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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
162K+ 5.53% |
$485K - $541K
|
3.09M
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.4KNew |
$145K - $162K
|
48.4K
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.7K+ 11.35% |
$73.9K - $82.6K
|
242K
$793K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
491+ 4.78% |
$1.47K - $1.64K
|
10.8K
$35.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.08K- 9.3% |
$24.1K - $27K
|
78.8K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.94K- 1.98% |
$11.8K - $13.2K
|
195K
$638K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.29K+ 6.02% |
$3.86K - $4.31K
|
22.7K
$74.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.4K- 85.0% |
$10.2K - $11.4K
|
600
$1.96K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
206KNew |
$616K - $688K
|
206K
$673K
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
18.8KNew |
$56.2K - $62.7K
|
18.8K
$61.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
25.2KNew |
$75.2K - $84K
|
25.2K
$82.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
48.2K+ 25.06% |
$144K - $161K
|
240K
$786K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.64K+ 4.4% |
$16.9K - $18.8K
|
134K
$438K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
342+ 2.87% |
$1.02K - $1.14K
|
12.3K
$40.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 152.83% |
$56.8K - $63.5K
|
31.4K
$103K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
138+ 2.89% |
$413 - $461
|
4.92K
$16.1K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.91K- 8.5% |
$8.71K - $9.73K
|
31.4K
$103K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-21- 0.06% |
$62.8 - $70.1
|
37.8K
$124K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.11K+ 5.44% |
$12.3K - $13.7K
|
79.6K
$260K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.7K- 2.95% |
$8.07K - $9.01K
|
88.9K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-4.06K- 11.26% |
$12.1K - $13.6K
|
32K
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5KNew |
$15K - $16.7K
|
5K
$16.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-16.3K- 7.62% |
$48.7K - $54.4K
|
197K
$646K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.7K+ 11.97% |
$5.08K - $5.68K
|
15.9K
$52K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.11K- 10.84% |
$15.3K - $17.1K
|
42K
$137K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
385+ 5.59% |
$1.15K - $1.29K
|
7.27K
$23.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
419K+ 30.49% |
$1.25M - $1.4M
|
1.79M
$5.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.1K+ 6.19% |
$3.28K - $3.67K
|
18.8K
$61.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.8K+ 5.3% |
$68.2K - $76.2K
|
453K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
274+ 1.07% |
$819 - $915
|
25.8K
$84.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-957- 1.17% |
$2.86K - $3.2K
|
80.9K
$265K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.1KNew |
$40K - $44K
|
14.1K
$46.2K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.18K+ 44.24% |
$17.5K - $19.2K
|
20.1K
$65.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
632+ 3.82% |
$1.79K - $1.97K
|
17.2K
$56.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.4K- 11.29% |
$37.8K - $41.5K
|
105K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.5K- 11.87% |
$52.3K - $57.5K
|
137K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$33.3K - $36.6K
|
11.8K
$38.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
7.57K+ 2.11% |
$21.4K - $23.6K
|
367K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
655K+ 187.13% |
$1.85M - $2.04M
|
1.01M
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.33M+ 12.59% |
$3.77M - $4.14M
|
11.9M
$38.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-247K- 96.93% |
$698K - $767K
|
7.82K
$25.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.3K+ 25.94% |
$179K - $197K
|
307K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-662- 1.84% |
$1.87K - $2.06K
|
35.4K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
48.1KNew |
$136K - $150K
|
48.1K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.7KNew |
$109K - $120K
|
38.7K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-346K- 97.12% |
$979K - $1.08M
|
10.3K
$33.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.65K- 8.65% |
$4.66K - $5.13K
|
17.4K
$56.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
142K+ 428.57% |
$402K - $442K
|
175K
$574K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-3.91K- 24.08% |
$11.1K - $12.2K
|
12.3K
$40.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.27K- 6.2% |
$12.1K - $13.3K
|
64.6K
$211K
|
|