NCZ
Virtus Convertible & Income Fund II
NYSE
Total Trades
3
Buys
3
Sells
0
Largest Trade
$1K–$15K
Insiders
3
Institutional Funds
51
Inst. Value
$1M+
Activist Filings
7
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| MCDANIEL CONNIE D | Director | BUY | $1K–$15K | 422 | $12.31 | Jun 18, 2025 |
| ZINO BRIAN T | Director | BUY | $1K–$15K | 3K | $4.28 | Mar 29, 2022 |
| DeCotis Deborah A | Director | BUY | $1K–$15K | 1K | $4.42 | Mar 4, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 51 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| MORGAN STANLEY | 1.6M | $1M+ | SH |
| Advisors Asset Management, Inc. | 1.1M | $1M+ | SH |
| Penserra Capital Management LLC | 562K | $1M+ | SH |
| Congress Park Capital LLC | 520K | $1M+ | SH |
| COHEN & STEERS, INC. | 285K | $1M+ | SH |
| LPL Financial LLC | 271K | $1M+ | SH |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 145K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 91K | $1M+ | SH |
| PARK AVENUE SECURITIES LLC | 90K | $1M+ | SH |
| OPPENHEIMER & CO INC | 80K | $1M+ | SH |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 59K | $500K+ | SH |
| WOLVERINE ASSET MANAGEMENT LLC | 53K | $500K+ | SH |
| RAYMOND JAMES FINANCIAL INC | 50K | $500K+ | SH |
| Kestra Advisory Services, LLC | 43K | $500K+ | SH |
| Twelve Points Wealth Management LLC | 39K | $500K+ | SH |
| Merit Financial Group, LLC | 37K | $500K+ | SH |
| ROBINSON CAPITAL MANAGEMENT, LLC | 35K | $100K–$500K | SH |
| COMMONWEALTH EQUITY SERVICES, LLC | 28K | $100K–$500K | SH |
| UBS Group AG | 25K | $100K–$500K | SH |
| Cambridge Investment Research Advisors, Inc. | 24K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Advisors Asset Management, Inc.
SC 13G/A · Jan 21, 2026
5.5%
1.1M shares
Advisors Asset Management, Inc.
SC 13G · Dec 10, 2025
5.3%
1.0M shares
SC 13G · Nov 7, 2025
5.0%
955K shares
SC 13G/A · Nov 7, 2025
10.2%
1.9M shares
SC 13G/A · Aug 6, 2025
11.3%
2.2M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Nov 8, 2024
13.1%
9.9M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G · Feb 10, 2023
7.6%
5.8M shares