Latest Institutional Purchases of Virtus Allianz Gi Convertible & Income Fund Ii (NCZ)
This list provides information on the latest institutional transactions involving Virtus Allianz Gi Convertible & Income Fund Ii (NCZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
419K+ 30.49% |
$1.25M - $1.4M
|
1.79M
$21.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
302K+ 103.8% |
$902K - $1.01M
|
593K
$7.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
244K+ 2.05% |
$730K - $816K
|
12.2M
$149M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
206KNew |
$616K - $688K
|
206K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
162K+ 5.53% |
$485K - $541K
|
3.09M
$37.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
136K+ 113.31% |
$408K - $456K
|
257K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
130KNew |
$387K - $433K
|
130K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
107K+ 221.66% |
$319K - $356K
|
155K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
90.4K+ 51.52% |
$270K - $302K
|
266K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
89.7K+ 29.2% |
$268K - $300K
|
397K
$4.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.4KNew |
$145K - $162K
|
48.4K
$592K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
48.2K+ 25.06% |
$144K - $161K
|
240K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
44.1K+ 42.09% |
$132K - $147K
|
149K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
43.6KNew |
$130K - $146K
|
43.6K
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
25.2KNew |
$75.2K - $84K
|
25.2K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.7K+ 11.35% |
$73.9K - $82.6K
|
242K
$2.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.8K+ 5.3% |
$68.2K - $76.2K
|
453K
$5.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 152.83% |
$56.8K - $63.5K
|
31.4K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
18.8KNew |
$56.2K - $62.7K
|
18.8K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16KNew |
$47.9K - $53.5K
|
16K
$196K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6K+ 2.51% |
$31.7K - $35.4K
|
433K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$30.8K - $34.4K
|
10.3K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
8.25KNew |
$24.7K - $27.6K
|
8.25K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.83K+ 45.56% |
$23.4K - $26.1K
|
25K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.64K+ 4.4% |
$16.9K - $18.8K
|
134K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5KNew |
$15K - $16.7K
|
5K
$61.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.11K+ 5.44% |
$12.3K - $13.7K
|
79.6K
$974K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.79K+ 5.87% |
$11.3K - $12.7K
|
68.4K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.17K+ 3.08% |
$9.47K - $10.6K
|
106K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.7K+ 11.97% |
$5.08K - $5.68K
|
15.9K
$194K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.29K+ 6.02% |
$3.86K - $4.31K
|
22.7K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.1K+ 6.19% |
$3.28K - $3.67K
|
18.8K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
501+ 2.88% |
$1.5K - $1.67K
|
17.9K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
491+ 4.78% |
$1.47K - $1.64K
|
10.8K
$132K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
385+ 5.59% |
$1.15K - $1.29K
|
7.27K
$88.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
342+ 2.87% |
$1.02K - $1.14K
|
12.3K
$150K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
274+ 1.07% |
$819 - $915
|
25.8K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
242+ 1.11% |
$724 - $808
|
21.9K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
138+ 2.89% |
$413 - $461
|
4.92K
$60.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
60+ 0.77% |
$179 - $200
|
7.88K
$96.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
41+ 1.6% |
$123 - $137
|
2.6K
$31.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
31.6KNew |
$89.3K - $98.2K
|
31.6K
$386K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.1KNew |
$71.1K - $78.2K
|
25.1K
$307K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
24.7KNew |
$70K - $76.9K
|
24.7K
$302K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.1KNew |
$40K - $44K
|
14.1K
$173K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
14KNew |
$39.6K - $43.5K
|
14K
$171K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13KNew |
$36.8K - $40.4K
|
13K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$33.3K - $36.6K
|
11.8K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10KNew |
$28.3K - $31.1K
|
10K
$122K
|
|