services LLC ($513.90K), Wealth Enhancement Advisory Services LLC ($469.48K), LPL Financial LLC ($455.56K), Cornerstone Advisors LLC ($383.52K), Envestnet Asset Management Inc. ($325.38K), and Landscape Capital Management L.L.C. ($316.03K).

How much institutional selling is happening at Virtus Convertible & Income Fund II?

Institutional investors have sold a total of 7,539,863 shares in the last 24 months. This volume of shares sold represents approximately $88.14M in transactions.


Related Companies

This page (NYSE:NCZ) was last updated on 6/12/2025 by MarketBeat.com Staff
From Our Partners
Elon’s final win for Social Security?
Elon's Successor? Elon Musk and President Trump's new feud is all over the news... but before he left Washi...
Altimetry | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
The one deadline Elon can't afford to miss...
For years, Elon Musk made headlines for blowing past deadlines — so often that investors coined a nickname for...
Brownstone Research | Sponsored
Trump’s true trade war strategy
The media and financial pundits are all misreading Trump’s actions. They think Trump wants to make Canada t...
Porter & Company | Sponsored
Big Changes Coming to Social Security?
According to legendary investor Louis Navellier... This new Trump move could soon not only save Social Secu...
InvestorPlace | Sponsored
SHOCKING: Musk's Pentagon Secret Mission...
It's about a harrowing message discovered on December 16, 2024: "美国军方暗杀名单" It's the reason President Tru...
Behind the Markets | Sponsored