ZTR
Virtus Total Return Fund Inc.
NYSE
Total Trades
10
Buys
10
Sells
0
Largest Trade
$15K–$50K
Insiders
9
Institutional Funds
75
Inst. Value
$1M+
Activist Filings
5
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| BRADLEY WILLIAM PATRICK III | EVP | BUY | $1K–$15K | 2K | $5.26 | Oct 26, 2023 |
| WITTWER STEVEN GLENN | Insider | BUY | $15K–$50K | 6K | $5.17 | Sep 20, 2023 |
| BRADLEY WILLIAM PATRICK III | EVP | BUY | $1K–$15K | 320 | $6.96 | Oct 3, 2022 |
| MCNAMARA GERALDINE M | Director | BUY | $1K–$15K | 167 | $6.96 | Sep 23, 2022 |
| McLoughlin Philip R | Director | BUY | $15K–$50K | 3K | $6.96 | Sep 23, 2022 |
| MALLIN JOHN R | Director | BUY | $15K–$50K | 3K | $6.96 | Sep 23, 2022 |
| Drummond F Ford | Director | BUY | $1K–$15K | 373 | $6.96 | Sep 23, 2022 |
| BURKE DONALD C | Director | BUY | $1K–$15K | 667 | $6.96 | Sep 23, 2022 |
| MCDANIEL CONNIE D | Director | BUY | $15K–$50K | 2K | $9.56 | Mar 28, 2022 |
| Cogan Sarah E | Director | BUY | $15K–$50K | 2K | $9.59 | Jan 14, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 75 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| LPL Financial LLC | 1.4M | $1M+ | SH |
| GUGGENHEIM CAPITAL LLC | 1.2M | $1M+ | SH |
| Penserra Capital Management LLC | 923K | $1M+ | SH |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 686K | $1M+ | SH |
| STIFEL FINANCIAL CORP | 673K | $1M+ | SH |
| Yakira Capital Management, Inc. | 282K | $1M+ | SH |
| Quarry LP | 266K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 245K | $1M+ | SH |
| North Ground Capital | 222K | $1M+ | SH |
| Sculptor Capital LP | 218K | $1M+ | SH |
| PARK AVENUE SECURITIES LLC | 216K | $1M+ | SH |
| Advisors Asset Management, Inc. | 130K | $500K+ | SH |
| STEPHENS INC /AR/ | 116K | $500K+ | SH |
| ASHTON THOMAS SECURITIES, LLC | 114K | $500K+ | SH |
| J.W. COLE ADVISORS, INC. | 107K | $500K+ | SH |
| RAYMOND JAMES FINANCIAL INC | 87K | $500K+ | SH |
| WOLVERINE ASSET MANAGEMENT LLC | 86K | $500K+ | SH |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 68K | $100K–$500K | SH |
| JANE STREET GROUP, LLC | 62K | $100K–$500K | SH |
| Beverly Hills Private Wealth, LLC | 46K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 5, 2025
2.7%
1.7M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G · Nov 8, 2024
5.6%
3.4M shares
Sit Investment Associates, Inc.
SC 13G/A · Aug 14, 2024
3.6%
2.2M shares
RIVERNORTH CAPITAL MANAGEMENT, LLC
SC 13G · Feb 14, 2023
8.5%
4.1M shares
Sit Investment Associates, Inc. 41-1404829
SC 13G · Feb 14, 2023
8.0%
5.5M shares