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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.33M+ 12.59% |
$3.77M - $4.14M
|
11.9M
$37.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
655K+ 187.13% |
$1.85M - $2.04M
|
1.01M
$3.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
505K+ 58.13% |
$1.43M - $1.57M
|
1.37M
$4.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
301K+ 27.16% |
$851K - $935K
|
1.41M
$4.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
220K+ 8.1% |
$622K - $683K
|
2.93M
$9.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
192KNew |
$544K - $598K
|
192K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
142K+ 428.57% |
$402K - $442K
|
175K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
120KNew |
$341K - $374K
|
120K
$378K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
63.7K+ 50.13% |
$180K - $198K
|
191K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.3K+ 25.94% |
$179K - $197K
|
307K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
48.1KNew |
$136K - $150K
|
48.1K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.7KNew |
$109K - $120K
|
38.7K
$121K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
31.6KNew |
$89.3K - $98.2K
|
31.6K
$99.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.1KNew |
$71.1K - $78.2K
|
25.1K
$78.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
24.7KNew |
$70K - $76.9K
|
24.7K
$77.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
14.2KNew |
$40.2K - $44.2K
|
14.2K
$44.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13KNew |
$36.8K - $40.4K
|
13K
$40.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 4.44% |
$35K - $38.5K
|
291K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$33.3K - $36.6K
|
11.8K
$36.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3KNew |
$29K - $31.9K
|
10.3K
$32.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10KNew |
$28.3K - $31.1K
|
10K
$31.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
7.57K+ 2.11% |
$21.4K - $23.6K
|
367K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.88KNew |
$19.5K - $21.4K
|
6.88K
$21.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.45K+ 12.5% |
$15.4K - $16.9K
|
49.1K
$154K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.2K+ 1.25% |
$14.7K - $16.2K
|
422K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.65K+ 6.01% |
$13.1K - $14.4K
|
81.9K
$257K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4KNew |
$11.3K - $12.4K
|
4K
$12.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.08K+ 4.25% |
$8.71K - $9.58K
|
75.5K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.7K+ 3.04% |
$7.64K - $8.39K
|
91.6K
$287K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.13K+ 13.66% |
$6.03K - $6.63K
|
17.7K
$55.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.06KNew |
$5.83K - $6.41K
|
2.06K
$6.47K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 5.59% |
$3.25K - $3.57K
|
21.7K
$68.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 40.0% |
$2.83K - $3.11K
|
3.5K
$11K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
850+ 6.86% |
$2.41K - $2.64K
|
13.2K
$41.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
632+ 3.82% |
$1.79K - $1.97K
|
17.2K
$54K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
366+ 0.36% |
$1.04K - $1.14K
|
103K
$323K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
348+ 3.01% |
$985 - $1.08K
|
11.9K
$37.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
339+ 1.35% |
$959 - $1.05K
|
25.5K
$80.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
201+ 8.54% |
$569 - $625
|
2.56K
$8.03K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
141+ 3.04% |
$399 - $439
|
4.78K
$15K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11+ 0.03% |
$31.1 - $34.2
|
37.8K
$119K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 2.82% |
$5.66 - $6.22
|
73
$229
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
34.8KNew |
$94K - $103K
|
34.8K
$109K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.3KNew |
$92.6K - $101K
|
34.3K
$108K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14KNew |
$37.7K - $41.3K
|
14K
$43.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.1KNew |
$29.9K - $32.7K
|
11.1K
$34.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10KNew |
$27K - $29.6K
|
10K
$31.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.8KNew |
$21.1K - $23.1K
|
7.8K
$24.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.36KNew |
$9.06K - $9.93K
|
3.36K
$10.5K
|
|