Free Trial
→ I've got news for you… (From DTI) (Ad) Free NCZ Stock Alerts

Virtus Convertible & Income Fund II (NCZ) Institutional Ownership

Virtus Convertible & Income Fund II logo
$3.20 +0.09 (+2.89%)
(As of 11/19/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$13.53M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.88M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Ionic Capital Management LLC48,133$150K0.0%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.418,138$1.30M0.1%-2.3%0.000%
11/8/2024 Advisors Asset Management Inc.2,931,534$9.12M0.2%+8.1%0.000%
11/7/2024 Pathstone Holdings LLC1,408,269$4.38M0.0%+27.2%0.000%
11/6/2024 Oppenheimer & Co. Inc.192,180$598K0.0%N/A0.000%
11/4/2024 Wolverine Asset Management LLC25,139$78K0.0%N/A0.000%
10/31/2024 Shaker 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%
8/14/2024 Heron Bay Capital Management1,904,453$5.56M1.2%-0.4%0.000%
8/9/2024 Cornerstone Advisors LLC345,190$1.01M0.0%-25.8%0.000%
8/8/2024 J.W. Cole Advisors Inc.34,289$100K0.0%N/A0.000%
8/8/2024 Sykon Capital LLC10,000$29K0.0%N/A0.000%
8/7/2024 Choreo LLC72,428$211K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC126,982$371K0.2%-65.8%0.000%
7/16/2024 Great 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%
5/14/2024 Advisors Asset Management Inc.2,037,395$6.09M0.1%+20.4%0.000%
5/10/2024 Cornerstone Advisors LLC465,145$1.39M0.1%-36.2%0.000%
5/10/2024 Pinnacle Wealth Planning Services Inc.24,450$73K0.0%+16.6%0.000%
5/1/2024 Private 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%
[625,000% Gain] – Are You Ready for the Next Altcoin Boom? (Ad)

All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you know anything about crypto, you know that altcoin seasons are where some of the biggest gains happen.

Register for the FREE Workshop Now & get $10 in Bitcoin
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%
2/12/2024 Weiss Asset Management LP207,412$618K0.0%N/A0.000%
2/9/2024 Cornerstone Advisors LLC728,705$2.17M0.1%+21.9%0.000%
2/8/2024 Robinson Capital Management LLC141,748$420K0.1%N/A0.000%
2/7/2024 Ieq Capital LLC20,233$60K0.0%-53.4%0.000%
2/7/2024 Shaker 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%
2/1/2024 Wolverine Asset Management LLC95,474$285K0.0%N/A0.000%
1/30/2024 SFI Advisors LLC39,093$116K0.1%-67.4%0.000%
1/30/2024 CTC Alternative Strategies Ltd.37,764$113K0.2%+108.6%0.000%
1/19/2024 Congress Park Capital LLC927,798$2.77M1.4%+20.3%0.000%
1/16/2024Raymond James & Associates185,865$554K0.0%+9.1%0.000%
1/12/2024 Heron Bay Capital Management1,909,671$5.69M1.3%+89.0%0.000%
1/12/2024 Twelve 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%
11/15/2023 KPP Advisory Services LLC59,074$163K0.1%N/A0.000%
11/15/2023 Axxcess Wealth Management LLC60,228$166K0.0%N/A0.000%
11/15/2023 Advisors Asset Management Inc.1,548,085$4.27M0.1%+6.6%0.000%
11/14/2023 Saba Capital Management L.P.2,080,083$5.74M0.1%-1.0%0.000%
11/9/2023 Cornerstone Advisors LLC597,560$1.65M0.1%+104.0%0.000%
11/8/2023 Atria Wealth Solutions Inc.11,302$31K0.0%-89.9%0.000%
11/8/2023 Landscape Capital Management L.L.C.87,808$242K0.0%+126.5%0.000%
11/6/2023 Ieq Capital LLC43,385$120K0.0%+50.0%0.000%
11/2/2023 Sonora Investment Management Group LLC36,060$100K0.0%-54.7%0.000%
11/2/2023 Shaker 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%
10/13/2023 Congress Park Capital LLC771,432$2.13M1.1%+3.1%0.000%
8/23/2023 CTC Alternative Strategies Ltd.18,100$56K0.1%N/A0.000%
8/11/2023 Cornerstone Advisors LLC292,948$911K0.0%N/A0.000%
8/11/2023 Landscape Capital Management L.L.C.38,775$121K0.0%-42.7%0.000%
8/11/2023 Guggenheim Capital LLC435,767$1.36M0.0%-4.2%0.000%
8/10/2023 Sykon Capital LLC10,000$31K0.0%N/A0.000%
8/10/2023 Private Advisor Group LLC115,289$363K0.0%+8.3%0.000%
8/10/2023 Moors & Cabot Inc.24,500$76K0.0%+44.1%0.000%
8/10/2023 Cetera Investment Advisers268,359$835K0.0%+15.3%0.000%
8/8/2023 Vantage Financial Partners LLC11,884$37K0.0%N/A0.000%
8/8/2023 Ieq Capital LLC28,922$90K0.0%N/A0.000%
8/4/2023 Envestnet Asset Management Inc.376,083$1.17M0.0%+3.4%0.000%
8/3/2023 Atria Wealth Solutions Inc.112,189$352K0.0%+29.7%0.000%
8/1/2023Kistler Tiffany Companies LLC63,292$197K0.0%N/A0.000%
8/1/2023 Truist Financial Corp391,453$1.22M0.0%+1.1%0.000%
8/1/2023 Semus Wealth Partners LLC10,132$32K0.0%N/A0.000%
7/31/2023 LPL Financial LLC168,661$525K0.0%-17.4%0.000%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
7/31/2023 Integrated Capital Management Inc.58,938$183K0.2%+438.5%0.000%
7/28/2023 Koshinski 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%
7/14/2023 Congress Park Capital LLC748,593$2.33M1.2%+4.3%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.108,403$337K0.0%+5.1%0.000%
7/12/2023 Heron Bay Capital Management1,008,111$3.14M0.9%+3.6%0.000%
5/12/2023 Advisors Asset Management Inc.1,767,694$5.30M0.1%+17.9%0.000%
5/11/2023 Heron Bay Capital Management973,220$2.92M1.1%+422.3%0.000%
5/11/2023 Occidental Asset Management LLC10,577$32K0.0%N/A0.000%
(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, 69 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund II. The most heavily invested institutionals were Advisors Asset Management Inc. ($9.12M), Saba Capital Management L.P. ($5.74M), Heron Bay Capital Management ($5.56M), Pathstone Holdings LLC ($4.38M), Congress Park Capital LLC ($4.27M), Guggenheim Capital LLC ($1.36M), and Park Avenue Securities LLC ($1.34M).Learn more on NCZ's institutional investors.

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

Of the 58 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 ($999.27K), Advisors Asset Management Inc. ($928.69K), Cornerstone Advisors LLC ($728.71K), Gridiron Partners LLC ($359.31K), Pathstone Holdings LLC ($300.76K), and Cetera Advisors LLC ($293.28K).

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

Institutional investors have bought a total of 8,064,023 shares in the last 24 months. This purchase volume represents approximately $24.09M in transactions.

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

Of the 29 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 ($1.25M), Cornerstone Advisors LLC ($383.52K), Advisors Asset Management Inc. ($365.67K), Shaker Financial Services LLC ($345.04K), Wealth Enhancement Advisory Services LLC ($219.01K), Congress Park Capital LLC ($129.45K), and B. Riley Wealth Advisors Inc. ($110.25K).

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

Institutional investors have sold a total of 3,590,082 shares in the last 24 months. This volume of shares sold represents approximately $10.44M in transactions.


Related Companies

This page (NYSE:NCZ) was last updated on 11/20/2024 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
America’s Pro-Crypto Agenda
Cash In On the Pro-Crypto America 27 experts reveal their top picks for 2025
Crypto 101 Media | Sponsored
Trump won. Buy this coin now.
Juan Villaverde called the top and bottom of every crypto bull market since 2012. He believes Bitcoin will ...
Weiss Ratings | Sponsored
[625,000% Gain] – Are You Ready for the Next Altcoin Boom?
All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you k...
Crypto Swap Profits | Sponsored
Amazon's $150B Data Center Bet—What It Means for Uranium Investors
Amazon is placing a massive bet on nuclear energy to power its $150 billion data center expansion. With dem...
The Bull Report | Sponsored
Tesla Execs are Freaking Out
It’s so revolutionary that tech giants like Microsoft, Amazon, and NVIDIA are all lining up to get their hands...
Angel Publishing | Sponsored
The Stock Powering Musk’s AI Revolution—Revealed
Imagine being able to invest in Tesla, PayPal, or SpaceX before the world knew their potential. Today, you ...
InvestorPlace | Sponsored
Trump’s EPIC Stock Market Rally
Putting HUGE gain chances in the hands of hardworking, patriotic Americans like YOU. In fact, according to ...
Paradigm Press | Sponsored