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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
679KNew |
$3.85M - $4.14M
|
679K
$4.22M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
38.1K+ 45.77% |
$216K - $233K
|
121K
$755K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
124K+ 266.91% |
$701K - $755K
|
170K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-61.7K- 55.42% |
$350K - $376K
|
49.6K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.11K- 6.92% |
$11.9K - $12.9K
|
28.3K
$176K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-6.2K- 4.77% |
$35.2K - $37.8K
|
124K
$769K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
577+ 2.57% |
$3.27K - $3.52K
|
23K
$143K
|
|
|
Apr 29, 2025
Q1 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-119K- 7.44% |
$674K - $725K
|
1.48M
$9.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2KNew |
$57.8K - $62.2K
|
10.2K
$63.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43+ 2.56% |
$244 - $262
|
1.73K
$10.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.13K+ 2.83% |
$40.4K - $43.5K
|
259K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.05M- 57.72% |
$5.97M - $6.42M
|
771K
$4.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
46.9KNew |
$266K - $286K
|
46.9K
$292K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 29.41% |
$142 - $153
|
60
$373
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
62New |
$352 - $378
|
62
$386
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.11K- 14.95% |
$17.7K - $19K
|
17.7K
$110K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
21.2KNew |
$120K - $129K
|
21.2K
$132K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
113+ 0.05% |
$641 - $689
|
234K
$1.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-3.63K- 15.35% |
$20.6K - $22.2K
|
20K
$125K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
5.01K+ 12.54% |
$28.4K - $30.6K
|
45K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-195- 1.01% |
$1.11K - $1.19K
|
19.1K
$119K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
38+ 0.31% |
$215 - $232
|
12.3K
$76.3K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2New |
$11.6 - $12.5
|
2
$12.4
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.26K- 31.47% |
$47.9K - $51.5K
|
18K
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.6KNew |
$73.3K - $78.9K
|
12.6K
$78.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-76.5K- 11.16% |
$444K - $477K
|
609K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$74.8K - $80.5K
|
12.9K
$80.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$78.3K - $84.2K
|
13.5K
$84K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
468New |
$2.71K - $2.92K
|
468
$2.91K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
222New |
$1.29K - $1.39K
|
222
$1.38K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
640New |
$3.71K - $3.99K
|
640
$3.98K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
33.4KNew |
$194K - $208K
|
33.4K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$59K - $63.5K
|
10.2K
$63.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5KNew |
$29K - $31.2K
|
5K
$31.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.81K- 63.89% |
$10.5K - $11.3K
|
1.02K
$6.36K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
28.6KNew |
$166K - $178K
|
28.6K
$178K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.5KNew |
$8.7K - $9.36K
|
1.5K
$9.33K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
966New |
$5.6K - $6.03K
|
966
$6.01K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
435New |
$2.52K - $2.71K
|
435
$2.71K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
154New |
$893 - $961
|
154
$958
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
819+ 7.2% |
$4.75K - $5.11K
|
12.2K
$75.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.92K- 21.43% |
$28.5K - $30.7K
|
18K
$112K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.4K- 9.09% |
$31.3K - $33.7K
|
54K
$336K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2KNew |
$6.46K - $7.44K
|
1.2K
$7.46K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
31.2KNew |
$168K - $193K
|
31.2K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.61K- 31.46% |
$24.8K - $28.6K
|
10.1K
$62.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
200New |
$1.08K - $1.24K
|
200
$1.24K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62KNew |
$30.2K - $34.8K
|
5.62K
$35K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.4KNew |
$93.6K - $108K
|
17.4K
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-830- 5.71% |
$4.47K - $5.15K
|
13.7K
$85.3K
|
|