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 83 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
145
shares
|
$868
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
116
shares
|
$694
0.0% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
97
shares
|
$581
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
91
shares
|
$545
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
85
shares
|
$509
0.0% of portfolio
|
Q2 2024
Reduced 29.17%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
71
shares
|
$425
0.0% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$5
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|