Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-300Closed |
$2.29K - $2.96K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-477Closed |
$4.21K - $4.66K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.08KClosed |
$10K - $10.5K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-839Closed |
$7.8K - $8.17K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
SELL
|
- |
-208Closed |
$1.93K - $2.03K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-122Closed |
$1.13K - $1.19K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-143KClosed |
$1.32M - $1.43M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.3KClosed |
$132K - $143K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.8KClosed |
$118K - $127K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.58KClosed |
$51.5K - $55.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.19KClosed |
$29.4K - $31.7K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1KClosed |
$9.22K - $9.95K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-207Closed |
$1.91K - $2.06K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.08KClosed |
$19.1K - $21.3K
|
0
$0
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.3KClosed |
$12K - $13.3K
|
0
$0
|
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-831Closed |
$7.65K - $8.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-247Closed |
$2.27K - $2.53K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-151Closed |
$1.39K - $1.54K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-53Closed |
$488 - $542
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 12, 2021
Q1 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4.07KClosed |
$34.8K - $38K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-580Closed |
$4.96K - $5.42K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 15, 2021
Q4 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-25Closed |
$184 - $221
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.8KClosed |
$200K - $216K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.25KClosed |
$9.71K - $10.5K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-172Closed |
$1.33K - $1.44K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 04, 2020
Q2 2020
|
Adams Wealth Management
|
SELL
|
- |
-25.3KClosed |
$167K - $229K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.4KClosed |
$15.8K - $21.8K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.42KClosed |
$9.41K - $12.9K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Steph & CO
|
SELL
|
- |
-470Closed |
$3.11K - $4.27K
|
0
$0
|
|
|
Feb 13, 2024
Q2 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-41Closed |
$271 - $372
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-41Closed |
$271 - $372
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 27, 2020
Q1 2020
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-18.6KClosed |
$94.1K - $223K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-365Closed |
$1.84K - $4.36K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.26KClosed |
$13.6K - $14.7K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Allworth Financial LP
|
SELL
|
- |
-1Closed |
$10.7 - $11.6
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1Closed |
$10.3 - $11.9
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.9KClosed |
$118K - $127K
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-250Closed |
$2.7K - $2.91K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-225Closed |
$2.43K - $2.61K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-15.3KClosed |
$136K - $166K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.46KClosed |
$13K - $15.8K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.1KClosed |
$110K - $147K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.24KClosed |
$10.4K - $14K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-551Closed |
$4.63K - $6.22K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 25, 2018
Q2 2018
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-761Closed |
$8.17K - $8.7K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 10, 2018
Q1 2018
|
Avestar Capital, LLC
|
SELL
|
- |
-3.67KClosed |
$39.8K - $51.8K
|
0
$0
|
|
|
Apr 23, 2018
Q1 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3KClosed |
$32.5K - $42.3K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-150Closed |
$1.62K - $2.12K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5Closed |
$54.2 - $70.6
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.7KClosed |
$204K - $214K
|
0
$0
|
|