Institutional Ownership Virtus Total Return Fund Inc. (ZTR)
This table provides information about the institutional ownership of Virtus Total Return Fund Inc. (ZTR). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
945
shares
|
$5,566
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
925
shares
|
$5,448
0.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
771
shares
|
$4,541
0.0% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
640
shares
|
$3,769
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
640
shares
|
$3,769
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
468
shares
|
$2,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
450
shares
|
$2,650
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
406
shares
|
$2,391
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
222
shares
|
$1,307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
154
shares
|
$907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
145
shares
|
$854
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
111
shares
|
$653
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
91
shares
|
$535
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
85
shares
|
$500
0.0% of portfolio
|
Q2 2024
Reduced 29.17%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
71
shares
|
$418
0.0% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1
shares
|
$5
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|