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Virtus Convertible & Income Fund II (NCZ) Institutional Ownership

Virtus Convertible & Income Fund II logo
$3.19 +0.01 (+0.31%)
(As of 05:11 PM ET)
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Institutional Ownership Changes (13F Filings) for Virtus Convertible & Income Fund II (NYSE:NCZ)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$13.55M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.71M
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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
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%
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%
5/15/2024SVB 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%
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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%
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%
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%
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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%
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%
7/27/2023 Virtu 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%
(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, 68 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 8,070,199 shares in the last 24 months. This purchase volume represents approximately $24.10M 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 3,589,017 shares in the last 24 months. This volume of shares sold represents approximately $10.44M in transactions.


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This page (NYSE:NCZ) was last updated on 12/26/2024 by MarketBeat.com Staff
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