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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7K+ 20.0% |
$36.1K - $39.3K
|
42K
$246K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
640New |
$3.3K - $3.6K
|
640
$3.74K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
406New |
$2.09K - $2.28K
|
406
$2.38K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
86.5KNew |
$396K - $480K
|
86.5K
$506K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32.7KNew |
$150K - $181K
|
32.7K
$191K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9K+ 105.13% |
$114K - $138K
|
48.7K
$285K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5KNew |
$48.2K - $58.4K
|
10.5K
$61.6K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.48K+ 32.93% |
$16K - $19.3K
|
14.1K
$82.3K
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
947+ 0.59% |
$4.34K - $5.26K
|
162K
$945K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
816New |
$3.74K - $4.53K
|
816
$4.77K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
575New |
$2.63K - $3.19K
|
575
$3.36K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
202New |
$925 - $1.12K
|
202
$1.18K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.1KNew |
$81.9K - $107K
|
17.1K
$100K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$51.9K - $67.9K
|
10.8K
$63.4K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.27K+ 72.89% |
$30K - $39.2K
|
14.9K
$86.9K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.9K+ 33.89% |
$203K - $222K
|
134K
$784K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.9KNew |
$65.4K - $71.4K
|
10.9K
$63.8K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
10K+ 100.0% |
$60K - $65.5K
|
20K
$117K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
647+ 3.94% |
$3.88K - $4.24K
|
17.1K
$99.9K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
386New |
$2.32K - $2.53K
|
386
$2.26K
|
|
Q1 2023 | |||||||
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
18.8KNew |
$114K - $131K
|
18.8K
$110K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.26K+ 21.04% |
$25.9K - $29.8K
|
24.5K
$143K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
1.2K+ 3.72% |
$7.31K - $8.41K
|
33.6K
$196K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
945New |
$5.75K - $6.61K
|
945
$5.53K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
571New |
$3.47K - $3.99K
|
571
$3.34K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
450New |
$2.74K - $3.15K
|
450
$2.63K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
29New |
$176 - $203
|
29
$170
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
96.1KNew |
$570K - $671K
|
96.1K
$562K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.6KNew |
$312K - $367K
|
52.6K
$308K
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.5KNew |
$73.9K - $87K
|
12.5K
$72.9K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
8.07KNew |
$47.8K - $56.3K
|
8.07K
$47.2K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
3.86KNew |
$22.9K - $26.9K
|
3.86K
$22.6K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
183New |
$1.09K - $1.28K
|
183
$1.07K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ursa Fund Management, LLC
|
BUY
|
- |
188KNew |
$1.17M - $1.72M
|
188K
$1.1M
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
729New |
$4.54K - $6.67K
|
729
$4.26K
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
729New |
$4.54K - $6.67K
|
729
$4.26K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
91New |
$567 - $833
|
91
$532
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23New |
$143 - $210
|
23
$135
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2New |
$12.5 - $18.3
|
2
$11.7
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.1KNew |
$123K - $159K
|
16.1K
$94.2K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.04KNew |
$15.6K - $20.1K
|
2.04K
$11.9K
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.49KNew |
$11.3K - $14.7K
|
1.49K
$8.7K
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
219New |
$1.67K - $2.16K
|
219
$1.28K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
547New |
$4.82K - $5.34K
|
547
$3.2K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
313New |
$2.76K - $3.05K
|
313
$1.83K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
176+ 17.6% |
$1.55K - $1.72K
|
1.18K
$6.88K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
138New |
$1.22K - $1.35K
|
138
$807
|
|
Q4 2021 | |||||||
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.7KNew |
$99.1K - $104K
|
10.7K
$62.4K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.19KNew |
$20.4K - $21.3K
|
2.19K
$12.8K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
140New |
$1.3K - $1.36K
|
140
$819
|