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Virtus Convertible & Income Fund II (NCZ) Institutional Ownership

Virtus Convertible & Income Fund II logo
$11.59 -0.14 (-1.19%)
Closing price 03/28/2025 03:59 PM Eastern
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$11.59 0.00 (0.00%)
As of 03/28/2025 06:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income Fund II (NYSE:NCZ)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$52.96M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$22.80M
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NCZ Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC329,716$1.03M0.0%+0.8%0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.22,721$71K0.0%+6.0%0.000%
2/17/2025 Ionic Capital Management LLC154,827$485K0.0%+221.7%0.000%
2/17/2025 Cetera Investment Advisers12,502$39K0.0%-95.6%0.000%
2/17/2025 Bank of America Corp DE962,292$3.01M0.0%-4.3%0.000%
2/14/2025 Jane Street Group LLC10,313$32K0.0%N/A0.000%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.8,250$26K0.0%N/A0.000%
2/14/2025 Shaker Financial Services LLC49,949$156K0.1%-73.8%0.000%
2/13/2025 NewEdge Advisors LLC119,512$374K0.0%-12.9%0.000%
2/13/2025 Walleye Capital LLC16,010$50K0.0%N/A0.000%
2/13/2025 Mariner LLC68,380$214K0.0%+5.9%0.000%
2/13/2025 Raymond James Financial Inc.205,893$644K0.0%N/A0.000%
2/13/2025 Invesco Ltd.256,782$804K0.0%+113.3%0.000%
2/13/2025 Envestnet Asset Management Inc.432,650$1.35M0.0%+2.5%0.000%
2/13/2025 Wells Fargo & Company MN42,594$133K0.0%-13.2%0.000%
2/12/2025 Landscape Capital Management L.L.C.140,843$441K0.0%-66.3%0.000%
2/12/2025 Prevail Innovative Wealth Advisors LLC265,789$832K0.2%+51.5%0.000%
2/11/2025 LPL Financial LLC592,550$1.86M0.0%+103.8%0.000%
2/10/2025 Advisors Asset Management Inc.3,093,637$9.68M0.2%+5.5%0.000%
2/10/2025 Commonwealth Equity Services LLC242,479$759K0.0%+11.4%0.000%
2/7/2025 HighTower Advisors LLC78,762$247K0.0%-9.3%0.000%
2/6/2025 Raymond James Financial Inc.205,893$644K0.0%N/A0.000%
2/5/2025 SVB Wealth LLC25,150$79K0.0%N/A0.000%
2/5/2025 Illumine Investment Management LLC18,780$59K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.240,343$752K0.0%+25.1%0.000%
2/3/2025 Private Advisor Group LLC133,853$419K0.0%+4.4%0.000%
1/31/2025 Atria Wealth Solutions Inc.31,432$98K0.0%+152.8%0.000%
1/27/2025 Choreo 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%
1/22/2025 PFG 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%
11/25/2024 Sanctuary Advisors LLC14,139$46K0.0%-31.9%0.000%
11/20/2024 Virtu Financial LLC20,137$63K0.0%+44.2%0.000%
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%
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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%
9/5/2024 Sanctuary 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%
8/19/2024 B. 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%
5/15/2024 SVB 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%
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%
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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%
12/1/2023 B. 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%
(Data available from 1/1/2016 forward)

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NCZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NCZ shares?

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. ($9.68M), Saba Capital Management L.P. ($5.74M), Congress Park Capital LLC ($5.61M), Heron Bay Capital Management ($5.56M), Pathstone Holdings LLC ($4.38M), Bank of America Corp DE ($3.01M), and LPL Financial LLC ($1.86M).Learn more on NCZ's institutional investors.

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

Of the 60 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 ($1.30M), Advisors Asset Management Inc. ($1.09M), 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 9,493,441 shares in the last 24 months. This purchase volume represents approximately $114.66M in transactions.

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

Of the 27 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: Shaker Financial Services LLC ($485.73K), Cornerstone Advisors LLC ($383.52K), Landscape Capital Management L.L.C. ($380.68K), Cetera Investment Advisers ($273.79K), Wealth Enhancement Advisory Services LLC ($219.01K), Congress Park Capital LLC ($129.45K), and B. Riley Wealth Advisors Inc. ($103.70K).

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

Institutional investors have sold a total of 2,586,504 shares in the last 24 months. This volume of shares sold represents approximately $30.99M in transactions.


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This page (NYSE:NCZ) was last updated on 3/29/2025 by MarketBeat.com Staff
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