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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
8.07KNew |
$47.8K - $56.3K
|
8.07K
$47.5K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
3.86KNew |
$22.9K - $26.9K
|
3.86K
$22.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
183New |
$1.09K - $1.28K
|
183
$1.08K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ursa Fund Management, LLC
|
BUY
|
- |
188KNew |
$1.17M - $1.72M
|
188K
$1.11M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
729New |
$4.54K - $6.67K
|
729
$4.29K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
729New |
$4.54K - $6.67K
|
729
$4.29K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
91New |
$567 - $833
|
91
$536
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23New |
$143 - $210
|
23
$135
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2New |
$12.5 - $18.3
|
2
$11.8
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.1KNew |
$123K - $159K
|
16.1K
$94.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.49KNew |
$11.3K - $14.7K
|
1.49K
$8.76K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
219New |
$1.67K - $2.16K
|
219
$1.29K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
547New |
$4.82K - $5.34K
|
547
$3.22K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
313New |
$2.76K - $3.05K
|
313
$1.84K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
176+ 17.6% |
$1.55K - $1.72K
|
1.18K
$6.93K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
138New |
$1.22K - $1.35K
|
138
$813
|
|
| Q4 2021 | |||||||
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.7KNew |
$99.1K - $104K
|
10.7K
$62.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.19KNew |
$20.4K - $21.3K
|
2.19K
$12.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
140New |
$1.3K - $1.36K
|
140
$825
|
|
| Q3 2021 | |||||||
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
200+ 1.71% |
$1.84K - $1.99K
|
11.9K
$70.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1New |
$9.22 - $9.95
|
1
$5.89
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
18New |
$166 - $184
|
18
$106
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
519New |
$2.62K - $6.2K
|
519
$3.06K
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
12.3KNew |
$132K - $143K
|
12.3K
$72.6K
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.37KNew |
$79.2K - $85.5K
|
7.37K
$43.4K
|
|
|
Jan 21, 2020
Q4 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
513New |
$5.51K - $5.95K
|
513
$3.02K
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Creative Financial Designs Inc
|
BUY
|
- |
892New |
$9.64K - $10.4K
|
892
$5.25K
|
|
| Q4 2017 | |||||||
|
Feb 16, 2018
Q4 2017
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1KNew |
$13K - $13.7K
|
1K
$5.89K
|
|