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Virtus Convertible & Income Fund II (NCZ) Institutional Ownership

Virtus Convertible & Income Fund II logo
$13.01 +0.24 (+1.88%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$13.09 +0.08 (+0.61%)
As of 07/18/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income Fund II (NYSE:NCZ)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$54.35M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$75.47M
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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
7/11/2025 Congress Park Capital LLC553,070$7.10M2.3%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC67,408$866K0.0%-14.9%0.000%
5/21/2025Geneos Wealth Management Inc.11,389$132K0.0%+56.7%0.000%
5/16/2025NewEdge Advisors LLC22,502$260K0.0%-81.2%0.000%
5/16/2025Ionic Capital Management LLC38,706$447K0.1%-75.0%0.000%
5/16/2025Advisors Asset Management Inc.706,004$8.16M0.2%-77.2%0.000%
5/15/2025Royal Bank of Canada95,896$1.11M0.0%-75.8%0.000%
5/15/2025WPG Advisers LLC2,549$29K0.0%N/A0.000%
5/14/2025Walleye Capital LLC13,645$158K0.0%-14.8%0.000%
5/13/2025Elequin Capital LP8,621$100K0.0%N/A0.000%
5/13/2025HighTower Advisors LLC14,089$163K0.0%-82.1%0.000%
5/12/2025Invesco Ltd.82,715$956K0.0%-67.8%0.000%
5/12/2025Wolverine Asset Management LLC60,799$703K0.0%N/A0.000%
5/9/2025Shaker Financial Services LLC21,783$252K0.1%-56.4%0.000%
5/7/2025LPL Financial LLC172,458$1.99M0.0%-70.9%0.000%
5/6/2025Choreo LLC18,242$211K0.0%-77.1%0.000%
5/5/2025Hollencrest Capital Management10,338$120K0.0%-75.0%0.000%
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%
4/29/2025Envestnet Asset Management Inc.107,267$1.24M0.0%-75.2%0.000%
4/29/2025Penserra Capital Management LLC268,327$3.10M0.1%N/A0.000%
4/23/2025Oppenheimer & Co. Inc.68,543$792K0.0%-71.5%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.25,846$299K0.0%-75.6%0.000%
4/22/2025PFG Investments LLC10,239$118K0.0%-75.6%0.000%
4/18/2025Insigneo 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%
4/9/2025Merit 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%
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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%
2/13/2025Envestnet 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%
2/5/2025Illumine Investment Management LLC18,780$59K0.0%N/A0.000%
2/5/2025Oppenheimer & 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%
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%
1/22/2025PFG 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%
11/6/2024Oppenheimer & 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%
10/24/2024PFG Investments LLC47,150$147K0.0%-23.9%0.000%
10/22/2024 Greenleaf Trust24,719$77K0.0%N/A0.000%
10/22/2024Sequoia 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%
10/8/2024Integrated 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%
8/27/2024KPP Advisory Services LLC14,352$42K0.0%-26.8%0.000%
8/21/2024Truist 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%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
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%
7/12/2024Integrated 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%
(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), Congress Park Capital LLC ($7.10M), Saba Capital Management L.P. ($5.74M), 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 Virtus Convertible & Income Fund II's institutional investors.

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

Of the 65 institutional investors that purchased Virtus Convertible & Income Fund II's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Congress Park Capital LLC ($1.73M), Heron Bay Capital Management ($899.51K), 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 4,375,950 shares in the last 24 months. This purchase volume represents approximately $54.35M in transactions.

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

Of the 31 institutional investors that sold Virtus Convertible & Income Fund II's 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), LPL Financial LLC ($420.09K), Shaker Financial Services LLC ($413.50K), Wealth Enhancement Advisory Services LLC ($335.76K), Envestnet Asset Management Inc. ($325.38K), Royal Bank of Canada ($300.95K), and Landscape Capital Management L.L.C. ($287.13K).

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

Institutional investors have sold a total of 6,452,606 shares in the last 24 months. This volume of shares sold represents approximately $75.47M in transactions.


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This page (NYSE:NCZ) was last updated on 7/19/2025 by MarketBeat.com Staff
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