Latest Institutional Transactions on Virtus Total Return Fund Inc. (ZTR)
This table provides information on the latest institutional transactions involving Virtus Total Return Fund Inc. (ZTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.9K- 2.36% |
$186K - $217K
|
1.44M
$9.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
53.7K+ 6.21% |
$286K - $334K
|
918K
$5.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
55.5K+ 11.44% |
$296K - $346K
|
541K
$3.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-33.8K- 5.45% |
$180K - $210K
|
585K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
117K+ 83.86% |
$625K - $731K
|
257K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.18K- 8.96% |
$11.6K - $13.6K
|
22.2K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.68K- 2.6% |
$19.6K - $22.9K
|
138K
$864K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.59K+ 7.92% |
$8.49K - $9.92K
|
21.7K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Mangrove Partners
New York, NY |
SELL
|
- |
-109K- 19.94% |
$584K - $682K
|
439K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.58K- 35.6% |
$24.4K - $28.5K
|
8.28K
$51.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.8K+ 33.94% |
$457K - $534K
|
338K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
47.6KNew |
$254K - $297K
|
47.6K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
30.8K+ 9.76% |
$164K - $192K
|
347K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.57K- 4.88% |
$8.37K - $9.79K
|
30.6K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.3K- 1.95% |
$12.3K - $14.4K
|
116K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-35K- 74.57% |
$187K - $218K
|
12K
$75K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30KNew |
$160K - $187K
|
30K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.04K+ 27.54% |
$16.2K - $19K
|
14.1K
$88.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
23.3K+ 10.19% |
$124K - $145K
|
252K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
905+ 1.97% |
$4.82K - $5.64K
|
46.9K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
27K+ 60.06% |
$144K - $168K
|
72K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-34.8K- 3.0% |
$185K - $217K
|
1.12M
$7.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.63KNew |
$19.3K - $22.6K
|
3.63K
$22.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 39.41% |
$55.1K - $64.4K
|
15.9K
$99.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
33.8K+ 85.09% |
$180K - $211K
|
73.6K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
30.5K+ 74.86% |
$163K - $190K
|
71.3K
$447K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
16+ 2.42% |
$85.3 - $99.7
|
676
$4.24K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
33.8K+ 3.17% |
$180K - $211K
|
1.1M
$6.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
217K+ 21.16% |
$1.16M - $1.35M
|
1.24M
$7.8M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-35.2K- 20.73% |
$188K - $220K
|
135K
$845K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.9K+ 5.84% |
$15.5K - $18.1K
|
52.5K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22K+ 215.72% |
$117K - $137K
|
32.1K
$202K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
142K+ 116.86% |
$756K - $884K
|
263K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28K- 47.57% |
$149K - $174K
|
30.8K
$193K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.37K- 11.21% |
$34K - $39.7K
|
50.5K
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
124New |
$661 - $773
|
124
$777
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
30.8K+ 23.68% |
$164K - $192K
|
161K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.78K+ 3.71% |
$9.51K - $11.1K
|
49.9K
$313K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
17.2KNew |
$91.5K - $107K
|
17.2K
$108K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.5K+ 3.05% |
$125K - $146K
|
795K
$4.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
22.1K+ 14.99% |
$118K - $138K
|
170K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
149K+ 47.31% |
$793K - $926K
|
463K
$2.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.23K- 2.41% |
$33.2K - $38.8K
|
253K
$1.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$5.39K - $6.3K
|
1.01K
$6.35K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
322+ 1.82% |
$1.72K - $2.01K
|
18K
$113K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
8KNew |
$42.6K - $49.8K
|
8K
$50.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
966+ 2.06% |
$5.15K - $6.02K
|
47.9K
$300K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
574+ 2.49% |
$3.06K - $3.58K
|
23.6K
$148K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
34.6K+ 27.96% |
$184K - $216K
|
158K
$993K
|