Virtus Convertible & Income Fund II

NCZ · NYSE
Analyze with AI
Filings63
Total reported value$94.3M
ManagerSharesValue
Change
MORGAN STANLEY2.9M$39.6M-3.6%
Advisors Asset Management, Inc.855.8K$11.7M+6.5%
Penserra Capital Management LLC523.4K$7.1M+32.1%
Congress Park Capital LLC511.8K$7.0M-8.8%
COHEN & STEERS, INC.285K$3.9M0.0%
LPL Financial LLC224.1K$3.1M+11.1%
BANK OF AMERICA CORP /DE/125.2K$1.7M+32.7%
ADVISOR GROUP HOLDINGS, INC.121.3K$1.7M-2.8%
GUGGENHEIM CAPITAL LLC121.1K$1.6M+20.0%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC121K$1.6M+15.1%
OPPENHEIMER & CO INC104.8K$1.4M+9.1%
Invesco Ltd.97.9K$1.3M-0.0%
ENVESTNET ASSET MANAGEMENT INC93K$1.3M-14.3%
PARK AVENUE SECURITIES LLC92.2K$1.3M+50.0%
ROYAL BANK OF CANADA78.2K$1.1M-26.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC62.6K$853.5K-8.3%
SUSQUEHANNA INTERNATIONAL GROUP, LLP62.1K$846.6K+4.8%
RAYMOND JAMES FINANCIAL INC58.6K$798.6K+7.8%
Private Advisor Group, LLC51.3K$698.6K+19.9%
Twelve Points Wealth Management LLC47.4K$646.0K-1.5%
Merit Financial Group, LLC37.4K$509.9K-3.1%
ROBINSON CAPITAL MANAGEMENT, LLC35.5K$483.4K0.0%
COMMONWEALTH EQUITY SERVICES, LLC27.8K$378.2K+967.5%
JANE STREET GROUP, LLC26.1K$355.5K+50.0%
Kestra Advisory Services, LLC26K$353.9K+33.4%
UBS Group AG25.7K$350.7K-1.8%
Cambridge Investment Research Advisors, Inc.23.7K$323.3K-7.3%
WOLVERINE ASSET MANAGEMENT LLC19.4K$264.5K-172.1%
NewEdge Advisors, LLC19.4K$263.7K-11.6%
INTEGRATED CAPITAL MANAGEMENT, INC.16K$218.7K-17.2%
CHOREO, LLC14.5K$198.1K-14.3%
ACCREDITED INVESTOR SERVICES, LLC14.2K$193.2K-18.6%
WELLS FARGO & COMPANY/MN13.6K$185.3K+17.4%
HighTower Advisors, LLC13K$176.7K-6.3%
INSIGNEO ADVISORY SERVICES, LLC12.9K$175.5K0.0%
Mariner, LLC10.5K$143.1K-53.3%
PFG Investments, LLC10.5K$142.6K+1.0%
HOLLENCREST CAPITAL MANAGEMENT10.3K$140.9K0.0%
CoreCap Advisors, LLC9.6K$130.3K+0.5%
COMERICA BANK2.4K$32.2K-7.3%
Marshall & Sterling Wealth Advisors Inc.2.1K$28.1K0.0%
WPG Advisers, LLC1.6K$21.9K-12.1%
Allworth Financial LP1.4K$19.2K0.0%
Crews Bank & Trust1.3K$17.0K0.0%
CWM, LLC1K$14.0K+33.2%
Newbridge Financial Services Group, Inc.750$10.2K0.0%
GHP Investment Advisors, Inc.750$10.2K0.0%
HighMark Wealth Management LLC748$10.2K-287.6%
EverSource Wealth Advisors, LLC700$9.5K0.0%
Fortitude Family Office, LLC625$8.5K0.0%
Strategic Wealth Partners, Ltd.202$2.8K0.0%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC149$2.0K0.0%
Advisory Services Network, LLC112$1.5K+50.0%
ASSETMARK, INC109$1.5K0.0%
HIGHLINE WEALTH PARTNERS LLC75$1.0K+50.0%
FMR LLC3$40.9+106.8%
J.W. COLE ADVISORS, INC.0$0.0+100.0%
Cornerstone Advisors, LLC0$0.0+100.0%
Traub Capital Management LLC0$0.0+100.0%
Colonial Trust Advisors0$0.0+100.0%
JPMORGAN CHASE & CO0$0.0+100.0%
Walleye Capital LLC0$0.0+100.0%
Ionic Capital Management LLC0$0.0+100.0%