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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.11K- 50.09% |
$213K - $272K
|
1.1K
$179K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
11New |
$2.12K - $2.7K
|
11
$1.78K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
16New |
$3.08K - $3.93K
|
16
$2.59K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2- 40.0% |
$385 - $492
|
3
$486
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$38.5K - $49.2K
|
200
$32.4K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-1- 11.11% |
$192 - $246
|
8
$1.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$192 - $246
|
1
$162
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.35K+ 413.56% |
$713K - $820K
|
4.17K
$675K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
3.24KNew |
$689K - $792K
|
3.24K
$525K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-31.1K- 2.86% |
$6.62M - $7.61M
|
1.06M
$171M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
28New |
$5.95K - $6.85K
|
28
$4.54K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.69% |
$213 - $245
|
144
$23.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$425 - $489
|
2
$324
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
1.9KNew |
$404K - $465K
|
1.9K
$308K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
360+ 5.93% |
$76.5K - $88K
|
6.43K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
3.1KNew |
$659K - $758K
|
3.1K
$502K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1New |
$213 - $245
|
1
$162
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10New |
$2.13K - $2.45K
|
10
$1.62K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
5New |
$1.06K - $1.22K
|
5
$810
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
825New |
$187K - $207K
|
825
$134K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-5K- 11.11% |
$1.14M - $1.25M
|
40K
$6.48M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.17KNew |
$265K - $292K
|
1.17K
$189K
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-253K- 62.5% |
$57.4M - $63.3M
|
152K
$24.6M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.76KNew |
$400K - $441K
|
1.76K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
90+ 9.39% |
$20.4K - $22.5K
|
1.05K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.56KNew |
$354K - $391K
|
1.56K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
2KNew |
$454K - $501K
|
2K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-33- 8.25% |
$7.5K - $8.27K
|
367
$59.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.65KNew |
$602K - $664K
|
2.65K
$429K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
178New |
$40.4K - $44.6K
|
178
$28.8K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-83- 2.2% |
$18.9K - $20.8K
|
3.68K
$597K
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.08KNew |
$473K - $522K
|
2.08K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$682 - $752
|
3
$486
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
195+ 1.91% |
$44.3K - $48.9K
|
10.4K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
30New |
$6.82K - $7.52K
|
30
$4.86K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
141New |
$32K - $35.3K
|
141
$22.8K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
886New |
$201K - $222K
|
886
$144K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5New |
$1.14K - $1.25K
|
5
$810
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
56New |
$12.7K - $14K
|
56
$9.07K
|
|
| Q4 2023 | |||||||
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
43New |
$7.35K - $10.6K
|
43
$6.97K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6New |
$1.03K - $1.48K
|
6
$972
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3+ 2.75% |
$513 - $741
|
112
$18.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$172K - $249K
|
1.01K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-319- 6.18% |
$54.5K - $78.8K
|
4.85K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-11.8K- 60.4% |
$2.02M - $2.91M
|
7.73K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2KNew |
$342K - $494K
|
2K
$324K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46New |
$7.86K - $11.4K
|
46
$7.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
900New |
$154K - $222K
|
900
$146K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18New |
$3.08K - $4.45K
|
18
$2.92K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11New |
$1.88K - $2.72K
|
11
$1.78K
|
|