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Virtus Convertible & Income Fund II (NCZ) Institutional Ownership

Virtus Convertible & Income Fund II logo
$14.36 -0.13 (-0.90%)
Closing price 09/25/2026 03:57 PM Eastern
Extended Trading
$14.35 -0.01 (-0.07%)
As of 09/25/2026 07:30 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 Massive. 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)
22
Total
Institutional Inflows
(last 12 months)
$18.75M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$3.70M
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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
7/8/2026 Integrated Capital Management Inc.13,339$212K0.1%-8.3%0.000%
5/19/2026 Bank of America Corp DE40,922$549K0.0%-67.8%0.000%
5/18/2026 Readystate Asset Management LP22,422$301K0.0%+77.8%0.000%
5/18/2026 Royal Bank of Canada74,505$999K0.0%-4.2%0.000%
5/16/2026 Saba Capital Management L.P.351,755$4.72M0.1%N/A0.000%
5/1/2026 Walled Lake Planning & Wealth Management LLC15,890$213K0.1%N/A0.000%
4/30/2026 Kestra Advisory Services LLC44,187$593K0.0%+2.1%0.000%
4/27/2026 PFG Investments LLC13,610$183K0.0%+19.5%0.000%
4/27/2026 Private Advisor Group LLC57,977$777K0.0%+9.3%0.000%
2/19/2026 Invesco Ltd.56,243$775K0.0%-42.6%0.000%
2/18/2026 Readystate Asset Management LP12,614$174K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC224,609$3.10M0.0%+85.5%0.000%
2/17/2026 Osaic Holdings Inc.106,533$1.47M0.0%-12.2%0.000%
2/13/2026 Kestra Advisory Services LLC43,272$596K0.0%+66.6%0.000%
2/13/2026 Wells Fargo & Company MN11,590$160K0.0%-14.7%0.000%
2/12/2026 Advisors Asset Management Inc.1,052,148$14.50M0.2%+22.9%0.000%
2/11/2026 LPL Financial LLC270,520$3.73M0.0%+20.7%0.000%
2/11/2026 Closed End Fund Advisors Inc.16,956$234K0.1%N/A0.000%
2/9/2026 Blue Bell Private Wealth Management LLC7,515$104K0.0%+4,943.6%0.000%
2/9/2026 Accredited Investor Services LLC13,054$180K0.1%-7.9%0.000%
2/6/2026 Global Retirement Partners LLC9,535$131K0.0%N/A0.000%
2/6/2026 Prevail Innovative Wealth Advisors LLC144,549$1.99M0.4%+19.5%0.000%
2/6/2026 HighTower Advisors LLC10,824$149K0.0%-16.5%0.000%
2/2/2026 Wolverine Asset Management LLC52,729$727K0.0%+171.7%0.000%
2/2/2026 Oppenheimer & Co. Inc.80,338$1.11M0.0%-23.3%0.000%
1/26/2026 PFG Investments LLC11,390$157K0.0%+8.9%0.000%
1/23/2026 Choreo LLC13,729$192K0.0%-5.5%0.000%
1/23/2026 Twelve Points Wealth Management LLC39,123$559K0.1%-17.5%0.000%
1/14/2026 Congress Park Capital LLC520,115$7.17M2.1%+1.6%0.000%
1/13/2026 CoreCap Advisors LLC10,530$145K0.0%+10.1%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC59,355$843K0.0%-5.2%0.000%
1/5/2026 Park Avenue Securities LLC89,627$1.24M0.0%-2.8%0.000%
11/17/2025 NewEdge Advisors LLC19,350$265K0.0%-9.4%0.000%
11/17/2025 Susquehanna International Group LLP62,111$850K0.0%+5.3%0.000%
11/17/2025 Bank of America Corp DE125,244$1.71M0.0%+94.2%0.000%
11/14/2025 Raymond James Financial Inc.58,595$802K0.0%+9.2%0.000%
11/13/2025 Private Advisor Group LLC51,252$701K0.0%+33.0%0.000%
11/13/2025 Prevail Innovative Wealth Advisors LLC121,010$1.66M0.3%+21.6%0.000%
11/12/2025 Choreo LLC14,533$199K0.0%-11.1%0.000%
11/6/2025 Advisors Asset Management Inc.855,843$11.71M0.2%+7.4%0.000%
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11/6/2025 Oppenheimer & Co. Inc.104,783$1.43M0.0%+11.1%0.000%
11/5/2025 Envestnet Asset Management Inc.92,977$1.27M0.0%-11.1%0.000%
11/4/2025 Penserra Capital Management LLC523,378$7.16M0.1%+89.3%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC62,616$869K0.0%-7.1%0.000%
10/28/2025 Wolverine Asset Management LLC19,405$265K0.0%-38.7%0.000%
10/23/2025 Park Avenue Securities LLC92,214$1.26M0.0%N/A0.000%
10/21/2025 Accredited Investor Services LLC14,175$194K0.1%-13.5%0.000%
10/20/2025 Merit Financial Group LLC37,408$512K0.0%-2.9%0.000%
10/8/2025 Integrated Capital Management Inc.16,049$220K0.2%-12.8%0.000%
10/8/2025 Congress Park Capital LLC511,794$7.00M2.2%-7.5%0.000%
9/4/2025 Osaic Holdings Inc.124,630$1.60M0.0%+60.5%0.000%
8/15/2025 Prevail Innovative Wealth Advisors LLC99,500$1.28M0.3%+14.7%0.000%
8/15/2025 Bank of America Corp DE64,508$828K0.0%-17.6%0.000%
8/14/2025 NewEdge Advisors LLC21,362$274K0.0%-5.1%0.000%
8/13/2025 Guggenheim Capital LLC90,802$1.17M0.0%N/A0.000%
8/13/2025 Invesco Ltd.97,958$1.26M0.0%+18.4%0.000%
8/13/2025 Choreo LLC16,347$210K0.0%-10.4%0.000%
8/12/2025 Advisors Asset Management Inc.796,769$10.23M0.2%+12.9%0.000%
8/8/2025 Cornerstone Advisors LLC59,616$765K0.0%N/A0.000%
8/6/2025 Penserra Capital Management LLC276,476$3.55M0.0%+3.0%0.000%
8/4/2025 Wolverine Asset Management LLC31,679$407K0.0%-47.9%0.000%
8/1/2025 Envestnet Asset Management Inc.104,589$1.34M0.0%-2.5%0.000%
7/25/2025 Integrated Capital Management Inc.18,406$236K0.2%N/A0.000%
7/24/2025 Accredited Investor Services LLC16,394$210K0.2%-9.7%0.000%
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%
4/30/2025Twelve 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%
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4/16/2025Wealth Enhancement Advisory Services LLC79,246$916K0.0%-76.0%0.000%
4/11/2025Gridiron Partners LLC135,329$1.56M1.0%-63.1%0.000%
4/9/2025Merit Financial Group LLC12,011$139K0.0%N/A0.000%
3/17/2025Wealth 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%


NCZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund II. The most heavily invested institutionals were Advisors Asset Management Inc. ($14.50M), Congress Park Capital LLC ($7.17M), Penserra Capital Management LLC ($7.16M), Saba Capital Management L.P. ($4.72M), Pathstone Holdings LLC ($4.38M), LPL Financial LLC ($3.73M), and Guggenheim Capital LLC ($3.10M).Learn more on Virtus Convertible & Income Fund II's institutional investors.

Of the 52 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 ($1.48M), Advisors Asset Management Inc. ($727.97K), Penserra Capital Management LLC ($523.38K), Raymond James Financial Inc. ($416.74K), Saba Capital Management L.P. ($351.76K), LPL Financial LLC ($348.19K), and Pathstone Holdings LLC ($300.76K).

Institutional investors have bought a total of 1,374,396 shares in the last 24 months. This purchase volume represents approximately $18.75M in transactions.

Of the 18 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: Bank of America Corp DE ($86.31K), Invesco Ltd. ($41.70K), Congress Park Capital LLC ($41.28K), Oppenheimer & Co. Inc. ($24.45K), Osaic Holdings Inc. ($14.74K), Wolverine Asset Management LLC ($12.27K), and Envestnet Asset Management Inc. ($11.61K).

Institutional investors have sold a total of 271,329 shares in the last 24 months. This volume of shares sold represents approximately $3.70M in transactions.


Related Companies

Institutional ownership data for NYSE:NCZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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