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Virtus Convertible & Income Fund II

NCZNYSE
$14.02-0.02 (-0.14%)as of Oct 7, 2026
Legend
Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.
Company share activityNet buybacksNo changeNet dilution
Marker size reflects transaction size.
  • Insider buy
  • Insider sell
  • Congress buy
  • Congress sell
  • Hedge Funds bought vs sold
Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

  • Insider Buy
  • Insider Sell
  • Congress Buy
  • Congress Sell
  • Hedge funds bought vs sold
  • BuybackNo changeNet dilution

Virtus Convertible & Income Fund II price and activity chart data

Showing the 1Y range: Oct 7, 2025 to Oct 7, 2026. Price (+1.0%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding

Largest institutional holders

13F · Q2 2026
Fund% of company heldValue% of portfolioQuarterly activity
Morgan StanleyNot reported$45.4M0.00%Not reported
Advisors Asset Management, Inc.Not reported$20.6M0.31%Not reported
Congress Park Capital LLCNot reported$8.63M2.33%Add 1.25%
Guggenheim Capital LLCNot reported$5.88M0.04%Add 39.64%
Penserra Capital Management LLCNot reported$5.59M0.04%Not reported
Envestnet Asset Management IncNot reported$5.25M0.00%Not reported
LPL Financial LLCNot reported$4.83M0.00%Not reported
Cohen & Steers, Inc.Not reported$4.53M0.01%Not reported
Thomas J. Herzfeld Advisors, Inc.Not reported$3.27M1.00%New Not reported
Osaic Holdings, Inc.Not reported$1.74M0.00%Not reported
Park Avenue Securities LLCNot reported$1.35M0.01%Reduce 2.35%
Saba Capital Management, L.P.Not reported$1.23M0.03%Not reported
Oppenheimer & Co IncNot reported$1.22M0.01%Reduce 4.66%
Royal Bank of CanadaNot reported$1.17M0.00%Not reported
Raymond James Financial IncNot reported$972K0.00%Not reported
Wealth Enhancement Advisory Services, LLCNot reported$842K0.00%Not reported
Susquehanna International Group, LLPNot reported$811K0.00%Not reported
Cambridge Investment Research Advisors, Inc.Not reported$792K0.00%Not reported
Twelve Points Wealth Management LLCNot reported$736K0.15%Reduce 2.24%
Kestra Advisory Services, LLCNot reported$677K0.00%Not reported
Bank of America CorpNot reported$650K0.00%Not reported
Choreo, LLCNot reported$632K0.01%Add 192.71%
Merit Financial Group, LLCNot reported$579K0.00%Not reported
Commonwealth Equity Services, LLCNot reported$554K0.00%Not reported
Blue Bell Private Wealth Management, LLCNot reported$544K0.07%Not reported
Invesco Ltd.Not reported$476K0.00%Not reported
UBS Group AGNot reported$404K0.00%Not reported
Baird Financial Group, Inc.Not reported$349K0.00%Add 1.89%
Closed-End Fund Advisors, Inc.Not reported$325K0.32%Add 7.98%
Stonebridge Financial Group, LLCNot reported$260K0.04%Not reported
Walled Lake Planning & Wealth Management, LLCNot reported$253K0.06%Not reported
Wells Fargo & CompanyNot reported$227K0.00%Not reported
Cetera Investment AdvisersNot reported$222K0.00%Not reported
PFG Investments, LLCNot reported$219K0.01%Add 1.22%
Integrated Capital Management, Inc.Not reported$212K0.15%Reduce 8.28%
Accredited Investor Services, LLCNot reported$184K0.10%Reduce 7.95%
XTX Topco LtdNot reported$171K0.00%Not reported
Hollencrest Capital ManagementNot reported$164K0.01%Not reported
Mariner, LLCNot reported$163K0.00%Not reported
Global Retirement Partners, LLCNot reported$161K0.00%Not reported
Wolverine Asset Management LLCNot reported$99K0.00%Not reported
CoreCap Advisors, LLCNot reported$76.9K0.00%Not reported
Pinnacle Wealth Planning Services, Inc.Not reported$55.8K0.01%Reduce 4.44%
WPG Advisers, LLCNot reported$24.6K0.01%Reduce 4.56%
Fifth Third BancorpNot reported$24.3K0.00%Not reported
Allworth Financial LPNot reported$22.5K0.00%Not reported
Rockefeller Capital Management L.P.Not reported$20.4K0.00%Not reported
HighMark Wealth Management LLCNot reported$12.8K0.00%Not reported
GHP Investment Advisors, Inc.Not reported$11.9K0.00%Not reported
Harbour Investments, Inc.Not reported$11.4K0.00%Not reported
50 of 61 holders

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