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 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-175Closed |
$29.4K - $42.9K
|
0
$0
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
674+ 38.21% |
$113K - $165K
|
2.44K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
19.3KNew |
$3.24M - $4.72M
|
19.3K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8- 21.62% |
$1.35K - $1.96K
|
29
$5.63K
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
8.37K+ 63.51% |
$1.41M - $2.05M
|
21.5K
$4.18M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$168 - $245
|
2
$388
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2New |
$337 - $490
|
2
$388
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6+ 6.82% |
$1.01K - $1.47K
|
94
$18.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-4- 57.14% |
$673 - $980
|
3
$582
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-103- 29.6% |
$17.3K - $25.2K
|
245
$47.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
18New |
$3.03K - $4.41K
|
18
$3.49K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
40K+ 84.17% |
$5.91M - $8.09M
|
87.5K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
110KNew |
$16.2M - $22.2M
|
110K
$21.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
18+ 1.12% |
$2.66K - $3.64K
|
1.63K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
42New |
$6.21K - $8.49K
|
42
$8.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 669.74% |
$569K - $779K
|
4.43K
$859K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
2.42KNew |
$358K - $490K
|
2.42K
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
354New |
$52.3K - $71.6K
|
354
$68.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-165- 15.26% |
$24.4K - $33.4K
|
916
$178K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16- 0.26% |
$2.36K - $3.24K
|
6.1K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38New |
$5.61K - $7.68K
|
38
$7.38K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
48New |
$7.09K - $9.71K
|
48
$9.32K
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
12.1KNew |
$1.79M - $2.45M
|
12.1K
$2.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6New |
$887 - $1.21K
|
6
$1.16K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1New |
$148 - $202
|
1
$194
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$148 - $202
|
1
$194
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4New |
$591 - $809
|
4
$777
|
|
| 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
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Repertoire Partners LP
New York, NY |
SELL
|
- |
-900- 90.0% |
$144K - $199K
|
100
$19.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-13- 0.13% |
$2.07K - $2.87K
|
10K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Newtyn Management, LLC
New York, NY |
SELL
|
- |
-7.58K- 19.2% |
$1.21M - $1.68M
|
31.9K
$6.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
39New |
$6.22K - $8.62K
|
39
$7.57K
|
|
|
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
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
326New |
$52K - $72K
|
326
$63.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$479 - $663
|
3
$582
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
BUY
|
- |
399+ 17.13% |
$63.6K - $88.2K
|
2.73K
$530K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 95.12% |
$6.22K - $8.62K
|
2
$388
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
25New |
$3.99K - $5.52K
|
25
$4.85K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15- 10.56% |
$2.39K - $3.31K
|
127
$24.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
13New |
$2.07K - $2.87K
|
13
$2.52K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5New |
$798 - $1.1K
|
5
$971
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
111New |
$17.7K - $24.5K
|
111
$21.5K
|
|
| 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
$109K
|
|
|
Aug 15, 2022
Q2 2022
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-93.5K- 68.74% |
$15.5M - $22.4M
|
42.5K
$8.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-4.9K- 68.5% |
$810K - $1.17M
|
2.25K
$437K
|
|
|
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 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-27Closed |
$4.47K - $6.47K
|
0
$0
|
|