NCZ — Virtus Convertible & Income Fund II
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on NCZ
| date | signal | measured base rate |
|---|---|---|
| 2026-07-17 | Volume shock without a price move price | -1.33% over 21 days · t = -4.53 · n = 16,432 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2026-08-18 | MCDANIEL CONNIE D Director | Open-market purchase | 382 | 15.70 | 6.0K |
| 2025-06-17 | MCDANIEL CONNIE D Director | Open-market purchase | 422 | 12.31 | 5.2K |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| MORGAN STANLEY | 39.2M | 2.9M |
| Advisors Asset Management, Inc. | 14.7M | 1.1M |
| Congress Park Capital LLC | 7.2M | 536.2K |
| Saba Capital Management, L.P. | 4.7M | 351.8K |
| LPL Financial LLC | 4.2M | 310.2K |
| GUGGENHEIM CAPITAL LLC | 3.6M | 265.1K |
| ENVESTNET ASSET MANAGEMENT INC | 1.2M | 88.8K |
| OPPENHEIMER & CO INC | 1.1M | 80.3K |
| OSAIC HOLDINGS, INC. | 1.0M | 75.9K |
| ROYAL BANK OF CANADA | 999.0K | 74.5K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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