A detailed history of Stephens Inc transactions in Virtus Total Return Fund Inc. stock. As of the latest transaction made, Stephens Inc holds 134,007 shares of ZTR stock, worth $808,062. This represents 0.01% of its overall portfolio holdings.

Number of Shares
134,007
Previous 166,324 19.43%
Holding current value
$808,062
Previous $908,000 8.59%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 28, 2024

SELL
$5.38 - $6.2 $173,865 - $200,365
-32,317 Reduced 19.43%
134,007 $830,000
Q2 2024

Aug 06, 2024

BUY
$5.25 - $5.53 $555,597 - $585,228
105,828 Added 174.93%
166,324 $908,000
Q1 2024

May 15, 2024

BUY
$5.15 - $5.62 $42,873 - $46,786
8,325 Added 15.96%
60,496 $336,000
Q4 2023

Feb 13, 2024

BUY
$4.58 - $5.55 $141,201 - $171,106
30,830 Added 144.46%
52,171 $287,000
Q3 2023

Nov 14, 2023

BUY
$4.79 - $6.26 $102,223 - $133,594
21,341 New
21,341 $102,000
Q3 2021

Oct 27, 2021

SELL
$9.22 - $9.95 $229,937 - $248,143
-24,939 Closed
0 $0
Q2 2021

Aug 12, 2021

SELL
$9.21 - $10.23 $14,993 - $16,654
-1,628 Reduced 6.13%
24,939 $242,000
Q1 2021

May 14, 2021

SELL
$8.56 - $9.34 $11,128 - $12,142
-1,300 Reduced 4.67%
26,567 $244,000
Q4 2020

Feb 10, 2021

BUY
$7.36 - $8.84 $13,984 - $16,796
1,900 Added 7.32%
27,867 $245,000
Q3 2020

Nov 13, 2020

BUY
$7.76 - $8.37 $10,864 - $11,717
1,400 Added 5.7%
25,967 $203,000
Q2 2020

Aug 24, 2020

BUY
$6.61 - $9.08 $19,830 - $27,240
3,000 Added 13.91%
24,567 $201,000
Q1 2020

May 14, 2020

SELL
$5.05 - $11.95 $1,858 - $4,397
-368 Reduced 1.68%
21,567 $155,000
Q4 2019

Feb 14, 2020

BUY
$10.74 - $11.6 $235,581 - $254,446
21,935 New
21,935 $250,000

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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