Purchases and Sales Made in Q4 2024 in Virtus Total Return Fund Inc. (ZTR)
This table provides information about the institutional ownership of Virtus Total Return Fund Inc. (ZTR) during Q4 2024. The information is specifically focused on institutions that hold shares of Virtus Total Return Fund Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.37K- 0.93% |
$13.7K - $14.8K
|
252K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.53K- 5.96% |
$14.7K - $15.8K
|
40K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.73K- 2.57% |
$21.6K - $23.3K
|
142K
$828K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-4.1K- 3.06% |
$23.8K - $25.6K
|
130K
$760K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.92K- 21.43% |
$28.5K - $30.7K
|
18K
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.92K- 21.45% |
$28.5K - $30.7K
|
18K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.98K- 15.4% |
$28.9K - $31.1K
|
27.3K
$160K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.4K- 9.09% |
$31.3K - $33.7K
|
54K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.29K- 99.9% |
$36.5K - $39.3K
|
6
$35.1
|
|
|
Feb 14, 2025
Q4 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-16.5K- 4.35% |
$95.6K - $103K
|
363K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.5K- 42.36% |
$95.7K - $103K
|
22.5K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.2K- 12.41% |
$152K - $164K
|
185K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-60.8K- 33.42% |
$353K - $379K
|
121K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-76.5K- 11.16% |
$444K - $477K
|
609K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-150K- 72.53% |
$868K - $934K
|
56.7K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-181K- 37.21% |
$1.05M - $1.13M
|
306K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-503K- 85.74% |
$2.92M - $3.14M
|
83.7K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.77M- 51.41% |
$10.3M - $11M
|
1.67M
$9.78M
|