Go Pro
→ Trump's gold order: the announcement they won't put on the front page (From Reagan Gold Group) (Ad)tc pixel Free NCZ Stock Alerts

Virtus Convertible & Income Fund II (NCZ) Institutional Ownership

Virtus Convertible & Income Fund II logo
$15.60 -0.01 (-0.03%)
Closing price 07/8/2026 03:58 PM Eastern
Extended Trading
$15.43 -0.16 (-1.05%)
As of 04:02 AM 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$30.23M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$4.50M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
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%
5/19/2026Bank of America Corp DE40,922$549K0.0%-67.8%0.000%
5/18/2026Readystate Asset Management LP22,422$301K0.0%+77.8%0.000%
5/18/2026Royal Bank of Canada74,505$999K0.0%-4.2%0.000%
5/16/2026Saba Capital Management L.P.351,755$4.72M0.1%N/A0.000%
5/1/2026Walled Lake Planning & Wealth Management LLC15,890$213K0.1%N/A0.000%
4/30/2026Kestra Advisory Services LLC44,187$593K0.0%+2.1%0.000%
4/27/2026PFG Investments LLC13,610$183K0.0%+19.5%0.000%
4/27/2026Private Advisor Group LLC57,977$777K0.0%+9.3%0.000%
2/19/2026Invesco Ltd.56,243$775K0.0%-42.6%0.000%
2/18/2026Readystate Asset Management LP12,614$174K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC224,609$3.10M0.0%+85.5%0.000%
2/17/2026Osaic Holdings Inc.106,533$1.47M0.0%-12.2%0.000%
2/13/2026Kestra Advisory Services LLC43,272$596K0.0%+66.6%0.000%
2/13/2026Wells Fargo & Company MN11,590$160K0.0%-14.7%0.000%
2/12/2026Advisors Asset Management Inc.1,052,148$14.50M0.2%+22.9%0.000%
2/11/2026LPL Financial LLC270,520$3.73M0.0%+20.7%0.000%
2/11/2026Closed End Fund Advisors Inc.16,956$234K0.1%N/A0.000%
2/9/2026Blue Bell Private Wealth Management LLC7,515$104K0.0%+4,943.6%0.000%
2/9/2026Accredited Investor Services LLC13,054$180K0.1%-7.9%0.000%
2/6/2026Global Retirement Partners LLC9,535$131K0.0%N/A0.000%
2/6/2026Prevail Innovative Wealth Advisors LLC144,549$1.99M0.4%+19.5%0.000%
2/6/2026HighTower Advisors LLC10,824$149K0.0%-16.5%0.000%
2/2/2026Wolverine Asset Management LLC52,729$727K0.0%+171.7%0.000%
2/2/2026Oppenheimer & Co. Inc.80,338$1.11M0.0%-23.3%0.000%
1/26/2026PFG Investments LLC11,390$157K0.0%+8.9%0.000%
1/23/2026Choreo LLC13,729$192K0.0%-5.5%0.000%
1/23/2026Twelve Points Wealth Management LLC39,123$559K0.1%-17.5%0.000%
1/14/2026Congress Park Capital LLC520,115$7.17M2.1%+1.6%0.000%
1/13/2026 CoreCap Advisors LLC10,530$145K0.0%+10.1%0.000%
1/8/2026Wealth Enhancement Advisory Services LLC59,355$843K0.0%-5.2%0.000%
1/5/2026Park Avenue Securities LLC89,627$1.24M0.0%-2.8%0.000%
11/17/2025NewEdge Advisors LLC19,350$265K0.0%-9.4%0.000%
11/17/2025Susquehanna International Group LLP62,111$850K0.0%+5.3%0.000%
11/17/2025Bank of America Corp DE125,244$1.71M0.0%+94.2%0.000%
11/14/2025Raymond James Financial Inc.58,595$802K0.0%+9.2%0.000%
11/13/2025Private Advisor Group LLC51,252$701K0.0%+33.0%0.000%
11/13/2025Prevail Innovative Wealth Advisors LLC121,010$1.66M0.3%+21.6%0.000%
11/12/2025Choreo LLC14,533$199K0.0%-11.1%0.000%
11/6/2025Advisors Asset Management Inc.855,843$11.71M0.2%+7.4%0.000%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
11/6/2025Oppenheimer & Co. Inc.104,783$1.43M0.0%+11.1%0.000%
11/5/2025Envestnet Asset Management Inc.92,977$1.27M0.0%-11.1%0.000%
11/4/2025Penserra Capital Management LLC523,378$7.16M0.1%+89.3%0.000%
10/29/2025Wealth Enhancement Advisory Services LLC62,616$869K0.0%-7.1%0.000%
10/28/2025Wolverine Asset Management LLC19,405$265K0.0%-38.7%0.000%
10/23/2025Park Avenue Securities LLC92,214$1.26M0.0%N/A0.000%
10/21/2025Accredited Investor Services LLC14,175$194K0.1%-13.5%0.000%
10/20/2025Merit 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%
10/8/2025Congress Park Capital LLC511,794$7.00M2.2%-7.5%0.000%
9/4/2025Osaic Holdings Inc.124,630$1.60M0.0%+60.5%0.000%
8/15/2025Prevail Innovative Wealth Advisors LLC99,500$1.28M0.3%+14.7%0.000%
8/15/2025Bank of America Corp DE64,508$828K0.0%-17.6%0.000%
8/14/2025NewEdge Advisors LLC21,362$274K0.0%-5.1%0.000%
8/13/2025Guggenheim Capital LLC90,802$1.17M0.0%N/A0.000%
8/13/2025Invesco Ltd.97,958$1.26M0.0%+18.4%0.000%
8/13/2025Choreo LLC16,347$210K0.0%-10.4%0.000%
8/12/2025Advisors Asset Management Inc.796,769$10.23M0.2%+12.9%0.000%
8/8/2025Cornerstone Advisors LLC59,616$765K0.0%N/A0.000%
8/6/2025Penserra Capital Management LLC276,476$3.55M0.0%+3.0%0.000%
8/4/2025Wolverine Asset Management LLC31,679$407K0.0%-47.9%0.000%
8/1/2025Envestnet 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%
7/24/2025Accredited Investor Services LLC16,394$210K0.2%-9.7%0.000%
7/11/2025Congress Park Capital LLC553,070$7.10M2.3%N/A0.000%
7/10/2025Wealth 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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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, 71 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), Heron Bay Capital Management ($5.56M), Saba Capital Management L.P. ($4.72M), Pathstone Holdings LLC ($4.38M), and LPL Financial LLC ($3.73M).Learn more on Virtus Convertible & Income Fund II's institutional investors.

Of the 56 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 2,270,207 shares in the last 24 months. This purchase volume represents approximately $30.23M 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 ($100.12K), Invesco Ltd. ($41.70K), Wolverine Asset Management LLC ($41.39K), Congress Park Capital LLC ($41.28K), Oppenheimer & Co. Inc. ($24.45K), Wealth Enhancement Advisory Services LLC ($19.89K), and Osaic Holdings Inc. ($14.74K).

Institutional investors have sold a total of 333,580 shares in the last 24 months. This volume of shares sold represents approximately $4.50M in transactions.


Related Companies

This page (NYSE:NCZ) was last updated on 7/9/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel