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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: $7.01
Price Change: ▲ Price Increase of +0.005 (0.07%)
As of 02/24/2026 04:58 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
2/19/2026Invesco Ltd.124,894$0.79M0.0%-9.7%0.225%Search for SEC Filing on Google Icon
2/18/2026Readystate Asset Management LP28,873$0.18M0.0%+8.0%0.052%Search for SEC Filing on Google Icon
2/18/2026Oxford Asset Management LLP65,945$0.42M0.2%N/A0.119%Search for SEC Filing on Google Icon
2/17/2026Guggenheim Capital LLC1,246,096$7.85M0.1%+2.0%2.243%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers44,514$0.28M0.0%-4.7%0.080%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.71,428$0.45M0.0%+6.9%0.129%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada56,031$0.35M0.0%+11.1%0.101%Search for SEC Filing on Google Icon
2/16/2026Sculptor Capital LP217,653$1.37M0.0%-37.3%0.392%Search for SEC Filing on Google Icon
2/16/2026Yakira Capital Management Inc.281,673$1.78M0.6%-58.7%0.507%Search for SEC Filing on Google Icon
2/16/2026MML Investors Services LLC25,323$0.16M0.0%+9.5%0.046%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp672,991$4.24M0.0%-33.7%1.212%Search for SEC Filing on Google Icon
2/13/2026Quarry LP265,646$1.67M0.3%-19.9%0.478%Search for SEC Filing on Google Icon
2/12/2026Advisors Asset Management Inc.130,444$0.82M0.0%N/A0.235%Search for SEC Filing on Google Icon
2/12/2026Jane Street Group LLC69,313$0.44M0.0%+130.6%0.125%Search for SEC Filing on Google Icon
2/12/2026HRT Financial LP10,033$63K0.0%N/A0.018%Search for SEC Filing on Google Icon
2/12/2026North Ground Capital222,186$1.40M0.7%-81.4%0.400%Search for SEC Filing on Google Icon
2/12/2026Commonwealth Equity Services LLC42,034$0.27M0.0%-14.5%0.076%Search for SEC Filing on Google Icon
2/11/2026Closed End Fund Advisors Inc.10,522$66K0.0%N/A0.019%Search for SEC Filing on Google Icon
2/11/2026J.W. Cole Advisors Inc.107,071$0.67M0.0%-3.9%0.193%Search for SEC Filing on Google Icon
2/11/2026Avise Financial Cooperative Inc.26,864$0.17M0.2%N/A0.048%Search for SEC Filing on Google Icon
2/10/2026Pasadena Private Wealth LLC12,303$78K0.0%-14.7%0.022%Search for SEC Filing on Google Icon
2/9/2026Blue Bell Private Wealth Management LLC68,391$0.43M0.1%-25.9%0.123%Search for SEC Filing on Google Icon
2/6/2026PNC Financial Services Group Inc.20,428$0.13M0.0%-33.8%0.037%Search for SEC Filing on Google Icon
2/6/2026HighTower Advisors LLC10,338$65K0.0%-65.0%0.019%Search for SEC Filing on Google Icon
2/5/2026Stephens Inc. AR115,879$0.73M0.0%-27.0%0.209%Search for SEC Filing on Google Icon
2/4/2026Ameritas Advisory Services LLC13,382$84K0.0%-25.2%0.024%Search for SEC Filing on Google Icon
2/2/2026Wolverine Asset Management LLC85,717$0.54M0.0%-67.2%0.154%Search for SEC Filing on Google Icon
2/2/2026Ashton Thomas Securities LLC113,500$0.72M0.1%+3.7%0.204%Search for SEC Filing on Google Icon
1/28/2026Absolute Investment Advisers LLC686,219$4.31M0.5%-18.8%1.235%Search for SEC Filing on Google Icon
1/26/2026Shaker Financial Services LLC19,241$0.12M0.0%-72.7%0.035%Search for SEC Filing on Google Icon
1/26/2026CWM LLC7,582$48K0.0%+854.9%0.014%Search for SEC Filing on Google Icon
1/13/2026Dakota Wealth Management17,053$0.11M0.0%-39.8%0.031%Search for SEC Filing on Google Icon
1/9/2026Tactive Advisors LLC13,895$88K0.0%-37.3%0.025%Search for SEC Filing on Google Icon
1/8/2026Gridiron Partners LLC12,282$77K0.0%-99.1%0.022%Search for SEC Filing on Google Icon
1/8/2026Integrated Capital Management Inc.43,477$0.27M0.2%+9.3%0.078%Search for SEC Filing on Google Icon
1/5/2026Park Avenue Securities LLC216,213$1.36M0.0%-1.1%0.389%Search for SEC Filing on Google Icon
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
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: $7.01
Low: $6.95
High: $7.01

50 Day Range

MA: $6.46
Low: $6.24
High: $7.00

52 Week Range

Now: $7.01
Low: $5.22
High: $7.01

Volume

216,656 shs

Average Volume

235,882 shs

Market Capitalization

$389.11 million

P/E Ratio

N/A

Dividend Yield

8.73%

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. Guggenheim Capital LLC — 2.24%
  2. Absolute Investment Advisers LLC — 1.24%
  3. Stifel Financial Corp — 1.21%
  4. Yakira Capital Management Inc. — 0.51%
  5. Quarry LP — 0.48%
  6. North Ground Capital — 0.40%
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. Gridiron Partners LLC
  2. North Ground Capital
  3. Yakira Capital Management Inc.
  4. Stifel Financial Corp
  5. Wolverine Asset Management LLC
  6. Absolute Investment Advisers LLC
  7. Sculptor Capital LP
  8. Quarry LP

Which institutional investors are buying Virtus Total Return Fund stock?

During the previous quarter, ZTR stock was acquired by institutional investors including:
  1. Advisors Asset Management Inc.
  2. Oxford Asset Management LLP
  3. Jane Street Group LLC
  4. Avise Financial Cooperative Inc.
  5. Guggenheim Capital LLC
  6. Closed End Fund Advisors Inc.
  7. HRT Financial LP
  8. CWM LLC