Virtus Investment Partners Ownership 2024 | Who Owns Virtus Investment Partners Now?
Institutional Ownership
54.54%
Insider Ownership
6.07%
Retail Ownership
39.38%
Institutional Holders
141.00
Virtus Investment Partners Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.84% | 0.01% | 1,056,654 | -31,131 | -2.86% | 238,645,318 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.63% | 0.00% | 899,104 | -9,236 | -1.02% | 203,062,638 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.61% | 0.02% | 328,067 | 8,393 | 2.63% | 74,091,980 | Jun 30, 2024 |
| STATE STREET CORP | 4.35% | 0.00% | 309,561 | 1,582 | 0.51% | 69,914,352,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.36% | 0.01% | 238,950 | 14,160 | 6.30% | 53,966,858 | Jun 30, 2024 |
| FMR LLC | 2.86% | 0.00% | 203,430 | -23,549 | -10.38% | 45,944,666 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.11% | 0.00% | 150,507 | 1,796 | 1.21% | 33,999,071 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.99% | 0.00% | 141,735 | 38,880 | 37.80% | 32,010,850 | Jun 30, 2024 |
| VULCAN VALUE PARTNERS, LLC | 1.81% | 0.41% | 128,890 | -28,486 | -18.10% | 29,110,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 1.66% | 0.01% | 118,444 | -3,195 | -2.63% | 26,752,000 | Jun 30, 2024 |
| WCM INVESTMENT MANAGEMENT, LLC | 1.54% | 0.06% | 109,533 | -626 | -0.57% | 24,188,172 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.38% | 1.44% | 98,236 | 39,136 | 66.22% | 22,186,601 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 1.37% | 0.02% | 97,679 | -1,294 | -1.31% | 22,060,802 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.36% | 0.00% | 96,907 | 222 | 0.23% | 21,886,510 | Jun 30, 2024 |
| MORGAN STANLEY | 1.35% | 0.00% | 96,330 | -7,346 | -7.09% | 21,756,394 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.35% | 0.00% | 96,005 | 3,122 | 3.36% | 21,682,729,000 | Jun 30, 2024 |
| BROWN ADVISORY INC | 1.22% | 0.03% | 86,726 | -424 | -0.49% | 19,587,040 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.16% | 0.00% | 82,261 | 2,019 | 2.52% | 18,580,000 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.95% | 0.01% | 67,736 | 3,585 | 5.59% | 15,298,174 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.85% | 0.01% | 60,680 | -1,568 | -2.52% | 13,704,578 | Jun 30, 2024 |
Virtus Investment Partners's largest institutional shareholder is BLACKROCK INC., holding 14.84% of the company's total share outstanding, currently valued at $238.65M. The top 10 institutional shareholders own together 50.22% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AWH CAPITAL, L.P. | 0.39% | 6.41% | 27,500 | - | - | 6,210,875 | Jun 30, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | 0.26% | 2.10% | 18,325 | -800 | -4.18% | 4,138,701 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.38% | 1.44% | 98,236 | 39,136 | 66.22% | 22,186,601 | Jun 30, 2024 |
| SANTA MONICA PARTNERS LP | 0.09% | 0.92% | 6,076 | - | - | 1,372,000 | Jun 30, 2024 |
| HUBER CAPITAL MANAGEMENT LLC | 0.16% | 0.60% | 11,608 | -2,000 | -14.70% | 2,621,667 | Jun 30, 2024 |
| VULCAN VALUE PARTNERS, LLC | 1.81% | 0.41% | 128,890 | -28,486 | -18.10% | 29,110,000 | Jun 30, 2024 |
| CHASE INVESTMENT COUNSEL CORP | 0.07% | 0.38% | 4,800 | - | - | 1,084,000 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 0.42% | 0.32% | 30,000 | 30,000 | 100.00% | 6,775,500 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.12% | 0.25% | 8,287 | 5,359 | 183.03% | 1,871,619 | Jun 30, 2024 |
| MERITAGE PORTFOLIO MANAGEMENT | 0.23% | 0.23% | 16,402 | -312 | -1.87% | 3,704,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.61% | 0.23% | 43,115 | -3,140 | -6.79% | 9,737,523 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.23% | 0.13% | 16,659 | 8,288 | 99.01% | 3,762,000 | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | 0.09% | 0.09% | 6,093 | 943 | 18.31% | 1,376,000 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.03% | 0.08% | 2,212 | -3 | -0.14% | 499,580 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.03% | 0.08% | 1,900 | 1,900 | 100.00% | 429,115 | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | 0.84% | 0.07% | 59,468 | 59,468 | 100.00% | 13,430,847 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.02% | 0.06% | 1,609 | 1,609 | 100.00% | 363,393 | Jun 30, 2024 |
| WCM INVESTMENT MANAGEMENT, LLC | 1.54% | 0.06% | 109,533 | -626 | -0.57% | 24,188,172 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.04% | 0.05% | 2,753 | 1,526 | 124.37% | 621,765 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.12% | 0.04% | 8,694 | 3,258 | 59.93% | 1,963,541 | Jun 30, 2024 |
The largest Virtus Investment Partners shareholder by % of total assets is AWH CAPITAL, L.P.. The company owns 27.50K shares of Virtus Investment Partners (VRTS), representing 6.41% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.85% | 0.00% | 60,283 | 60,283 | 100.00% | 13,614,916 | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | 0.84% | 0.07% | 59,468 | 59,468 | 100.00% | 13,430,847 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.38% | 1.44% | 98,236 | 39,136 | 66.22% | 22,186,601 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.99% | 0.00% | 141,735 | 38,880 | 37.80% | 32,010,850 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 0.42% | 0.32% | 30,000 | 30,000 | 100.00% | 6,775,500 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.72% | 0.02% | 50,952 | 22,344 | 78.10% | 11,507,510 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.37% | 0.00% | 26,343 | 17,387 | 194.14% | 5,949,577 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.36% | 0.01% | 238,950 | 14,160 | 6.30% | 53,966,858 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.29% | 0.01% | 20,824 | 12,019 | 136.50% | 4,703,100 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.16% | 0.01% | 11,306 | 11,306 | 100.00% | 2,553,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.26% | 0.00% | 18,630 | 9,075 | 94.98% | 4,207,584 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.61% | 0.02% | 328,067 | 8,393 | 2.63% | 74,091,980 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.23% | 0.13% | 16,659 | 8,288 | 99.01% | 3,762,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.62% | 0.00% | 44,348 | 7,023 | 18.82% | 10,015,999 | Jun 30, 2024 |
| MAN GROUP PLC | 0.53% | 0.02% | 38,058 | 6,364 | 20.08% | 8,595,399 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.09% | 0.00% | 6,258 | 6,258 | 100.00% | 1,413,369 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.12% | 0.25% | 8,287 | 5,359 | 183.03% | 1,871,619 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.13% | 0.01% | 9,055 | 3,930 | 76.68% | 2,045,072 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 3,919 | 3,919 | 100.00% | 885,106 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.05% | 0.01% | 3,760 | 3,760 | 100.00% | 849,000 | Jun 30, 2024 |
As of Jun 30 2024, Virtus Investment Partners's largest institutional buyer is NORGES BANK. The company purchased 60.28K stocks of VRTS, valued at $13.61M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | - | - | - | -151,726 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -40,000 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | 14.84% | 0.01% | 1,056,654 | -31,131 | -2.86% | 238,645,318 | Jun 30, 2024 |
| VULCAN VALUE PARTNERS, LLC | 1.81% | 0.41% | 128,890 | -28,486 | -18.10% | 29,110,000 | Jun 30, 2024 |
| FMR LLC | 2.86% | 0.00% | 203,430 | -23,549 | -10.38% | 45,944,666 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.08% | 0.02% | 5,632 | -17,874 | -76.04% | 1,270,579 | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | 0.06% | 0.01% | 4,510 | -14,300 | -76.02% | 1,018,584 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.05% | 0.00% | 3,603 | -10,315 | -74.11% | 813,737 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.63% | 0.00% | 899,104 | -9,236 | -1.02% | 203,062,638 | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.16% | 0.01% | 11,179 | -8,091 | -41.99% | 2,525,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.35% | 0.00% | 96,330 | -7,346 | -7.09% | 21,756,394 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -3,895 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.06% | 0.00% | 4,498 | -3,815 | -45.89% | 1,015,873 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,682 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.63% | 0.02% | 44,588 | -3,567 | -7.41% | 10,070,200 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 1.66% | 0.01% | 118,444 | -3,195 | -2.63% | 26,752,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.61% | 0.23% | 43,115 | -3,140 | -6.79% | 9,737,523 | Jun 30, 2024 |
| BARCLAYS PLC | 0.07% | 0.00% | 4,631 | -2,988 | -39.22% | 1,045,000 | Jun 30, 2024 |
| HUBER CAPITAL MANAGEMENT LLC | 0.16% | 0.60% | 11,608 | -2,000 | -14.70% | 2,621,667 | Jun 30, 2024 |
| ADVISORSHARES INVESTMENTS LLC | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Virtus Investment Partners's biggest institutional seller is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company sold -0.15M shares of VRTS, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.85% | 0.00% | 60,283 | 60,283 | 100.00% | 13,614,916 | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | 0.84% | 0.07% | 59,468 | 59,468 | 100.00% | 13,430,847 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 0.42% | 0.32% | 30,000 | 30,000 | 100.00% | 6,775,500 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.09% | 0.00% | 6,258 | 6,258 | 100.00% | 1,413,369 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 3,919 | 3,919 | 100.00% | 885,106 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.05% | 0.01% | 3,760 | 3,760 | 100.00% | 849,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.05% | 0.00% | 3,677 | 3,677 | 100.00% | 811,992 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 3,254 | 3,254 | 100.00% | 734,916 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.05% | 0.00% | 3,239 | 3,239 | 100.00% | 731,528 | Jun 30, 2024 |
| BAILARD, INC. | 0.04% | 0.02% | 3,100 | 3,100 | 100.00% | 700,135 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.04% | 0.00% | 2,931 | 2,931 | 100.00% | 661,966 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.03% | 0.04% | 2,334 | 2,334 | 100.00% | 527,000 | Jun 30, 2024 |
| CHOREO, LLC | 0.03% | 0.01% | 2,150 | 2,150 | 100.00% | 479,278 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.03% | 0.08% | 1,900 | 1,900 | 100.00% | 429,115 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.03% | 0.01% | 1,800 | 1,800 | 100.00% | 406,530 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.02% | 0.06% | 1,609 | 1,609 | 100.00% | 363,393 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.02% | 0.00% | 1,576 | 1,576 | 100.00% | 355,940 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.02% | 0.02% | 1,395 | 1,395 | 100.00% | 315,061 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 0.02% | 0.00% | 1,278 | 1,278 | 100.00% | 288,636 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.02% | 0.00% | 1,212 | 1,212 | 100.00% | 273,730 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.01% | 0.00% | 1,033 | 1,033 | 100.00% | 233,303 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.01% | 0.00% | 891 | 891 | 100.00% | 201,232 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.01% | 0.01% | 727 | 727 | 100.00% | 164,000 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.01% | 187 | 187 | 100.00% | 42,234 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 49 | 49 | 100.00% | 11,067 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 35 | 35 | 100.00% | 7,729 | Jun 30, 2024 |
| PLANNING CAPITAL MANAGEMENT CORP | 0.00% | 0.00% | 28 | 28 | 100.00% | 6,324 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 26 | 26 | 100.00% | 5,872 | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | 0.00% | 0.00% | 10 | 10 | 100.00% | 2,259 | Jun 30, 2024 |
| FIRST PACIFIC FINANCIAL | 0.00% | 0.00% | 9 | 9 | 100.00% | 2,033 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.00% | 9 | 9 | 100.00% | 2,032 | Jun 30, 2024 |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 0.00% | 0.00% | 7 | 7 | 100.00% | 1,581 | Jun 30, 2024 |
| J.SAFRA ASSET MANAGEMENT CORP | 0.00% | 0.00% | 5 | 5 | 100.00% | 1,129 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 2 | 2 | 100.00% | 452 | Jun 30, 2024 |
| PRIVATE TRUST CO NA | - | - | 1 | 1 | 100.00% | 226 | Jun 30, 2024 |
Virtus Investment Partners's largest new institutional shareholder by number of shares is NORGES BANK, purchased 60.28K shares, valued at $13.61M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | - | - | - | -151,726 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -40,000 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -3,895 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,682 | -100.00% | - | Jun 30, 2024 |
| ADVISORSHARES INVESTMENTS LLC | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -1,759 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -1,560 | -100.00% | - | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | - | - | - | -1,325 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -1,305 | -100.00% | - | Jun 30, 2024 |
| BOKF, NA | - | - | - | -1,165 | -100.00% | - | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | - | - | - | -1,048 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -886 | -100.00% | - | Jun 30, 2024 |
| AXS INVESTMENTS LLC | - | - | - | -825 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -367 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -312 | -100.00% | - | Jun 30, 2024 |
| STATE OF WYOMING | - | - | - | -178 | -100.00% | - | Jun 30, 2024 |
| CAROLINA WEALTH ADVISORS, LLC | - | - | - | -56 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | - | -46 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| COVESTOR LTD | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| BRUCE G. ALLEN INVESTMENTS, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Virtus Investment Partners's largest sold out institutional shareholder by shares sold is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., sold -0.15M shares, valued at -, as of undefined.
Virtus Investment Partners Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| CALDWELL & ORKIN FUNDS INC | 0.12% | 1,600 | - | - | Jan 31, 2024 |
| T. Rowe Price Financial Services Fund, Inc. | 0.06% | 48,300 | -2,800 | -5.48% | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.02% | 5,374 | - | - | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.02% | 37 | -720 | -95.11% | Jan 31, 2021 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.02% | 1,177 | - | - | Sep 30, 2022 |
| BRIDGEWAY FUNDS INC | 0.02% | 38,232 | 11,500 | 43.02% | Mar 28, 2024 |
| REYNOLDS FUNDS INC | 0.01% | 150 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.01% | 87,452 | -150,300 | -63.22% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.01% | 338 | -44 | -11.52% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 4,811 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.01% | 39,567 | -293 | -0.74% | Feb 29, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 1,614 | - | - | Mar 28, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 77,110 | - | - | Jan 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.01% | 6,855 | -1,050 | -13.28% | Jan 31, 2024 |
| Vericimetry Funds | 0.01% | 558 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 3,391 | 33 | 0.98% | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.00% | 211 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 10,598 | 908 | 9.37% | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 14,798 | -668 | -4.32% | Aug 31, 2023 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.00% | 6,586 | 3,562 | 117.79% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 11,982 | -757 | -5.94% | Mar 31, 2024 |
| SSGA FUNDS | 0.00% | 827 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,017 | -34 | -3.24% | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 50,100 | -4,000 | -7.39% | Mar 31, 2024 |
| Natixis Funds Trust IV | 0.00% | 453 | 20 | 4.62% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 610,124 | -100,751 | -14.17% | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 7,048 | - | - | Mar 28, 2024 |
| Brown Advisory Funds | 0.00% | 51,482 | 244 | 0.48% | Mar 31, 2024 |
| World Funds Trust | 0.00% | 16,781 | - | - | Jan 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 14,400 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 255 | - | - | Mar 31, 2024 |
| OBERWEIS FUNDS | 0.00% | 1,100 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 37,377 | 344 | 0.93% | Jan 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 65,549 | -24,342 | -27.08% | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 1,704 | -123 | -6.73% | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 2,374 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 7,255 | -1,172 | -13.91% | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 3,284 | - | - | Feb 29, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 10,729 | -425 | -3.81% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 61,233 | 1,763 | 2.96% | Feb 29, 2024 |
| FORUM FUNDS II | 0.00% | 500 | - | - | Jan 31, 2024 |
| AdvisorShares Trust | 0.00% | 2,000 | 2,000 | - | Mar 28, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 30,900 | - | - | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,057 | -31 | -2.85% | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 9,002 | -9,002 | -50.00% | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 2,079 | - | - | Mar 31, 2020 |
| OPTIMUM FUND TRUST | 0.00% | 14,727 | - | - | Mar 28, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 30,720 | -418 | -1.34% | Jan 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 3,036 | - | - | Dec 31, 2023 |
| Principal Exchange-Traded Funds | 0.00% | 3,772 | -1,712 | -31.22% | Mar 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.00% | 1,850 | - | - | Jan 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 15,743 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 60,303 | -2,231 | -3.57% | Feb 29, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 58,649 | -610 | -1.03% | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 1,250 | 171 | 15.85% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 689 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 32,711 | 1,383 | 4.41% | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 5,529 | 34 | 0.62% | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 234,227 | 38,235 | 19.51% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 600 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 836 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 87,364 | 4,697 | 5.68% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 6,049 | -520 | -7.92% | Mar 31, 2024 |
| SHELTON FUNDS | 0.00% | 314 | -56 | -15.14% | Feb 29, 2024 |
| ADVISORS SERIES TRUST | 0.00% | 8,390 | 1,000 | 13.53% | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 197 | 193 | 4825.00% | Dec 31, 2023 |
| VALIC Co II | 0.00% | 5,200 | 1,300 | 33.33% | Feb 28, 2021 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 4,320 | -330 | -7.10% | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 300 | -73 | -19.57% | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 100 | - | - | Dec 31, 2023 |
| SunAmerica Specialty Series | 0.00% | 61 | - | - | Apr 30, 2021 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 9,551 | 12 | 0.13% | Jan 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 1,551 | - | - | Jan 31, 2024 |
| Nushares ETF Trust | 0.00% | 760 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 58,144 | 2,093 | 3.73% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 13,520 | -1,080 | -7.40% | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 5,015 | -471 | -8.59% | Dec 31, 2023 |
| PRUDENTIAL SERIES FUND | 0.00% | 6,923 | -210 | -2.94% | Mar 28, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 920 | - | - | Dec 31, 2023 |
| Catholic Responsible Investments Funds | 0.00% | 3,083 | -24 | -0.77% | Jan 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 8,360 | -12,214 | -59.37% | Mar 31, 2024 |
| Tidal ETF Trust | 0.00% | 1,028 | 417 | 68.25% | Feb 29, 2024 |
| RBB FUND, INC. | 0.00% | 6,989 | 2,415 | 52.80% | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 1,213 | - | - | Jan 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 2,322 | -36 | -1.53% | Mar 31, 2024 |
| Global X Funds | 0.00% | 3,167 | 79 | 2.56% | Jan 31, 2024 |
| Virtus Investment Trust | 0.00% | 2,390 | - | - | Mar 28, 2024 |
| Investment Managers Series Trust II | 0.00% | 825 | 825 | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 323 | -18 | -5.28% | Mar 31, 2024 |
| Series Portfolios Trust | 0.00% | 405 | - | - | Jan 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 44 | -6 | -12.00% | Sep 30, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 316 | 57 | 22.01% | Mar 31, 2024 |
| KP Funds | 0.00% | 2,576 | -100 | -3.74% | Sep 30, 2020 |
| Harbor ETF Trust | 0.00% | 259 | - | - | Jan 31, 2024 |
| GPS Funds I | 0.00% | 293 | - | - | Mar 31, 2024 |
| Guggenheim Variable Funds Trust | 0.00% | 217 | -71 | -24.65% | Dec 31, 2023 |
| THRIVENT SERIES FUND INC | 0.00% | 5,859 | -159 | -2.64% | Mar 28, 2024 |
| T. Rowe Price Exchange-Traded Funds, Inc. | 0.00% | 348 | 78 | 28.89% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 12,558 | -528 | -4.03% | Feb 29, 2024 |
| Managed Portfolio Series | 0.00% | 1,104 | 1,104 | - | Mar 31, 2024 |
Virtus Investment Partners's largest mutual fund holder by % of total assets is "CALDWELL & ORKIN FUNDS INC", owning 1.60K shares, compromising 0.12% of its total assets.
Virtus Investment Partners Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 141 | -33.80% |
| 31 Mar, 24 | 213 | 13.90% |
| 31 Dec, 23 | 187 | 8.09% |
| 30 Sep, 23 | 173 | 1.76% |
| 30 Jun, 23 | 170 | -1.16% |
| 31 Mar, 23 | 172 | -2.27% |
| 31 Dec, 22 | 176 | 4.14% |
| 30 Sep, 22 | 169 | -1.17% |
| 30 Jun, 22 | 171 | -6.56% |
| 31 Mar, 22 | 183 | -8.50% |
| 31 Dec, 21 | 200 | 0.50% |
| 30 Sep, 21 | 199 | 3.11% |
| 30 Jun, 21 | 193 | 10.92% |
| 31 Mar, 21 | 174 | -3.33% |
| 31 Dec, 20 | 180 | 25.00% |
| 30 Sep, 20 | 144 | 5.11% |
| 30 Jun, 20 | 137 | -2.14% |
| 31 Mar, 20 | 140 | -10.26% |
| 31 Dec, 19 | 156 | 1.96% |
| 30 Sep, 19 | 153 | 8.51% |
| 30 Jun, 19 | 141 | 5.22% |
| 31 Mar, 19 | 134 | 3.08% |
| 31 Dec, 18 | 130 | -5.11% |
| 30 Sep, 18 | 137 | -2.84% |
| 30 Jun, 18 | 141 | 7.63% |
| 31 Mar, 18 | 131 | 0.77% |
| 31 Dec, 17 | 130 | -3.70% |
| 30 Sep, 17 | 135 | 2.27% |
| 30 Jun, 17 | 132 | -2.22% |
| 31 Mar, 17 | 135 | 9.76% |
| 31 Dec, 16 | 123 | 6.03% |
| 30 Sep, 16 | 116 | 12.62% |
| 30 Jun, 16 | 103 | -6.36% |
| 31 Mar, 16 | 110 | -10.57% |
| 31 Dec, 15 | 123 | 3.36% |
| 30 Sep, 15 | 119 | -5.56% |
| 30 Jun, 15 | 126 | -3.08% |
| 31 Mar, 15 | 130 | -15.03% |
| 31 Dec, 14 | 153 | - |
| 30 Sep, 14 | 153 | 4.79% |
| 30 Jun, 14 | 146 | -3.31% |
| 31 Mar, 14 | 151 | 2.72% |
| 31 Dec, 13 | 147 | -2.65% |
| 30 Sep, 13 | 151 | -3.21% |
| 30 Jun, 13 | 156 | 143.75% |
| 31 Mar, 13 | 64 | 18.52% |
| 31 Dec, 12 | 54 | 31.71% |
| 30 Sep, 12 | 41 | 7.89% |
| 30 Jun, 12 | 38 | -5.00% |
| 31 Mar, 12 | 40 | 37.93% |
| 31 Dec, 11 | 29 | -6.45% |
| 30 Sep, 11 | 31 | 14.81% |
| 30 Jun, 11 | 27 | -10.00% |
| 31 Mar, 11 | 30 | 50.00% |
| 31 Dec, 10 | 20 | -4.76% |
| 30 Sep, 10 | 21 | 40.00% |
| 30 Jun, 10 | 15 | 15.38% |
| 31 Mar, 10 | 13 | -13.33% |
| 31 Dec, 09 | 15 | 7.14% |
| 30 Sep, 09 | 14 | -12.50% |
| 30 Jun, 09 | 16 | 6.67% |
| 31 Mar, 09 | 15 | 1400.00% |
| 31 Dec, 08 | 1 | - |
As of 30 Jun 24, 141 institutions are holding Virtus Investment Partners's shares, representing a decrease of -33.80% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 3,883,025 | -31.87% |
| 31 Mar, 24 | 5,699,575 | -0.95% |
| 31 Dec, 23 | 5,753,967 | -0.65% |
| 30 Sep, 23 | 5,791,754 | -1.15% |
| 30 Jun, 23 | 5,859,261 | -3.40% |
| 31 Mar, 23 | 6,065,259 | 0.86% |
| 31 Dec, 22 | 6,013,265 | 1.46% |
| 30 Sep, 22 | 5,926,853 | -1.00% |
| 30 Jun, 22 | 5,986,486 | -4.24% |
| 31 Mar, 22 | 6,251,723 | -1.59% |
| 31 Dec, 21 | 6,352,984 | -0.97% |
| 30 Sep, 21 | 6,414,942 | 0.79% |
| 30 Jun, 21 | 6,364,690 | 1.30% |
| 31 Mar, 21 | 6,283,265 | 0.15% |
| 31 Dec, 20 | 6,273,616 | -1.69% |
| 30 Sep, 20 | 6,381,386 | -1.39% |
| 30 Jun, 20 | 6,471,461 | 0.68% |
| 31 Mar, 20 | 6,427,598 | 5.39% |
| 31 Dec, 19 | 6,098,649 | -1.51% |
| 30 Sep, 19 | 6,192,113 | -2.55% |
| 30 Jun, 19 | 6,354,015 | -4.16% |
| 31 Mar, 19 | 6,629,932 | -2.60% |
| 31 Dec, 18 | 6,807,165 | 0.98% |
| 30 Sep, 18 | 6,740,838 | -5.23% |
| 30 Jun, 18 | 7,112,899 | 2.19% |
| 31 Mar, 18 | 6,960,751 | 1.16% |
| 31 Dec, 17 | 6,880,980 | -1.22% |
| 30 Sep, 17 | 6,965,764 | -0.38% |
| 30 Jun, 17 | 6,992,380 | 1.08% |
| 31 Mar, 17 | 6,917,361 | 16.79% |
| 31 Dec, 16 | 5,923,129 | -21.23% |
| 30 Sep, 16 | 7,519,513 | -6.24% |
| 30 Jun, 16 | 8,019,662 | 33.17% |
| 31 Mar, 16 | 6,021,901 | -7.20% |
| 31 Dec, 15 | 6,489,232 | -4.10% |
| 30 Sep, 15 | 6,766,726 | 2.86% |
| 30 Jun, 15 | 6,578,498 | 2.81% |
| 31 Mar, 15 | 6,398,814 | -2.39% |
| 31 Dec, 14 | 6,555,601 | -1.79% |
| 30 Sep, 14 | 6,674,945 | 0.11% |
| 30 Jun, 14 | 6,667,454 | -0.03% |
| 31 Mar, 14 | 6,669,322 | 7.74% |
| 31 Dec, 13 | 6,190,441 | 1.65% |
| 30 Sep, 13 | 6,089,972 | 30.45% |
| 30 Jun, 13 | 4,668,341 | 129.31% |
| 31 Mar, 13 | 2,035,831 | 15.11% |
| 31 Dec, 12 | 1,768,551 | 59.94% |
| 30 Sep, 12 | 1,105,775 | -6.62% |
| 30 Jun, 12 | 1,184,120 | -3.50% |
| 31 Mar, 12 | 1,227,081 | 14.29% |
| 31 Dec, 11 | 1,073,679 | 9.91% |
| 30 Sep, 11 | 976,885 | -8.27% |
| 30 Jun, 11 | 1,064,923 | -32.95% |
| 31 Mar, 11 | 1,588,321 | 51.54% |
| 31 Dec, 10 | 1,048,133 | -9.70% |
| 30 Sep, 10 | 1,160,683 | 33.20% |
| 30 Jun, 10 | 871,376 | -19.69% |
| 31 Mar, 10 | 1,085,037 | 18.19% |
| 31 Dec, 09 | 918,027 | 34.73% |
| 30 Sep, 09 | 681,380 | -4.81% |
| 30 Jun, 09 | 715,845 | -17.26% |
| 31 Mar, 09 | 865,146 | 562.39% |
| 31 Dec, 08 | 130,609 | - |
Virtus Investment Partners (VRTS) has 3.88M shares outstanding as of 30 Jun 24, down -31.87% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 54.54% | 0.87% |
| 31 Mar, 24 | 79.40% | 1.24% |
| 31 Dec, 23 | 80.16% | 1.28% |
| 30 Sep, 23 | 79.25% | 1.21% |
| 30 Jun, 23 | 80.87% | 1.15% |
| 31 Mar, 23 | 83.72% | 1.22% |
| 31 Dec, 22 | 82.80% | 1.26% |
| 30 Sep, 22 | 81.10% | 1.26% |
| 30 Jun, 22 | 80.37% | 1.17% |
| 31 Mar, 22 | 82.85% | 1.21% |
| 31 Dec, 21 | 82.81% | 1.19% |
| 30 Sep, 21 | 83.41% | 1.22% |
| 30 Jun, 21 | 82.68% | 1.22% |
| 31 Mar, 21 | 82.32% | 1.21% |
| 31 Dec, 20 | 82.33% | 1.19% |
| 30 Sep, 20 | 83.05% | 1.18% |
| 30 Jun, 20 | 83.83% | 1.12% |
| 31 Mar, 20 | 86.60% | 1.13% |
| 31 Dec, 19 | 87.59% | 1.10% |
| 30 Sep, 19 | 89.13% | 1.08% |
| 30 Jun, 19 | 90.78% | 1.02% |
| 31 Mar, 19 | 94.51% | 1.05% |
| 31 Dec, 18 | 94.89% | 1.08% |
| 30 Sep, 18 | 93.95% | 0.97% |
| 30 Jun, 18 | 98.64% | 1.05% |
| 31 Mar, 18 | 96.70% | 1.00% |
| 31 Dec, 17 | 98.12% | 1.05% |
| 30 Sep, 17 | 96.59% | 0.99% |
| 30 Jun, 17 | 98.99% | 0.89% |
| 31 Mar, 17 | 105.74% | 1.24% |
| 31 Dec, 16 | 92.36% | 0.96% |
| 30 Sep, 16 | 97.96% | 1.02% |
| 30 Jun, 16 | 98.16% | 1.88% |
| 31 Mar, 16 | 72.17% | 1.26% |
| 31 Dec, 15 | 75.79% | 1.27% |
| 30 Sep, 15 | 77.11% | 1.41% |
| 30 Jun, 15 | 74.01% | 1.45% |
| 31 Mar, 15 | 71.38% | 1.37% |
| 31 Dec, 14 | 72.11% | 1.34% |
| 30 Sep, 14 | 73.38% | 1.38% |
| 30 Jun, 14 | 73.00% | 1.36% |
| 31 Mar, 14 | 73.16% | 1.28% |
| 31 Dec, 13 | 75.60% | 1.30% |
| 30 Sep, 13 | 76.17% | 2.14% |
| 30 Jun, 13 | 59.69% | 8.81% |
| 31 Mar, 13 | 26.03% | 4.97% |
| 31 Dec, 12 | 22.89% | 11.51% |
| 30 Sep, 12 | 14.10% | 6.06% |
| 30 Jun, 12 | 15.25% | 5.65% |
| 31 Mar, 12 | 16.43% | 7.95% |
| 31 Dec, 11 | 14.38% | 5.83% |
| 30 Sep, 11 | 15.71% | 5.39% |
| 30 Jun, 11 | 17.07% | 2.64% |
| 31 Mar, 11 | 25.45% | 8.38% |
| 31 Dec, 10 | 17.43% | 4.82% |
| 30 Sep, 10 | 19.02% | 8.58% |
| 30 Jun, 10 | 14.89% | 4.30% |
| 31 Mar, 10 | 18.60% | 7.46% |
| 31 Dec, 09 | 15.80% | 11.54% |
| 30 Sep, 09 | 11.70% | 7.71% |
| 30 Jun, 09 | 12.32% | 5.52% |
| 31 Mar, 09 | 14.94% | 293.64% |
| 31 Dec, 08 | 2.26% | - |
As of 30 Jun 24, Virtus Investment Partners is held by 54.54% institutional shareholders, representing a 0.87% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 60 | -44.95% |
| 31 Mar, 24 | 109 | 28.24% |
| 31 Dec, 23 | 85 | 8.97% |
| 30 Sep, 23 | 78 | 2.63% |
| 30 Jun, 23 | 76 | -14.61% |
| 31 Mar, 23 | 89 | 4.71% |
| 31 Dec, 22 | 85 | 18.06% |
| 30 Sep, 22 | 72 | -10.00% |
| 30 Jun, 22 | 80 | -18.37% |
| 31 Mar, 22 | 98 | 20.99% |
| 31 Dec, 21 | 81 | -16.49% |
| 30 Sep, 21 | 97 | 6.59% |
| 30 Jun, 21 | 91 | 18.18% |
| 31 Mar, 21 | 77 | -16.30% |
| 31 Dec, 20 | 92 | 48.39% |
| 30 Sep, 20 | 62 | -10.14% |
| 30 Jun, 20 | 69 | -10.39% |
| 31 Mar, 20 | 77 | -2.53% |
| 31 Dec, 19 | 79 | 19.70% |
| 30 Sep, 19 | 66 | -2.94% |
| 30 Jun, 19 | 68 | 15.25% |
| 31 Mar, 19 | 59 | -19.18% |
| 31 Dec, 18 | 73 | 7.35% |
| 30 Sep, 18 | 68 | 6.25% |
| 30 Jun, 18 | 64 | 6.67% |
| 31 Mar, 18 | 60 | -10.45% |
| 31 Dec, 17 | 67 | -5.63% |
| 30 Sep, 17 | 71 | -13.41% |
| 30 Jun, 17 | 82 | -17.17% |
| 31 Mar, 17 | 99 | 52.31% |
| 31 Dec, 16 | 65 | 25.00% |
| 30 Sep, 16 | 52 | 20.93% |
| 30 Jun, 16 | 43 | -31.75% |
| 31 Mar, 16 | 63 | 8.62% |
| 31 Dec, 15 | 58 | -12.12% |
| 30 Sep, 15 | 66 | 11.86% |
| 30 Jun, 15 | 59 | -7.81% |
| 31 Mar, 15 | 64 | -7.25% |
| 31 Dec, 14 | 69 | -1.43% |
| 30 Sep, 14 | 70 | -5.41% |
| 30 Jun, 14 | 74 | -5.13% |
| 31 Mar, 14 | 78 | -2.50% |
| 31 Dec, 13 | 80 | -17.53% |
| 30 Sep, 13 | 97 | -23.62% |
| 30 Jun, 13 | 127 | 202.38% |
| 31 Mar, 13 | 42 | 16.67% |
| 31 Dec, 12 | 36 | 71.43% |
| 30 Sep, 12 | 21 | - |
| 30 Jun, 12 | 21 | -19.23% |
| 31 Mar, 12 | 26 | 73.33% |
| 31 Dec, 11 | 15 | -11.76% |
| 30 Sep, 11 | 17 | 30.77% |
| 30 Jun, 11 | 13 | -31.58% |
| 31 Mar, 11 | 19 | 58.33% |
| 31 Dec, 10 | 12 | 20.00% |
| 30 Sep, 10 | 10 | 25.00% |
| 30 Jun, 10 | 8 | 33.33% |
| 31 Mar, 10 | 6 | -14.29% |
| 31 Dec, 09 | 7 | 16.67% |
| 30 Sep, 09 | 6 | -50.00% |
| 30 Jun, 09 | 12 | -20.00% |
| 31 Mar, 09 | 15 | 1400.00% |
| 31 Dec, 08 | 1 | - |
60 institutional shareholders have increased their position in VRTS stock as of 30 Jun 24 compared to 109 in the previous quarter (a -44.95% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 43 | -34.85% |
| 31 Mar, 24 | 66 | -7.04% |
| 31 Dec, 23 | 71 | 22.41% |
| 30 Sep, 23 | 58 | 1.75% |
| 30 Jun, 23 | 57 | 3.64% |
| 31 Mar, 23 | 55 | -11.29% |
| 31 Dec, 22 | 62 | -10.14% |
| 30 Sep, 22 | 69 | 15.00% |
| 30 Jun, 22 | 60 | 20.00% |
| 31 Mar, 22 | 50 | -33.33% |
| 31 Dec, 21 | 75 | 11.94% |
| 30 Sep, 21 | 67 | 4.69% |
| 30 Jun, 21 | 64 | -3.03% |
| 31 Mar, 21 | 66 | 8.20% |
| 31 Dec, 20 | 61 | 10.91% |
| 30 Sep, 20 | 55 | 19.57% |
| 30 Jun, 20 | 46 | 12.20% |
| 31 Mar, 20 | 41 | -12.77% |
| 31 Dec, 19 | 47 | -11.32% |
| 30 Sep, 19 | 53 | 39.47% |
| 30 Jun, 19 | 38 | - |
| 31 Mar, 19 | 38 | 15.15% |
| 31 Dec, 18 | 33 | -10.81% |
| 30 Sep, 18 | 37 | -15.91% |
| 30 Jun, 18 | 44 | 7.32% |
| 31 Mar, 18 | 41 | 17.14% |
| 31 Dec, 17 | 35 | -2.78% |
| 30 Sep, 17 | 36 | 33.33% |
| 30 Jun, 17 | 27 | 35.00% |
| 31 Mar, 17 | 20 | -50.00% |
| 31 Dec, 16 | 40 | -13.04% |
| 30 Sep, 16 | 46 | 2.22% |
| 30 Jun, 16 | 45 | 73.08% |
| 31 Mar, 16 | 26 | -38.10% |
| 31 Dec, 15 | 42 | 35.48% |
| 30 Sep, 15 | 31 | -32.61% |
| 30 Jun, 15 | 46 | -4.17% |
| 31 Mar, 15 | 48 | -12.73% |
| 31 Dec, 14 | 55 | -3.51% |
| 30 Sep, 14 | 57 | 29.55% |
| 30 Jun, 14 | 44 | -8.33% |
| 31 Mar, 14 | 48 | 6.67% |
| 31 Dec, 13 | 45 | 28.57% |
| 30 Sep, 13 | 35 | 84.21% |
| 30 Jun, 13 | 19 | 58.33% |
| 31 Mar, 13 | 12 | 9.09% |
| 31 Dec, 12 | 11 | -8.33% |
| 30 Sep, 12 | 12 | 20.00% |
| 30 Jun, 12 | 10 | -16.67% |
| 31 Mar, 12 | 12 | 9.09% |
| 31 Dec, 11 | 11 | - |
| 30 Sep, 11 | 11 | 22.22% |
| 30 Jun, 11 | 9 | -10.00% |
| 31 Mar, 11 | 10 | 66.67% |
| 31 Dec, 10 | 6 | - |
| 30 Sep, 10 | 6 | - |
| 30 Jun, 10 | 6 | 50.00% |
| 31 Mar, 10 | 4 | -20.00% |
| 31 Dec, 09 | 5 | 150.00% |
| 30 Sep, 09 | 2 | -50.00% |
| 30 Jun, 09 | 4 | - |
| 31 Mar, 09 | - | - |
| 31 Dec, 08 | - | - |
43 institutional shareholders have reduced their position in VRTS stock as of 30 Jun 24 compared to 66 in the previous quarter (a -34.85% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 141 | -33.80% | 3,883,025 | -31.87% | 54.54% | 0.87% | 60 | -44.95% | 43 | -34.85% |
| 31 Mar, 24 | 213 | 13.90% | 5,699,575 | -0.95% | 79.40% | 1.24% | 109 | 28.24% | 66 | -7.04% |
| 31 Dec, 23 | 187 | 8.09% | 5,753,967 | -0.65% | 80.16% | 1.28% | 85 | 8.97% | 71 | 22.41% |
| 30 Sep, 23 | 173 | 1.76% | 5,791,754 | -1.15% | 79.25% | 1.21% | 78 | 2.63% | 58 | 1.75% |
| 30 Jun, 23 | 170 | -1.16% | 5,859,261 | -3.40% | 80.87% | 1.15% | 76 | -14.61% | 57 | 3.64% |
| 31 Mar, 23 | 172 | -2.27% | 6,065,259 | 0.86% | 83.72% | 1.22% | 89 | 4.71% | 55 | -11.29% |
| 31 Dec, 22 | 176 | 4.14% | 6,013,265 | 1.46% | 82.80% | 1.26% | 85 | 18.06% | 62 | -10.14% |
| 30 Sep, 22 | 169 | -1.17% | 5,926,853 | -1.00% | 81.10% | 1.26% | 72 | -10.00% | 69 | 15.00% |
| 30 Jun, 22 | 171 | -6.56% | 5,986,486 | -4.24% | 80.37% | 1.17% | 80 | -18.37% | 60 | 20.00% |
| 31 Mar, 22 | 183 | -8.50% | 6,251,723 | -1.59% | 82.85% | 1.21% | 98 | 20.99% | 50 | -33.33% |
| 31 Dec, 21 | 200 | 0.50% | 6,352,984 | -0.97% | 82.81% | 1.19% | 81 | -16.49% | 75 | 11.94% |
| 30 Sep, 21 | 199 | 3.11% | 6,414,942 | 0.79% | 83.41% | 1.22% | 97 | 6.59% | 67 | 4.69% |
| 30 Jun, 21 | 193 | 10.92% | 6,364,690 | 1.30% | 82.68% | 1.22% | 91 | 18.18% | 64 | -3.03% |
| 31 Mar, 21 | 174 | -3.33% | 6,283,265 | 0.15% | 82.32% | 1.21% | 77 | -16.30% | 66 | 8.20% |
| 31 Dec, 20 | 180 | 25.00% | 6,273,616 | -1.69% | 82.33% | 1.19% | 92 | 48.39% | 61 | 10.91% |
| 30 Sep, 20 | 144 | 5.11% | 6,381,386 | -1.39% | 83.05% | 1.18% | 62 | -10.14% | 55 | 19.57% |
| 30 Jun, 20 | 137 | -2.14% | 6,471,461 | 0.68% | 83.83% | 1.12% | 69 | -10.39% | 46 | 12.20% |
| 31 Mar, 20 | 140 | -10.26% | 6,427,598 | 5.39% | 86.60% | 1.13% | 77 | -2.53% | 41 | -12.77% |
| 31 Dec, 19 | 156 | 1.96% | 6,098,649 | -1.51% | 87.59% | 1.10% | 79 | 19.70% | 47 | -11.32% |
| 30 Sep, 19 | 153 | 8.51% | 6,192,113 | -2.55% | 89.13% | 1.08% | 66 | -2.94% | 53 | 39.47% |
| 30 Jun, 19 | 141 | 5.22% | 6,354,015 | -4.16% | 90.78% | 1.02% | 68 | 15.25% | 38 | - |
| 31 Mar, 19 | 134 | 3.08% | 6,629,932 | -2.60% | 94.51% | 1.05% | 59 | -19.18% | 38 | 15.15% |
| 31 Dec, 18 | 130 | -5.11% | 6,807,165 | 0.98% | 94.89% | 1.08% | 73 | 7.35% | 33 | -10.81% |
| 30 Sep, 18 | 137 | -2.84% | 6,740,838 | -5.23% | 93.95% | 0.97% | 68 | 6.25% | 37 | -15.91% |
| 30 Jun, 18 | 141 | 7.63% | 7,112,899 | 2.19% | 98.64% | 1.05% | 64 | 6.67% | 44 | 7.32% |
| 31 Mar, 18 | 131 | 0.77% | 6,960,751 | 1.16% | 96.70% | 1.00% | 60 | -10.45% | 41 | 17.14% |
| 31 Dec, 17 | 130 | -3.70% | 6,880,980 | -1.22% | 98.12% | 1.05% | 67 | -5.63% | 35 | -2.78% |
| 30 Sep, 17 | 135 | 2.27% | 6,965,764 | -0.38% | 96.59% | 0.99% | 71 | -13.41% | 36 | 33.33% |
| 30 Jun, 17 | 132 | -2.22% | 6,992,380 | 1.08% | 98.99% | 0.89% | 82 | -17.17% | 27 | 35.00% |
| 31 Mar, 17 | 135 | 9.76% | 6,917,361 | 16.79% | 105.74% | 1.24% | 99 | 52.31% | 20 | -50.00% |
| 31 Dec, 16 | 123 | 6.03% | 5,923,129 | -21.23% | 92.36% | 0.96% | 65 | 25.00% | 40 | -13.04% |
| 30 Sep, 16 | 116 | 12.62% | 7,519,513 | -6.24% | 97.96% | 1.02% | 52 | 20.93% | 46 | 2.22% |
| 30 Jun, 16 | 103 | -6.36% | 8,019,662 | 33.17% | 98.16% | 1.88% | 43 | -31.75% | 45 | 73.08% |
| 31 Mar, 16 | 110 | -10.57% | 6,021,901 | -7.20% | 72.17% | 1.26% | 63 | 8.62% | 26 | -38.10% |
| 31 Dec, 15 | 123 | 3.36% | 6,489,232 | -4.10% | 75.79% | 1.27% | 58 | -12.12% | 42 | 35.48% |
| 30 Sep, 15 | 119 | -5.56% | 6,766,726 | 2.86% | 77.11% | 1.41% | 66 | 11.86% | 31 | -32.61% |
| 30 Jun, 15 | 126 | -3.08% | 6,578,498 | 2.81% | 74.01% | 1.45% | 59 | -7.81% | 46 | -4.17% |
| 31 Mar, 15 | 130 | -15.03% | 6,398,814 | -2.39% | 71.38% | 1.37% | 64 | -7.25% | 48 | -12.73% |
| 31 Dec, 14 | 153 | - | 6,555,601 | -1.79% | 72.11% | 1.34% | 69 | -1.43% | 55 | -3.51% |
| 30 Sep, 14 | 153 | 4.79% | 6,674,945 | 0.11% | 73.38% | 1.38% | 70 | -5.41% | 57 | 29.55% |
| 30 Jun, 14 | 146 | -3.31% | 6,667,454 | -0.03% | 73.00% | 1.36% | 74 | -5.13% | 44 | -8.33% |
| 31 Mar, 14 | 151 | 2.72% | 6,669,322 | 7.74% | 73.16% | 1.28% | 78 | -2.50% | 48 | 6.67% |
| 31 Dec, 13 | 147 | -2.65% | 6,190,441 | 1.65% | 75.60% | 1.30% | 80 | -17.53% | 45 | 28.57% |
| 30 Sep, 13 | 151 | -3.21% | 6,089,972 | 30.45% | 76.17% | 2.14% | 97 | -23.62% | 35 | 84.21% |
| 30 Jun, 13 | 156 | 143.75% | 4,668,341 | 129.31% | 59.69% | 8.81% | 127 | 202.38% | 19 | 58.33% |
| 31 Mar, 13 | 64 | 18.52% | 2,035,831 | 15.11% | 26.03% | 4.97% | 42 | 16.67% | 12 | 9.09% |
| 31 Dec, 12 | 54 | 31.71% | 1,768,551 | 59.94% | 22.89% | 11.51% | 36 | 71.43% | 11 | -8.33% |
| 30 Sep, 12 | 41 | 7.89% | 1,105,775 | -6.62% | 14.10% | 6.06% | 21 | - | 12 | 20.00% |
| 30 Jun, 12 | 38 | -5.00% | 1,184,120 | -3.50% | 15.25% | 5.65% | 21 | -19.23% | 10 | -16.67% |
| 31 Mar, 12 | 40 | 37.93% | 1,227,081 | 14.29% | 16.43% | 7.95% | 26 | 73.33% | 12 | 9.09% |
| 31 Dec, 11 | 29 | -6.45% | 1,073,679 | 9.91% | 14.38% | 5.83% | 15 | -11.76% | 11 | - |
| 30 Sep, 11 | 31 | 14.81% | 976,885 | -8.27% | 15.71% | 5.39% | 17 | 30.77% | 11 | 22.22% |
| 30 Jun, 11 | 27 | -10.00% | 1,064,923 | -32.95% | 17.07% | 2.64% | 13 | -31.58% | 9 | -10.00% |
| 31 Mar, 11 | 30 | 50.00% | 1,588,321 | 51.54% | 25.45% | 8.38% | 19 | 58.33% | 10 | 66.67% |
| 31 Dec, 10 | 20 | -4.76% | 1,048,133 | -9.70% | 17.43% | 4.82% | 12 | 20.00% | 6 | - |
| 30 Sep, 10 | 21 | 40.00% | 1,160,683 | 33.20% | 19.02% | 8.58% | 10 | 25.00% | 6 | - |
| 30 Jun, 10 | 15 | 15.38% | 871,376 | -19.69% | 14.89% | 4.30% | 8 | 33.33% | 6 | 50.00% |
| 31 Mar, 10 | 13 | -13.33% | 1,085,037 | 18.19% | 18.60% | 7.46% | 6 | -14.29% | 4 | -20.00% |
| 31 Dec, 09 | 15 | 7.14% | 918,027 | 34.73% | 15.80% | 11.54% | 7 | 16.67% | 5 | 150.00% |
| 30 Sep, 09 | 14 | -12.50% | 681,380 | -4.81% | 11.70% | 7.71% | 6 | -50.00% | 2 | -50.00% |
| 30 Jun, 09 | 16 | 6.67% | 715,845 | -17.26% | 12.32% | 5.52% | 12 | -20.00% | 4 | - |
| 31 Mar, 09 | 15 | 1400.00% | 865,146 | 562.39% | 14.94% | 293.64% | 15 | 1400.00% | - | - |
| 31 Dec, 08 | 1 | - | 130,609 | - | 2.26% | - | 1 | - | - | - |
Virtus Investment Partners Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Virtus Investment Partners's stock was made by Lieberman Elizabeth A on Jul 30 2024, selling - shares at - per share (valued at -).
Virtus Investment Partners Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 6 | 2 | 300.00% |
| Q1 2024 | 10 | 17 | 58.82% |
| Q4 2023 | - | - | - |
| Q2 2023 | 7 | - | - |
| Q1 2023 | 11 | 16 | 68.75% |
| Q3 2022 | - | 1 | - |
| Q2 2022 | 8 | 2 | 400.00% |
| Q1 2022 | 11 | 15 | 73.33% |
| Q4 2021 | - | 15 | - |
| Q3 2021 | - | 2 | - |
| Q2 2021 | 8 | 5 | 160.00% |
| Q1 2021 | 13 | 14 | 92.86% |
| Q4 2020 | - | - | - |
| Q3 2020 | 1 | 12 | 8.33% |
| Q2 2020 | 7 | - | - |
| Q1 2020 | 13 | 6 | 216.67% |
| Q4 2019 | 2 | 1 | 200.00% |
| Q3 2019 | 1 | - | - |
| Q2 2019 | 7 | - | - |
| Q1 2019 | 24 | 25 | 96.00% |
6 total buy trades, and 2 total sell trades (buy/sell ratio of 3.00%) were made by Virtus Investment Partners's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 2 | - |
| Q1 2024 | - | 9 | - |
| Q4 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | 1 | - | - |
| Q4 2021 | - | 14 | - |
| Q3 2021 | - | 2 | - |
| Q2 2021 | - | 5 | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | 10 | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | 1 | - |
| Q3 2019 | - | - | - |
| Q2 2019 | - | - | - |
| Q1 2019 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Virtus Investment Partners's stocks.
VRTS Ownership FAQ
Who Owns Virtus Investment Partners?
Virtus Investment Partners is owned by institutional shareholders (54.54%), insiders (6.07%), and public (39.38%). The largest institutional shareholder of Virtus Investment Partners is BLACKROCK INC. (14.84% of total shares) and the top mutual fund owner is CALDWELL & ORKIN FUNDS INC (0.12% of total shares).
Who are the major institutional shareholders of Virtus Investment Partners?
Virtus Investment Partners's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC. The top five shareholders own together 39.79% of the company's share outstanding.
How many Virtus Investment Partners shareholders are there?
As of Jun 2024, there are 141 institutional shareholders of Virtus Investment Partners.
What percentage of Virtus Investment Partners is owned by BLACKROCK INC?
BLACKROCK INC owns 1.06M shares of Virtus Investment Partners, representing 14.84% of the company's total shares outstanding, valued at $238.65M (as of Jun 2024).
What percentage of Virtus Investment Partners is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 899.1K shares of Virtus Investment Partners (VRTS), compromising 12.63% of the company, valued at $203.06M.
What percentage of Virtus Investment Partners is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of Virtus Investment Partners. The company owns 328.07K of the company's shares outstanding (worth $74.09M).