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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5KNew |
$29K - $31.2K
|
5K
$29.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
28.6KNew |
$166K - $178K
|
28.6K
$167K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.81K- 63.89% |
$10.5K - $11.3K
|
1.02K
$5.97K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
387+ 0.47% |
$2.24K - $2.41K
|
83.3K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
730+ 1.6% |
$4.23K - $4.56K
|
46.4K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-4.1K- 3.06% |
$23.8K - $25.6K
|
130K
$759K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.5K- 42.36% |
$95.7K - $103K
|
22.5K
$131K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
966New |
$5.6K - $6.03K
|
966
$5.64K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.5KNew |
$8.7K - $9.36K
|
1.5K
$8.76K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.29K- 99.9% |
$36.5K - $39.3K
|
6
$35
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
154New |
$893 - $961
|
154
$899
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
435New |
$2.52K - $2.71K
|
435
$2.54K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
819+ 7.2% |
$4.75K - $5.11K
|
12.2K
$71.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.92K- 21.43% |
$28.5K - $30.7K
|
18K
$105K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.6K+ 2.0% |
$26.7K - $28.7K
|
234K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.4K- 9.09% |
$31.3K - $33.7K
|
54K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.53K- 5.96% |
$14.7K - $15.8K
|
40K
$234K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2KNew |
$6.46K - $7.44K
|
1.2K
$7.01K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
31.2KNew |
$168K - $193K
|
31.2K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-516- 2.13% |
$2.78K - $3.2K
|
23.7K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-8K- 21.48% |
$43K - $49.6K
|
29.3K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.63K+ 141.92% |
$8.74K - $10.1K
|
2.77K
$16.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.1KNew |
$119K - $137K
|
22.1K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.4KNew |
$93.6K - $108K
|
17.4K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62KNew |
$30.2K - $34.8K
|
5.62K
$32.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
200New |
$1.08K - $1.24K
|
200
$1.17K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.61K- 31.46% |
$24.8K - $28.6K
|
10.1K
$58.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-830- 5.71% |
$4.47K - $5.15K
|
13.7K
$80.1K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
500New |
$2.69K - $3.1K
|
500
$2.92K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
27.4KNew |
$147K - $170K
|
27.4K
$160K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.86K- 6.61% |
$26.1K - $30.1K
|
68.7K
$401K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-70- 49.65% |
$377 - $434
|
71
$415
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.94KNew |
$15.8K - $18.2K
|
2.94K
$17.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.57KNew |
$19.2K - $22.1K
|
3.57K
$20.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.2K+ 40.91% |
$216K - $249K
|
139K
$809K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-631- 3.17% |
$3.39K - $3.91K
|
19.3K
$112K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
19+ 2.53% |
$102 - $118
|
771
$4.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-28- 0.23% |
$151 - $174
|
12.2K
$71.4K
|
|
| Q2 2024 | |||||||
|
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-452K- 53.82% |
$2.37M - $2.5M
|
388K
$2.26M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.03K+ 9.66% |
$15.9K - $16.7K
|
34.4K
$201K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
97New |
$509 - $536
|
97
$566
|
|
|
Aug 14, 2024
Q2 2024
|
Mangrove Partners
New York, NY |
SELL
|
- |
-567K- 29.18% |
$2.98M - $3.13M
|
1.38M
$8.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-9.03K- 4.61% |
$47.4K - $50K
|
187K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
250KNew |
$1.31M - $1.38M
|
250K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10K+ 37.17% |
$52.7K - $55.5K
|
37K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
455KNew |
$2.39M - $2.52M
|
455K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
91.1KNew |
$478K - $504K
|
91.1K
$532K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.32KNew |
$43.7K - $46K
|
8.32K
$48.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$10.9K - $11.5K
|
2.08K
$12.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$10.5 - $11.1
|
2
$11.7
|
|