Skip to main content

Virtus Convertible & Income Fund II

NCZ
Exchange
NYSE
SEC CIK
0001227857

In the last 90 days, Virtus Convertible & Income Fund II insiders filed 1 open-market purchase and 0 sales; 61 institutions reported holding it in 13F filings for Q2 2026, worth $122.3M in total; no superinvestor holds it.

Other share classesNCZ.PA

13F holders, Q1 2021

Institutional positions in Virtus Convertible & Income Fund II as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
62
No complete 13F data for Q4 2020
Shares held
19.7M
No complete 13F data for Q4 2020
Total value
$98.3M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting NCZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 62 institutions
Q1 2021: 62 institutionsQ2 2021: 66 institutionsQ3 2021: 66 institutionsQ4 2021: 69 institutionsQ1 2022: 61 institutionsQ2 2022: 75 institutionsQ3 2022: 67 institutionsQ4 2022: 70 institutionsQ1 2023: 69 institutionsQ2 2023: 71 institutionsQ3 2023: 71 institutionsQ4 2023: 78 institutionsQ1 2024: 70 institutionsQ2 2024: 74 institutionsQ3 2024: 82 institutionsQ4 2024: 81 institutionsQ1 2025: 53 institutionsQ2 2025: 60 institutionsQ3 2025: 57 institutionsQ4 2025: 58 institutionsQ1 2026: 57 institutionsQ2 2026: 61 institutions
Value heldQ1 2021: $98.3M
Q1 2021: $98.3MQ2 2021: $97.8MQ3 2021: $97.4MQ4 2021: $103.3MQ1 2022: $76.2MQ2 2022: $61.6MQ3 2022: $54.6MQ4 2022: $60.6MQ1 2023: $63.2MQ2 2023: $66.8MQ3 2023: $63.6MQ4 2023: $73.7MQ1 2024: $75.3MQ2 2024: $73.8MQ3 2024: $81.0MQ4 2024: $83.8MQ1 2025: $70.3MQ2 2025: $85.8MQ3 2025: $94.7MQ4 2025: $99.0MQ1 2026: $97.7MQ2 2026: $122.3M
Institutions holding NCZ and their total value by quarter
QuarterHoldersValue
Q2 202661$122.3M
Q1 202657$97.7M
Q4 202558$99.0M
Q3 202557$94.7M
Q2 202560$85.8M
Q1 202553$70.3M
Q4 202481$83.8M
Q3 202482$81.0M
Q2 202474$73.8M
Q1 202470$75.3M
Q4 202378$73.7M
Q3 202371$63.6M
Q2 202371$66.8M
Q1 202369$63.2M
Q4 202270$60.6M
Q3 202267$54.6M
Q2 202275$61.6M
Q1 202261$76.2M
Q4 202169$103.3M
Q3 202166$97.4M
Q2 202166$97.8M
Q1 202162$98.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Virtus Convertible & Income Fund II.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding NCZ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Rivernorth Capital Management, LLC4,286,509$21.3M1.28%––
Saba Capital Management, L.P.2,555,079$12.7M0.52%––
Advisors Asset Management, Inc.1,879,735$9.36M0.15%––
Parametric Portfolio Associates LLC1,247,285$6.21M0.00%––
Heron Bay Capital Management1,135,180$5.65M3.36%––
Cohen & Steers, Inc.1,118,257$5.57M0.01%––
Royal Bank of Canada997,535$4.97M0.00%––
Morgan Stanley992,195$4.94M0.00%––
Bank of America Corp648,023$3.23M0.00%––
Guggenheim Capital LLC530,547$2.64M0.02%––
Hennion & Walsh Asset Management, Inc.359,477$1.79M0.11%––
LPL Financial LLC334,871$1.67M0.00%––
Advisor Group Holdings, Inc.288,382$1.43M0.00%––
Shaker Financial Services, LLC284,139$1.42M0.56%––
Congress Park Capital LLC279,971$1.39M0.78%––
Commonwealth Equity Services, LLC271,245$1.35M0.00%––
Quantedge Capital Pte Ltd216,256$1.08M0.85%––
Mid Atlantic Financial Management Inc195,000$971.0K0.07%––
6 Meridian177,245$883.0K0.08%––
CNH Partners LLC172,331$858.0K0.03%––
Matisse Capital170,010$846.0K0.24%––
Raymond James & Associates162,309$808.0K0.00%––
Wolverine Asset Management LLC145,221$723.0K0.01%––
Bramshill Investments, LLC144,645$720.0K0.05%––
Landscape Capital Management, L.L.C.139,879$697.0K0.11%––
UBS Group AG115,735$576.0K0.00%––
Cambridge Investment Research Advisors, Inc.90,482$451.0K0.00%––
Beacon Pointe Advisors, LLC79,816$397.0K0.02%––
Spire Wealth Management73,391$365.0K0.01%––
Private Advisor Group, LLC69,500$346.0K0.00%––
Robinson Capital Management, LLC67,966$342.0K0.18%––
National Asset Management, Inc.58,639$293.0K0.01%––
Thrivent Financial for Lutherans–$283.0K0.00%––
Comerica Bank51,055$261.0K0.00%––
Boston Private Wealth LLC45,060$225.0K0.00%––
Arcus Capital Partners, LLC37,185$185.0K0.01%––
Mercer Global Advisors Inc34,140$170.0K0.00%––
FNY Investment Advisers, LLC25,303$126.0K0.05%––
Morris Retirement Advisors, LLC25,128$125.0K0.12%––
Janney Montgomery Scott LLC15,002$75.0K0.00%––
Capital Investment Advisors, LLC14,095$70.0K0.00%––
Wells Fargo & Company13,597$68.0K0.00%––
GWM Advisors LLC13,097$65.0K0.00%––
Truist Financial Corp12,341$63.0K0.00%––
American Portfolios Advisors11,000$54.8K0.00%––
Patten & Patten Inc10,500$52.0K0.00%––
Kestra Private Wealth Services, LLC10,365$52.0K0.00%––
IHT Wealth Management, LLC10,330$51.0K0.00%––
Biltmore Capital Advisors LLC10,000$50.0K0.01%––
Harbour Investments, Inc.8,963$45.0K0.00%––
Fifth Third Bancorp8,930$44.0K0.00%––
Proequities, Inc.7,000$35.0K0.00%––
Sowell Financial Services LLC4,336$22.0K0.00%––
HighMark Wealth Management LLC4,453$22.0K0.02%––
Citigroup Inc4,172$20.0K0.00%––
Geneos Wealth Management Inc.3,948$20.0K0.00%––
Newbridge Financial Services Group, Inc.3,622$18.0K0.01%––
Atlas Private Wealth Advisors2,000$10.0K0.01%––
US Bancorp1,556$8.00K0.00%––
Focused Wealth Management, Inc951$5.00K0.00%––
Manchester Financial Inc900$4.00K0.00%––
Arkadios Wealth Advisors7$00.00%––