Latest Institutional Purchases of Virtus Investment Partners, Inc. (VRTS)
This list provides information on the latest institutional transactions involving Virtus Investment Partners, Inc. (VRTS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
8.37K+ 63.51% |
$1.41M - $2.05M
|
21.5K
$4.25M
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
674+ 38.21% |
$113K - $165K
|
2.44K
$481K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
121New |
$20.4K - $29.6K
|
121
$23.9K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
18New |
$3.03K - $4.41K
|
18
$3.55K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6+ 6.82% |
$1.01K - $1.47K
|
94
$18.6K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2New |
$337 - $490
|
2
$395
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$168 - $245
|
2
$395
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
110KNew |
$16.2M - $22.2M
|
110K
$21.7M
|
|
Feb 14, 2023
Q4 2022
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
40K+ 84.17% |
$5.91M - $8.09M
|
87.5K
$17.3M
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
12.1KNew |
$1.79M - $2.45M
|
12.1K
$2.39M
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 669.74% |
$569K - $779K
|
4.43K
$874K
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
2.42KNew |
$358K - $490K
|
2.42K
$478K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
354New |
$52.3K - $71.6K
|
354
$69.9K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
48New |
$7.09K - $9.71K
|
48
$9.48K
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
42New |
$6.21K - $8.49K
|
42
$8.29K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38New |
$5.61K - $7.68K
|
38
$7.5K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
18+ 1.12% |
$2.66K - $3.64K
|
1.63K
$321K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6New |
$887 - $1.21K
|
6
$1.18K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4New |
$591 - $809
|
4
$790
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1New |
$148 - $202
|
1
$197
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$148 - $202
|
1
$197
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.5KNew |
$558K - $773K
|
3.5K
$691K
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.59KNew |
$254K - $352K
|
1.59K
$315K
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
BUY
|
- |
399+ 17.13% |
$63.6K - $88.2K
|
2.73K
$539K
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
326New |
$52K - $72K
|
326
$64.4K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
111New |
$17.7K - $24.5K
|
111
$21.9K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
39New |
$6.22K - $8.62K
|
39
$7.7K
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
25New |
$3.99K - $5.52K
|
25
$4.94K
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
13New |
$2.07K - $2.87K
|
13
$2.57K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5New |
$798 - $1.1K
|
5
$987
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$479 - $663
|
3
$592
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
6.8KNew |
$1.12M - $1.63M
|
6.8K
$1.34M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.21KNew |
$199K - $289K
|
1.21K
$238K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
92New |
$15.2K - $22.1K
|
92
$18.2K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
78New |
$12.9K - $18.7K
|
78
$15.4K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
7New |
$1.16K - $1.68K
|
7
$1.38K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 200.0% |
$331 - $479
|
3
$592
|
|
Q1 2022 | |||||||
May 11, 2022
Q1 2022
|
Mount Capital LTD
|
BUY
|
- |
1.35K+ 15.12% |
$278K - $400K
|
10.3K
$2.03M
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
19KNew |
$4.76M - $6.18M
|
19K
$3.75M
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
12New |
$2.89K - $3.58K
|
12
$2.37K
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
347New |
$70.8K - $91.5K
|
347
$68.5K
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
80New |
$16.3K - $21.1K
|
80
$15.8K
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25New |
$3.46K - $5.43K
|
25
$4.94K
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
11New |
$1.52K - $2.39K
|
11
$2.17K
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10New |
$1.38K - $2.17K
|
10
$1.97K
|
|
Q2 2020 | |||||||
Jul 17, 2020
Q2 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
16+ 228.57% |
$1.04K - $1.87K
|
23
$4.54K
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 75.0% |
$172 - $416
|
7
$1.38K
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2+ 100.0% |
$115 - $278
|
4
$790
|
|
Q2 2019 | |||||||
Jul 26, 2019
Q2 2019
|
Jnba Financial Advisors
|
BUY
|
- |
5New |
$502 - $622
|
5
$987
|