Purchases and Sales Made in Q4 2023 in Virtus Investment Partners, Inc. (VRTS)
This table provides information about the institutional ownership of Virtus Investment Partners, Inc. (VRTS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
482+ 42.54% |
$82.4K - $119K
|
1.62K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
302+ 15.0% |
$51.6K - $74.6K
|
2.32K
$541K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
263+ 2.64% |
$45K - $65K
|
10.2K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
241+ 22.84% |
$41.2K - $59.6K
|
1.3K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
210+ 8.63% |
$35.9K - $51.9K
|
2.64K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
157+ 0.27% |
$26.8K - $38.8K
|
59.2K
$13.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
154+ 550.0% |
$26.3K - $38.1K
|
182
$42.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
146+ 6.04% |
$25K - $36.1K
|
2.56K
$598K
|
|
|
Feb 13, 2024
Q4 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
100+ 0.53% |
$17.1K - $24.7K
|
19.1K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
85+ 0.97% |
$14.5K - $21K
|
8.89K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
82+ 0.97% |
$14K - $20.3K
|
8.52K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
58+ 2.64% |
$9.91K - $14.3K
|
2.25K
$526K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 29.24% |
$8.55K - $12.4K
|
221
$51.6K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46New |
$7.86K - $11.4K
|
46
$10.7K
|
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
43New |
$7.35K - $10.6K
|
43
$10K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
43New |
$7.35K - $10.6K
|
43
$10K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
43+ 0.74% |
$7.35K - $10.6K
|
5.84K
$1.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40+ 3.92% |
$6.84K - $9.88K
|
1.06K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
39+ 1.43% |
$6.67K - $9.64K
|
2.76K
$646K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18New |
$3.08K - $4.45K
|
18
$4.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
18+ 1.59% |
$3.08K - $4.45K
|
1.15K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
12New |
$2.05K - $2.97K
|
12
$2.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11New |
$1.88K - $2.72K
|
11
$2.57K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10+ 33.33% |
$1.71K - $2.47K
|
40
$9.34K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 90.0% |
$1.54K - $2.22K
|
19
$4.44K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9+ 0.39% |
$1.54K - $2.22K
|
2.33K
$545K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8New |
$1.37K - $1.98K
|
8
$1.87K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6New |
$1.03K - $1.48K
|
6
$1.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$855 - $1.24K
|
5
$1.17K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5+ 83.33% |
$855 - $1.24K
|
11
$2.57K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4New |
$684 - $988
|
4
$934
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3+ 2.75% |
$513 - $741
|
112
$26.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 5.77% |
$513 - $741
|
55
$12.8K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2+ 0.0% |
$342 - $494
|
70K
$16.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 9.09% |
$171 - $247
|
12
$2.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 14.29% |
$171 - $247
|
8
$1.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2Closed |
$342 - $494
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4- 11.43% |
$684 - $988
|
31
$7.24K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5- 0.15% |
$855 - $1.24K
|
3.36K
$785K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6- 9.23% |
$1.03K - $1.48K
|
59
$13.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6- 0.18% |
$1.03K - $1.48K
|
3.27K
$764K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 24.14% |
$1.2K - $1.73K
|
22
$5.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 39.13% |
$1.54K - $2.22K
|
14
$3.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-10- 0.31% |
$1.71K - $2.47K
|
3.19K
$744K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-14- 1.17% |
$2.39K - $3.46K
|
1.18K
$276K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-15- 16.13% |
$2.56K - $3.71K
|
78
$18.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-26- 92.86% |
$4.44K - $6.42K
|
2
$467
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-34- 0.89% |
$5.81K - $8.4K
|
3.77K
$879K
|