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 |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 0.54% |
$128 - $150
|
4.44K
$27.6K
|
|
Q1 2025 | |||||||
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
679KNew |
$3.85M - $4.14M
|
679K
$4.22M
|
|
May 14, 2025
Q1 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
469K+ 2931.25% |
$2.66M - $2.86M
|
485K
$3.02M
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
314KNew |
$1.78M - $1.92M
|
314K
$1.95M
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
130KNew |
$738K - $794K
|
130K
$809K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
124K+ 266.91% |
$701K - $755K
|
170K
$1.06M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
120K+ 12.69% |
$682K - $733K
|
1.07M
$6.64M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.7K+ 36.61% |
$384K - $413K
|
253K
$1.57M
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
46.9KNew |
$266K - $286K
|
46.9K
$292K
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
39.8KNew |
$226K - $243K
|
39.8K
$247K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
38.1K+ 45.77% |
$216K - $233K
|
121K
$755K
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
26.5K+ 21.91% |
$150K - $162K
|
148K
$918K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
21.2KNew |
$120K - $129K
|
21.2K
$132K
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
19.7K+ 71.9% |
$111K - $120K
|
47K
$292K
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
14.4KNew |
$81.8K - $88K
|
14.4K
$89.7K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.7KNew |
$71.8K - $77.2K
|
12.7K
$78.8K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.9KNew |
$67.7K - $72.9K
|
11.9K
$74.3K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2KNew |
$57.8K - $62.2K
|
10.2K
$63.4K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1K+ 70.27% |
$57K - $61.3K
|
24.4K
$152K
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
8KNew |
$45.4K - $48.8K
|
8K
$49.8K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.2K+ 21.46% |
$40.8K - $43.9K
|
40.8K
$254K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.13K+ 2.83% |
$40.4K - $43.5K
|
259K
$1.61M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.67K+ 49.58% |
$37.8K - $40.7K
|
20.1K
$125K
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
5.01K+ 12.54% |
$28.4K - $30.6K
|
45K
$280K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.63K+ 141.92% |
$9.21K - $9.91K
|
2.77K
$17.2K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
661+ 1.46% |
$3.75K - $4.03K
|
46K
$286K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
577+ 2.57% |
$3.27K - $3.52K
|
23K
$143K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
155+ 0.27% |
$879 - $946
|
56.8K
$353K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
113+ 0.05% |
$641 - $689
|
234K
$1.46M
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
BUY
|
- |
103New |
$584 - $628
|
103
$641
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
62New |
$352 - $378
|
62
$386
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43+ 2.56% |
$244 - $262
|
1.73K
$10.7K
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
38+ 0.31% |
$215 - $232
|
12.3K
$76.3K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
33.4KNew |
$194K - $208K
|
33.4K
$208K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
28.6KNew |
$166K - $178K
|
28.6K
$178K
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$78.3K - $84.2K
|
13.5K
$84K
|
|
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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.6KNew |
$73.3K - $78.9K
|
12.6K
$78.6K
|
|
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 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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
819+ 7.2% |
$4.75K - $5.11K
|
12.2K
$75.8K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
640New |
$3.71K - $3.99K
|
640
$3.98K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
468New |
$2.71K - $2.92K
|
468
$2.91K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
435New |
$2.52K - $2.71K
|
435
$2.71K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
222New |
$1.29K - $1.39K
|
222
$1.38K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
154New |
$893 - $961
|
154
$958
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2New |
$11.6 - $12.5
|
2
$12.4
|