Purchases and Sales Made in Q3 2025 in Virtus Total Return Fund Inc. (ZTR)
This table provides information about the institutional ownership of Virtus Total Return Fund Inc. (ZTR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
1.42M+ 7620.68% |
$8.66M - $9.18M
|
1.44M
$9.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
657K+ 121.46% |
$3.99M - $4.23M
|
1.2M
$7.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
630KNew |
$3.83M - $4.06M
|
630K
$4.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
189K+ 15.18% |
$1.15M - $1.22M
|
1.43M
$9.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
120K+ 10.89% |
$729K - $774K
|
1.22M
$7.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
97.4K+ 10.61% |
$592K - $628K
|
1.02M
$6.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
67.1K+ 94.13% |
$408K - $433K
|
138K
$899K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.4K+ 5.33% |
$258K - $273K
|
837K
$5.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
39.8K+ 75.69% |
$242K - $256K
|
92.3K
$600K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
35.5K+ 74.19% |
$216K - $229K
|
83.4K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
31.2K+ 11.85% |
$190K - $201K
|
295K
$1.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.1KNew |
$183K - $194K
|
30.1K
$195K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.68K+ 8.34% |
$58.8K - $62.4K
|
126K
$817K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5K+ 4.78% |
$30.4K - $32.3K
|
110K
$712K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.54K+ 7.54% |
$21.5K - $22.8K
|
50.4K
$328K
|
|
|
Nov 13, 2025
Q3 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
3.53K+ 0.52% |
$21.5K - $22.8K
|
683K
$4.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
3.22K+ 0.29% |
$19.5K - $20.7K
|
1.13M
$7.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.69K+ 14.92% |
$16.4K - $17.4K
|
20.7K
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.41K+ 6.51% |
$8.6K - $9.12K
|
23.1K
$150K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.16K+ 5.5% |
$7.03K - $7.46K
|
22.2K
$144K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1K+ 1.52% |
$6.1K - $6.47K
|
66.8K
$434K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
984+ 6.98% |
$5.98K - $6.35K
|
15.1K
$98K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
806New |
$4.9K - $5.2K
|
806
$5.24K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
734+ 4.27% |
$4.46K - $4.73K
|
17.9K
$116K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
579+ 0.42% |
$3.52K - $3.73K
|
138K
$900K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
568+ 2.41% |
$3.45K - $3.66K
|
24.2K
$157K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
345+ 0.22% |
$2.1K - $2.23K
|
159K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
320+ 1.82% |
$1.95K - $2.06K
|
17.9K
$116K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
208New |
$1.26K - $1.34K
|
208
$1.35K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 0.52% |
$140 - $148
|
4.46K
$29K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23+ 2.98% |
$140 - $148
|
794
$5.16K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
16+ 2.37% |
$97.3 - $103
|
692
$4.5K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
15New |
$91.2 - $96.8
|
15
$97.5
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-69- 0.83% |
$420 - $445
|
8.21K
$53.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-707- 1.42% |
$4.3K - $4.56K
|
49.2K
$319K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.63K- 58.66% |
$9.88K - $10.5K
|
1.15K
$7.44K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.84K- 13.42% |
$11.2K - $11.9K
|
11.9K
$77.2K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.61K- 8.13% |
$15.9K - $16.8K
|
29.5K
$192K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.97K- 9.71% |
$18.1K - $19.2K
|
27.6K
$180K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.73K- 7.4% |
$22.7K - $24.1K
|
46.7K
$304K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.25K- 2.08% |
$31.9K - $33.8K
|
247K
$1.61M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5.5K- 12.13% |
$33.4K - $35.4K
|
39.8K
$259K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.18K- 3.61% |
$49.7K - $52.7K
|
219K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-23.4K- 17.39% |
$143K - $151K
|
111K
$724K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-50.6K- 14.96% |
$308K - $327K
|
288K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.1K- 5.63% |
$493K - $523K
|
1.36M
$8.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-99.3K- 58.51% |
$604K - $641K
|
70.4K
$458K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-134K- 83.38% |
$816K - $865K
|
26.7K
$174K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-202K- 43.59% |
$1.23M - $1.3M
|
261K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-253K- 43.31% |
$1.54M - $1.63M
|
332K
$2.16M
|
|