Institutional Ownership Virtus Investment Partners, Inc. (VRTS)
This table provides information about the institutional ownership of Virtus Investment Partners, Inc. (VRTS). We have compiled data on the 246 institutions that hold shares in the stock, with a total of 5.56 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
6
shares
|
$1,264
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
5
shares
|
$1,054
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
5
shares
|
$1,054
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5
shares
|
$1,054
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
5
shares
|
$1,054
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
5
shares
|
$1,054
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$1,054
0.0% of portfolio
|
Q2 2022
Reduced 93.75%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
4
shares
|
$843
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$843
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3
shares
|
$632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
3
shares
|
$632
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
3
shares
|
$632
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2
shares
|
$421
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2
shares
|
$421
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2
shares
|
$421
0.0% of portfolio
|
Q4 2023
Reduced 92.86%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1
shares
|
$210
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1
shares
|
$210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1
shares
|
$210
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|