Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67.4K+ 92.29% |
$521K - $544K
|
140K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.7K+ 19.43% |
$345K - $360K
|
275K
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.8K+ 26.43% |
$253K - $265K
|
157K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16.1KNew |
$125K - $130K
|
16.1K
$126K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
16K+ 16.99% |
$124K - $129K
|
110K
$861K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.9K+ 4.34% |
$99.8K - $104K
|
311K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11.4KNew |
$88.3K - $92.2K
|
11.4K
$89.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
11.4KNew |
$88.3K - $92.2K
|
11.4K
$89.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.66K+ 176.19% |
$51.5K - $53.7K
|
10.4K
$81.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.4K+ 3.89% |
$41.7K - $43.6K
|
144K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.62K+ 20.37% |
$20.3K - $21.1K
|
15.5K
$121K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.34K+ 5.05% |
$18.1K - $18.9K
|
48.7K
$380K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.3K+ 28.86% |
$10.1K - $10.5K
|
5.82K
$45.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.12KNew |
$8.62K - $9K
|
1.12K
$8.71K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
500New |
$3.87K - $4.04K
|
500
$3.91K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-391- 1.54% |
$3.02K - $3.16K
|
25K
$195K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.3K- 0.45% |
$10K - $10.5K
|
288K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.93K- 5.62% |
$14.9K - $15.6K
|
32.4K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2K- 10.73% |
$15.5K - $16.1K
|
16.6K
$130K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.34K- 10.55% |
$18.1K - $18.9K
|
19.9K
$155K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.97K- 32.02% |
$38.4K - $40.1K
|
10.5K
$82.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.59K- 9.68% |
$50.9K - $53.2K
|
61.5K
$480K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.97K- 29.21% |
$61.6K - $64.3K
|
19.3K
$151K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-17.2K- 20.22% |
$133K - $139K
|
68K
$531K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-41.9K- 2.15% |
$324K - $338K
|
1.91M
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-72.9K- 31.85% |
$564K - $589K
|
156K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-279K- 62.26% |
$2.16M - $2.25M
|
169K
$1.32M
|
|