Purchases and Sales Made in Q1 2022 in Virtus Global Multi Sector Income Fund (VGI)
This table provides information about the institutional ownership of Virtus Global Multi Sector Income Fund (VGI) during Q1 2022. The information is specifically focused on institutions that hold shares of Virtus Global Multi-Sector Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
104K+ 194.96% |
$974K - $1.18M
|
158K
$1.25M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78KNew |
$727K - $877K
|
78K
$615K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.4K+ 9.52% |
$693K - $837K
|
856K
$6.75M
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
73.7K+ 28.59% |
$687K - $829K
|
331K
$2.61M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.4K+ 3.68% |
$283K - $342K
|
856K
$6.75M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29K+ 137.38% |
$270K - $326K
|
50.1K
$395K
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
28.7KNew |
$268K - $323K
|
28.7K
$227K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
26.9KNew |
$251K - $303K
|
26.9K
$212K
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
21.3K+ 44.26% |
$199K - $240K
|
69.6K
$549K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.1K+ 66.1% |
$94.4K - $114K
|
25.5K
$201K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.02K+ 6.85% |
$74.7K - $90.2K
|
125K
$987K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.97K+ 336.68% |
$46.3K - $55.9K
|
6.44K
$50.8K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.53K+ 7.27% |
$32.9K - $39.7K
|
52.1K
$411K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
2.09K+ 2.91% |
$19.4K - $23.5K
|
73.8K
$582K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.2KNew |
$11.2K - $13.5K
|
1.2K
$9.47K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.08K+ 7.5% |
$10.1K - $12.1K
|
15.5K
$122K
|
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
712+ 6.27% |
$6.64K - $8.01K
|
12.1K
$95.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500+ 0.59% |
$4.66K - $5.63K
|
85.1K
$671K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
21New |
$196 - $236
|
21
$166
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-632- 0.3% |
$5.89K - $7.11K
|
213K
$1.68M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-650Closed |
$6.06K - $7.31K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.71K- 12.33% |
$15.9K - $19.2K
|
12.2K
$96K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.73KClosed |
$16.1K - $19.4K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.8KClosed |
$16.8K - $20.3K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2K- 13.53% |
$18.6K - $22.5K
|
12.8K
$101K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.1K- 4.9% |
$19.5K - $23.6K
|
40.7K
$321K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.94K- 31.57% |
$74K - $89.3K
|
17.2K
$136K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.5KClosed |
$173K - $208K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-33.2KClosed |
$309K - $373K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-34.4KClosed |
$321K - $387K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-36.1K- 13.26% |
$336K - $406K
|
236K
$1.86M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-66.2KClosed |
$617K - $745K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-68.4K- 10.86% |
$638K - $770K
|
561K
$4.43M
|