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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.75MNew |
$9.42M - $10.9M
|
1.75M
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
685KNew |
$3.69M - $4.25M
|
685K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
447KNew |
$2.41M - $2.77M
|
447K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
308KNew |
$1.66M - $1.91M
|
308K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
220K+ 33.69% |
$1.18M - $1.36M
|
872K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
169K+ 394.9% |
$907K - $1.04M
|
211K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
120K+ 25.71% |
$646K - $744K
|
587K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
78.9K+ 12.46% |
$424K - $489K
|
712K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
72.2K+ 30.32% |
$389K - $448K
|
311K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
66.9K+ 47.09% |
$360K - $415K
|
209K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
64.9K+ 55.47% |
$349K - $402K
|
182K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.5K+ 4.91% |
$228K - $263K
|
907K
$5.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.2K+ 40.91% |
$216K - $249K
|
139K
$816K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
37.4K+ 128.08% |
$201K - $232K
|
66.5K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
31.2KNew |
$168K - $193K
|
31.2K
$184K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
27.4KNew |
$147K - $170K
|
27.4K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.1KNew |
$119K - $137K
|
22.1K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.4KNew |
$93.6K - $108K
|
17.4K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.5K+ 112.48% |
$61.8K - $71.3K
|
21.7K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62KNew |
$30.2K - $34.8K
|
5.62K
$33.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.57KNew |
$19.2K - $22.1K
|
3.57K
$21K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.94KNew |
$15.8K - $18.2K
|
2.94K
$17.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.93K+ 4.76% |
$10.4K - $12K
|
42.5K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.63K+ 141.92% |
$8.74K - $10.1K
|
2.77K
$16.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2KNew |
$6.46K - $7.44K
|
1.2K
$7.07K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
960+ 2.53% |
$5.16K - $5.95K
|
39K
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
500New |
$2.69K - $3.1K
|
500
$2.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
484+ 1.33% |
$2.6K - $3K
|
36.7K
$216K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
411+ 3.3% |
$2.21K - $2.55K
|
12.9K
$75.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
272+ 43.17% |
$1.46K - $1.69K
|
902
$5.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
200New |
$1.08K - $1.24K
|
200
$1.18K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40+ 2.5% |
$215 - $248
|
1.64K
$9.67K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 0.51% |
$172 - $198
|
6.3K
$37.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
19+ 2.53% |
$102 - $118
|
771
$4.54K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
455KNew |
$2.39M - $2.52M
|
455K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
250KNew |
$1.31M - $1.38M
|
250K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
91.1KNew |
$478K - $504K
|
91.1K
$537K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10K+ 37.17% |
$52.7K - $55.5K
|
37K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.32KNew |
$43.7K - $46K
|
8.32K
$49K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.03K+ 9.66% |
$15.9K - $16.7K
|
34.4K
$203K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$10.9K - $11.5K
|
2.08K
$12.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
234New |
$1.23K - $1.29K
|
234
$1.38K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
145New |
$761 - $802
|
145
$854
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
97New |
$509 - $536
|
97
$571
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$10.5 - $11.1
|
2
$11.8
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
268KNew |
$1.38M - $1.51M
|
268K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
191KNew |
$985K - $1.08M
|
191K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
77.4K+ 156.55% |
$398K - $435K
|
127K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15KNew |
$77.3K - $84.4K
|
15K
$88.5K
|
|