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 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
905+ 1.97% |
$4.82K - $5.64K
|
46.9K
$305K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$5.33K - $6.23K
|
1K
$6.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mangrove Partners
New York, NY |
SELL
|
- |
-109K- 19.94% |
$584K - $682K
|
439K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.18K- 8.96% |
$11.6K - $13.6K
|
22.2K
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
47.6KNew |
$254K - $297K
|
47.6K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
30.8K+ 9.76% |
$164K - $192K
|
347K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
27K+ 60.06% |
$144K - $168K
|
72K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
23.3K+ 10.19% |
$124K - $145K
|
252K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30KNew |
$160K - $187K
|
30K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-35K- 74.57% |
$187K - $218K
|
12K
$77.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
117K+ 83.86% |
$625K - $731K
|
257K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
33.8K+ 85.09% |
$180K - $211K
|
73.6K
$479K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.63KNew |
$19.3K - $22.6K
|
3.63K
$23.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
124New |
$661 - $773
|
124
$806
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28K- 47.57% |
$149K - $174K
|
30.8K
$200K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$5.39K - $6.3K
|
1.01K
$6.58K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
8KNew |
$42.6K - $49.8K
|
8K
$52K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.9K+ 18.64% |
$10.1K - $11.8K
|
12.1K
$78.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-195- 30.47% |
$1.04K - $1.21K
|
445
$2.89K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.09K- 8.94% |
$5.8K - $6.78K
|
11.1K
$72.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-56- 0.29% |
$298 - $349
|
19K
$124K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
BUY
|
- |
103New |
$584 - $628
|
103
$670
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.7KNew |
$71.8K - $77.2K
|
12.7K
$82.3K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 24.85% |
$58.2K - $62.6K
|
31K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-47Closed |
$266 - $287
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-8.93K- 30.53% |
$50.6K - $54.5K
|
20.3K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-259K- 30.53% |
$1.47M - $1.58M
|
590K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-218K- 71.26% |
$1.23M - $1.33M
|
87.8K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33- 29.73% |
$187 - $201
|
78
$507
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-47K- 56.08% |
$266K - $286K
|
36.8K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-235- 23.41% |
$1.33K - $1.43K
|
769
$5K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-699K- 82.58% |
$3.97M - $4.27M
|
148K
$959K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
14.4KNew |
$81.8K - $88K
|
14.4K
$93.8K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-700- 23.79% |
$3.97K - $4.27K
|
2.24K
$14.6K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.9KNew |
$67.7K - $72.9K
|
11.9K
$77.7K
|
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
679KNew |
$3.85M - $4.14M
|
679K
$4.41M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.11K- 6.92% |
$11.9K - $12.9K
|
28.3K
$184K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43+ 2.56% |
$244 - $262
|
1.73K
$11.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 29.41% |
$142 - $153
|
60
$390
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
62New |
$352 - $378
|
62
$403
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
21.2KNew |
$120K - $129K
|
21.2K
$138K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
38+ 0.31% |
$215 - $232
|
12.3K
$79.7K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2New |
$11.6 - $12.5
|
2
$13
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
468New |
$2.71K - $2.92K
|
468
$3.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
222New |
$1.29K - $1.39K
|
222
$1.44K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
640New |
$3.71K - $3.99K
|
640
$4.16K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
33.4KNew |
$194K - $208K
|
33.4K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5KNew |
$29K - $31.2K
|
5K
$32.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.81K- 63.89% |
$10.5K - $11.3K
|
1.02K
$6.65K
|
|