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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.2K+ 40.91% |
$216K - $249K
|
139K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
31.2KNew |
$168K - $193K
|
31.2K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.4KNew |
$93.6K - $108K
|
17.4K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62KNew |
$30.2K - $34.8K
|
5.62K
$35K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.57KNew |
$19.2K - $22.1K
|
3.57K
$22.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2KNew |
$6.46K - $7.44K
|
1.2K
$7.46K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
500New |
$2.69K - $3.1K
|
500
$3.11K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
200New |
$1.08K - $1.24K
|
200
$1.24K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
19+ 2.53% |
$102 - $118
|
771
$4.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
250KNew |
$1.31M - $1.38M
|
250K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
91.1KNew |
$478K - $504K
|
91.1K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10K+ 37.17% |
$52.7K - $55.5K
|
37K
$230K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.32KNew |
$43.7K - $46K
|
8.32K
$51.7K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.03K+ 9.66% |
$15.9K - $16.7K
|
34.4K
$214K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$10.9K - $11.5K
|
2.08K
$12.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
234New |
$1.23K - $1.29K
|
234
$1.46K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
145New |
$761 - $802
|
145
$902
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
97New |
$509 - $536
|
97
$603
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$10.5 - $11.1
|
2
$12.4
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
268KNew |
$1.38M - $1.51M
|
268K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
191KNew |
$985K - $1.08M
|
191K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
77.4K+ 156.55% |
$398K - $435K
|
127K
$789K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7K+ 20.0% |
$36.1K - $39.3K
|
42K
$261K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
640New |
$3.3K - $3.6K
|
640
$3.98K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
406New |
$2.09K - $2.28K
|
406
$2.53K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
86.5KNew |
$396K - $480K
|
86.5K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32.7KNew |
$150K - $181K
|
32.7K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5KNew |
$48.2K - $58.4K
|
10.5K
$65.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
947+ 0.59% |
$4.34K - $5.26K
|
162K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
575New |
$2.63K - $3.19K
|
575
$3.58K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
202New |
$925 - $1.12K
|
202
$1.26K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.1KNew |
$81.9K - $107K
|
17.1K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$51.9K - $67.9K
|
10.8K
$67.5K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.9K+ 33.89% |
$203K - $222K
|
134K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.9KNew |
$65.4K - $71.4K
|
10.9K
$67.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
10K+ 100.0% |
$60K - $65.5K
|
20K
$124K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
647+ 3.94% |
$3.88K - $4.24K
|
17.1K
$106K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
386New |
$2.32K - $2.53K
|
386
$2.4K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
18.8KNew |
$114K - $131K
|
18.8K
$117K
|
|
|
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
$152K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
1.2K+ 3.72% |
$7.31K - $8.41K
|
33.6K
$209K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
945New |
$5.75K - $6.61K
|
945
$5.88K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
571New |
$3.47K - $3.99K
|
571
$3.55K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
450New |
$2.74K - $3.15K
|
450
$2.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
29New |
$176 - $203
|
29
$180
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
96.1KNew |
$570K - $671K
|
96.1K
$598K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.5KNew |
$73.9K - $87K
|
12.5K
$77.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
8.07KNew |
$47.8K - $56.3K
|
8.07K
$50.2K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
3.86KNew |
$22.9K - $26.9K
|
3.86K
$24K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
183New |
$1.09K - $1.28K
|
183
$1.14K
|
|