Virtus Total Return Fund Inc.
ZTR- Exchange
- NYSE
- SEC CIK
- 0000836412
No open-market purchases or sales by Virtus Total Return Fund Inc. insiders were filed in the last 90 days; 91 institutions reported holding it in 13F filings for Q2 2026, worth $74.1M in total; no superinvestor holds it.
Q1 2022 vs. Q4 2021
How the institutions holding Virtus Total Return Fund Inc. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 56 | 63 | +7 |
| Shares | 4.42M | 4.99M | +570.6K (+12.9%) |
| Value | $41.9M | $48.7M | +$6.75M (+16.1%) |
New holders (13)
Institutions that held Virtus Total Return Fund Inc. at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Bulldog Investors, LLP | 74,443 | $727.0K | 0.19% |
| Sit Investment Associates Inc | 45,173 | $441.0K | 0.01% |
| Mariner, LLC | 21,678 | $212.0K | 0.00% |
| Eudaimonia Partners, LLC | 20,000 | $195.0K | 0.03% |
| Kovack Advisors, Inc. | 14,588 | $142.0K | 0.01% |
| Lido Advisors, LLC | 12,349 | $120.0K | 0.00% |
| Prospera Financial Services Inc | 4,104 | $40.0K | 0.00% |
| Global Retirement Partners, LLC | 2,833 | $25.0K | 0.00% |
| Evermay Wealth Management LLC | 547 | $5.00K | 0.00% |
| Money Concepts Capital Corp | 300 | $3.00K | 0.00% |
| Bank of New Hampshire | 313 | $3.00K | 0.00% |
| Beacon Capital Management, LLC | 138 | $1.00K | 0.00% |
| Almitas Capital LLC | 10 | $0 | 0.00% |
Sold out (6)
Institutions that held Virtus Total Return Fund Inc. at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| GWM Advisors LLC | 46,200 | $438.0K |
| Wolverine Asset Management LLC | 7,038 | $66.0K |
| American Portfolios Advisors | 519 | $4.92K |
| Widmann Financial Services, Inc. | 477 | $4.00K |
| Vectors Research Management, LLC | 210 | $2.00K |
| Tower Research Capital LLC (TRC) | 15 | $0 |