Latest Institutional Transactions on Virtus Global Multi Sector Income Fund (VGI)
This table provides information on the latest institutional transactions involving Virtus Global Multi Sector Income Fund (VGI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.1K+ 59.43% |
$143K - $157K
|
53.8K
$433K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.7K- 4.86% |
$83.6K - $92K
|
230K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.84K+ 8.62% |
$70.1K - $77.2K
|
124K
$997K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
60.9K+ 3.23% |
$434K - $477K
|
1.95M
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.87K+ 40.54% |
$56K - $61.7K
|
27.3K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4K- 5.19% |
$28.5K - $31.4K
|
73K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.4K- 11.8% |
$24.2K - $26.6K
|
25.4K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.37K- 66.09% |
$52.4K - $57.7K
|
3.78K
$30.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
792+ 6.56% |
$5.64K - $6.21K
|
12.9K
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.54K- 0.34% |
$11K - $12.1K
|
448K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
418+ 0.18% |
$2.98K - $3.28K
|
229K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.04K+ 17.17% |
$35.9K - $39.5K
|
34.4K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-16- 0.35% |
$114 - $125
|
4.52K
$36.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
86.8K+ 42.93% |
$618K - $680K
|
289K
$2.32M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$95.3K - $105K
|
13.4K
$108K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
200New |
$1.42K - $1.57K
|
200
$1.61K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.85K+ 18.06% |
$20.3K - $22.3K
|
18.6K
$150K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-14.8K- 4.73% |
$105K - $116K
|
298K
$2.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.26K- 28.82% |
$58.8K - $64.7K
|
20.4K
$164K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5KNew |
$110K - $122K
|
15.5K
$125K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.4K+ 45.86% |
$152K - $168K
|
68.1K
$547K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-215- 0.25% |
$1.53K - $1.69K
|
85.3K
$686K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-277- 0.59% |
$1.97K - $2.17K
|
46.4K
$373K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.32K+ 49.19% |
$52.1K - $57.4K
|
22.2K
$179K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-78.7K- 73.69% |
$597K - $625K
|
28.1K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-724- 99.86% |
$5.49K - $5.75K
|
1
$8.04
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10K+ 7.75% |
$75.8K - $79.4K
|
139K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.45K+ 42.32% |
$64.1K - $67.1K
|
28.4K
$229K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
14.2KNew |
$108K - $116K
|
14.2K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$94.6K - $102K
|
12.5K
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
145New |
$1.1K - $1.19K
|
145
$1.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.6KNew |
$149K - $161K
|
19.6K
$158K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.67K- 12.58% |
$12.7K - $13.7K
|
11.6K
$93.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5.47K- 5.49% |
$41.5K - $44.8K
|
94.2K
$757K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-5.73K- 7.44% |
$43.5K - $46.9K
|
71.3K
$573K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.3KNew |
$9.87K - $10.6K
|
1.3K
$10.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.06KNew |
$8.04K - $8.67K
|
1.06K
$8.51K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.1KNew |
$91.2K - $98.1K
|
12.1K
$97.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-62K- 42.5% |
$468K - $503K
|
83.9K
$674K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15K- 40.0% |
$113K - $122K
|
22.5K
$181K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
44.4K+ 722.2% |
$335K - $361K
|
50.5K
$406K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3K+ 6.29% |
$85.5K - $92K
|
191K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
800New |
$6.04K - $6.5K
|
800
$6.43K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.4K+ 8.9% |
$24.5K - $25.8K
|
41.5K
$334K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
26KNew |
$187K - $198K
|
26K
$209K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.04K+ 7.5% |
$29.1K - $30.7K
|
57.9K
$466K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
665New |
$4.95K - $5.23K
|
665
$5.35K
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-531- 4.21% |
$3.95K - $4.18K
|
12.1K
$97.2K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.26KNew |
$21.8K - $25.7K
|
3.26K
$26.2K
|
|