Latest Institutional Transactions on Virtus Investment Partners, Inc. (VRTS)
This table provides information on the latest institutional transactions involving Virtus Investment Partners, Inc. (VRTS) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.48KNew |
$248K - $325K
|
1.48K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 200.0% |
$336 - $440
|
3
$486
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
295New |
$49.5K - $64.9K
|
295
$47.8K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.27KNew |
$213K - $280K
|
1.27K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.63KNew |
$274K - $359K
|
1.63K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-323- 14.37% |
$54.2K - $71.1K
|
1.93K
$312K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3- 75.0% |
$504 - $660
|
1
$162
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
125New |
$21K - $27.5K
|
125
$20.3K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-300- 18.75% |
$50.4K - $66K
|
1.3K
$211K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 19.44% |
$1.18K - $1.54K
|
29
$4.7K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.1KNew |
$1.02M - $1.34M
|
6.1K
$989K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.64KNew |
$276K - $362K
|
1.64K
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2- 0.16% |
$336 - $440
|
1.22K
$197K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5New |
$840 - $1.1K
|
5
$810
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7+ 43.75% |
$1.18K - $1.54K
|
23
$3.73K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
781+ 35.89% |
$131K - $172K
|
2.96K
$479K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.99KNew |
$1.17M - $1.54M
|
6.99K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$168 - $220
|
1
$162
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4- 44.44% |
$672 - $880
|
5
$810
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.69K- 78.47% |
$451K - $591K
|
737
$119K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
130New |
$21.8K - $28.6K
|
130
$21.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-42- 80.77% |
$7.05K - $9.24K
|
10
$1.62K
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
2.42KNew |
$492K - $607K
|
2.42K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
795+ 1.77% |
$162K - $199K
|
45.6K
$7.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
960New |
$195K - $241K
|
960
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-2K- 8.0% |
$407K - $502K
|
23K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-57- 2.66% |
$11.6K - $14.3K
|
2.08K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-64- 5.72% |
$13K - $16.1K
|
1.05K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-397- 65.08% |
$80.7K - $99.6K
|
213
$34.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15New |
$3.05K - $3.76K
|
15
$2.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.27KNew |
$258K - $319K
|
1.27K
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10- 0.97% |
$2.03K - $2.51K
|
1.02K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.13KNew |
$230K - $284K
|
1.13K
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16- 1.38% |
$3.25K - $4.01K
|
1.14K
$185K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
41New |
$8.34K - $10.3K
|
41
$6.64K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2- 0.2% |
$407 - $502
|
1K
$162K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-75- 6.39% |
$15.3K - $18.8K
|
1.1K
$178K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
510+ 27.16% |
$104K - $128K
|
2.39K
$387K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
100+ 8.33% |
$20.3K - $25.1K
|
1.3K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Santa Monica Partners LP
Larchmont, NY |
SELL
|
- |
-396- 6.52% |
$80.5K - $99.4K
|
5.68K
$920K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
77New |
$15.7K - $19.3K
|
77
$12.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 11.04% |
$7.12K - $8.78K
|
352
$57K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33New |
$6.71K - $8.28K
|
33
$5.35K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.62KNew |
$736K - $909K
|
3.62K
$587K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
920New |
$187K - $231K
|
920
$149K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
7.05K+ 17.81% |
$1.36M - $1.73M
|
46.6K
$7.55M
|
|
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
4.1KNew |
$788K - $1.01M
|
4.1K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.29K+ 116.5% |
$247K - $316K
|
2.39K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
100+ 5.88% |
$19.2K - $24.6K
|
1.8K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1- 0.09% |
$192 - $246
|
1.09K
$177K
|
|