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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
28
shares
|
$5,902
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
26
shares
|
$5,480
0.0% of portfolio
|
Q1 2025
Reduced 42.22%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
26
shares
|
$5,480
0.0% of portfolio
|
Q2 2025
Reduced 67.09%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
25
shares
|
$5,270
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
25
shares
|
$5,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
25
shares
|
$5,270
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
23
shares
|
$4,848
0.0% of portfolio
|
Q1 2025
Added 43.75%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
22
shares
|
$4,637
0.0% of portfolio
|
Q2 2025
Reduced 48.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
20
shares
|
$4,216
0.0% of portfolio
|
Q4 2024
Added 53.85%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
19
shares
|
$4,005
0.0% of portfolio
|
Q1 2025
Reduced 89.14%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
18
shares
|
$3,794
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
17
shares
|
$3,583
0.0% of portfolio
|
Q1 2025
Reduced 29.17%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
16
shares
|
$3,372
0.0% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
16
shares
|
$3,372
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
14
shares
|
$2,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
14
shares
|
$2,951
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
12
shares
|
$2,529
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
12
shares
|
$2,529
0.0% of portfolio
|
Q4 2023
Added 9.09%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
11
shares
|
$2,318
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
10
shares
|
$2,108
0.0% of portfolio
|
Q1 2025
Reduced 80.77%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
8
shares
|
$1,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
8
shares
|
$1,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8
shares
|
$1,686
0.0% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
7
shares
|
$1,475
0.0% of portfolio
|
Q1 2020
Added 75.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
6
shares
|
$1,264
0.0% of portfolio
|
Q4 2023
New holding
|