A detailed history of Shaker Financial Services, LLC transactions in Virtus Total Return Fund Inc. stock. As of the latest transaction made, Shaker Financial Services, LLC holds 181,877 shares of ZTR stock, worth $1.07 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
181,877
Previous 116,983 55.47%
Holding current value
$1.07 Million
Previous $638,000 76.65%
% of portfolio
0.43%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$5.38 - $6.2 $349,129 - $402,342
64,894 Added 55.47%
181,877 $1.13 Million
Q2 2024

Aug 02, 2024

BUY
$5.25 - $5.53 $242,854 - $255,806
46,258 Added 65.41%
116,983 $638,000
Q4 2023

Feb 07, 2024

SELL
$4.58 - $5.55 $604,711 - $732,783
-132,033 Reduced 65.12%
70,725 $389,000
Q3 2023

Nov 02, 2023

BUY
$4.79 - $6.26 $889,522 - $1.16 Million
185,704 Added 1088.92%
202,758 $973,000
Q2 2023

Aug 07, 2023

BUY
$6.0 - $6.55 $30,324 - $33,103
5,054 Added 42.12%
17,054 $103,000
Q4 2022

Feb 03, 2023

BUY
$5.93 - $6.98 $71,160 - $83,760
12,000 New
12,000 $78,000

Others Institutions Holding ZTR

About Virtus Total Return Fund Inc.


  • Ticker ZTR
  • Exchange NYSE
  • Sector Financial
  • Industry Closed-End Fund - Equity
  • Description
  • Virtus Global Dividend & Income Fund Inc. is a closed-ended balanced mutual fund launched by Virtus Investment Partners, Inc. The fund is co-managed by Virtus Investment Advisers, Inc., Kayne Anderson Rudnick Investment Management LLC and Newfleet Asset Management, LLC. It invests in the public equity and fixed income markets of the United S...
More about ZTR
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