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 | 05/13/2026 | 1.91 M | $14.11 M | -7.12% | 16.89% |
| LPL FINANCIAL LLC | 05/06/2026 | 335.53 K | $2.48 M | 6.98% | 2.97% |
| MORGAN STANLEY | 05/15/2026 | 308.29 K | $2.28 M | 14.62% | 2.73% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 199.57 K | $1.47 M | -31.98% | 1.76% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 169.78 K | $1.25 M | 16.18% | 1.50% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 163.28 K | $1.21 M | 4.89% | 1.44% |
| FIERA CAPITAL CORP | 05/12/2026 | 150.70 K | $1.11 M | -3.54% | 1.33% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 123.69 K | $912.82 K | -8.54% | 1.09% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 118.81 K | $876.78 K | -0.04% | 1.05% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 116.55 K | $860.12 K | -10.49% | 1.03% |
| STEPHENS INC /AR/ | 04/28/2026 | 75.16 K | $554.67 K | 11.36% | 0.66% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 64.28 K | $474.34 K | -16.90% | 0.57% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 59.59 K | $440.00 K | 0.45% | 0.53% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 45.77 K | $337.76 K | -3.80% | 0.40% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 45.55 K | $336.15 K | 23.89% | 0.40% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 05/05/2026 | 45.33 K | $334.54 K | 16.83% | 0.40% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 40.58 K | $299.46 K | 24.76% | 0.36% |
| WORTH ASSET MANAGEMENT, LLC | 04/17/2026 | 32.64 K | $240.89 K | 116.90% | 0.29% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 26.19 K | $193.32 K | -15.92% | 0.23% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 24.51 K | $180.89 K | 32.31% | 0.22% |
| UBS GROUP AG | 05/05/2026 | 19.14 K | $141.22 K | 0.83% | 0.17% |
| 05/15/2026 | 18.05 K | $133.18 K | 46.36% | 0.16% | |
| KOVACK ADVISORS, INC. | 05/13/2026 | 15.41 K | $113.95 K | 28.17% | 0.14% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 15.35 K | $113.25 K | -7.75% | 0.14% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 14.26 K | $105.22 K | 100.00% | 0.13% |
| 05/11/2026 | 13.98 K | $103.20 K | 4.47% | 0.12% | |
| ROYAL BANK OF CANADA | 05/15/2026 | 13.83 K | $102.00 K | -9.86% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 13.39 K | $98.78 K | 0.00% | 0.12% |
| 05/11/2026 | 11.53 K | $85.11 K | -12.73% | 0.10% | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 6.90 K | $51.05 K | 1.76% | 0.06% |
| FIFTH THIRD BANCORP | 05/01/2026 | 2.59 K | $19.14 K | 100.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 1.50 K | $11.07 K | 50.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 500 | $3.69 K | 0.00% | 0.00% |
| FMR LLC | 05/15/2026 | 5 | $37 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 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, 47 institutional investors and hedge funds held shares of Virtus Global Multi-Sector Income Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 1.91 M
LPL Financial LLC: 335,532
MORGAN STANLEY: 308,292
Shaker Financial Services, LLC: 199,567
CoreCap Advisors, LLC: 169,783
RAYMOND JAMES FINANCIAL INC: 163,282
37.16% of Virtus Global Multi-Sector Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.90 M shares in the last 24 months. This purchase volume represents approximately $44.77 M in transactions.