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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
886New |
$2.39K - $2.62K
|
886
$2.78K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
262+ 2.15% |
$707 - $776
|
12.4K
$39K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
225+ 2.02% |
$608 - $666
|
11.4K
$35.7K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
293KNew |
$821K - $877K
|
293K
$921K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
83.6KNew |
$234K - $250K
|
83.6K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
73.8KNew |
$207K - $221K
|
73.8K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
25.2KNew |
$70.4K - $75.2K
|
25.2K
$79K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
90New |
$252 - $269
|
90
$283
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
207KNew |
$519K - $624K
|
207K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
48.3KNew |
$121K - $145K
|
48.3K
$152K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
34.9KNew |
$87.2K - $105K
|
34.9K
$110K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
19.7K+ 108.64% |
$49.2K - $59.2K
|
37.8K
$119K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
14.9KNew |
$37.2K - $44.8K
|
14.9K
$46.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10KNew |
$25K - $30.1K
|
10K
$31.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.91KNew |
$17.3K - $20.8K
|
6.91K
$21.7K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.47KNew |
$16.2K - $19.5K
|
6.47K
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.78K+ 27.44% |
$6.94K - $8.35K
|
12.9K
$40.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.98K+ 9.99% |
$4.96K - $5.97K
|
21.8K
$68.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
450New |
$1.13K - $1.35K
|
450
$1.41K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
330New |
$825 - $993
|
330
$1.04K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
33+ 2.75% |
$82.5 - $99.3
|
1.23K
$3.87K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
279KNew |
$749K - $878K
|
279K
$875K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
63.3KNew |
$170K - $199K
|
63.3K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
60.2KNew |
$162K - $190K
|
60.2K
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.4KNew |
$41.3K - $48.4K
|
15.4K
$48.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.4KNew |
$33.3K - $39K
|
12.4K
$38.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
500New |
$1.35K - $1.58K
|
500
$1.57K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
323+ 2.95% |
$869 - $1.02K
|
11.3K
$35.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
233+ 0.66% |
$627 - $734
|
35.5K
$111K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
7New |
$18.8 - $22.1
|
7
$22
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
63.3KNew |
$177K - $197K
|
63.3K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
37.4K+ 102.92% |
$104K - $116K
|
73.7K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26.2KNew |
$73K - $81.4K
|
26.2K
$82.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.9KNew |
$33.2K - $37K
|
11.9K
$37.3K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
45.9KNew |
$129K - $158K
|
45.9K
$144K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.1K+ 76053.7% |
$115K - $141K
|
41.1K
$129K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.7KNew |
$60.8K - $74.6K
|
21.7K
$68.1K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.59KNew |
$10K - $12.3K
|
3.59K
$11.3K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
579New |
$1.62K - $1.99K
|
579
$1.82K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
43.6KNew |
$119K - $139K
|
43.6K
$137K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
41.4KNew |
$113K - $132K
|
41.4K
$130K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
18.1KNew |
$49.6K - $57.6K
|
18.1K
$56.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3KNew |
$33.6K - $39K
|
12.3K
$38.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.4KNew |
$28.6K - $33.2K
|
10.4K
$32.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.8KNew |
$10.4K - $12.1K
|
3.8K
$11.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
337+ 8.43% |
$923 - $1.07K
|
4.33K
$13.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
227KNew |
$641K - $5.49M
|
227K
$714K
|
|
|
Nov 14, 2022
Q3 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
75.5KNew |
$213K - $1.82M
|
75.5K
$237K
|
|