Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
736KNew |
$8.54M - $8.89M
|
736K
$5.63M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
115KNew |
$1.33M - $1.39M
|
115K
$878K
|
|
|
Nov 02, 2021
Q3 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
71.5K+ 44.98% |
$829K - $863K
|
230K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
42K+ 23.92% |
$487K - $507K
|
217K
$1.66M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
41.2K+ 268.8% |
$478K - $497K
|
56.5K
$432K
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
18K+ 7.29% |
$208K - $217K
|
264K
$2.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.3K+ 99.93% |
$84.7K - $88.1K
|
14.6K
$112K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.32KNew |
$38.5K - $40.1K
|
3.32K
$25.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.94K+ 15.91% |
$34.1K - $35.4K
|
21.4K
$163K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.31KNew |
$26.8K - $27.9K
|
2.31K
$17.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
646New |
$7.49K - $7.8K
|
646
$4.94K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
83+ 0.19% |
$963 - $1K
|
43.6K
$333K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22+ 0.21% |
$255 - $266
|
10.5K
$79.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11+ 0.1% |
$128 - $133
|
11.2K
$85.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-589- 2.74% |
$6.83K - $7.11K
|
20.9K
$160K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-623- 2.39% |
$7.23K - $7.52K
|
25.5K
$195K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-623- 88.37% |
$7.23K - $7.52K
|
82
$626
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.65K- 3.72% |
$19.1K - $19.9K
|
42.8K
$327K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 3.31% |
$19.7K - $20.5K
|
49.7K
$379K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.6KClosed |
$158K - $165K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15K- 2.17% |
$174K - $181K
|
677K
$5.17M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-48.1KClosed |
$558K - $581K
|
0
$0
|