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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-801Closed |
$223K - $267K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-404Closed |
$113K - $135K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.18KClosed |
$608K - $727K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-31- 77.5% |
$8.64K - $10.3K
|
9
$1.38K
|
|
|
Feb 08, 2022
Q4 2021
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-1.34KClosed |
$374K - $448K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-699Closed |
$195K - $233K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.05KClosed |
$850K - $1.02M
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.17KClosed |
$605K - $723K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-1.87KClosed |
$468K - $608K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-531Closed |
$133K - $173K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.06KClosed |
$264K - $343K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-68Closed |
$17K - $22.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
19KNew |
$4.76M - $6.18M
|
19K
$2.91M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-5Closed |
$1.25K - $1.63K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Dec 01, 2022
Q2 2021
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-30- 29.41% |
$7.23K - $8.95K
|
72
$11K
|
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-630Closed |
$152K - $188K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-15.1KClosed |
$3.64M - $4.5M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
12New |
$2.89K - $3.58K
|
12
$1.84K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-30Closed |
$7.23K - $8.95K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-863Closed |
$208K - $257K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100Closed |
$24.1K - $29.8K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-664Closed |
$160K - $198K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
80New |
$16.3K - $21.1K
|
80
$12.2K
|
|
|
May 17, 2021
Q1 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-7.6KClosed |
$1.55M - $2M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-868Closed |
$177K - $229K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-269Closed |
$54.9K - $71K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-5Closed |
$1.02K - $1.32K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-2.67KClosed |
$544K - $704K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7Closed |
$1.43K - $1.85K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
347New |
$70.8K - $91.5K
|
347
$53.1K
|
|
|
May 11, 2021
Q1 2021
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-9.42KClosed |
$1.92M - $2.48M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-13.3KClosed |
$2.71M - $3.5M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$408 - $528
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-144Closed |
$29.4K - $38K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-421Closed |
$85.9K - $111K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-11.8KClosed |
$2.4M - $3.11M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-323Closed |
$65.9K - $85.2K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-13Closed |
$2.65K - $3.43K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1Closed |
$138 - $217
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
11New |
$1.52K - $2.39K
|
11
$1.68K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10New |
$1.38K - $2.17K
|
10
$1.53K
|
|
|
Jan 29, 2021
Q4 2020
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25New |
$3.46K - $5.43K
|
25
$3.82K
|
|
|
Jan 15, 2021
Q4 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-2.22KClosed |
$307K - $482K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-1Closed |
$113 - $145
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-54Closed |
$6.11K - $7.83K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-5.38KClosed |
$608K - $779K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1Closed |
$113 - $145
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.36KClosed |
$266K - $341K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Mackay Shields LLC
|
SELL
|
- |
-5.6KClosed |
$633K - $812K
|
0
$0
|
|