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S&P 500   4,967.23
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QQQ   414.65
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Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
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How major US stock indexes fared Friday, 4/19/2024
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Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
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Virtus Convertible & Income Fund II (NCZ) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$22.81M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$3.37M
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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
4/16/2024Congress Park Capital LLC997,996$2.98M1.3%+7.6%0.000%
4/16/2024Wealth 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%
2/26/2024Virtu Financial LLC44,597$133K0.0%N/A0.000%
2/15/2024Citadel Advisors LLC10,278$31K0.0%N/A0.000%
2/15/2024Comerica Bank257,636$768K0.0%+4,056.8%0.000%
2/14/2024Royal Bank of Canada76,282$227K0.0%+25.9%0.000%
2/14/2024Pathstone Holdings LLC927,538$2.76M0.0%N/A0.000%
2/14/2024Verition Fund Management LLC18,000$54K0.0%N/A0.000%
2/13/2024Envestnet Asset Management Inc.413,385$1.23M0.0%+11.0%0.000%
2/12/2024Gridiron Partners LLC359,310$1.07M0.8%N/A0.000%
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%
2/9/2024UBS Group AG126,673$377K0.0%+5.0%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%
2/6/2024Spire Wealth Management89,507$254K0.0%+4.1%0.000%
2/2/2024Gilliland Jeter Wealth Management LLC14,871$44K0.0%N/A0.000%
2/2/2024Truist 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%
1/30/2024CTC Alternative Strategies Ltd.37,764$113K0.2%+108.6%0.000%
1/19/2024Congress Park Capital LLC927,798$2.77M1.4%+20.3%0.000%
1/16/2024Raymond James & Associates185,865$554K0.0%+9.1%0.000%
1/12/2024Heron Bay Capital Management1,909,671$5.69M1.3%+89.0%0.000%
1/12/2024Twelve Points Wealth Management LLC213,836$637K0.3%-5.9%0.000%
12/1/2023B. Riley Wealth Advisors Inc.45,718$128K0.0%-60.8%0.000%
11/21/2023Walleye Capital LLC12,368$34K0.0%N/A0.000%
11/16/2023Creative Planning63,292$175K0.0%N/A0.000%
11/16/2023Morgan Stanley9,876,060$27.26M0.0%+6.8%0.000%
11/15/2023KPP Advisory Services LLC59,074$163K0.1%N/A0.000%
11/15/2023Axxcess Wealth Management LLC60,228$166K0.0%N/A0.000%
11/15/2023Advisors Asset Management Inc.1,548,085$4.27M0.1%+6.6%0.000%
11/14/2023Saba Capital Management L.P.2,080,083$5.74M0.1%-1.0%0.000%
11/13/2023Mariner LLC59,919$165K0.0%+13.3%0.000%
11/13/2023LPL Financial LLC265,056$732K0.0%+57.2%0.000%
11/9/2023Cornerstone Advisors LLC597,560$1.65M0.1%+104.0%0.000%
11/9/2023UBS Group AG120,598$333K0.0%-3.7%0.000%
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11/8/2023Atria Wealth Solutions Inc.11,302$31K0.0%-89.9%0.000%
11/8/2023Landscape Capital Management L.L.C.87,808$242K0.0%+126.5%0.000%
11/6/2023Ieq Capital LLC43,385$120K0.0%+50.0%0.000%
11/2/2023Sonora Investment Management Group LLC36,060$100K0.0%-54.7%0.000%
11/2/2023Shaker Financial Services LLC60,253$169K0.1%-51.2%0.000%
10/26/2023 Park Avenue Securities LLC392,118$1.08M0.0%+1.4%0.000%
10/26/2023Advisor Partners II LLC278,609$769K0.0%N/A0.000%
10/24/2023Raymond James Financial Services Advisors Inc.22,465$62K0.0%-28.3%0.000%
10/23/2023Commonwealth Equity Services LLC247,470$683K0.0%+29.3%0.000%
10/13/2023Congress Park Capital LLC771,432$2.13M1.1%+3.1%0.000%
8/23/2023CTC Alternative Strategies Ltd.18,100$56K0.1%N/A0.000%
8/21/2023Osaic Holdings Inc.149,721$465K0.0%-25.4%0.000%
8/15/2023Wells Fargo & Company MN56,550$176K0.0%+16.1%0.000%
8/15/2023Prevail Innovative Wealth Advisors LLC33,186$103K0.1%N/A0.000%
8/14/2023United Capital Financial Advisers LLC26,168$81K0.0%N/A0.000%
8/11/2023Cornerstone Advisors LLC292,948$911K0.0%N/A0.000%
8/11/2023Landscape Capital Management L.L.C.38,775$121K0.0%-42.7%0.000%
8/11/2023Guggenheim Capital LLC435,767$1.36M0.0%-4.2%0.000%
8/10/2023Osaic Holdings Inc.149,721$465K0.0%-25.4%0.000%
8/10/2023Sykon Capital LLC10,000$31K0.0%N/A0.000%
8/10/2023Private Advisor Group LLC115,289$363K0.0%+8.3%0.000%
8/10/2023Moors & Cabot Inc.24,500$76K0.0%+44.1%0.000%
8/10/2023Cetera Investment Advisers268,359$835K0.0%+15.3%0.000%
8/8/2023Vantage Financial Partners LLC11,884$37K0.0%N/A0.000%
8/8/2023Ieq Capital LLC28,922$90K0.0%N/A0.000%
8/4/2023Envestnet Asset Management Inc.376,083$1.17M0.0%+3.4%0.000%
8/3/2023Atria Wealth Solutions Inc.112,189$352K0.0%+29.7%0.000%
8/1/2023Kistler Tiffany Companies LLC63,292$197K0.0%N/A0.000%
8/1/2023Truist Financial Corp391,453$1.22M0.0%+1.1%0.000%
8/1/2023Semus Wealth Partners LLC10,132$32K0.0%N/A0.000%
7/31/2023LPL Financial LLC168,661$525K0.0%-17.4%0.000%
7/31/2023 Integrated Capital Management Inc.58,938$183K0.2%+438.5%0.000%
7/28/2023Koshinski Asset Management Inc.10,963$34K0.0%N/A0.000%
7/27/2023Virtu Financial LLC22,947$71K0.0%N/A0.000%
7/14/2023 Park Avenue Securities LLC386,527$1.20M0.0%+0.9%0.000%
7/14/2023Congress Park Capital LLC748,593$2.33M1.2%+4.3%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.108,403$337K0.0%+5.1%0.000%
7/12/2023Heron Bay Capital Management1,008,111$3.14M0.9%+3.6%0.000%
5/18/2023JPMorgan Chase & Co.41,123$123K0.0%+76,053.7%0.000%
5/18/2023Centaurus Financial Inc.40,631$122K0.0%-19.4%0.000%
5/16/2023Susquehanna International Group LLP52,331$157K0.0%-16.6%0.000%
5/15/2023IHT Wealth Management LLC21,700$65K0.0%N/A0.000%
5/15/2023Arlington Capital Management Inc.37,143$111K0.1%N/A0.000%
5/15/2023SFI Advisors LLC117,568$353K0.4%N/A0.000%
5/15/2023Cetera Investment Advisers232,793$698K0.0%+13.9%0.000%
5/12/2023SVB Wealth LLC25,150$75K0.0%-18.8%0.000%
5/12/2023Advisors Asset Management Inc.1,767,694$5.30M0.1%+17.9%0.000%
5/12/2023Bank of America Corp DE496,278$1.49M0.0%-34.3%0.000%
5/12/2023UBS Group AG120,857$363K0.0%-4.9%0.000%
5/11/2023Heron Bay Capital Management973,220$2.92M1.1%+422.3%0.000%
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5/11/2023Cambridge Investment Research Advisors Inc.103,105$309K0.0%+22.3%0.000%
5/11/2023Envestnet Asset Management Inc.363,666$1.09M0.0%-8.5%0.000%
5/11/2023Occidental Asset Management LLC10,577$32K0.0%N/A0.000%
5/11/2023Guggenheim Capital LLC454,914$1.37M0.0%-5.0%0.000%
5/10/2023Private Advisor Group LLC106,418$319K0.0%N/A0.000%
5/10/2023Landscape Capital Management L.L.C.67,670$203K0.0%-48.9%0.000%
5/10/2023Robinson Capital Management LLC108,500$327K0.2%N/A0.000%
5/8/2023Shaker Financial Services LLC124,401$378K0.2%N/A0.000%
5/5/2023Truist Financial Corp387,219$1.16M0.0%+3.9%0.000%
4/26/2023 Integrated Capital Management Inc.10,944$128K0.1%-80.0%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, 95 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund II. The most heavily invested institutionals were Morgan Stanley ($27.26M), Rivernorth Capital Management LLC ($13.45M), Saba Capital Management L.P. ($5.74M), Heron Bay Capital Management ($5.69M), Advisors Asset Management Inc. ($4.27M), Sit Investment Associates Inc. ($3.90M), and Cohen & Steers Inc. ($3.22M).Learn more on NCZ's institutional investors.

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

Of the 84 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 ($2.72M), Congress Park Capital LLC ($948.00K), Pathstone Holdings LLC ($927.54K), Morgan Stanley ($776.15K), Cornerstone Advisors LLC ($728.71K), Envestnet Asset Management Inc. ($450.54K), and Logan Stone Capital LLC ($425.90K).

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

Institutional investors have bought a total of 13,568,967 shares in the last 24 months. This purchase volume represents approximately $41.05M in transactions.

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

Of the 43 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: Heron Bay Capital Management ($1.80M), Advisors Asset Management Inc. ($1.08M), Saba Capital Management L.P. ($1.01M), Royal Bank of Canada ($541.39K), Shaker Financial Services LLC ($400.20K), Bank of America Corp DE ($259.48K), and Cohen & Steers Inc. ($237.81K).

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

Institutional investors have sold a total of 7,201,041 shares in the last 24 months. This volume of shares sold represents approximately $24.07M in transactions.


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This page (NYSE:NCZ) was last updated on 4/19/2024 by MarketBeat.com Staff

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