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
Holders of 5% or more of NCZ
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Virtus Convertible & Income Fund II, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 13G | 5.29%1.01M shares | New | Dec 10, 20251 filing | Dec 10, 2025 | SEC |
| Morgan Stanley | 13G | 5.00%954.8K shares | −5.20 ppfrom 10.20% | Aug 6, 20253 filings | Nov 7, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
4 Schedule 13D and 13G filings on Virtus Convertible & Income Fund II, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Dec 10, 20253:15 PM ET | Advisors Asset Management, Inc. | 13G | 5.29%1.01M shares | New | Nov 30, 2025 | SEC |
| Nov 7, 20251:10 PM ET | Morgan Stanleyand 1 other | 13G | 5.00%954.8K shares | −5.20 ppfrom 10.20% | Sep 30, 2025 | SEC |
| Nov 7, 202511:39 AM ET | Morgan Stanleyand 1 other | 13G/A | 10.20%1.95M shares | −1.10 ppfrom 11.30% | Sep 30, 2025 | SEC |
| Aug 6, 20253:42 PM ET | Morgan Stanleyand 1 other | 13G/A | 11.30%2.16M shares | – | Jun 30, 2025 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Virtus Convertible & Income Fund II shares.
No Form 144 notices for Virtus Convertible & Income Fund II are on file.