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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)
36
Total
Institutional Inflows
(last 12 months)
$15.58M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$1.93M
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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
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%
2/12/2024Gridiron 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%
2/8/2024Robinson 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%
2/6/2024 Spire 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%
1/19/2024 Congress Park Capital LLC927,798$2.77M1.4%+20.3%0.000%
1/16/2024 Raymond James & Associates185,865$554K0.0%+9.1%0.000%
1/12/2024Heron Bay Capital Management1,909,671$5.69M1.3%+89.0%0.000%
1/12/2024 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%
11/15/2023KPP 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%
11/9/2023Cornerstone Advisors LLC597,560$1.65M0.1%+104.0%0.000%
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%
10/24/2023 Raymond 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%
8/23/2023CTC Alternative Strategies Ltd.18,100$56K0.1%N/A0.000%
8/11/2023Cornerstone Advisors LLC292,948$911K0.0%N/A0.000%
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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%
8/10/2023Sykon Capital LLC10,000$31K0.0%N/A0.000%
8/10/2023 Private 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%
7/14/2023 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%
7/12/2023Heron Bay Capital Management1,008,111$3.14M0.9%+3.6%0.000%
5/12/2023Advisors Asset Management Inc.1,767,694$5.30M0.1%+17.9%0.000%
5/11/2023Heron Bay Capital Management973,220$2.92M1.1%+422.3%0.000%
5/11/2023 Occidental Asset Management LLC10,577$32K0.0%N/A0.000%
5/11/2023Guggenheim Capital LLC454,914$1.37M0.0%-5.0%0.000%
5/10/2023 Private 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%
4/20/2023 Congress Park Capital LLC717,666$2.15M1.1%+16.3%0.000%
4/18/2023 Park Avenue Securities LLC383,007$1.15M0.0%-4.4%0.000%
4/14/2023 Raymond James & Associates173,582$521K0.0%+5.2%0.000%
3/15/2023B. Riley Wealth Advisors Inc.111,618$326K0.0%-5.5%0.000%
2/13/2023Advisors Asset Management Inc.1,499,867$4.32M0.1%-19.6%0.000%
2/13/2023CTC Capital Management LLC18,100$52K0.1%N/A0.000%
2/10/2023CoreCap Advisors LLC35,329$102K0.0%-36.5%0.000%
2/10/2023SVB Wealth LLC30,963$89K0.0%N/A0.000%
2/10/2023Moors & Cabot Inc.17,000$49K0.0%+41.7%0.000%
2/9/2023Landscape Capital Management L.L.C.132,321$381K0.1%+3.6%0.000%
2/9/2023Elequin Securities LLC53,421$154K0.0%N/A0.000%
2/9/2023HighTower Advisors LLC92,277$259K0.0%N/A0.000%
2/9/2023Mercer Global Advisors Inc. ADV10,447$30K0.0%N/A0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.84,331$243K0.0%-28.1%0.000%
2/7/2023Commonwealth Equity Services LLC191,351$551K0.0%-29.0%0.000%
2/7/2023LPL Financial LLC173,393$499K0.0%+3.2%0.000%
2/7/2023 Hollencrest Capital Management41,355$119K0.0%N/A0.000%
2/7/2023Envestnet Asset Management Inc.397,275$1.14M0.0%+3.5%0.000%
2/1/2023Wolverine Asset Management LLC103,929$299K0.0%-8.3%0.000%
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1/31/2023Kestra Advisory Services LLC12,263$35K0.0%N/A0.000%
1/30/2023 Congress Park Capital LLC616,922$1.78M1.0%+22.5%0.000%
1/25/2023Heron Bay Capital Management186,340$537K0.3%-86.9%0.000%
1/24/2023 Park Avenue Securities LLC400,457$1.15M0.0%+3.0%0.000%
1/18/2023 Private Advisor Group LLC93,239$266.40M0.0%-20.6%0.000%
1/10/2023Coldstream Capital Management Inc.13,787$40K0.0%N/A0.000%
1/5/2023 Capital Investment Advisors LLC13,158$38K0.0%-60.3%0.000%
12/5/2022Centaurus Financial Inc.49,976$141K0.0%-13.3%0.000%
11/16/2022Saba Capital Management L.P.266,971$753K0.0%-53.8%0.000%
11/15/2022Lido Advisors LLC12,000$33K0.0%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, 73 institutional investors and hedge funds held shares of Virtus Convertible & Income Fund II. The most heavily invested institutionals were 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), Cohen & Steers Inc. ($3.22M), and Congress Park Capital LLC ($2.98M).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 ($2.72M), Congress Park Capital LLC ($948.00K), Cornerstone Advisors LLC ($728.71K), Park Avenue Securities LLC ($409.77K), Envestnet Asset Management Inc. ($388.56K), Shaker Financial Services LLC ($378.40K), and Advisors Asset Management Inc. ($364.25K).

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

Institutional investors have bought a total of 9,418,380 shares in the last 24 months. This purchase volume represents approximately $28.53M in transactions.

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

Of the 32 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. ($869.65K), Shaker Financial Services LLC ($400.20K), Saba Capital Management L.P. ($331.62K), Cohen & Steers Inc. ($237.81K), Rivernorth Capital Management LLC ($206.81K), and Sit Investment Associates Inc. ($150K).

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

Institutional investors have sold a total of 4,981,121 shares in the last 24 months. This volume of shares sold represents approximately $15.16M in transactions.


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This page (NYSE:NCZ) was last updated on 5/3/2024 by MarketBeat.com Staff

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