rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

Virtus Convertible & Income Fund II Common Shares of Beneficial Interest

NCZ · NYSE

FinancialsFunds, Shells & SPACs

NCZ stood above a rising 150-day average in 44 of the last 52 weekly readings, and has been out of that trend for the last 6 weeks. It is 7.2% below that average now. Financials: 53% of its 739 stocks in an uptrend (−0 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 6
Insider buys, 12 months
$12K
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
57 (+4)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 44 of 52 weeks.

23 Apr – 22 Oct
47%54%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$12KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months1
Sale orders, 12 months0
Buyers · sellers1 · 0
WhoDidSharesTraded
Connie D. McDanielDirectorbought382at $15.7018 Aug 2026filed 20 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders57+4 on the quarter
New · exited12 · 8
Reported value$110.2M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
MORGAN STANLEYreduced · filed 13 Aug 20262,856,116$45.4M-69,865−2.4%
Advisors Asset Management, Inc.added · filed 14 Aug 20261,296,527$20.6M+203,210+18.6%
Congress Park Capital LLCadded · filed 14 Jul 2026542,943$8.6M+6,706+1.3%
GUGGENHEIM CAPITAL LLCadded · filed 12 Aug 2026370,125$5.9M+105,061+39.6%
ENVESTNET ASSET MANAGEMENT INCadded · filed 3 Aug 2026330,016$5.2M+241,185+271.5%
LPL Financial LLCreduced · filed 7 Aug 2026303,708$4.8M-6,452−2.1%
Thomas J. Herzfeld Advisors, Inc.new · filed 10 Aug 2026205,874$3.3M+205,874
OSAIC HOLDINGS, INC.added · filed 14 Aug 2026109,570$1.7M+33,668+44.4%
Saba Capital Management, L.P.reduced · filed 14 Aug 202677,617$1.2M-274,138−77.9%
OPPENHEIMER & CO INCreduced · filed 3 Aug 202676,589$1.2M-3,742−4.7%
31 Mar 2025 – 30 Jun 2026
455157Mar 25Jun 25Dec 25Mar 26Jun 26

News

No headline names it lately.

Everyone who traded it

Connie D. McDaniel Company insiderDirector · last 18 Aug 20262 · 0
UBS Group AG Company insider10% owner · last 3 Nov 20220 · 1
Brian T. Zino Company insiderDirector · last 28 Mar 20221 · 0
Deborah A. Decotis Company insiderDirector · last 3 Mar 20221 · 0
George R. Aylward Company insiderPresident and CEO · last 21 Dec 20211 · 0
James S. Macleod Company insiderDirector · last 1 Oct 20212 · 0
F. Ford Drummond Company insiderDirector · last 29 Apr 20211 · 0
Alan Rappaport Company insiderDirector · last 27 Apr 20212 · 0
Sarah E. Cogan Company insiderDirector · last 21 Aug 20191 · 0
Ag Ubs Company insider10% owner · last 24 Oct 20140 · 0
BANK OF AMERICA CORP /DE/ Company insider10% owner · last 29 Dec 20104 · 4
William Stickney Company insiderOther · last 19 Mar 20081 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.