Latest Institutional Purchases of Virtus Total Return Fund Inc. (ZTR)
This list provides information on the latest institutional transactions involving Virtus Total Return Fund Inc. (ZTR) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
1.42M+ 7620.68% |
$8.66M - $9.18M
|
1.44M
$9.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
657K+ 121.46% |
$3.99M - $4.23M
|
1.2M
$7.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
630KNew |
$3.83M - $4.06M
|
630K
$4.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
189K+ 15.18% |
$1.15M - $1.22M
|
1.43M
$9.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
120K+ 10.89% |
$729K - $774K
|
1.22M
$7.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
97.4K+ 10.61% |
$592K - $628K
|
1.02M
$6.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
67.1K+ 94.13% |
$408K - $433K
|
138K
$899K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.4K+ 5.33% |
$258K - $273K
|
837K
$5.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
39.8K+ 75.69% |
$242K - $256K
|
92.3K
$600K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
35.5K+ 74.19% |
$216K - $229K
|
83.4K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
31.2K+ 11.85% |
$190K - $201K
|
295K
$1.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.1KNew |
$183K - $194K
|
30.1K
$195K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.68K+ 8.34% |
$58.8K - $62.4K
|
126K
$817K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5K+ 4.78% |
$30.4K - $32.3K
|
110K
$712K
|
|
|
Nov 13, 2025
Q3 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
3.53K+ 0.52% |
$21.5K - $22.8K
|
683K
$4.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
3.22K+ 0.29% |
$19.5K - $20.7K
|
1.13M
$7.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.69K+ 14.92% |
$16.4K - $17.4K
|
20.7K
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.41K+ 6.51% |
$8.6K - $9.12K
|
23.1K
$150K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.16K+ 5.5% |
$7.03K - $7.46K
|
22.2K
$144K
|
|
|
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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
984+ 6.98% |
$5.98K - $6.35K
|
15.1K
$98K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
806New |
$4.9K - $5.2K
|
806
$5.24K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
734+ 4.27% |
$4.46K - $4.73K
|
17.9K
$116K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
579+ 0.42% |
$3.52K - $3.73K
|
138K
$900K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
568+ 2.41% |
$3.45K - $3.66K
|
24.2K
$157K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
345+ 0.22% |
$2.1K - $2.23K
|
159K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
320+ 1.82% |
$1.95K - $2.06K
|
17.9K
$116K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
208New |
$1.26K - $1.34K
|
208
$1.35K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 0.52% |
$140 - $148
|
4.46K
$29K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23+ 2.98% |
$140 - $148
|
794
$5.16K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
16+ 2.37% |
$97.3 - $103
|
692
$4.5K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
15New |
$91.2 - $96.8
|
15
$97.5
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
117K+ 83.86% |
$625K - $731K
|
257K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
47.6KNew |
$254K - $297K
|
47.6K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
33.8K+ 85.09% |
$180K - $211K
|
73.6K
$479K
|
|
|
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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30KNew |
$160K - $187K
|
30K
$195K
|
|
|
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
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
8KNew |
$42.6K - $49.8K
|
8K
$52K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.63KNew |
$19.3K - $22.6K
|
3.63K
$23.6K
|
|
|
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 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$5.39K - $6.3K
|
1.01K
$6.58K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$5.33K - $6.23K
|
1K
$6.5K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
905+ 1.97% |
$4.82K - $5.64K
|
46.9K
$305K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
124New |
$661 - $773
|
124
$806
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
679KNew |
$3.85M - $4.14M
|
679K
$4.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
21.2KNew |
$120K - $129K
|
21.2K
$138K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
14.4KNew |
$81.8K - $88K
|
14.4K
$93.8K
|
|