Cwm, LLC Virtus Investment Partners, Inc. Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

A detailed history of Cwm, LLC transactions in Virtus Investment Partners, Inc. stock. As of the latest transaction made, Cwm, LLC holds 5,405 shares of VRTS stock, worth $975,926. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,405

Previous 2,133 153.4%

Holding current value

$975,926

Previous $387,000 165.37%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$187.14 - $213.98 $612,322 - $700,142	3,272 Added 153.4%	5,405 $1.03 Million
Q2 2025 Jul 25, 2025	BUY	$143.2 - $185.33 $275,230 - $356,204	1,922 Added 910.9%	2,133 $387,000
Q1 2025 May 01, 2025	SELL	$167.94 - $220.1 $21,496 - $28,172	-128 Reduced 37.76%	211 $36,000
Q4 2024 Feb 04, 2025	BUY	$203.34 - $250.89 $15,657 - $19,318	77 Added 29.39%	339 $75,000
Q3 2024 Oct 08, 2024	SELL	$192.39 - $245.79 $23,086 - $29,494	-120 Reduced 31.41%	262 $55,000
Q2 2024 Jul 09, 2024	BUY	$212.63 - $244.51 $62,513 - $71,885	294 Added 334.09%	382 $86,000
Q1 2024 Apr 05, 2024	BUY	$227.18 - $250.52 $2,271 - $2,505	10 Added 12.82%	88 $22,000
Q4 2023 Feb 01, 2024	SELL	$170.94 - $247.11 $2,564 - $3,706	-15 Reduced 16.13%	78 $19,000
Q2 2023 Aug 03, 2023	SELL	$167.06 - $215.38 $7,183 - $9,261	-43 Reduced 31.62%	93 $18,000
Q1 2023 Apr 28, 2023	BUY	$168.25 - $245.0 $3,365 - $4,900	20 Added 17.24%	136 $26,000
Q4 2022 Feb 01, 2023	SELL	$147.75 - $202.23 $13,002 - $17,796	-88 Reduced 43.14%	116 $22,000
Q3 2022 Oct 27, 2022	SELL	$159.52 - $220.97 $5,583 - $7,733	-35 Reduced 14.64%	204 $33,000
Q2 2022 Jul 28, 2022	BUY	$165.43 - $239.73 $23,987 - $34,760	145 Added 154.26%	239 $41,000
Q1 2022 Apr 21, 2022	BUY	$206.05 - $296.5 $12,981 - $18,679	63 Added 203.23%	94 $23,000
Q4 2021 Jan 31, 2022	BUY	$278.82 - $333.46 $6,134 - $7,336	22 Added 244.44%	31 $9,000
Q4 2018 Jan 25, 2019	BUY	$70.48 - $115.55 $634 - $1,039	9 New	9 $1,000

Others Institutions Holding VRTS

# of Institutions

251

Shares Held

5.66M

Call Options Held

Put Options Held

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 $1.31B
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...

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