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 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16- 0.26% |
$2.36K - $3.24K
|
6.1K
$1.35M
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.2KNew |
$177K - $243K
|
1.2K
$265K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
48New |
$7.09K - $9.71K
|
48
$10.6K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38New |
$5.61K - $7.68K
|
38
$8.39K
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
12.1KNew |
$1.79M - $2.45M
|
12.1K
$2.67M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6New |
$887 - $1.21K
|
6
$1.33K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1New |
$148 - $202
|
1
$221
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$148 - $202
|
1
$221
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4New |
$591 - $809
|
4
$884
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-9Closed |
$1.44K - $1.99K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.5KNew |
$558K - $773K
|
3.5K
$773K
|
|
Nov 14, 2022
Q3 2022
|
Repertoire Partners LP
New York, NY |
SELL
|
- |
-900- 90.0% |
$144K - $199K
|
100
$22.1K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-13- 0.13% |
$2.07K - $2.87K
|
10K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
Newtyn Management, LLC
New York, NY |
SELL
|
- |
-7.58K- 19.2% |
$1.21M - $1.68M
|
31.9K
$7.05M
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
326New |
$52K - $72K
|
326
$72K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
39New |
$6.22K - $8.62K
|
39
$8.62K
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-100Closed |
$16K - $22.1K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.59KNew |
$254K - $352K
|
1.59K
$352K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$479 - $663
|
3
$663
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$479 - $663
|
3
$663
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 95.12% |
$6.22K - $8.62K
|
2
$442
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
BUY
|
- |
399+ 17.13% |
$63.6K - $88.2K
|
2.73K
$603K
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
13New |
$2.07K - $2.87K
|
13
$2.87K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15- 10.56% |
$2.39K - $3.31K
|
127
$28.1K
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
25New |
$3.99K - $5.52K
|
25
$5.52K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5New |
$798 - $1.1K
|
5
$1.1K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
111New |
$17.7K - $24.5K
|
111
$24.5K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2Closed |
$331 - $479
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20- 3.44% |
$3.31K - $4.79K
|
562
$124K
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-34.7KClosed |
$5.74M - $8.31M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-93.5K- 68.74% |
$15.5M - $22.4M
|
42.5K
$9.39M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.21KNew |
$199K - $289K
|
1.21K
$266K
|
|
Aug 15, 2022
Q2 2022
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-4.9K- 68.5% |
$810K - $1.17M
|
2.25K
$498K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-27Closed |
$4.47K - $6.47K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3.1KClosed |
$513K - $743K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
6.8KNew |
$1.12M - $1.63M
|
6.8K
$1.5M
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-415- 50.12% |
$68.7K - $99.5K
|
413
$91.2K
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-91- 8.59% |
$15.1K - $21.8K
|
968
$214K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
92New |
$15.2K - $22.1K
|
92
$20.3K
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-5.1KClosed |
$844K - $1.22M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-75- 93.75% |
$12.4K - $18K
|
5
$1.1K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 200.0% |
$331 - $479
|
3
$663
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
SELL
|
- |
-6.51KClosed |
$1.08M - $1.56M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.85KClosed |
$306K - $444K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-18- 78.26% |
$2.98K - $4.32K
|
5
$1.1K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
78New |
$12.9K - $18.7K
|
78
$17.2K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
7New |
$1.16K - $1.68K
|
7
$1.55K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-51Closed |
$8.44K - $12.2K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10Closed |
$1.65K - $2.4K
|
0
$0
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.1KClosed |
$227K - $327K
|
0
$0
|