A detailed history of Shaker Financial Services, LLC transactions in Virtus Global Multi Sector Income Fund stock. As of the latest transaction made, Shaker Financial Services, LLC holds 347,269 shares of VGI stock, worth $2.75 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
347,269
Previous 413,933 16.11%
Holding current value
$2.75 Million
Previous $3.13 Million 10.25%
% of portfolio
1.08%
Previous 1.28%

Shares

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

Oct 31, 2024

SELL
$7.55 - $8.12 $503,313 - $541,311
-66,664 Reduced 16.11%
347,269 $2.81 Million
Q2 2024

Aug 02, 2024

SELL
$7.2 - $7.61 $165,340 - $174,756
-22,964 Reduced 5.26%
413,933 $3.13 Million
Q1 2024

May 13, 2024

BUY
$7.44 - $7.87 $570,253 - $603,211
76,647 Added 21.28%
436,897 $3.35 Million
Q4 2023

Feb 07, 2024

SELL
$6.69 - $7.87 $286,599 - $337,150
-42,840 Reduced 10.63%
360,250 $2.82 Million
Q3 2023

Nov 02, 2023

SELL
$7.32 - $7.8 $63,771 - $67,953
-8,712 Reduced 2.12%
403,090 $2.96 Million
Q2 2023

Aug 07, 2023

BUY
$7.41 - $7.87 $214,037 - $227,324
28,885 Added 7.54%
411,802 $3.08 Million
Q1 2023

May 08, 2023

BUY
$7.6 - $8.47 $30,559 - $34,057
4,021 Added 1.06%
382,917 $2.97 Million
Q4 2022

Feb 03, 2023

SELL
$7.24 - $8.21 $21,589 - $24,482
-2,982 Reduced 0.78%
378,896 $2.94 Million
Q3 2022

Nov 09, 2022

BUY
$7.47 - $8.83 $89,722 - $106,057
12,011 Added 3.25%
381,878 $2.86 Million
Q2 2022

Aug 01, 2022

BUY
$7.99 - $10.07 $307,862 - $388,007
38,531 Added 11.63%
369,867 $3.06 Million
Q1 2022

May 06, 2022

BUY
$9.32 - $11.25 $686,567 - $828,742
73,666 Added 28.59%
331,336 $3.29 Million
Q4 2021

Feb 07, 2022

BUY
$11.1 - $11.99 $302,530 - $326,787
27,255 Added 11.83%
257,670 $2.88 Million
Q3 2021

Nov 02, 2021

BUY
$11.6 - $12.07 $829,226 - $862,823
71,485 Added 44.98%
230,415 $2.71 Million
Q2 2021

Aug 04, 2021

BUY
$11.8 - $12.63 $886,463 - $948,816
75,124 Added 89.64%
158,930 $1.9 Million
Q1 2021

May 14, 2021

SELL
$11.67 - $12.24 $1.57 Million - $1.64 Million
-134,148 Reduced 61.55%
83,806 $996,000
Q4 2020

Feb 03, 2021

SELL
$10.7 - $12.11 $521,860 - $590,628
-48,772 Reduced 18.29%
217,954 $2.64 Million
Q3 2020

Nov 09, 2020

BUY
$10.78 - $11.77 $39,681 - $43,325
3,681 Added 1.4%
266,726 $2.88 Million
Q2 2020

Aug 06, 2020

BUY
$9.09 - $11.41 $1.5 Million - $1.89 Million
165,531 Added 169.75%
263,045 $2.93 Million
Q1 2020

May 01, 2020

SELL
$7.36 - $13.96 $33,863 - $64,229
-4,601 Reduced 4.51%
97,514 $941,000
Q4 2019

Feb 04, 2020

BUY
$12.48 - $12.98 $1.27 Million - $1.33 Million
102,115 New
102,115 $1.28 Million
Q3 2019

Oct 30, 2019

SELL
$12.28 - $13.18 $772,338 - $828,942
-62,894 Closed
0 $0
Q2 2019

Aug 08, 2019

SELL
$12.25 - $12.74 $367,328 - $382,021
-29,986 Reduced 32.28%
62,894 $796,000
Q1 2019

May 06, 2019

SELL
$11.35 - $12.41 $282,830 - $309,244
-24,919 Reduced 21.15%
92,880 $1.14 Million
Q4 2018

Feb 04, 2019

SELL
$10.47 - $13.24 $254,096 - $321,321
-24,269 Reduced 17.08%
117,799 $1.31 Million
Q3 2018

Nov 09, 2018

BUY
$13.01 - $13.71 $152,021 - $160,201
11,685 Added 8.96%
142,068 $1.88 Million
Q2 2018

Aug 06, 2018

BUY
$13.37 - $15.91 $1.74 Million - $2.07 Million
130,383 New
130,383 $1.74 Million

Others Institutions Holding VGI

About Virtus Global Multi-Sector Income Fund


  • Ticker VGI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Virtus Global Multi-Sector Income Fund is a closed ended fixed income mutual fund launched by Virtus Investment Partners, Inc. The fund is co-managed by Virtus Investment Advisers, Inc. and Newfleet Asset Management, LLC. It invests in fixed income markets across the globe. The fund invests in both investment grade and high yield debt instrument...
More about VGI
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