NCZ Virtus Convertible & Income Fund II: institutional ownership and insider trading
66 funds reported holding $122M of Virtus Convertible & Income Fund II in their latest 13F filings; in Q2 2026 funds net bought $6.08M, with 10 new positions and 7 funds selling out; over the last 12 months insiders bought $6.00K and sold $0 on the open market.
Largest institutional holders of NCZ
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $45.4M
- Advisors Asset Management, Inc. — $20.6M
- Congress Park Capital LLC — $7.79M
- GUGGENHEIM CAPITAL LLC — $5.88M
- Penserra Capital Management LLC — $5.59M
- ENVESTNET ASSET MANAGEMENT INC — $5.25M
- LPL Financial LLC — $4.83M
- COHEN & STEERS, INC. (CNS) — $4.53M
- Thomas J. Herzfeld Advisors, Inc. — $3.27M
- OSAIC HOLDINGS, INC. — $1.74M
Recent NCZ insider trades
- Aug 18, 2026: Mcdaniel Connie D bought 382 shares ($6.00K)
- Jun 17, 2025: Mcdaniel Connie D bought 422 shares ($5.20K)
5%+ owners
- Morgan Stanley: 8.0% (Schedule 13G/A, filed Aug 13, 2026)
- Advisors Asset Management, Inc.: 5.3% (Schedule 13G, filed Dec 10, 2025)