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 235 institutions that hold shares in the stock, with a total of 5.53 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
115
shares
|
$27,370
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
114
shares
|
$27,132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
111
shares
|
$26,418
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
74
shares
|
$17,612
0.0% of portfolio
|
Q3 2024
Added 111.43%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
59
shares
|
$14,042
0.0% of portfolio
|
Q2 2024
Reduced 13.24%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
58
shares
|
$13,804
0.01% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
56
shares
|
$13,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
54
shares
|
$12,852
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
52
shares
|
$12,376
0.0% of portfolio
|
Q3 2024
Added 126.09%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
51
shares
|
$12,138
0.0% of portfolio
|
Q3 2024
Added 34.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
51
shares
|
$12,138
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
50
shares
|
$11,900
0.0% of portfolio
|
Q2 2024
Reduced 78.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
49
shares
|
$11,662
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
48
shares
|
$11,424
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
43
shares
|
$10,234
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
41
shares
|
$9,758
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
39
shares
|
$9,282
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
32
shares
|
$7,616
0.0% of portfolio
|
Q3 2024
Added 128.57%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
28
shares
|
$6,664
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
27
shares
|
$6,426
0.0% of portfolio
|
Q3 2024
Added 22.73%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
25
shares
|
$5,950
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
25
shares
|
$5,950
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
22
shares
|
$5,236
0.0% of portfolio
|
Q3 2024
Reduced 38.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
19
shares
|
$4,522
0.0% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
18
shares
|
$4,284
0.0% of portfolio
|
Q4 2023
New holding
|