Virtus Convertible & Income Fund Ii

Form 4Def-14A13G

Insider Trading (Form 4)

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Connie D. McDaniel, a Director of Virtus Convertible & Income Fund II (NCZ), has acquired 422 shares of common stock through an open market transaction.

Proxy Statements (Def-14A)

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Nine Virtus Funds have issued a joint proxy statement detailing their upcoming Annual Meeting on June 1, 2026, focusing on the election of trustees and ratification of auditors.
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Virtus Funds will hold a virtual Joint Annual Meeting of Shareholders on June 2, 2025, to elect trustees and directors for various funds.
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Virtus Funds will hold a virtual Joint Annual Meeting of Shareholders on June 3, 2024, to elect trustees and directors for various funds.

Schedule 13G - Passive Investments

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Morgan Stanley and its subsidiary report beneficial ownership of 8.0% of Virtus Convertible & Income Fund II's 5.50% Series A Cumulative Preferred Shares.
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Advisors Asset Management, Inc. has disclosed a 5.289% beneficial ownership stake in Virtus Convertible & Income Fund II common stock.
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Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have reported a 5.0% beneficial ownership stake in Virtus Convertible & Income Fund II.
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Morgan Stanley and its subsidiary have reported a 5.4% beneficial ownership in Virtus Convertible & Income Fund II's Series A Preferred Shares.
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Morgan Stanley and its subsidiary, Parametric Portfolio Associates LLC, disclosed a 10.2% beneficial ownership stake in Virtus Convertible & Income Fund II.
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Morgan Stanley and its subsidiary Parametric Portfolio Associates LLC have disclosed an 11.3% beneficial ownership stake in Virtus Convertible & Income Fund II.