Purchases and Sales Made in Q1 2025 in Virtus Allianz Gi Convertible & Income Fund Ii (NCZ)
This table provides information about the institutional ownership of Virtus Allianz Gi Convertible & Income Fund Ii (NCZ) during Q1 2025. The information is specifically focused on institutions that hold shares of Virtus AllianzGI Convertible & Income Fund II.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.79K+ 79.68% |
$18K - $76.2K
|
13.1K
$168K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.67K- 12.79% |
$5.19K - $22K
|
11.4K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-10.4KClosed |
$32.3K - $137K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-179K- 67.37% |
$557K - $2.36M
|
86.7K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-232K- 63.11% |
$720K - $3.05M
|
135K
$1.74M
|