Welcome to our dedicated page for Virtus Cnvtbl II SEC filings (Ticker: NCZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Reading the latest Virtus Convertible & Income Fund II (NCZ) reports means unpacking convertible securities, leverage metrics, and portfolio turnover figures spread across hundreds of pages. That complexity makes it hard to spot when the fund alters its use of preferred shares or shifts exposure to high-yield bonds. If you have ever searched “How do I read Virtus Convertible & Income Fund II’s 10-K?” you know the challenge.
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Morgan Stanley and its affiliated adviser Parametric Portfolio Associates LLC jointly filed Amendment No. 4 to Schedule 13G for Virtus Convertible & Income Fund II (NYSE: NCZ).
- They report 2,156,244 common shares beneficially owned, equal to 11.3 % of the fund’s outstanding shares as of 30 Jun 2025.
- Voting power: 0 shares sole, 254,068 shares shared.
- Dispositive power: 0 shares sole, 2,156,244 shares shared.
- Both entities are organized in Delaware; Morgan Stanley is classified as a holding company (HC) and broker-dealer, while Parametric is an investment adviser (IA).
- The stake is held in the ordinary course of business with no intent to influence control, consistent with Rule 13d-1(b) passive ownership.
The filing signals that a major global financial institution and its systematic advisory arm collectively hold a double-digit percentage of NCZ, potentially indicating institutional confidence and increasing free-float concentration.
Morgan Stanley and its subsidiary Morgan Stanley Smith Barney LLC have filed a Schedule 13G reporting a passive, >5% ownership position in Virtus Convertible & Income Fund II (ticker NCZ).
As of the event date 06/30/2025, the firms beneficially own 302,449 of the Fund’s 5.50% Series A Cumulative Preferred Shares (CUSIP 92838U702), representing 6.9% of the class. The reporting persons hold shared voting power over 2 shares and shared dispositive power over the full 302,449 shares; they possess no sole voting or dispositive authority. The filing was made under Rule 13d-1(b), indicating the securities are held in the ordinary course of business and not for the purpose of influencing control. Morgan Stanley is classified as a parent holding company; MSSB is a broker-dealer and investment adviser. Signatures were executed on 08/06/2025.
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