Purchases and Sales Made in Q4 2025 in Virtus Total Return Fund Inc. (ZTR)
This table provides information about the institutional ownership of Virtus Total Return Fund Inc. (ZTR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
6.79K+ 854.91% |
$43.6K - $45.1K
|
7.58K
$49.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.68K+ 9.26% |
$23.7K - $24.5K
|
43.5K
$283K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
902New |
$5.79K - $5.99K
|
902
$5.86K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
830+ 6.99% |
$5.33K - $5.51K
|
12.7K
$82.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
568+ 2.35% |
$3.65K - $3.77K
|
24.7K
$161K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
314New |
$2.02K - $2.08K
|
314
$2.04K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
62New |
$398 - $412
|
62
$403
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-17- 0.14% |
$109 - $113
|
12.3K
$79.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-22- 36.67% |
$141 - $146
|
38
$247
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-89- 0.47% |
$571 - $591
|
18.9K
$123K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-165- 37.08% |
$1.06K - $1.1K
|
280
$1.82K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.31K- 1.06% |
$14.8K - $15.4K
|
216K
$1.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.28K- 37.34% |
$53.2K - $55K
|
13.9K
$90.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-11.3K- 39.82% |
$72.5K - $74.9K
|
17.1K
$111K
|
|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-51.2K- 72.68% |
$329K - $340K
|
19.2K
$125K
|
|
|
Jan 08, 2026
Q4 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.43M- 99.15% |
$9.18M - $9.5M
|
12.3K
$79.8K
|
|