Latest Institutional Purchases of Virtus Total Return Fund Inc. (ZTR)
This list provides information on the latest institutional transactions involving Virtus Total Return Fund Inc. (ZTR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
217K+ 21.16% |
$1.16M - $1.35M
|
1.24M
$7.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
149K+ 47.31% |
$793K - $926K
|
463K
$2.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
142K+ 116.86% |
$756K - $884K
|
263K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
117K+ 83.86% |
$625K - $731K
|
257K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
105KNew |
$557K - $651K
|
105K
$655K
|
|
|
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
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
55.5K+ 11.44% |
$296K - $346K
|
541K
$3.39M
|
|
|
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
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
47.6KNew |
$254K - $297K
|
47.6K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
34.6K+ 27.96% |
$184K - $216K
|
158K
$993K
|
|
|
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
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
33.8K+ 3.17% |
$180K - $211K
|
1.1M
$6.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
30.8K+ 9.76% |
$164K - $192K
|
347K
$2.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
30.8K+ 23.68% |
$164K - $192K
|
161K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
30.5K+ 74.86% |
$163K - $190K
|
71.3K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30KNew |
$160K - $187K
|
30K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
27K+ 60.06% |
$144K - $168K
|
72K
$452K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.5K+ 3.05% |
$125K - $146K
|
795K
$4.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
23.3K+ 10.19% |
$124K - $145K
|
252K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
22.1K+ 14.99% |
$118K - $138K
|
170K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22K+ 215.72% |
$117K - $137K
|
32.1K
$202K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
17.2KNew |
$91.5K - $107K
|
17.2K
$108K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
8KNew |
$42.6K - $49.8K
|
8K
$50.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.63KNew |
$19.3K - $22.6K
|
3.63K
$22.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.04K+ 27.54% |
$16.2K - $19K
|
14.1K
$88.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.9K+ 5.84% |
$15.5K - $18.1K
|
52.5K
$329K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.9K+ 18.64% |
$10.1K - $11.8K
|
12.1K
$75.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.78K+ 3.71% |
$9.51K - $11.1K
|
49.9K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.59K+ 7.92% |
$8.49K - $9.92K
|
21.7K
$136K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$5.39K - $6.3K
|
1.01K
$6.35K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
966+ 2.06% |
$5.15K - $6.02K
|
47.9K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
905+ 1.97% |
$4.82K - $5.64K
|
46.9K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
574+ 2.49% |
$3.06K - $3.58K
|
23.6K
$148K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
322+ 1.82% |
$1.72K - $2.01K
|
18K
$113K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
285+ 0.63% |
$1.52K - $1.78K
|
45.3K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
124New |
$661 - $773
|
124
$777
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 0.54% |
$128 - $150
|
4.44K
$27.8K
|
|
|
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 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
679KNew |
$3.85M - $4.14M
|
679K
$4.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
21.2KNew |
$120K - $129K
|
21.2K
$133K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
14.4KNew |
$81.8K - $88K
|
14.4K
$90.5K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.7KNew |
$71.8K - $77.2K
|
12.7K
$79.4K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.9KNew |
$67.7K - $72.9K
|
11.9K
$74.9K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.63K+ 141.92% |
$9.21K - $9.91K
|
2.77K
$17.4K
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
BUY
|
- |
103New |
$584 - $628
|
103
$646
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
62New |
$352 - $378
|
62
$389
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43+ 2.56% |
$244 - $262
|
1.73K
$10.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
38+ 0.31% |
$215 - $232
|
12.3K
$76.9K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
33.4KNew |
$194K - $208K
|
33.4K
$209K
|
|