Latest Institutional Purchases of Virtus Investment Partners, Inc. (VRTS)
This list provides information on the latest institutional transactions involving Virtus Investment Partners, Inc. (VRTS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
141New |
$32K - $35.3K
|
141
$22.8K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
90+ 9.39% |
$20.4K - $22.5K
|
1.05K
$170K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
56New |
$12.7K - $14K
|
56
$9.07K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
30New |
$6.82K - $7.52K
|
30
$4.86K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5New |
$1.14K - $1.25K
|
5
$810
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$682 - $752
|
3
$486
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
11.8K+ 106.85% |
$2.02M - $2.91M
|
22.8K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2KNew |
$342K - $494K
|
2K
$324K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.2K+ 33.33% |
$205K - $297K
|
4.8K
$778K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$172K - $249K
|
1.01K
$163K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
900New |
$154K - $222K
|
900
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46New |
$7.86K - $11.4K
|
46
$7.45K
|
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
43New |
$7.35K - $10.6K
|
43
$6.97K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18New |
$3.08K - $4.45K
|
18
$2.92K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11New |
$1.88K - $2.72K
|
11
$1.78K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6New |
$1.03K - $1.48K
|
6
$972
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$855 - $1.24K
|
5
$810
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3+ 2.75% |
$513 - $741
|
112
$18.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 9.09% |
$171 - $247
|
12
$1.94K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
306+ 14.14% |
$59K - $66.9K
|
2.47K
$400K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
41New |
$7.9K - $8.96K
|
41
$6.64K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
39New |
$7.52K - $8.52K
|
39
$6.32K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
10+ 0.51% |
$1.93K - $2.19K
|
1.98K
$321K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
6New |
$1.16K - $1.31K
|
6
$972
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$771 - $874
|
4
$648
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
14.7KNew |
$2.46M - $3.17M
|
14.7K
$2.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.42KNew |
$571K - $736K
|
3.42K
$554K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.02K+ 8.25% |
$170K - $219K
|
13.3K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
45+ 0.5% |
$7.52K - $9.69K
|
8.97K
$1.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8New |
$1.34K - $1.72K
|
8
$1.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$167 - $215
|
1
$162
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
19.3KNew |
$3.24M - $4.72M
|
19.3K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
8.37K+ 63.51% |
$1.41M - $2.05M
|
21.5K
$3.49M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
674+ 38.21% |
$113K - $165K
|
2.44K
$395K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
18New |
$3.03K - $4.41K
|
18
$2.92K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6+ 6.82% |
$1.01K - $1.47K
|
94
$15.2K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2New |
$337 - $490
|
2
$324
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$168 - $245
|
2
$324
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
110KNew |
$16.2M - $22.2M
|
110K
$17.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
40K+ 84.17% |
$5.91M - $8.09M
|
87.5K
$14.2M
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
12.1KNew |
$1.79M - $2.45M
|
12.1K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 669.74% |
$569K - $779K
|
4.43K
$717K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
354New |
$52.3K - $71.6K
|
354
$57.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
48New |
$7.09K - $9.71K
|
48
$7.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
42New |
$6.21K - $8.49K
|
42
$6.81K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38New |
$5.61K - $7.68K
|
38
$6.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
18+ 1.12% |
$2.66K - $3.64K
|
1.63K
$264K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6New |
$887 - $1.21K
|
6
$972
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4New |
$591 - $809
|
4
$648
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1New |
$148 - $202
|
1
$162
|
|