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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
16
shares
|
$3,808
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15
shares
|
$3,570
0.0% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
15
shares
|
$3,570
0.0% of portfolio
|
Q2 2024
Reduced 21.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
13
shares
|
$3,094
0.0% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
12
shares
|
$2,856
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
12
shares
|
$2,856
0.0% of portfolio
|
Q4 2023
Added 9.09%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
11
shares
|
$2,618
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
11
shares
|
$2,618
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
11
shares
|
$2,618
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10
shares
|
$2,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9
shares
|
$2,142
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
9
shares
|
$2,142
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
9
shares
|
$2,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
8
shares
|
$1,904
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
8
shares
|
$1,904
0.0% of portfolio
|
Q4 2023
Added 14.29%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
7
shares
|
$1,666
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
7
shares
|
$1,666
0.0% of portfolio
|
Q1 2020
Added 75.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
6
shares
|
$1,428
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
5
shares
|
$1,190
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$1,190
0.0% of portfolio
|
Q2 2022
Reduced 93.75%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
5
shares
|
$1,190
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$952
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
3
shares
|
$714
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$476
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2
shares
|
$476
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|