Virtus Global Multi-Sector Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 1.92 M | $14.43 M | 0.63% | 16.95% |
| LPL FINANCIAL LLC | 08/07/2026 | 344.71 K | $2.59 M | 2.74% | 3.04% |
| MORGAN STANLEY | 08/13/2026 | 321.17 K | $2.41 M | 4.18% | 2.83% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 214.65 K | $1.61 M | 7.56% | 1.89% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 173.43 K | $1.30 M | 2.15% | 1.53% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 169.31 K | $1.27 M | 3.69% | 1.49% |
| FIERA CAPITAL CORP | 08/07/2026 | 154.90 K | $1.16 M | 2.79% | 1.37% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 123.26 K | $924.00 K | 106.84% | 1.09% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 117.72 K | $882.97 K | -0.91% | 1.04% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 116.43 K | $873.25 K | -0.10% | 1.03% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 89.69 K | $672.70 K | 39.55% | 0.79% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 81.80 K | $613.53 K | -33.86% | 0.72% |
| STEPHENS INC /AR/ | 07/29/2026 | 79.22 K | $594.14 K | 5.40% | 0.70% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 73.95 K | $554.58 K | 62.34% | 0.65% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 07/28/2026 | 46.94 K | $352.02 K | 3.54% | 0.41% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 39.03 K | $292.73 K | -14.72% | 0.34% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 38.61 K | $289.56 K | -4.86% | 0.34% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 26.72 K | $200.38 K | 2.00% | 0.24% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 24.47 K | $183.50 K | -0.18% | 0.22% |
| WORTH ASSET MANAGEMENT, LLC | 07/08/2026 | 24.41 K | $183.09 K | -25.21% | 0.22% |
| UBS GROUP AG | 08/13/2026 | 19.30 K | $144.75 K | 0.86% | 0.17% |
| VAN DIEST CAPITAL, LLC | 08/04/2026 | 18.55 K | $139.11 K | 2.78% | 0.16% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 18.05 K | $135.24 K | 17.12% | 0.16% |
| ROYAL BANK OF CANADA | 08/14/2026 | 16.75 K | $126.00 K | 21.10% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 16.53 K | $123.98 K | 100.00% | 0.15% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 13.39 K | $100.39 K | 0.00% | 0.12% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 12.91 K | $96.85 K | -9.43% | 0.11% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 12.23 K | $91.69 K | -20.33% | 0.11% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 11.53 K | $86.50 K | 0.00% | 0.10% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 7.03 K | $52.62 K | 1.83% | 0.06% |
| FIFTH THIRD BANCORP | 08/05/2026 | 2.59 K | $19.45 K | 0.00% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 1.90 K | $14.22 K | 100.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 1.50 K | $11.25 K | 0.00% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 800 | $6.00 K | 100.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 500 | $3.75 K | 0.00% | 0.00% |
| FMR LLC | 08/13/2026 | 1 | $8 | -80.00% | 0.00% |
| INTEGRITY ADVISORY SOLUTIONS, LLC | 07/31/2026 | 0 | $0 | -100.00% | 0.00% |
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Virtus Global Multi-Sector Income Fund institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of Virtus Global Multi-Sector Income Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 1.92 M
LPL Financial LLC: 344,710
MORGAN STANLEY: 321,166
Shaker Financial Services, LLC: 214,646
CoreCap Advisors, LLC: 173,428
RAYMOND JAMES FINANCIAL INC: 169,306
38.22% of Virtus Global Multi-Sector Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.08 M shares in the last 24 months. This purchase volume represents approximately $46.11 M in transactions.