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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15New |
$3.05K - $3.76K
|
15
$2.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-15- 30.0% |
$3.05K - $3.76K
|
35
$5.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1New |
$203 - $251
|
1
$171
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.31K+ 52.36% |
$469K - $579K
|
6.72K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
14.2KNew |
$2.88M - $3.55M
|
14.2K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.27KNew |
$258K - $319K
|
1.27K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.44KNew |
$293K - $362K
|
1.44K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10- 0.97% |
$2.03K - $2.51K
|
1.02K
$175K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.13KNew |
$230K - $284K
|
1.13K
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
4.11KNew |
$835K - $1.03M
|
4.11K
$703K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-128- 2.45% |
$26K - $32.1K
|
5.1K
$873K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16- 1.38% |
$3.25K - $4.01K
|
1.14K
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
41New |
$8.34K - $10.3K
|
41
$7.02K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-75- 6.39% |
$15.3K - $18.8K
|
1.1K
$188K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2- 0.2% |
$407 - $502
|
1K
$171K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2New |
$407 - $502
|
2
$342
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-164- 4.32% |
$33.3K - $41.1K
|
3.63K
$621K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.04K+ 46.69% |
$211K - $260K
|
3.26K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
510+ 27.16% |
$104K - $128K
|
2.39K
$409K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
100+ 8.33% |
$20.3K - $25.1K
|
1.3K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 53.85% |
$1.42K - $1.76K
|
20
$3.42K
|
|
|
Jan 30, 2025
Q4 2024
|
Santa Monica Partners LP
Larchmont, NY |
SELL
|
- |
-396- 6.52% |
$80.5K - $99.4K
|
5.68K
$973K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-656- 10.83% |
$133K - $165K
|
5.4K
$925K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
77New |
$15.7K - $19.3K
|
77
$13.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
150+ 61.22% |
$30.5K - $37.6K
|
395
$67.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 11.04% |
$7.12K - $8.78K
|
352
$60.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33New |
$6.71K - $8.28K
|
33
$5.65K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-600- 84.51% |
$122K - $151K
|
110
$18.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.62KNew |
$736K - $909K
|
3.62K
$620K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
920New |
$187K - $231K
|
920
$158K
|
|
| Q3 2024 | |||||||
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
4.1KNew |
$788K - $1.01M
|
4.1K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 40.32% |
$9.62K - $12.3K
|
174
$29.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.29K+ 116.5% |
$247K - $316K
|
2.39K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
100+ 5.88% |
$19.2K - $24.6K
|
1.8K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.02KNew |
$196K - $251K
|
1.02K
$175K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1- 0.09% |
$192 - $246
|
1.09K
$187K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.11K- 50.09% |
$213K - $272K
|
1.1K
$189K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
11New |
$2.12K - $2.7K
|
11
$1.88K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-567- 9.31% |
$109K - $139K
|
5.53K
$946K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2- 40.0% |
$385 - $492
|
3
$514
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
16New |
$3.08K - $3.93K
|
16
$2.74K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$38.5K - $49.2K
|
200
$34.2K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-1- 11.11% |
$192 - $246
|
8
$1.37K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$192 - $246
|
1
$171
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1New |
$192 - $246
|
1
$171
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
291+ 4.41% |
$61.9K - $71.2K
|
6.89K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.02K- 45.24% |
$217K - $250K
|
1.24K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
3.24KNew |
$689K - $792K
|
3.24K
$555K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-34- 1.04% |
$7.23K - $8.31K
|
3.24K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.35K+ 413.56% |
$713K - $820K
|
4.17K
$713K
|
|