Institutional Ownership Virtus Global Multi Sector Income Fund (VGI)
This table provides information about the institutional ownership of Virtus Global Multi Sector Income Fund (VGI). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 4.56 Million shares, which have been reported (via 13F filing form) to have a value of $36.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,947,946
shares
|
$15.7 Million
0.33% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
448,445
shares
|
$3.61 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
297,936
shares
|
$2.4 Million
0.87% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
288,879
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Added 42.93%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
229,845
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
229,009
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
191,451
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
138,958
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
124,045
shares
|
$997,321
0.0% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
94,187
shares
|
$757,263
0.0% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
85,275
shares
|
$685,610
0.01% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
73,000
shares
|
$586,919
0.0% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
68,075
shares
|
$547,323
0.0% of portfolio
|
Q2 2025
Added 45.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
53,803
shares
|
$432,576
0.0% of portfolio
|
Q2 2025
Added 59.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
46,364
shares
|
$372,766
0.04% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
34,375
shares
|
$276,374
0.0% of portfolio
|
Q2 2025
Added 17.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
28,430
shares
|
$228,577
0.0% of portfolio
|
Q1 2025
Added 42.32%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
27,270
shares
|
$219,250
0.0% of portfolio
|
Q2 2025
Added 40.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
25,418
shares
|
$204,360
0.0% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
22,207
shares
|
$178,544
0.09% of portfolio
|
Q2 2025
Added 49.19%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
20,384
shares
|
$163,887
0.03% of portfolio
|
Q2 2025
Reduced 28.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
18,635
shares
|
$149,825
0.0% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
15,517
shares
|
$124,756
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,329
shares
|
$123,245
0.0% of portfolio
|
Q2 2020
Added 2.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
13,385
shares
|
$107,615
0.0% of portfolio
|
Q2 2025
New holding
|