Latest Institutional Transactions on Virtus Global Multi Sector Income Fund (VGI)
This table provides information on the latest institutional transactions involving Virtus Global Multi Sector Income Fund (VGI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
65New |
$482 - $512
|
65
$503
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6KNew |
$109K - $115K
|
14.6K
$113K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
50New |
$380 - $424
|
50
$387
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-24.6K- 47.3% |
$187K - $208K
|
27.4K
$212K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-20.6K- 11.34% |
$157K - $175K
|
161K
$1.25M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
50.8KNew |
$367K - $417K
|
50.8K
$393K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
656+ 0.79% |
$4.9K - $5.79K
|
83.5K
$647K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 19.05% |
$29.9 - $35.3
|
17
$132
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17New |
$127 - $150
|
17
$132
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.01K- 8.82% |
$7.56K - $8.94K
|
10.5K
$81K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.86K+ 6.64% |
$21.3K - $25.2K
|
45.9K
$355K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
98New |
$732 - $865
|
98
$759
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-22Closed |
$176 - $222
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
11KNew |
$87.9K - $111K
|
11K
$85.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23New |
$184 - $232
|
23
$178
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.2KClosed |
$9.59K - $12.1K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-34.4KClosed |
$321K - $387K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.73KClosed |
$16.1K - $19.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-66.2KClosed |
$617K - $745K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-650Closed |
$6.06K - $7.31K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.5KClosed |
$173K - $208K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9.2KClosed |
$102K - $110K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.31KClosed |
$25.6K - $27.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-4.3KClosed |
$47.7K - $51.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-646Closed |
$7.17K - $7.75K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-82Closed |
$910 - $983
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-32Closed |
$378 - $404
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-17.3KClosed |
$205K - $219K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Segantii Capital Management LTD
|
SELL
|
- |
-97Closed |
$1.14K - $1.23K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14Closed |
$165 - $177
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-516Closed |
$6.02K - $6.32K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-3.1KClosed |
$36.1K - $37.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-127Closed |
$1.36K - $1.54K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-9.32KClosed |
$100K - $110K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-500Closed |
$5.39K - $5.89K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.5KClosed |
$113K - $124K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.38KClosed |
$25.7K - $28K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-125Closed |
$1.35K - $1.47K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
271+ 2.77% |
$2.46K - $3.09K
|
10.1K
$77.8K
|
|
|
Aug 05, 2020
Q2 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-41.1KClosed |
$373K - $469K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-15.4KClosed |
$140K - $176K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-139Closed |
$1.02K - $1.94K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17.8KClosed |
$131K - $248K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-12.4KClosed |
$91.5K - $174K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.31KClosed |
$16.4K - $17.1K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-15.1KClosed |
$185K - $199K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-117Closed |
$1.44K - $1.54K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 06, 2019
Q2 2019
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-65.1KClosed |
$798K - $830K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1.47KClosed |
$17.9K - $18.7K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-26.7KClosed |
$303K - $332K
|
0
$0
|
|