Latest Institutional Transactions on Virtus Investment Partners, Inc. (VRTS)
This table provides information on the latest institutional transactions involving Virtus Investment Partners, Inc. (VRTS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17New |
$2.43K - $3.15K
|
17
$3.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 13.79% |
$3.44K - $4.45K
|
150
$29.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
7New |
$1K - $1.3K
|
7
$1.36K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
604+ 6.64% |
$86.5K - $112K
|
9.71K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.08K+ 7.24% |
$154K - $199K
|
15.9K
$3.09M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12.8K+ 11.28% |
$1.83M - $2.37M
|
126K
$24.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.88K- 1.6% |
$699K - $904K
|
301K
$58.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-4.03K- 7.2% |
$577K - $746K
|
51.9K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
184+ 9.05% |
$26.3K - $34.1K
|
2.22K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.67K+ 153.01% |
$382K - $495K
|
4.42K
$857K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.38KNew |
$628K - $812K
|
4.38K
$851K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4New |
$573 - $741
|
4
$777
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-453- 2.51% |
$64.9K - $84K
|
17.6K
$3.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
3.88KNew |
$556K - $720K
|
3.88K
$754K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.44K+ 25.81% |
$206K - $267K
|
7.03K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.57K+ 1.52% |
$654K - $846K
|
305K
$59.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.24K+ 5.94% |
$178K - $231K
|
22.2K
$4.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-4.43K- 77.8% |
$634K - $821K
|
1.26K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.89K+ 18.92% |
$270K - $350K
|
11.9K
$2.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 62.5% |
$1.43K - $1.85K
|
6
$1.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-271- 8.12% |
$38.8K - $50.2K
|
3.07K
$595K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
13New |
$1.86K - $2.41K
|
13
$2.52K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-32.3K- 3.58% |
$4.62M - $5.98M
|
870K
$169M
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-35- 2.39% |
$5.01K - $6.49K
|
1.43K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12New |
$1.72K - $2.22K
|
12
$2.33K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 600.0% |
$859 - $1.11K
|
7
$1.36K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 40.0% |
$1.15K - $1.48K
|
12
$2.33K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-155- 39.24% |
$22.2K - $28.7K
|
240
$46.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-105- 21.69% |
$15K - $19.5K
|
379
$73.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
961+ 0.62% |
$138K - $178K
|
155K
$30.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3New |
$430 - $556
|
3
$582
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
40New |
$5.73K - $7.41K
|
40
$7.77K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.41K- 18.7% |
$1.06M - $1.37M
|
32.2K
$6.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
89+ 5.64% |
$12.7K - $16.5K
|
1.67K
$324K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-195- 8.34% |
$27.9K - $36.1K
|
2.14K
$416K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.36K- 15.59% |
$195K - $252K
|
7.36K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.92K- 59.53% |
$561K - $727K
|
2.67K
$518K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6New |
$859 - $1.11K
|
6
$1.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
9New |
$1.29K - $1.67K
|
9
$1.75K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 78.57% |
$1.58K - $2.04K
|
3
$582
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
4.19K+ 88.24% |
$601K - $777K
|
8.95K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-101- 6.45% |
$14.5K - $18.7K
|
1.47K
$285K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
24+ 300.0% |
$3.44K - $4.45K
|
32
$6.21K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6New |
$859 - $1.11K
|
6
$1.16K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 16.67% |
$143 - $185
|
7
$1.36K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-132- 3.64% |
$18.9K - $24.5K
|
3.5K
$679K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 500.0% |
$3.58K - $4.63K
|
30
$5.82K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
152+ 584.62% |
$21.8K - $28.2K
|
178
$34.6K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2- 14.29% |
$286 - $371
|
12
$2.33K
|