Latest Institutional Transactions on Virtus Allianz Gi Convertible & Income Fund Ii (NCZ)
This table provides information on the latest institutional transactions involving Virtus Allianz Gi Convertible & Income Fund Ii (NCZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.64K+ 0.81% |
$7.88K - $8.81K
|
330K
$3.82M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-393- 3.55% |
$1.18K - $1.31K
|
10.7K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
242+ 1.11% |
$724 - $808
|
21.9K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.17K+ 3.08% |
$9.47K - $10.6K
|
106K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.3K- 47.29% |
$54.7K - $61.1K
|
20.4K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.1K- 4.28% |
$129K - $144K
|
962K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
44.1K+ 42.09% |
$132K - $147K
|
149K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
89.7K+ 29.2% |
$268K - $300K
|
397K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
8.25KNew |
$24.7K - $27.6K
|
8.25K
$95.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
244K+ 2.05% |
$730K - $816K
|
12.2M
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-288K- 20.43% |
$860K - $961K
|
1.12M
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
130KNew |
$387K - $433K
|
130K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$30.8K - $34.4K
|
10.3K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
107K+ 221.66% |
$319K - $356K
|
155K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
43.6KNew |
$130K - $146K
|
43.6K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
60+ 0.77% |
$179 - $200
|
7.88K
$91.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
41+ 1.6% |
$123 - $137
|
2.6K
$30.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
136K+ 113.31% |
$408K - $456K
|
257K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-141K- 73.8% |
$421K - $470K
|
49.9K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.7K- 12.91% |
$53K - $59.2K
|
120K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16KNew |
$47.9K - $53.5K
|
16K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.83K+ 45.56% |
$23.4K - $26.1K
|
25K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.79K+ 5.87% |
$11.3K - $12.7K
|
68.4K
$793K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-274K- 95.63% |
$819K - $914K
|
12.5K
$145K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
90.4K+ 51.52% |
$270K - $302K
|
266K
$3.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-277K- 66.32% |
$829K - $926K
|
141K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.46K- 13.17% |
$19.3K - $21.6K
|
42.6K
$494K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6K+ 2.51% |
$31.7K - $35.4K
|
433K
$5.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-352- 2.66% |
$1.05K - $1.18K
|
12.9K
$149K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
501+ 2.88% |
$1.5K - $1.67K
|
17.9K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
302K+ 103.8% |
$902K - $1.01M
|
593K
$6.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.7K+ 11.35% |
$73.9K - $82.6K
|
242K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.4KNew |
$145K - $162K
|
48.4K
$561K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
162K+ 5.53% |
$485K - $541K
|
3.09M
$35.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.94K- 1.98% |
$11.8K - $13.2K
|
195K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
491+ 4.78% |
$1.47K - $1.64K
|
10.8K
$125K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.08K- 9.3% |
$24.1K - $27K
|
78.8K
$913K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.29K+ 6.02% |
$3.86K - $4.31K
|
22.7K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.4K- 85.0% |
$10.2K - $11.4K
|
600
$6.95K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
206KNew |
$616K - $688K
|
206K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
18.8KNew |
$56.2K - $62.7K
|
18.8K
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
25.2KNew |
$75.2K - $84K
|
25.2K
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
48.2K+ 25.06% |
$144K - $161K
|
240K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 152.83% |
$56.8K - $63.5K
|
31.4K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
342+ 2.87% |
$1.02K - $1.14K
|
12.3K
$142K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.64K+ 4.4% |
$16.9K - $18.8K
|
134K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
138+ 2.89% |
$413 - $461
|
4.92K
$57K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.91K- 8.5% |
$8.71K - $9.73K
|
31.4K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-21- 0.06% |
$62.8 - $70.1
|
37.8K
$438K
|