Purchases and Sales Made in Q1 2023 in Virtus Investment Partners, Inc. (VRTS)
This table provides information about the institutional ownership of Virtus Investment Partners, Inc. (VRTS) during Q1 2023. The information is specifically focused on institutions that hold shares of VIRTUS INVESTMENT PARTNERS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
874+ 48.0% |
$147K - $214K
|
2.7K
$629K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
800+ 3.34% |
$135K - $196K
|
24.7K
$5.77M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
700New |
$118K - $172K
|
700
$163K
|
|
|
May 12, 2023
Q1 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
700+ 3.45% |
$118K - $172K
|
21K
$4.9M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
674+ 38.21% |
$113K - $165K
|
2.44K
$569K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
578+ 377.78% |
$97.2K - $142K
|
731
$171K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
546+ 8.03% |
$91.9K - $134K
|
7.34K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
457+ 12.74% |
$76.9K - $112K
|
4.04K
$945K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
322+ 495.38% |
$54.2K - $78.9K
|
387
$90.4K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
315+ 0.98% |
$53K - $77.2K
|
32.3K
$7.55M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
300+ 8.33% |
$50.5K - $73.5K
|
3.9K
$911K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
299+ 36.87% |
$50.3K - $73.3K
|
1.11K
$259K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
291+ 12.34% |
$49K - $71.3K
|
2.65K
$619K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
256+ 12.47% |
$43.1K - $62.7K
|
2.31K
$539K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
254+ 4.33% |
$42.7K - $62.2K
|
6.12K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
229+ 12.91% |
$38.5K - $56.1K
|
2K
$468K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
217+ 2.59% |
$36.5K - $53.2K
|
8.58K
$2M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
200+ 1.71% |
$33.7K - $49K
|
11.9K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
189+ 11.78% |
$31.8K - $46.3K
|
1.79K
$419K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163+ 307.55% |
$27.4K - $39.9K
|
216
$50.4K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
151+ 6.49% |
$25.4K - $37K
|
2.48K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
141+ 32.71% |
$23.7K - $34.5K
|
572
$134K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
121New |
$20.4K - $29.6K
|
121
$28.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
60+ 18.02% |
$10.1K - $14.7K
|
393
$91.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
42+ 2.05% |
$7.07K - $10.3K
|
2.1K
$489K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29New |
$4.88K - $7.11K
|
29
$6.77K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
29+ 0.15% |
$4.88K - $7.11K
|
19.7K
$4.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21+ 1.56% |
$3.53K - $5.15K
|
1.36K
$318K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
20+ 17.24% |
$3.37K - $4.9K
|
136
$31.8K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
18+ 0.48% |
$3.03K - $4.41K
|
3.78K
$883K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
18New |
$3.03K - $4.41K
|
18
$4.2K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10+ 0.35% |
$1.68K - $2.45K
|
2.83K
$661K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 200.0% |
$1.68K - $2.45K
|
15
$3.5K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
9+ 9.78% |
$1.51K - $2.21K
|
101
$23.6K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
9+ 9.78% |
$1.51K - $2.21K
|
101
$23.6K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 0.33% |
$1.51K - $2.21K
|
2.73K
$637K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
6+ 27.27% |
$1.01K - $1.47K
|
28
$6.54K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6+ 6.82% |
$1.01K - $1.47K
|
94
$22K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.24% |
$841 - $1.23K
|
2.11K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2New |
$337 - $490
|
2
$467
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2New |
$337 - $490
|
2
$467
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1+ 100.0% |
$168 - $245
|
2
$467
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$168 - $245
|
2
$467
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3- 4.84% |
$505 - $735
|
59
$13.8K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-4- 57.14% |
$673 - $980
|
3
$701
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 23.53% |
$673 - $980
|
13
$3.04K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5Closed |
$841 - $1.23K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 53.85% |
$1.18K - $1.72K
|
6
$1.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8- 21.62% |
$1.35K - $1.96K
|
29
$6.77K
|