Virtus Convertible & Income Fund II - 5.50% Series A Cumulative Preferred Shares (NCZPRA) Institutional Ownership

Q: What is CUSIP 92838U702?

CUSIP 92838U702 is the security identifier used in SEC filing datasets for NCZPRA - Virtus Convertible & Income Fund II - 5.50% Series A Cumulative Preferred Shares.

Q: Who owns NCZPRA - Virtus Convertible & Income Fund II - 5.50% Series A Cumulative Preferred Shares based on 13F filings?

Open this security page to review the newest available 13F ownership history, top reported holders, and period-by-period changes.

CUSIP: 92838U702

13F Institutional Holders and Ownership History from Q1 2021 to Q2 2021

Type / Class: Equity / 5.50% Series A Cumulative Preferred Shares
Symbol: NCZPRA
Shares outstanding: 4,325,944
Price per share: $20.88

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Investment Quick Answers

What is CUSIP 92838U702?
CUSIP 92838U702 identifies NCZPRA - Virtus Convertible & Income Fund II - 5.50% Series A Cumulative Preferred Shares 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.

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Recent Quarterly Holder Reports

Open recent reporting periods for CUSIP 92838U702:

Q2 2021 (0 holders) Q1 2021 (1 holder)

Significant Owners of Virtus Convertible & Income Fund II - 5.50% Series A Cumulative Preferred Shares (NCZPRA) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
MORGAN STANLEY	5.4%	-21%	$4,863,573	-$1,433,415	233,601	-23%	Morgan Stanley	30 Sep 2025

Institutional Holders of Virtus Convertible & Income Fund II - 5.50% Series A Cumulative Preferred Shares (NCZPRA) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (Median)	Investors
2021 Q2	0	$0	-$272,000			$20.88	0
2021 Q1	10,458	$272,000	+$272,000			$26.01	1