Baron Silver Stevens Financial Advisors, LLC Virtus Investment Partners, Inc. Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 02, 2022	BUY	$159.52 - $220.97 $2,073 - $2,872	13 New	13 $437,000
Q1 2021 Apr 27, 2021	SELL	$203.92 - $263.77 $2,650 - $3,429	-13 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$138.3 - $217.0 $1,797 - $2,821	13 New	13 $2,000

Others Institutions Holding VRTS

# of Institutions

235

Shares Held

5.53M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

1.06M
Shares

$251 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

901K
Shares

$214 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

325K
Shares

$77.3 Million
0.02% of portfolio
State Street Corp Boston, MA

297K
Shares

$70.7 Million
0.0% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

256K
Shares

$60.8 Million
0.01% of portfolio

View Full List

About VIRTUS INVESTMENT PARTNERS, INC.

Ticker VRTS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 7,275,340
Market Cap $1.73B
Description
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixe...

More about VRTS

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