Institutional Ownership Virtus Global Multi Sector Income Fund (VGI)
This table provides information about the institutional ownership of Virtus Global Multi Sector Income Fund (VGI). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 4.3 Million shares, which have been reported (via 13F filing form) to have a value of $33.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
1,694,022
shares
|
$13.3 Million
0.29% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
462,083
shares
|
$3.62 Million
0.28% of portfolio
|
Q4 2024
Added 66.47%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
259,354
shares
|
$2.03 Million
0.79% of portfolio
|
Q4 2024
Reduced 25.32%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
250,583
shares
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
198,247
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
193,765
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
191,451
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
128,958
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
106,816
shares
|
$836,369
0.01% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
106,110
shares
|
$830,841
0.0% of portfolio
|
Q4 2024
Added 51.21%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
94,187
shares
|
$737,484
0.0% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
86,040
shares
|
$673,693
0.01% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
83,500
shares
|
$653,805
0.0% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
71,295
shares
|
$558,239
0.28% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
48,216
shares
|
$377,531
0.04% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
45,787
shares
|
$358,512
0.0% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
34,302
shares
|
$268,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
31,857
shares
|
$249,440
0.04% of portfolio
|
Q4 2024
Reduced 19.43%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
29,941
shares
|
$234,438
0.0% of portfolio
|
Q4 2024
Added 73.43%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
22,500
shares
|
$176,175
0.01% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
19,976
shares
|
$156,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
19,609
shares
|
$153,538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
19,287
shares
|
$151,017
0.0% of portfolio
|
Q4 2024
Reduced 46.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,125
shares
|
$126,258
0.0% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
15,785
shares
|
$123,596
0.0% of portfolio
|
Q4 2023
Added 7.49%
|