A detailed history of Steward Partners Investment Advisory, LLC transactions in Virtus Investment Partners, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 174 shares of VRTS stock, worth $42,750. This represents 0.0% of its overall portfolio holdings.

Number of Shares
174
Previous 124 40.32%
Holding current value
$42,750
Previous $28,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$192.39 - $245.79 $9,619 - $12,289
50 Added 40.32%
174 $36,000
Q1 2024

May 15, 2024

BUY
$227.18 - $250.52 $5,452 - $6,012
24 Added 24.0%
124 $30,000
Q1 2022

May 02, 2022

SELL
$206.05 - $296.5 $32,555 - $46,847
-158 Reduced 61.24%
100 $24,000
Q2 2021

Aug 13, 2021

BUY
$240.95 - $298.17 $36,865 - $45,620
153 Added 145.71%
258 $72,000
Q1 2021

May 14, 2021

BUY
$203.92 - $263.77 $1,019 - $1,318
5 Added 5.0%
105 $24,000
Q4 2020

Feb 11, 2021

BUY
$138.3 - $217.0 $13,830 - $21,700
100 New
100 $22,000
Q3 2020

Oct 30, 2020

SELL
$113.07 - $144.95 $2,035 - $2,609
-18 Closed
0 $0
Q2 2020

Aug 06, 2020

SELL
$65.05 - $117.01 $20,620 - $37,092
-317 Reduced 94.63%
18 $2,000
Q1 2020

Apr 29, 2020

BUY
$57.32 - $138.79 $18,170 - $43,996
317 Added 1761.11%
335 $25,000
Q2 2019

Jul 25, 2019

BUY
$100.46 - $124.45 $1,808 - $2,240
18 New
18 $1,000
Q4 2018

Jan 15, 2019

SELL
$70.48 - $115.55 $1,268 - $2,079
-18 Closed
0 $0
Q4 2016

Nov 22, 2017

BUY
N/A
18
18 $2,000

Others Institutions Holding VRTS

About VIRTUS INVESTMENT PARTNERS, INC.


  • Ticker VRTS
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 7,275,340
  • Market Cap $1.79B
  • 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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