Institutional Ownership Virtus Investment Partners, Inc. (VRTS)
This table provides information about the institutional ownership of Virtus Investment Partners, Inc. (VRTS). We have compiled data on the 240 institutions that hold shares in the stock, with a total of 5.81 Million shares, which have been reported (via 13F filing form) to have a value of $941 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
5
shares
|
$810
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$810
0.0% of portfolio
|
Q2 2022
Reduced 93.75%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5
shares
|
$810
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$648
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
4
shares
|
$648
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
3
shares
|
$486
0.0% of portfolio
|
Q2 2025
Reduced 78.57%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
3
shares
|
$486
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
3
shares
|
$486
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
3
shares
|
$486
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
2
shares
|
$324
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2
shares
|
$324
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1
shares
|
$162
0.0% of portfolio
|
Q3 2025
Reduced 85.71%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$162
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|