Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
157K+ 15.18% |
$1.2M - $1.33M
|
1.2M
$9.13M
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
117KNew |
$889K - $990K
|
117K
$893K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.8KNew |
$310K - $345K
|
40.8K
$311K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
30.4KNew |
$231K - $257K
|
30.4K
$232K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.7K+ 74.95% |
$112K - $125K
|
34.4K
$263K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.5K+ 54.55% |
$94.9K - $106K
|
35.4K
$270K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.87K+ 162.15% |
$59.8K - $66.7K
|
12.7K
$97.3K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.5K+ 9.87% |
$41.8K - $46.6K
|
61.2K
$468K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.68KNew |
$35.6K - $39.7K
|
4.68K
$35.8K
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.02K+ 1.06% |
$30.6K - $34.1K
|
383K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
4K+ 5.97% |
$30.4K - $33.9K
|
71K
$542K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
493+ 2.96% |
$3.75K - $4.18K
|
17.1K
$131K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
372+ 3.59% |
$2.83K - $3.15K
|
10.7K
$82.1K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
50New |
$380 - $424
|
50
$382
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
50New |
$380 - $424
|
50
$382
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.3K- 3.08% |
$9.87K - $11K
|
40.9K
$313K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.62K- 1.79% |
$12.3K - $13.7K
|
88.7K
$678K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.22K- 6.19% |
$16.8K - $18.8K
|
33.6K
$257K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.4K- 1.77% |
$18.2K - $20.3K
|
133K
$1.02M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.3K- 9.75% |
$25.1K - $28K
|
30.5K
$233K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11.8K- 4.26% |
$89.5K - $99.8K
|
265K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.2K- 5.08% |
$138K - $154K
|
340K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-19.2K- 47.03% |
$146K - $163K
|
21.6K
$165K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.5K- 33.74% |
$148K - $165K
|
38.4K
$293K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-20.6K- 11.34% |
$157K - $175K
|
161K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-24.6K- 47.3% |
$187K - $208K
|
27.4K
$209K
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-24.6K- 6.15% |
$187K - $208K
|
375K
$2.87M
|