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Virtus Convertible & Income Fund II (NCZ) Institutional Ownership

Virtus Convertible & Income Fund II logo
$11.79 +0.15 (+1.29%)
Closing price 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income Fund II (NYSE:NCZ)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$54.63M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$38.92M
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NCZ Institutional Buying and Selling by Quarter

Virtus Convertible & Income Fund II Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Accredited Investor Services LLC18,163$210K0.2%N/A0.000%
5/2/2025Prevail 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%
2/27/2025Pinnacle Wealth Planning Services Inc.22,721$71K0.0%+6.0%0.000%
2/17/2025Ionic Capital Management LLC154,827$485K0.0%+221.7%0.000%
2/17/2025Cetera Investment Advisers12,502$39K0.0%-95.6%0.000%
2/17/2025Bank of America Corp DE962,292$3.01M0.0%-4.3%0.000%
2/14/2025Jane Street Group LLC10,313$32K0.0%N/A0.000%
2/14/2025Marshall & Sterling Wealth Advisors Inc.8,250$26K0.0%N/A0.000%
2/14/2025Shaker Financial Services LLC49,949$156K0.1%-73.8%0.000%
2/13/2025NewEdge Advisors LLC119,512$374K0.0%-12.9%0.000%
2/13/2025Walleye Capital LLC16,010$50K0.0%N/A0.000%
2/13/2025Mariner LLC68,380$214K0.0%+5.9%0.000%
2/13/2025Raymond James Financial Inc.205,893$644K0.0%N/A0.000%
2/13/2025Invesco Ltd.256,782$804K0.0%+113.3%0.000%
2/13/2025 Envestnet Asset Management Inc.432,650$1.35M0.0%+2.5%0.000%
2/13/2025Wells Fargo & Company MN42,594$133K0.0%-13.2%0.000%
2/12/2025Landscape Capital Management L.L.C.140,843$441K0.0%-66.3%0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC265,789$832K0.2%+51.5%0.000%
2/11/2025LPL Financial LLC592,550$1.86M0.0%+103.8%0.000%
2/10/2025Advisors Asset Management Inc.3,093,637$9.68M0.2%+5.5%0.000%
2/10/2025Commonwealth Equity Services LLC242,479$759K0.0%+11.4%0.000%
2/7/2025HighTower Advisors LLC78,762$247K0.0%-9.3%0.000%
2/6/2025Raymond James Financial Inc.205,893$644K0.0%N/A0.000%
2/5/2025SVB 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%
2/3/2025Private Advisor Group LLC133,853$419K0.0%+4.4%0.000%
1/31/2025Atria Wealth Solutions Inc.31,432$98K0.0%+152.8%0.000%
1/27/2025Choreo LLC79,617$252K0.0%+5.4%0.000%
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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%
11/20/2024Virtu Financial LLC20,137$63K0.0%+44.2%0.000%
11/15/2024Ionic Capital Management LLC48,133$150K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.418,138$1.30M0.1%-2.3%0.000%
11/8/2024Advisors Asset Management Inc.2,931,534$9.12M0.2%+8.1%0.000%
11/7/2024Pathstone Holdings LLC1,408,269$4.38M0.0%+27.2%0.000%
11/6/2024 Oppenheimer & Co. Inc.192,180$598K0.0%N/A0.000%
11/4/2024Wolverine Asset Management LLC25,139$78K0.0%N/A0.000%
10/31/2024Shaker 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%
8/14/2024Heron Bay Capital Management1,904,453$5.56M1.2%-0.4%0.000%
8/9/2024Cornerstone Advisors LLC345,190$1.01M0.0%-25.8%0.000%
8/8/2024J.W. Cole Advisors Inc.34,289$100K0.0%N/A0.000%
8/8/2024Sykon Capital LLC10,000$29K0.0%N/A0.000%
8/7/2024Choreo LLC72,428$211K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC126,982$371K0.2%-65.8%0.000%
7/16/2024Great 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%
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%
5/15/2024SVB Wealth LLC25,150$75K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.2,037,395$6.09M0.1%+20.4%0.000%
5/10/2024Cornerstone Advisors LLC465,145$1.39M0.1%-36.2%0.000%
5/10/2024Pinnacle Wealth Planning Services Inc.24,450$73K0.0%+16.6%0.000%
5/1/2024Private Advisor Group LLC125,983$377K0.0%+7.0%0.000%
4/22/2024 PFG Investments LLC64,528$193K0.0%N/A0.000%
4/16/2024 Congress Park Capital LLC997,996$2.98M1.3%+7.6%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC523,354$1.57M0.0%-4.2%0.000%
4/11/2024 Integrated Capital Management Inc.64,684$193K0.2%+6.6%0.000%
4/10/2024 Park Avenue Securities LLC440,606$1.32M0.0%+3.5%0.000%
2/12/2024 Gridiron Partners LLC359,310$1.07M0.8%N/A0.000%
Elon’s Terrifying Warning Forces Trump To Take Action (Ad)

Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of collapse and built two of the most valuable companies in history. Now, he's sounding the alarm about America's $36 trillion debt time bomb that could destroy the fabric of our society.As head of the Department of Government Efficiency (DOGE) under President Trump, Musk is exposing just how bad things are...

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2/12/2024Weiss Asset Management LP207,412$618K0.0%N/A0.000%
2/9/2024Cornerstone Advisors LLC728,705$2.17M0.1%+21.9%0.000%
2/8/2024Robinson Capital Management LLC141,748$420K0.1%N/A0.000%
2/7/2024Ieq Capital LLC20,233$60K0.0%-53.4%0.000%
2/7/2024Shaker Financial Services LLC23,000$69K0.0%-61.8%0.000%
2/6/2024 Spire Wealth Management89,507$254K0.0%+4.1%0.000%
2/2/2024 Gilliland Jeter Wealth Management LLC14,871$44K0.0%N/A0.000%
2/2/2024 Truist Financial Corp382,434$1.14M0.0%-2.4%0.000%
2/1/2024Wolverine Asset Management LLC95,474$285K0.0%N/A0.000%
1/30/2024SFI Advisors LLC39,093$116K0.1%-67.4%0.000%
(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, 75 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund II. The most heavily invested institutionals were Advisors Asset Management Inc. ($9.68M), 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 64 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: Heron Bay Capital Management ($1.72M), Congress Park Capital LLC ($1.20M), Advisors Asset Management Inc. ($1.09M), 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 9,695,487 shares in the last 24 months. This purchase volume represents approximately $116.95M in transactions.

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

Of the 31 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: Shaker Financial Services LLC ($485.73K), Wealth Enhancement Advisory Services LLC ($469.48K), Cornerstone Advisors LLC ($383.52K), Landscape Capital Management L.L.C. ($380.68K), Envestnet Asset Management Inc. ($325.38K), Cetera Investment Advisers ($273.79K), and Gridiron Partners LLC ($231.55K).

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

Institutional investors have sold a total of 3,945,042 shares in the last 24 months. This volume of shares sold represents approximately $46.66M in transactions.


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This page (NYSE:NCZ) was last updated on 5/2/2025 by MarketBeat.com Staff
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