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ZTR Insider Trading

Insider Ownership Percentage: 5.65%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $0.00

Virtus Total Return Fund Insider Trading History Chart

This chart shows the insider buying and selling history at Virtus Total Return Fund by year and by quarter.

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Virtus Total Return Fund Share Price & Price History

Current Price: $6.38
Price Change: ▼ Price Decrease of -0.055 (-0.86%)
As of 12/4/2025 04:59 PM ET

This chart shows the closing price history over time for ZTR up to the past year.

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Days: 30 | 90 | 365

Virtus Total Return Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/20/2024William Patrick Bradley IIICFOBuy5,000$5.47$27,350.009,043View SEC Filing Icon  
9/18/2023Steven Glenn WittwerPortfolio ManagerBuy6,000$5.17$31,020.006,000View SEC Filing Icon  
9/1/2023William Patrick Bradley IIICFOBuy2,250$5.26$11,835.004,043View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Virtus Total Return Fund (NYSE:ZTR)

47.14% of Virtus Total Return Fund stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at ZTR by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Virtus Total Return Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/21/2025Alpine Global Management LLC630,000$4.06M0.6%N/A1.134%Search for SEC Filing on Google Icon
11/17/2025Quarry LP331,649$2.14M0.5%-43.3%0.597%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE287,814$1.86M0.0%-15.0%0.518%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.125,650$0.81M0.0%+8.3%0.226%Search for SEC Filing on Google Icon
11/13/2025Yakira Capital Management Inc.682,714$4.40M1.5%+0.5%1.229%Search for SEC Filing on Google Icon
11/13/2025Private Advisor Group LLC294,545$1.90M0.0%+11.9%0.530%Search for SEC Filing on Google Icon
11/10/2025Beverly Hills Private Wealth LLC83,446$0.54M0.1%+74.2%0.150%Search for SEC Filing on Google Icon
11/7/2025Readystate Asset Management LP26,737$0.17M0.0%-83.4%0.048%Search for SEC Filing on Google Icon
11/5/2025J.W. Cole Advisors Inc.111,375$0.72M0.0%-17.4%0.200%Search for SEC Filing on Google Icon
11/5/2025Envestnet Asset Management Inc.247,410$1.60M0.0%-2.1%0.445%Search for SEC Filing on Google Icon
11/4/2025Penserra Capital Management LLC837,287$5.40M0.1%+5.3%1.507%Search for SEC Filing on Google Icon
10/29/2025North Ground Capital1,197,000$7.72M4.8%+121.5%2.155%Search for SEC Filing on Google Icon
10/28/2025Wolverine Asset Management LLC261,154$1.68M0.0%-43.6%0.470%Search for SEC Filing on Google Icon
10/27/2025Ashton Thomas Securities LLC109,500$0.67M0.1%+4.8%0.197%Search for SEC Filing on Google Icon
10/23/2025Park Avenue Securities LLC218,525$1.41M0.0%-3.6%0.393%Search for SEC Filing on Google Icon
10/22/2025Shaker Financial Services LLC70,424$0.45M0.2%-58.5%0.127%Search for SEC Filing on Google Icon
10/22/2025CoreCap Advisors LLC11,875$77K0.0%-13.4%0.021%Search for SEC Filing on Google Icon
10/22/2025Blue Bell Private Wealth Management LLC92,276$0.60M0.1%+75.7%0.166%Search for SEC Filing on Google Icon
10/20/2025Absolute Investment Advisers LLC844,838$5.45M0.7%-32.7%1.521%Search for SEC Filing on Google Icon
10/14/2025Gridiron Partners LLC1,442,455$9.30M0.7%+7,620.7%2.597%Search for SEC Filing on Google Icon
10/8/2025Integrated Capital Management Inc.39,793$0.26M0.2%-12.1%0.072%Search for SEC Filing on Google Icon
9/4/2025Osaic Holdings Inc.65,798$0.41M0.0%+150.8%0.118%Search for SEC Filing on Google Icon
8/18/2025Tactive Advisors LLC21,018$0.13M0.0%N/A0.038%Search for SEC Filing on Google Icon
8/15/2025Sculptor Capital LP346,864$2.16M0.0%+9.8%0.624%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE338,441$2.11M0.0%+33.9%0.609%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.115,974$0.72M0.0%-1.9%0.209%Search for SEC Filing on Google Icon
8/14/2025Karpus Management Inc.1,123,948$7M0.2%-3.0%2.023%Search for SEC Filing on Google Icon
8/13/2025Walleye Capital LLC73,618$0.46M0.0%+85.1%0.133%Search for SEC Filing on Google Icon
8/13/2025Guggenheim Capital LLC1,101,550$6.86M0.1%+3.2%1.983%Search for SEC Filing on Google Icon
8/13/2025Invesco Ltd.71,282$0.44M0.0%+74.9%0.128%Search for SEC Filing on Google Icon
8/12/2025J.W. Cole Advisors Inc.134,815$0.84M0.0%-20.7%0.243%Search for SEC Filing on Google Icon
8/8/2025Cetera Investment Advisers50,451$0.31M0.0%-11.2%0.091%Search for SEC Filing on Google Icon
8/8/2025PNC Financial Services Group Inc.30,839$0.19M0.0%-47.6%0.056%Search for SEC Filing on Google Icon
8/6/2025Penserra Capital Management LLC794,894$4.95M0.1%+3.0%1.431%Search for SEC Filing on Google Icon
8/6/2025Wedbush Securities Inc.17,176$0.11M0.0%N/A0.031%Search for SEC Filing on Google Icon
8/5/2025Shaker Financial Services LLC169,755$1.06M0.4%+15.0%0.306%Search for SEC Filing on Google Icon
8/4/2025Wolverine Asset Management LLC462,962$2.88M0.0%+47.3%0.833%Search for SEC Filing on Google Icon
8/1/2025Envestnet Asset Management Inc.252,657$1.57M0.0%-2.4%0.455%Search for SEC Filing on Google Icon
7/29/2025Stephens Inc. AR158,294$0.99M0.0%+28.0%0.285%Search for SEC Filing on Google Icon
7/25/2025Concurrent Investment Advisors LLC12,092$75K0.0%+18.6%0.022%Search for SEC Filing on Google Icon
7/21/2025Ashton Thomas Securities LLC104,500$0.65M0.2%N/A0.188%Search for SEC Filing on Google Icon
7/15/2025Absolute Investment Advisers LLC1,255,160$7.82M1.0%-15.1%2.260%Search for SEC Filing on Google Icon
7/14/2025Park Avenue Securities LLC226,703$1.41M0.0%-3.3%0.408%Search for SEC Filing on Google Icon
5/20/2025Integrity Alliance LLC.12,662$76K0.0%N/A0.023%Search for SEC Filing on Google Icon
5/16/2025Arete Wealth Advisors LLC31,041$0.19M0.0%-24.8%0.056%Search for SEC Filing on Google Icon
5/16/2025AQR Arbitrage LLC87,830$0.52M0.0%-71.3%0.158%Search for SEC Filing on Google Icon
5/16/2025Almitas Capital LLC44,994$0.27M0.1%-89.7%0.081%Search for SEC Filing on Google Icon
5/15/2025Quarry LP618,824$3.69M0.8%-19.3%1.114%Search for SEC Filing on Google Icon
5/15/2025Nomura Holdings Inc.20,322$0.12M0.0%-30.5%0.037%Search for SEC Filing on Google Icon
5/15/2025Sculptor Capital LP316,031$1.89M0.0%-30.5%0.569%Search for SEC Filing on Google Icon
5/15/2025Landscape Capital Management L.L.C.36,774$0.22M0.0%-56.1%0.066%Search for SEC Filing on Google Icon
5/14/2025North Ground Capital485,000$2.93M2.9%+2,931.3%0.873%Search for SEC Filing on Google Icon
5/14/2025Walleye Capital LLC39,774$0.24M0.0%N/A0.072%Search for SEC Filing on Google Icon
5/13/2025Sit Investment Associates Inc.147,521$0.88M0.0%-82.6%0.266%Search for SEC Filing on Google Icon
5/12/2025Invesco Ltd.40,765$0.24M0.0%+21.5%0.073%Search for SEC Filing on Google Icon
5/12/2025Wolverine Asset Management LLC314,274$1.88M0.0%N/A0.566%Search for SEC Filing on Google Icon
5/9/2025Shaker Financial Services LLC147,623$0.88M0.3%+21.9%0.266%Search for SEC Filing on Google Icon
5/9/2025PNC Financial Services Group Inc.58,819$0.35M0.0%-29.8%0.106%Search for SEC Filing on Google Icon
5/8/2025Pasadena Private Wealth LLC14,428$86K0.0%N/A0.026%Search for SEC Filing on Google Icon
5/8/2025XTX Topco Ltd11,947$71K0.0%N/A0.022%Search for SEC Filing on Google Icon
5/7/2025LPL Financial LLC1,027,362$6.13M0.0%-7.7%1.850%Search for SEC Filing on Google Icon
5/6/2025Readystate Asset Management LP130,108$0.78M0.0%N/A0.234%Search for SEC Filing on Google Icon
5/6/2025Tabor Asset Management LP679,184$4.06M1.0%N/A1.223%Search for SEC Filing on Google Icon
5/5/2025Blue Bell Private Wealth Management LLC49,621$0.30M0.1%-55.4%0.089%Search for SEC Filing on Google Icon
5/5/2025J.W. Cole Advisors Inc.170,061$1.02M0.0%+266.9%0.306%Search for SEC Filing on Google Icon
5/5/2025Private Advisor Group LLC121,434$0.73M0.0%+45.8%0.219%Search for SEC Filing on Google Icon
5/5/2025Tabor Asset Management LP679,184$4.06M1.6%N/A1.223%Search for SEC Filing on Google Icon
5/2/2025Dakota Wealth Management28,339$0.17M0.0%-6.9%0.051%Search for SEC Filing on Google Icon
5/1/2025Stephens Inc. AR123,703$0.74M0.0%-4.8%0.223%Search for SEC Filing on Google Icon
4/30/2025Beverly Hills Private Wealth LLC46,938$0.28M0.1%N/A0.084%Search for SEC Filing on Google Icon
4/29/2025Envestnet Asset Management Inc.258,888$1.55M0.0%+2.8%0.466%Search for SEC Filing on Google Icon
4/29/2025Penserra Capital Management LLC771,404$4.61M0.1%-57.7%1.389%Search for SEC Filing on Google Icon
4/29/2025Concurrent Investment Advisors LLC10,192$61K0.0%N/A0.018%Search for SEC Filing on Google Icon
4/29/2025Absolute Investment Advisers LLC1,477,554$8.82M1.3%-7.4%2.660%Search for SEC Filing on Google Icon
4/22/2025Advisor Resource Council21,211$0.13M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/11/2025Gridiron Partners LLC20,039$0.12M0.1%-15.4%0.000%Search for SEC Filing on Google Icon
4/9/2025Integrated Capital Management Inc.45,003$0.27M0.2%+12.5%0.000%Search for SEC Filing on Google Icon
2/18/2025Alpine Global Management LLC13,500$79K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/18/2025CSS LLC IL346,748$2.03M0.1%+11.7%0.000%Search for SEC Filing on Google Icon
2/17/2025Saba Capital Management L.P.608,509$3.57M0.1%-11.2%0.000%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC27,342$0.16M0.0%-15.4%0.000%Search for SEC Filing on Google Icon
2/17/2025Cetera Investment Advisers56,667$0.33M0.0%-72.5%0.000%Search for SEC Filing on Google Icon
2/17/2025Bulldog Investors LLP362,693$2.13M0.6%-4.3%0.000%Search for SEC Filing on Google Icon
2/17/2025Capstone Investment Advisors LLC849,307$4.98M0.0%+89.8%0.000%Search for SEC Filing on Google Icon
2/17/2025CF Capital LLC16,000$94K0.1%N/A0.000%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE184,961$1.08M0.0%-12.4%0.000%Search for SEC Filing on Google Icon
2/17/2025Almitas Capital LLC437,074$2.56M0.6%+42.0%0.000%Search for SEC Filing on Google Icon
2/14/2025AQR Arbitrage LLC305,557$1.79M0.0%-37.2%0.000%Search for SEC Filing on Google Icon
2/14/2025Jane Street Group LLC12,898$76K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/14/2025Quarry LP766,435$4.49M0.6%+266.9%0.000%Search for SEC Filing on Google Icon
2/14/2025Alpine Global Management LLC13,500$79K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/14/2025Stifel Financial Corp967,838$5.67M0.0%+11.0%0.000%Search for SEC Filing on Google Icon
2/14/2025Shaker Financial Services LLC121,089$0.71M0.3%-33.4%0.000%Search for SEC Filing on Google Icon
2/13/2025Guggenheim Capital LLC947,533$5.55M0.0%+33.1%0.000%Search for SEC Filing on Google Icon
2/13/2025Mariner LLC16,250$95K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2025Raymond James Financial Inc.151,133$0.89M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2025Invesco Ltd.33,562$0.20M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2025Yakira Capital Management Inc.1,182,731$6.93M2.6%+3.2%0.000%Search for SEC Filing on Google Icon
2/13/2025Envestnet Asset Management Inc.251,759$1.48M0.0%-0.9%0.000%Search for SEC Filing on Google Icon
2/13/2025Sit Investment Associates Inc.846,939$4.96M0.1%N/A0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

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Virtus Total Return Fund logo
Virtus Global Dividend & Income Fund Inc. is a closed-ended balanced mutual fund launched by Virtus Investment Partners, Inc. The fund is co-managed by Virtus Investment Advisers, Inc., Kayne Anderson Rudnick Investment Management LLC and Newfleet Asset Management, LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in reasonably priced growth (GARP) stocks of large cap companies and investment grade bonds issued by companies and governments. The fund is actively managed. It benchmarks the performance of its portfolio against a composite index comprised of 60% Russell Developed Large Cap Index and 40% Bloomberg Barclays U.S. Aggregate Bond Index. The fund was formerly known as The Zweig Total Return Fund, Inc. Virtus Global Dividend & Income Fund Inc. was formed on September 30, 1988 and is domiciled in the United States.
Read More on Virtus Total Return Fund

Today's Range

Now: $6.38
Low: $6.31
High: $6.39

50 Day Range

MA: $6.50
Low: $6.33
High: $6.64

52 Week Range

Now: $6.38
Low: $5.22
High: $6.66

Volume

668,381 shs

Average Volume

332,079 shs

Market Capitalization

$354.13 million

P/E Ratio

N/A

Dividend Yield

9.33%

Beta

1.03

Who are the company insiders with the largest holdings of Virtus Total Return Fund?

Virtus Total Return Fund's top insider shareholders include:
  1. William Patrick Bradley III (CFO)
Learn More about top insider investors at Virtus Total Return Fund.

Who are the major institutional investors of Virtus Total Return Fund?

Virtus Total Return Fund's top institutional investors include:
  1. Gridiron Partners LLC — 2.60%
  2. North Ground Capital — 2.15%
  3. Absolute Investment Advisers LLC — 1.52%
  4. Penserra Capital Management LLC — 1.51%
  5. Yakira Capital Management Inc. — 1.23%
  6. Alpine Global Management LLC — 1.13%
Learn More about top institutional investors of Virtus Total Return Fund stock.

Which institutional investors are selling Virtus Total Return Fund stock?

In the last quarter, ZTR stock was sold by these institutional investors:
  1. Absolute Investment Advisers LLC
  2. Quarry LP
  3. Wolverine Asset Management LLC
  4. Readystate Asset Management LP
  5. Shaker Financial Services LLC
  6. Bank of America Corp DE
  7. J.W. Cole Advisors Inc.
  8. Park Avenue Securities LLC

Which institutional investors are buying Virtus Total Return Fund stock?

During the previous quarter, ZTR stock was acquired by institutional investors including:
  1. Gridiron Partners LLC
  2. North Ground Capital
  3. Alpine Global Management LLC
  4. Penserra Capital Management LLC
  5. Blue Bell Private Wealth Management LLC
  6. Beverly Hills Private Wealth LLC
  7. Private Advisor Group LLC
  8. Raymond James Financial Inc.