VIRTUS CONVERTIBLE & INCOME (NCZ) Institutional Ownership and Insiders Activity
VIRTUS CONVERTIBLE & INCOME (NCZ) is widely held by institutional investors, with 60 firms reporting positions valued at approximately $111.67M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $45.41M in NCZ holdings in its latest filing.
Recent insider activity includes 2 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
60
Total Reported Value
$111.67M
Largest Holder
Morgan Stanley
Largest Position
$45.41M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
9
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$45.41M
- Advisors Asset Management, Inc.$13.16M
- Congress Park Capital Llc$7.79M
- Guggenheim Capital Llc$5.88M
- Penserra Capital Management Llc$5.59M
Related NCZ Institutional Insights:
- NCZ 13F Institutional Holders
- NCZ Superinvestors
- NCZ Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- NCZ Insider Trading & SEC Form 4 Activity
- NCZ Articles
- Top Institutional Investor Stock Rankings