A detailed history of Thomas J. Herzfeld Advisors, Inc. transactions in Virtus Total Return Fund Inc. stock. As of the latest transaction made, Thomas J. Herzfeld Advisors, Inc. holds 902 shares of ZTR stock, worth $5,348. This represents 0.0% of its overall portfolio holdings.

Number of Shares
902
Previous 630 43.17%
Holding current value
$5,348
Previous $3.44 Million 62.73%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$5.38 - $6.2 $1,463 - $1,686
272 Added 43.17%
902 $5.59 Million
Q2 2024

Aug 13, 2024

SELL
$5.25 - $5.53 $1,092 - $1,150
-208 Reduced 24.82%
630 $3.44 Million
Q4 2023

Feb 14, 2024

SELL
$4.58 - $5.55 $5,999 - $7,270
-1,310 Reduced 60.99%
838 $4.62 Million
Q3 2023

Nov 13, 2023

BUY
$4.79 - $6.26 $10,288 - $13,446
2,148 New
2,148 $10.3 Million
Q2 2023

Aug 14, 2023

BUY
$6.0 - $6.55 $468 - $510
78 Added 3.91%
2,071 $12,000
Q1 2023

May 16, 2023

BUY
$6.08 - $6.99 $437 - $503
72 Added 3.75%
1,993 $12,000
Q4 2022

Feb 14, 2023

BUY
$5.93 - $6.98 $415 - $488
70 Added 3.78%
1,921 $12,000
Q3 2022

Nov 14, 2022

BUY
$6.23 - $9.15 $342 - $503
55 Added 3.06%
1,851 $12,000
Q2 2022

Aug 10, 2022

BUY
$7.62 - $9.87 $365 - $473
48 Added 2.75%
1,796 $15,000
Q1 2022

May 16, 2022

BUY
$8.82 - $9.76 $388 - $429
44 Added 2.58%
1,748 $17,000
Q4 2021

Feb 14, 2022

BUY
$9.3 - $9.74 $399 - $418
43 Added 2.59%
1,704 $16,000
Q3 2021

Nov 12, 2021

BUY
$9.22 - $9.95 $368 - $398
40 Added 2.47%
1,661 $15,000
Q2 2021

Aug 16, 2021

BUY
$9.21 - $10.23 $359 - $398
39 Added 2.47%
1,621 $16,000
Q1 2021

May 14, 2021

BUY
$8.56 - $9.34 $359 - $392
42 Added 2.73%
1,582 $15,000
Q4 2020

Feb 16, 2021

BUY
$7.36 - $8.84 $323 - $388
44 Added 2.94%
1,540 $14,000
Q3 2020

Nov 12, 2020

BUY
$7.76 - $8.37 $333 - $359
43 Added 2.96%
1,496 $11,000
Q2 2020

Aug 12, 2020

BUY
$6.61 - $9.08 $350 - $481
53 Added 3.79%
1,453 $12,000
Q1 2020

May 13, 2020

BUY
$5.05 - $11.95 $262 - $621
52 Added 3.86%
1,400 $10,000
Q4 2019

Feb 14, 2020

BUY
$10.74 - $11.6 $14,477 - $15,636
1,348 New
1,348 $15,000

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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