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Virtus Global Multi-Sector Income Fund

VGI
Exchange
NYSE
SEC CIK
0001528811

No open-market purchases or sales by Virtus Global Multi-Sector Income Fund insiders were filed in the last 90 days; 36 institutions reported holding it in 13F filings for Q2 2026, worth $32.5M in total; no superinvestor holds it.

13F holders, Q2 2022

Institutional positions in Virtus Global Multi-Sector Income Fund as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
33
+8 vs. Q1 2022
Shares held
3.29M
+204.4K (+6.6%) vs. Q1 2022
Total value
$27.2M
−$3.44M (−11.2%) vs. Q1 2022
New holders
9
15 more added
Sold out
1
7 more reduced

1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting VGI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2022: 33 institutions
Q1 2021: 33 institutionsQ2 2021: 28 institutionsQ3 2021: 28 institutionsQ4 2021: 28 institutionsQ1 2022: 26 institutionsQ2 2022: 33 institutionsQ3 2022: 33 institutionsQ4 2022: 28 institutionsQ1 2023: 29 institutionsQ2 2023: 32 institutionsQ3 2023: 30 institutionsQ4 2023: 30 institutionsQ1 2024: 29 institutionsQ2 2024: 30 institutionsQ3 2024: 30 institutionsQ4 2024: 35 institutionsQ1 2025: 29 institutionsQ2 2025: 29 institutionsQ3 2025: 32 institutionsQ4 2025: 36 institutionsQ1 2026: 34 institutionsQ2 2026: 36 institutions
Value heldQ2 2022: $27.2M
Q1 2021: $31.0MQ2 2021: $32.2MQ3 2021: $33.5MQ4 2021: $34.2MQ1 2022: $32.0MQ2 2022: $27.2MQ3 2022: $26.2MQ4 2022: $28.4MQ1 2023: $28.9MQ2 2023: $29.3MQ3 2023: $29.6MQ4 2023: $32.6MQ1 2024: $31.2MQ2 2024: $30.8MQ3 2024: $31.4MQ4 2024: $31.5MQ1 2025: $33.2MQ2 2025: $34.1MQ3 2025: $32.8MQ4 2025: $34.1MQ1 2026: $31.0MQ2 2026: $32.5M
Institutions holding VGI and their total value by quarter
QuarterHoldersValue
Q2 202636$32.5M
Q1 202634$31.0M
Q4 202536$34.1M
Q3 202532$32.8M
Q2 202529$34.1M
Q1 202529$33.2M
Q4 202435$31.5M
Q3 202430$31.4M
Q2 202430$30.8M
Q1 202429$31.2M
Q4 202330$32.6M
Q3 202330$29.6M
Q2 202332$29.3M
Q1 202329$28.9M
Q4 202228$28.4M
Q3 202233$26.2M
Q2 202233$27.2M
Q1 202226$32.0M
Q4 202128$34.2M
Q3 202128$33.5M
Q2 202128$32.2M
Q1 202133$31.0M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Virtus Global Multi-Sector Income Fund; share changes are against Q1 2022.

Institutions holding VGI in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Rockefeller Capital Management L.P.23$00.00%+23New
Royal Bank of Canada4,941$41.0K0.00%−1,500−23.3%Reduced
Raymond James & Associates10,150$84.0K0.00%+10,150New
Quantedge Capital Pte Ltd11,000$91.0K0.02%+11,000New
Creative Planning11,480$95.0K0.00%+11,480New
Kestra Private Wealth Services, LLC12,785$106.0K0.01%00.0%Unchanged
Moors & Cabot, Inc.13,000$107.0K0.01%+13,000New
Stifel Financial Corp14,709$121.0K0.00%+2,545+20.9%Added
American Portfolios Advisors15,402$127.2K0.01%−10,059−39.5%Reduced
Wells Fargo & Company15,447$128.0K0.00%−20−0.1%Reduced
Landscape Capital Management, L.L.C.16,776$139.0K0.02%+4,714+39.1%Added
SeaCrest Wealth Management, LLC18,180$150.0K0.02%+981+5.7%Added
Logan Stone Capital, LLC20,318$168.0K0.12%+20,318New
Saba Capital Management, L.P.33,000$273.0K0.00%+33,000New
Stephens Inc40,650$336.0K0.01%+13,750+51.1%Added
Bank of America Corp41,979$346.0K0.00%−8,122−16.2%Reduced
UBS Group AG42,827$354.0K0.00%−30,966−42.0%Reduced
Merit Financial Group, LLC43,028$355.0K0.01%+43,028New
Advisor Group Holdings, Inc.48,846$403.0K0.00%+8,179+20.1%Added
Cambridge Investment Research Advisors, Inc.52,580$434.0K0.00%+499+1.0%Added
Commonwealth Equity Services, LLC82,887$684.0K0.00%+4,933+6.3%Added
Fiera Capital Corp85,706$708.0K0.00%+16,127+23.2%Added
CoreCap Advisors, LLC88,070$727.0K0.06%+3,000+3.5%Added
Matisse Capital98,833$816.0K0.77%+70,093+243.9%Added
GWM Advisors LLC128,120$1.06M0.02%+2,996+2.4%Added
1607 Capital Partners, LLC131,223$1.08M0.07%+131,223New
Wolverine Asset Management LLC208,422$1.72M0.02%+50,350+31.9%Added
Invesco Ltd.214,941$1.78M0.00%+1,506+0.7%Added
Guggenheim Capital LLC237,711$1.96M0.02%+1,914+0.8%Added
Shaker Financial Services, LLC369,867$3.06M1.49%+38,531+11.6%Added
Centaurus Financial, Inc.398,690$3.29M0.32%−162,674−29.0%Reduced
Morgan Stanley781,326$6.45M0.00%−74,359−8.7%Reduced
IFP Advisors, Inc21––00.0%Unchanged
Prospera Financial Services Inc0$00.00%−1,200−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed