Virtus Convertible & Income Fund II - COM (NCZ) Institutional Ownership

CUSIP: 92838U108

13F Institutional Holders and Ownership History from Q4 2020 to Q3 2025

Type / Class
Equity / COM
Symbol
NCZ on NYSE
Price per share
$3.27
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Investment Quick Answers

What is CUSIP 92838U108?
CUSIP 92838U108 identifies NCZ - Virtus Convertible & Income Fund II - COM in SEC 13F datasets.

Where can I see the latest institutional holders?
Use the ownership history tables below to review the newest available institutional filing periods.

Institutional Holders of Virtus Convertible & Income Fund II - COM (NCZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 0 $0 -$128,580 $3.27 0
2025 Q2 10,014 $128,580 -$2,584,573 $12.84 1
2025 Q1 233,441 $2,698,575 -$86,404,007 $11.56 3
2024 Q4 26,758,277 $83,754,555 +$2,126,128 $3.13 81
2024 Q3 26,035,573 $80,960,418 +$2,809,146 $3.11 82
2024 Q2 25,262,959 $73,772,193 +$83,852 $2.92 74
2024 Q1 25,207,559 $75,348,487 +$1,592,723 $2.99 70
2023 Q4 24,681,406 $73,522,425 +$1,944,551 $2.98 77
2023 Q3 23,028,418 $63,560,950 +$4,204,161 $2.76 71
2023 Q2 21,481,834 $66,819,887 +$1,044,206 $3.11 71
2023 Q1 21,020,001 $63,052,990 +$257,591 $3.00 68
2022 Q4 21,052,244 $60,614,436 +$5,220,520 $2.88 67
2022 Q3 19,354,051 $54,616,110 -$580,447 $2.82 65
2022 Q2 19,491,875 $61,572,478 +$9,780,828 $3.16 73
2022 Q1 19,973,068 $86,488,396 -$1,250,984 $4.33 62
2021 Q4 20,256,353 $103,301,000 +$6,495,162 $5.10 68
2021 Q3 18,772,575 $97,438,090 +$2,586,204 $5.19 64
2021 Q2 18,274,347 $97,839,850 -$7,580,425 $5.35 64
2021 Q1 19,732,708 $98,271,780 +$92,330,630 $4.98 61
2020 Q4 751,156 $3,822,000 +$3,822,000 $5.08 3