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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
28.6KNew |
$166K - $178K
|
28.6K
$186K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
966New |
$5.6K - $6.03K
|
966
$6.28K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.5KNew |
$8.7K - $9.36K
|
1.5K
$9.75K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
154New |
$893 - $961
|
154
$1K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
435New |
$2.52K - $2.71K
|
435
$2.83K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.4K- 9.09% |
$31.3K - $33.7K
|
54K
$351K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2KNew |
$6.46K - $7.44K
|
1.2K
$7.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
31.2KNew |
$168K - $193K
|
31.2K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.4KNew |
$93.6K - $108K
|
17.4K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62KNew |
$30.2K - $34.8K
|
5.62K
$36.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
200New |
$1.08K - $1.24K
|
200
$1.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.61K- 31.46% |
$24.8K - $28.6K
|
10.1K
$65.4K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
500New |
$2.69K - $3.1K
|
500
$3.25K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.86K- 6.61% |
$26.1K - $30.1K
|
68.7K
$446K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-70- 49.65% |
$377 - $434
|
71
$462
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.57KNew |
$19.2K - $22.1K
|
3.57K
$23.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.2K+ 40.91% |
$216K - $249K
|
139K
$901K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.03K+ 9.66% |
$15.9K - $16.7K
|
34.4K
$224K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
97New |
$509 - $536
|
97
$631
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10K+ 37.17% |
$52.7K - $55.5K
|
37K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
250KNew |
$1.31M - $1.38M
|
250K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-9.03K- 4.61% |
$47.4K - $50K
|
187K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
91.1KNew |
$478K - $504K
|
91.1K
$592K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.32KNew |
$43.7K - $46K
|
8.32K
$54K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$10.9K - $11.5K
|
2.08K
$13.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$10.5 - $11.1
|
2
$13
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
234New |
$1.23K - $1.29K
|
234
$1.52K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
145New |
$761 - $802
|
145
$943
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
406New |
$2.09K - $2.28K
|
406
$2.64K
|
|
|
May 15, 2024
Q1 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
77.4K+ 156.55% |
$398K - $435K
|
127K
$824K
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
268KNew |
$1.38M - $1.51M
|
268K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.9K- 3.42% |
$9.79K - $10.7K
|
53.6K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
191KNew |
$985K - $1.08M
|
191K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7K+ 20.0% |
$36.1K - $39.3K
|
42K
$273K
|
|
| Q4 2023 | |||||||
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1.77K- 14.48% |
$8.09K - $9.81K
|
10.4K
$67.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
575New |
$2.63K - $3.19K
|
575
$3.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5KNew |
$48.2K - $58.4K
|
10.5K
$68.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-112K- 12.49% |
$514K - $623K
|
786K
$5.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32.7KNew |
$150K - $181K
|
32.7K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
947+ 0.59% |
$4.34K - $5.26K
|
162K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
86.5KNew |
$396K - $480K
|
86.5K
$562K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-18.3K- 64.68% |
$83.9K - $102K
|
10K
$65K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
202New |
$925 - $1.12K
|
202
$1.31K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.26K- 51.23% |
$14.9K - $18.1K
|
3.11K
$20.2K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
15KNew |
$71.9K - $93.9K
|
15K
$97.5K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.3K- 99.92% |
$63.7K - $83.2K
|
11
$71.5
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.1KNew |
$81.9K - $107K
|
17.1K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$51.9K - $67.9K
|
10.8K
$70.5K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
386New |
$2.32K - $2.53K
|
386
$2.51K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.9K+ 33.89% |
$203K - $222K
|
134K
$871K
|
|