Institutional Ownership Virtus Total Return Fund Inc. (ZTR)
This table provides information about the institutional ownership of Virtus Total Return Fund Inc. (ZTR). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $91.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,725
shares
|
$10,764
0.0% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,023
shares
|
$6,383
0.0% of portfolio
|
Q4 2024
Reduced 63.89%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
945
shares
|
$5,896
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
771
shares
|
$4,811
0.0% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
769
shares
|
$4,798
0.0% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
660
shares
|
$4,118
0.0% of portfolio
|
Q1 2025
Reduced 28.65%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
450
shares
|
$2,808
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
445
shares
|
$2,776
0.0% of portfolio
|
Q2 2025
Reduced 30.47%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
406
shares
|
$2,533
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
222
shares
|
$1,385
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
154
shares
|
$960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
145
shares
|
$904
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
103
shares
|
$642
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
91
shares
|
$567
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
78
shares
|
$486
0.0% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
71
shares
|
$443
0.0% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
62
shares
|
$386
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
60
shares
|
$374
0.0% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1
shares
|
$6
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|