Purchases and Sales Made in Q2 2025 in Virtus Total Return Fund Inc. (ZTR)

ZTR Quotes by TradingView

This table provides information about the institutional ownership of Virtus Total Return Fund Inc. (ZTR) during Q2 2025. The information is specifically focused on institutions that hold shares of Virtus Total Return Fund Inc..

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 12, 2025 Q2 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
217K
+ 21.16%
$1.16M - $1.35M
1.24M $8.09M
Aug 04, 2025 Q2 2025
Wolverine Asset Management LLC

BUY
 -
149K
+ 47.31%
$793K - $926K
463K $3.01M
Aug 11, 2025 Q2 2025
Private Advisor Group, LLC

BUY
 -
142K
+ 116.86%
$756K - $884K
263K $1.71M
Aug 14, 2025 Q2 2025
Bulldog Investors, LLP

Saddle Brook, NJ
BUY
 -
117K
+ 83.86%
$625K - $731K
257K $1.67M
Jul 21, 2025 Q2 2025
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
105K
New
$557K - $651K
105K $679K
Aug 14, 2025 Q2 2025
Bank Of America Corp

Charlotte, NC
BUY
 -
85.8K
+ 33.94%
$457K - $534K
338K $2.2M
Aug 14, 2025 Q2 2025
Cf Capital LLC

Cohasset, MA
BUY
 -
55.5K
+ 11.44%
$296K - $346K
541K $3.51M
Aug 14, 2025 Q2 2025
Stifel Financial Corp

St. Louis, MO
BUY
 -
53.7K
+ 6.21%
$286K - $334K
918K $5.97M
Sep 04, 2025 Q2 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
49.9K
+ 313.98%
$266K - $311K
65.8K $428K
Aug 14, 2025 Q2 2025
Saba Capital Management, L.P.

New York, NY
BUY
 -
47.6K
New
$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 13, 2025 Q2 2025
Guggenheim Capital LLC

Chicago, IL
BUY
 -
33.8K
+ 3.17%
$180K - $211K
1.1M $7.16M
Aug 14, 2025 Q2 2025
Sculptor Capital LP

New York, NY
BUY
 -
30.8K
+ 9.76%
$164K - $192K
347K $2.25M
Aug 07, 2025 Q2 2025
Readystate Asset Management LP

Chicago, IL
BUY
 -
30.8K
+ 23.68%
$164K - $192K
161K $1.05M
Aug 13, 2025 Q2 2025
Invesco Ltd.

Atlanta, GA
BUY
 -
30.5K
+ 74.86%
$163K - $190K
71.3K $463K
Aug 14, 2025 Q2 2025
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
30K
New
$160K - $187K
30K $195K
Aug 14, 2025 Q2 2025
Almitas Capital LLC

Santa Monica, CA
BUY
 -
27K
+ 60.06%
$144K - $168K
72K $468K
Aug 06, 2025 Q2 2025
Penserra Capital Management LLC

Orinda, CA
BUY
 -
23.5K
+ 3.05%
$125K - $146K
795K $5.17M
Aug 14, 2025 Q2 2025
Css LLC

Chicago, IL
BUY
 -
23.3K
+ 10.19%
$124K - $145K
252K $1.64M
Aug 05, 2025 Q2 2025
Shaker Financial Services, LLC

BUY
 -
22.1K
+ 14.99%
$118K - $138K
170K $1.1M
Aug 11, 2025 Q2 2025
High Tower Advisors, LLC

Chicago, IL
BUY
 -
22K
+ 215.72%
$117K - $137K
32.1K $209K
Aug 18, 2025 Q2 2025
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
21K
New
$112K - $131K
21K $137K
Aug 06, 2025 Q2 2025
Wedbush Securities Inc

BUY
 -
17.2K
New
$91.5K - $107K
17.2K $112K
Jul 30, 2025 Q2 2025
Old Point Trust & Financial Services N A

BUY
 -
8K
New
$42.6K - $49.8K
8K $52K
Aug 13, 2025 Q2 2025
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
3.63K
New
$19.3K - $22.6K
3.63K $23.6K
Aug 14, 2025 Q2 2025
Mariner, LLC

Overland Park, KS
BUY
 -
3.04K
+ 27.54%
$16.2K - $19K
14.1K $91.6K
Aug 11, 2025 Q2 2025
Blue Bell Private Wealth Management, LLC

BUY
 -
2.9K
+ 5.84%
$15.5K - $18.1K
52.5K $341K
Jul 25, 2025 Q2 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
1.9K
+ 18.64%
$10.1K - $11.8K
12.1K $78.6K
Aug 06, 2025 Q2 2025
Commonwealth Equity Services, LLC

BUY
 -
1.78K
+ 3.71%
$9.51K - $11.1K
49.9K $324K
Aug 14, 2025 Q2 2025
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.59K
+ 7.92%
$8.49K - $9.92K
21.7K $141K
Jul 31, 2025 Q2 2025
Morgan Rosel Wealth Management, LLC

BUY
 -
1.01K
New
$5.39K - $6.3K
1.01K $6.58K
Aug 19, 2025 Q2 2025
Newbridge Financial Services Group, Inc.

BUY
 -
1K
New
$5.33K - $6.23K
1K $6.5K
Jul 29, 2025 Q2 2025
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
966
+ 2.06%
$5.15K - $6.02K
47.9K $311K
Aug 14, 2025 Q2 2025
Royal Bank Of Canada

Toronto, A6
BUY
 -
905
+ 1.97%
$4.82K - $5.64K
46.9K $305K
Nov 21, 2025 Q2 2025
Royal Bank Of Canada

Toronto, A6
BUY
 -
905
+ 1.97%
$4.82K - $5.64K
46.9K $305K
Jul 29, 2025 Q2 2025
Stratos Wealth Advisors, LLC

BUY
 -
574
+ 2.49%
$3.06K - $3.58K
23.6K $153K
Jul 31, 2025 Q2 2025
Cambridge Investment Research Advisors, Inc.

BUY
 -
322
+ 1.82%
$1.72K - $2.01K
18K $117K
Jul 25, 2025 Q2 2025
Integrated Capital Management, Inc.

BUY
 -
285
+ 0.63%
$1.52K - $1.78K
45.3K $294K
Aug 08, 2025 Q2 2025
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
124
New
$661 - $773
124 $806
Jul 08, 2025 Q2 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
24
+ 0.54%
$128 - $150
4.44K $28.9K
Aug 13, 2025 Q2 2025
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
16
+ 2.42%
$85.3 - $99.7
676 $4.39K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 15, 2025 Q2 2025
Shulman De Meo Asset Management LLC

SELL
 -
-56
- 0.29%
$298 - $349
19K $124K
Jul 21, 2025 Q2 2025
Hilltop National Bank

Casper, WY
SELL
 -
-195
- 30.47%
$1.04K - $1.21K
445 $2.89K
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-481
- 2.67%
$2.56K - $3K
17.6K $114K
Jul 17, 2025 Q2 2025
Janney Montgomery Scott LLC

SELL
 -
-1.09K
- 8.94%
$5.8K - $6.78K
11.1K $72.1K
Jul 14, 2025 Q2 2025
Gridiron Partners, LLC

Wexford, PA
SELL
 -
-1.36K
- 6.77%
$7.23K - $8.45K
18.7K $121K
Aug 14, 2025 Q2 2025
Kestra Advisory Services, LLC

SELL
 -
-1.57K
- 4.88%
$8.37K - $9.79K
30.6K $199K
Aug 14, 2025 Q2 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-2.18K
- 8.96%
$11.6K - $13.6K
22.2K $144K

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