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 | 02/12/2026 | 2.06 M | $16.13 M | 7.96% | 18.19% |
| LPL FINANCIAL LLC | 02/11/2026 | 313.64 K | $2.46 M | 9.06% | 2.77% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 293.40 K | $2.30 M | -5.61% | 2.59% |
| MORGAN STANLEY | 02/13/2026 | 268.98 K | $2.11 M | -2.01% | 2.38% |
| FIERA CAPITAL CORP | 02/11/2026 | 156.24 K | $1.22 M | 41.79% | 1.38% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 155.67 K | $1.22 M | -0.25% | 1.38% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 146.13 K | $1.15 M | 1.23% | 1.29% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 135.24 K | $1.06 M | -20.09% | 1.20% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 130.21 K | $1.02 M | -7.24% | 1.15% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 118.85 K | $931.76 K | -24.22% | 1.05% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 77.35 K | $606.43 K | 43.77% | 0.68% |
| STEPHENS INC /AR/ | 02/05/2026 | 67.49 K | $529.11 K | -0.79% | 0.60% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 59.33 K | $465.00 K | -3.51% | 0.52% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 47.58 K | $375.37 K | -2.32% | 0.42% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 02/11/2026 | 38.80 K | $304.21 K | 100.00% | 0.34% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 36.77 K | $288.25 K | 46.91% | 0.33% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 32.52 K | $254.98 K | 0.25% | 0.29% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 31.16 K | $244.26 K | 9.58% | 0.28% |
| UBS GROUP AG | 01/29/2026 | 18.98 K | $148.79 K | -1.69% | 0.17% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 18.53 K | $145.25 K | 14.91% | 0.16% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 16.64 K | $130.42 K | 0.00% | 0.15% |
| ROYAL BANK OF CANADA | 02/17/2026 | 15.35 K | $120.00 K | -0.87% | 0.14% |
| WORTH ASSET MANAGEMENT, LLC | 01/14/2026 | 15.05 K | $117.98 K | -24.24% | 0.13% |
| 02/09/2026 | 13.39 K | $104.95 K | 17.14% | 0.12% | |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 13.39 K | $104.94 K | 0.00% | 0.12% |
| 02/11/2026 | 13.22 K | $103.61 K | 100.00% | 0.12% | |
| 02/19/2026 | 12.33 K | $96.67 K | 100.00% | 0.11% | |
| KOVACK ADVISORS, INC. | 02/17/2026 | 12.02 K | $94.27 K | 100.00% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 11.64 K | $91.27 K | 100.00% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 7.78 K | $61.00 K | -25.48% | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 6.78 K | $53.16 K | 100.00% | 0.06% |
| COMERICA BANK | 01/29/2026 | 4.64 K | $36.37 K | -20.26% | 0.04% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 1.12 K | $8.75 K | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 1.00 K | $7.84 K | 400.00% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 800 | $6.27 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 500 | $3.92 K | 0.00% | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
| MACH-1 FINANCIAL GROUP, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
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:
CoreCap Advisors, LLC: 169,783
STEPHENS INC /AR/: 75,159
Cambridge Investment Research Advisors, Inc.: 59,592
SeaCrest Wealth Management, LLC: 45,767
Total Wealth Planning & Management, Inc.: 45,331
Kestra Advisory Services, LLC: 40,577
38.45% of Virtus Global Multi-Sector Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.17 M shares in the last 24 months. This purchase volume represents approximately $46.86 M in transactions.