ZTR

Virtus Total Return Fund Inc

Latest period2024 - Q4Total superinvestors10

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 10 superinvestors own shares of Virtus Total Return Fund Inc (ZTR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Virtus Total Return Fund Inc (ZTR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Virtus Total Return Fund Inc (ZTR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Virtus Total Return Fund Inc (ZTR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 2.01%
0.02%
$1.373M
234,351 shares@ 5.86 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -9.08%
0.04%
$316,247
53,967 shares@ 5.87 avg price
Joseph Perfilio@Integrated Capital Management, Inc.
Recent Activity
Decreased -5.95%
0.19%
$234,332
39,990 shares@ 5.86 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
0.01%
$178,414
30,446 shares@ 5.87 avg price
MICHAEL SCHNECK@Gridiron Partners, Llc
Recent Activity
0.09%
$138,724
23,673 shares@ 5.87 avg price
James DeMeo@Shulman Demeo Asset Management Llc
Recent Activity
0.04%
$112,817
19,252 shares@ 5.87 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -21.42%
0.01%
$105,720
18,041 shares@ 5.86 avg price
Ryan Rourke@Doliver Advisors, Lp
Recent Activity
0.02%
$71,662
12,229 shares@ 5.87 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 7.21%
0.01%
$71,000
12,188 shares@ 5.83 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
0.01%
$3,750
640 shares@ 5.86 avg price