Latest Institutional Transactions on Virtus Total Return Fund Inc. (ZTR)
This table provides information on the latest institutional transactions involving Virtus Total Return Fund Inc. (ZTR) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
806New |
$4.9K - $5.2K
|
806
$5.24K
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
3.22K+ 0.29% |
$19.5K - $20.7K
|
1.13M
$7.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1K+ 1.52% |
$6.1K - $6.47K
|
66.8K
$434K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.41K+ 6.51% |
$8.6K - $9.12K
|
23.1K
$150K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-253K- 43.31% |
$1.54M - $1.63M
|
332K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-50.6K- 14.96% |
$308K - $327K
|
288K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.1K- 5.63% |
$493K - $523K
|
1.36M
$8.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.73K- 7.4% |
$22.7K - $24.1K
|
46.7K
$304K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
984+ 6.98% |
$5.98K - $6.35K
|
15.1K
$98K
|
|
|
Nov 14, 2025
Q3 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
630KNew |
$3.83M - $4.06M
|
630K
$4.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 0.52% |
$140 - $148
|
4.46K
$29K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.68K+ 8.34% |
$58.8K - $62.4K
|
126K
$817K
|
|
|
Nov 13, 2025
Q3 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
3.53K+ 0.52% |
$21.5K - $22.8K
|
683K
$4.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
120K+ 10.89% |
$729K - $774K
|
1.22M
$7.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
579+ 0.42% |
$3.52K - $3.73K
|
138K
$900K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-69- 0.83% |
$420 - $445
|
8.21K
$53.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
67.1K+ 94.13% |
$408K - $433K
|
138K
$899K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
208New |
$1.26K - $1.34K
|
208
$1.35K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.1KNew |
$183K - $194K
|
30.1K
$195K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.97K- 9.71% |
$18.1K - $19.2K
|
27.6K
$180K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
189K+ 15.18% |
$1.15M - $1.22M
|
1.43M
$9.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
31.2K+ 11.85% |
$190K - $201K
|
295K
$1.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
97.4K+ 10.61% |
$592K - $628K
|
1.02M
$6.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.69K+ 14.92% |
$16.4K - $17.4K
|
20.7K
$135K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
16+ 2.37% |
$97.3 - $103
|
692
$4.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
35.5K+ 74.19% |
$216K - $229K
|
83.4K
$542K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-134K- 83.38% |
$816K - $865K
|
26.7K
$174K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
568+ 2.41% |
$3.45K - $3.66K
|
24.2K
$157K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
734+ 4.27% |
$4.46K - $4.73K
|
17.9K
$116K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.61K- 8.13% |
$15.9K - $16.8K
|
29.5K
$192K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
320+ 1.82% |
$1.95K - $2.06K
|
17.9K
$116K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.25K- 2.08% |
$31.9K - $33.8K
|
247K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-23.4K- 17.39% |
$143K - $151K
|
111K
$724K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.4K+ 5.33% |
$258K - $273K
|
837K
$5.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
657K+ 121.46% |
$3.99M - $4.23M
|
1.2M
$7.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-202K- 43.59% |
$1.23M - $1.3M
|
261K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5K+ 4.78% |
$30.4K - $32.3K
|
110K
$712K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
345+ 0.22% |
$2.1K - $2.23K
|
159K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
15New |
$91.2 - $96.8
|
15
$97.5
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.18K- 3.61% |
$49.7K - $52.7K
|
219K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.84K- 13.42% |
$11.2K - $11.9K
|
11.9K
$77.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-707- 1.42% |
$4.3K - $4.56K
|
49.2K
$319K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.63K- 58.66% |
$9.88K - $10.5K
|
1.15K
$7.44K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
39.8K+ 75.69% |
$242K - $256K
|
92.3K
$600K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-99.3K- 58.51% |
$604K - $641K
|
70.4K
$458K
|
|
|
Oct 20, 2025
Q3 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-410K- 32.69% |
$2.49M - $2.65M
|
845K
$5.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23+ 2.98% |
$140 - $148
|
794
$5.16K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.16K+ 5.5% |
$7.03K - $7.46K
|
22.2K
$144K
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
1.42M+ 7620.68% |
$8.66M - $9.18M
|
1.44M
$9.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5.5K- 12.13% |
$33.4K - $35.4K
|
39.8K
$259K
|
|