Purchases and Sales Made in Q2 2025 in Virtus Global Multi Sector Income Fund (VGI)
This table provides information about the institutional ownership of Virtus Global Multi Sector Income Fund (VGI) during Q2 2025. The information is specifically focused on institutions that hold shares of Virtus Global Multi-Sector Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
86.8K+ 42.93% |
$618K - $680K
|
289K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
60.9K+ 3.23% |
$434K - $477K
|
1.95M
$15.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.4K+ 45.86% |
$152K - $168K
|
68.1K
$532K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.1K+ 59.43% |
$143K - $157K
|
53.8K
$420K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5KNew |
$110K - $122K
|
15.5K
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$95.3K - $105K
|
13.4K
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.84K+ 8.62% |
$70.1K - $77.2K
|
124K
$969K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.87K+ 40.54% |
$56K - $61.7K
|
27.3K
$213K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.32K+ 49.19% |
$52.1K - $57.4K
|
22.2K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.04K+ 17.17% |
$35.9K - $39.5K
|
34.4K
$268K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.85K+ 18.06% |
$20.3K - $22.3K
|
18.6K
$146K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
792+ 6.56% |
$5.64K - $6.21K
|
12.9K
$100K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
792+ 6.56% |
$5.64K - $6.21K
|
12.9K
$100K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
418+ 0.18% |
$2.98K - $3.28K
|
229K
$1.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
200New |
$1.42K - $1.57K
|
200
$1.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-16- 0.35% |
$114 - $125
|
4.52K
$35.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-215- 0.25% |
$1.53K - $1.69K
|
85.3K
$666K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-277- 0.59% |
$1.97K - $2.17K
|
46.4K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.54K- 0.34% |
$11K - $12.1K
|
448K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.4K- 11.8% |
$24.2K - $26.6K
|
25.4K
$199K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4K- 5.19% |
$28.5K - $31.4K
|
73K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.37K- 66.09% |
$52.4K - $57.7K
|
3.78K
$29.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.26K- 28.82% |
$58.8K - $64.7K
|
20.4K
$159K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.7K- 4.86% |
$83.6K - $92K
|
230K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.6K- 30.14% |
$104K - $114K
|
33.7K
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-14.8K- 4.73% |
$105K - $116K
|
298K
$2.33M
|
|