Latest Institutional Purchases of Virtus Total Return Fund Inc. (ZTR)

ZTR Quotes by TradingView

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
May 20, 2025 Q1 2025
Integrity Alliance, Llc.

Urbandale, IA
BUY
 -
12.7K
New
$71.8K - $77.2K
12.7K $82.3K
May 07, 2025 Q1 2025
Xtx Topco LTD

London, X0
BUY
 -
11.9K
New
$67.7K - $72.9K
11.9K $77.7K
May 21, 2025 Q1 2025
Chelsea Counsel CO

BUY
 -
103
New
$584 - $628
103 $670
Apr 25, 2025 Q1 2025
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
62
New
$352 - $378
62 $403
Apr 29, 2025 Q1 2025
Hexagon Capital Partners LLC

BUY
 -
43
+ 2.56%
$244 - $262
1.73K $11.2K
Apr 08, 2025 Q1 2025
Doliver Advisors, LP

Houston, TX
BUY
 -
38
+ 0.31%
$215 - $232
12.3K $79.7K
Q4 2024
Feb 10, 2025 Q4 2024
Gwn Securities Inc.

Palm Beach Gardens, FL
BUY
 -
33.4K
New
$194K - $208K
33.4K $217K
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
28.6K
New
$166K - $178K
28.6K $186K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
5K
New
$29K - $31.2K
5K $32.5K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1.5K
New
$8.7K - $9.36K
1.5K $9.75K
Feb 11, 2025 Q4 2024
Lee Danner & Bass Inc

BUY
 -
640
New
$3.71K - $3.99K
640 $4.16K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
468
New
$2.71K - $2.92K
468 $3.04K
Jan 21, 2025 Q4 2024
Fifth Third Bancorp

BUY
 -
435
New
$2.52K - $2.71K
435 $2.83K
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
222
New
$1.29K - $1.39K
222 $1.44K
Jan 21, 2025 Q4 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
154
New
$893 - $961
154 $1K
Jun 30, 2025 Q4 2024
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
2
New
$11.6 - $12.5
2 $13
Q3 2024
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
40.2K
+ 40.91%
$216K - $249K
139K $901K
Nov 14, 2024 Q3 2024
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
31.2K
New
$168K - $193K
31.2K $203K
Nov 12, 2024 Q3 2024
Alpha Star Capital Management, LLC

BUY
 -
17.4K
New
$93.6K - $108K
17.4K $113K
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
5.62K
New
$30.2K - $34.8K
5.62K $36.5K
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
3.57K
New
$19.2K - $22.1K
3.57K $23.2K
Nov 14, 2024 Q3 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
1.2K
New
$6.46K - $7.44K
1.2K $7.8K
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
500
New
$2.69K - $3.1K
500 $3.25K
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
200
New
$1.08K - $1.24K
200 $1.3K
Q2 2024
Aug 14, 2024 Q2 2024
Icon Advisers Inc

Greenwood Village, CO
BUY
 -
250K
New
$1.31M - $1.38M
250K $1.63M
Aug 13, 2024 Q2 2024
Drw Securities, LLC

Chicago, IL
BUY
 -
91.1K
New
$478K - $504K
91.1K $592K
Aug 14, 2024 Q2 2024
Two Sigma Investments, LP

New York, NY
BUY
 -
10K
+ 37.17%
$52.7K - $55.5K
37K $241K
Aug 09, 2024 Q2 2024
Cibc Private Wealth Group, LLC

BUY
 -
8.32K
New
$43.7K - $46K
8.32K $54K
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 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
2.08K
New
$10.9K - $11.5K
2.08K $13.5K
Jul 31, 2024 Q2 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
234
New
$1.23K - $1.29K
234 $1.52K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
145
New
$761 - $802
145 $943
Aug 15, 2024 Q2 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
97
New
$509 - $536
97 $631
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2
New
$10.5 - $11.1
2 $13
Q1 2024
May 15, 2024 Q1 2024
Rivernorth Capital Management, LLC

West Palm Beach, FL
BUY
 -
268K
New
$1.38M - $1.51M
268K $1.74M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
191K
New
$985K - $1.08M
191K $1.24M
May 15, 2024 Q1 2024
Sea Otter Advisors LLC

New York, NY
BUY
 -
77.4K
+ 156.55%
$398K - $435K
127K $824K
Apr 25, 2024 Q1 2024
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
7K
+ 20.0%
$36.1K - $39.3K
42K $273K
Jul 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
406
New
$2.09K - $2.28K
406 $2.64K
Q4 2023
Feb 12, 2024 Q4 2023
Weiss Asset Management LP

Boston, MA
BUY
 -
86.5K
New
$396K - $480K
86.5K $562K
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
32.7K
New
$150K - $181K
32.7K $212K
Feb 14, 2024 Q4 2023
Creative Planning

Overland Park, KS
BUY
 -
10.5K
New
$48.2K - $58.4K
10.5K $68.4K
Feb 12, 2024 Q4 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
947
+ 0.59%
$4.34K - $5.26K
162K $1.05M
Feb 14, 2024 Q4 2023
Lm Advisors LLC

San Diego, CA
BUY
 -
575
New
$2.63K - $3.19K
575 $3.74K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
BUY
 -
202
New
$925 - $1.12K
202 $1.31K
Q3 2023
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
17.1K
New
$81.9K - $107K
17.1K $111K
Aug 13, 2025 Q3 2023
Stone X Group Inc.

BUY
 -
15K
New
$71.9K - $93.9K
15K $97.5K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
10.8K
New
$51.9K - $67.9K
10.8K $70.5K
Q2 2023
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
33.9K
+ 33.89%
$203K - $222K
134K $871K

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