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 35 institutions that hold shares in the stock, with a total of 4.33 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
1,906,070
shares
|
$14.9 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
310,852
shares
|
$2.43 Million
0.87% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
287,583
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
274,506
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Added 19.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
191,451
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
169,244
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2025
Reduced 62.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
156,833
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 26.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
156,063
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.85%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
144,358
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
140,371
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 92.29%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
110,188
shares
|
$860,568
0.0% of portfolio
|
Q3 2025
Added 16.99%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
68,029
shares
|
$531,306
0.01% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
61,485
shares
|
$480,197
0.0% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
53,803
shares
|
$420,201
0.0% of portfolio
|
Q2 2025
Added 59.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
48,704
shares
|
$380,378
0.04% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
32,443
shares
|
$253,379
0.0% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
28,430
shares
|
$222,038
0.0% of portfolio
|
Q1 2025
Added 42.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
25,027
shares
|
$195,460
0.0% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
19,864
shares
|
$155,137
0.08% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
19,305
shares
|
$150,772
0.0% of portfolio
|
Q3 2025
Reduced 29.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
16,635
shares
|
$129,919
0.0% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
16,122
shares
|
$125,912
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
15,479
shares
|
$120,890
0.0% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,329
shares
|
$119,719
0.0% of portfolio
|
Q2 2020
Added 2.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
13,385
shares
|
$104,536
0.0% of portfolio
|
Q2 2025
New holding
|
|