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Virtus Global Multi-Sector Income Fund (VGI) Institutional Ownership

Virtus Global Multi-Sector Income Fund logo
$7.74 +0.01 (+0.06%)
Closing price 07/18/2025 03:58 PM Eastern
Extended Trading
$7.74 0.00 (0.00%)
As of 07/18/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Virtus Global Multi-Sector Income Fund (NYSE:VGI)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$10.24M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.28M
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VGI Institutional Buying and Selling by Quarter

Virtus Global Multi-Sector Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025 Worth Asset Management LLC22,207$174K0.1%+49.2%0.000%
5/16/2025NewEdge Advisors LLC77,000$596K0.0%-7.8%0.000%
5/16/20251607 Capital Partners LLC449,983$3.48M0.3%-2.6%0.000%
5/13/2025Sit Investment Associates Inc.1,887,054$14.60M0.3%+11.4%0.000%
5/9/2025Shaker Financial Services LLC312,741$2.42M0.9%+20.6%0.000%
5/7/2025LPL Financial LLC202,114$1.56M0.0%+2.0%0.000%
5/6/2025Cetera Investment Advisers28,430$220K0.0%+42.3%0.000%
4/11/2025 SeaCrest Wealth Management LLC46,641$361K0.0%-3.3%0.000%
4/9/2025 Worth Asset Management LLC14,885$115K0.1%N/A0.000%
2/28/2025Total Wealth Planning & Management Inc.14,200$108K0.1%N/A0.000%
2/17/2025CoreCap Advisors LLC128,958$985K0.0%+8.7%0.000%
2/17/2025Cetera Investment Advisers19,976$153K0.0%N/A0.000%
2/14/2025Stifel Financial Corp106,110$811K0.0%+51.2%0.000%
2/14/2025Shaker Financial Services LLC259,354$1.98M0.8%-25.3%0.000%
2/13/20251607 Capital Partners LLC462,083$3.53M0.3%+66.5%0.000%
2/13/2025NewEdge Advisors LLC83,500$638K0.0%-4.7%0.000%
2/13/2025Guggenheim Capital LLC106,816$816K0.0%-7.5%0.000%
2/13/2025Raymond James Financial Inc.193,765$1.48M0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.1,694,022$12.94M0.3%+7.4%0.000%
2/13/2025Wells Fargo & Company MN19,287$147K0.0%-46.4%0.000%
2/11/2025LPL Financial LLC198,247$1.52M0.0%+6.9%0.000%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,609$89K0.0%-12.6%0.000%
2/6/2025Raymond James Financial Inc.193,765$1.48M0.0%N/A0.000%
1/28/2025Stephens Inc. AR86,040$657K0.0%-5.5%0.000%
1/24/2025Matisse Capital71,295$545K0.3%-7.4%0.000%
1/14/2025 SeaCrest Wealth Management LLC48,216$368K0.0%+13.7%0.000%
1/13/2025Claro Advisors LLC31,857$243K0.0%-19.4%0.000%
12/3/2024Rivernorth Capital Management LLC83,887$679K0.0%-42.5%0.000%
11/20/2024Virtu Financial LLC12,086$98K0.0%N/A0.000%
11/15/2024Stifel Financial Corp70,175$568K0.0%+57.8%0.000%
11/15/2024Rivernorth Capital Management LLC83,887$679K0.0%-42.5%0.000%
11/8/2024Moors & Cabot Inc.22,500$182K0.0%-40.0%0.000%
11/7/2024Claro Advisors LLC39,541$320K0.0%-5.2%0.000%
11/1/2024Fiera Capital Corp99,661$807K0.0%+10.3%0.000%
10/31/2024Shaker Financial Services LLC347,269$2.81M1.1%-16.1%0.000%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,280$108K0.0%N/A0.000%
10/22/2024International Assets Investment Management LLC50,549$409K0.0%+722.2%0.000%
10/17/2024Claro Advisors LLC39,541$320K0.0%-5.2%0.000%
10/16/2024 SeaCrest Wealth Management LLC42,397$343K0.0%+6.2%0.000%
8/8/2024CoreCap Advisors LLC108,733$823K0.1%N/A0.000%
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8/7/2024PFG Investments LLC26,000$197K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC413,933$3.13M1.3%-5.3%0.000%
8/2/2024Wolverine Asset Management LLC57,914$438K0.0%+7.5%0.000%
8/1/2024Claro Advisors LLC41,720$316K0.0%-38.7%0.000%
7/30/2024Matisse Capital77,022$583K0.3%+13.5%0.000%
7/30/2024International Assets Investment Management LLC6,148$47K0.0%N/A0.000%
7/19/2024Raymond James & Associates180,120$1.36M0.0%+9.4%0.000%
5/1/2024Matisse Capital67,882$520K0.3%-53.2%0.000%
4/18/2024 SeaCrest Wealth Management LLC39,626$304K0.0%+5.4%0.000%
4/18/2024Claro Advisors LLC68,085$522K0.1%-20.7%0.000%
2/26/2024Centaurus Financial Inc.16,689$131K0.0%-31.4%0.000%
2/13/20241607 Capital Partners LLC586,724$4.59M0.3%+15.4%0.000%
2/7/2024Shaker Financial Services LLC360,250$2.82M1.2%-10.6%0.000%
1/25/2024International Assets Investment Management LLC46,619$365K0.0%+859.6%0.000%
1/24/2024International Assets Investment Management LLC46,619$365K0.0%+859.6%0.000%
1/22/2024Claro Advisors LLC85,828$672K0.1%+152.4%0.000%
1/18/2024 SeaCrest Wealth Management LLC37,607$294K0.0%+3.7%0.000%
1/16/2024Raymond James & Associates157,659$1.23M0.0%+56.1%0.000%
11/15/20231607 Capital Partners LLC508,624$3.73M0.3%+5.3%0.000%
11/8/2023Moors & Cabot Inc.117,000$859K0.1%+7.3%0.000%
11/7/2023OmniStar Financial Group Inc.12,643$93K0.1%+12.9%0.000%
11/2/2023Shaker Financial Services LLC403,090$2.96M1.4%-2.1%0.000%
10/24/2023Raymond James & Associates101,006$741K0.0%+611.2%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.50,196$368K0.0%+23.4%0.000%
10/4/2023International Assets Investment Management LLC4,858$36K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC243,928$1.82M0.0%-7.8%0.000%
8/10/2023Moors & Cabot Inc.109,000$814K0.1%+78.1%0.000%
8/10/2023Sit Investment Associates Inc.1,269,977$9.49M0.2%+6.3%0.000%
8/8/2023Kestra Private Wealth Services LLC14,685$110K0.0%+21.5%0.000%
8/7/2023Wolverine Asset Management LLC25,826$193K0.0%+102.9%0.000%
8/7/2023Shaker Financial Services LLC411,802$3.08M1.3%+7.5%0.000%
7/31/2023LPL Financial LLC57,080$426K0.0%+40.0%0.000%
7/25/2023Raymond James & Associates14,203$106K0.0%N/A0.000%
7/24/2023OmniStar Financial Group Inc.11,196$84K0.1%N/A0.000%
5/12/2023 SeaCrest Wealth Management LLC34,379$266K0.0%+74.9%0.000%
5/11/2023Guggenheim Capital LLC264,644$2.05M0.0%-4.3%0.000%
5/8/2023Shaker Financial Services LLC382,917$2.97M1.3%+1.1%0.000%
5/8/2023Wolverine Asset Management LLC12,730$99K0.0%+162.1%0.000%
5/5/2023Moors & Cabot Inc.61,200$474K0.0%+9.9%0.000%
4/26/2023Fiera Capital Corp88,727$688K0.0%-1.8%0.000%
4/19/2023International Assets Investment Management LLC4,683$36K0.0%N/A0.000%
4/17/2023Claro Advisors LLC30,385$235K0.1%N/A0.000%
2/10/2023CoreCap Advisors LLC91,895$712K0.1%+3.4%0.000%
2/10/2023Sit Investment Associates Inc.1,037,563$8.04M0.2%+99.4%0.000%
2/10/2023Moors & Cabot Inc.55,700$432K0.0%+193.2%0.000%
2/8/2023Fiera Capital Corp90,344$700K0.0%+5.7%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.42,230$327K0.0%-9.3%0.000%
2/3/2023Shaker Financial Services LLC378,896$2.97M1.4%-0.8%0.000%
2/1/2023Wolverine Asset Management LLC4,856$38K0.0%-96.3%0.000%
1/25/2023Stephens Inc. AR66,965$519K0.0%+31.2%0.000%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
1/24/2023Matisse Capital145,000$1.12M1.0%+17.1%0.000%
1/20/2023Matisse Capital145,000$1.12M1.1%+17.1%0.000%
12/5/2022Centaurus Financial Inc.34,762$260K0.0%-91.3%0.000%
11/16/2022 SeaCrest Wealth Management LLC19,793$148K0.0%+8.9%0.000%
11/15/20221607 Capital Partners LLC179,623$1.34M0.1%+36.9%0.000%
11/14/2022Guggenheim Capital LLC277,291$2.07M0.0%+16.7%0.000%
11/10/2022Wolverine Asset Management LLC131,259$981K0.0%-37.0%0.000%
11/9/2022Shaker Financial Services LLC381,878$2.86M1.4%+3.2%0.000%
11/8/2022Matisse Capital123,783$926K1.2%+25.2%0.000%
11/8/2022Moors & Cabot Inc.19,000$142K0.0%+46.2%0.000%
(Data available from 1/1/2016 forward)

VGI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VGI shares?

During the previous two years, 30 institutional investors and hedge funds held shares of Virtus Global Multi-Sector Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($14.60M), 1607 Capital Partners LLC ($3.48M), Shaker Financial Services LLC ($2.42M), LPL Financial LLC ($1.56M), Raymond James Financial Inc. ($1.48M), Raymond James & Associates ($1.36M), and CoreCap Advisors LLC ($985K).Learn more on Virtus Global Multi-Sector Income Fund's institutional investors.

Which institutional investors have been buying Virtus Global Multi-Sector Income Fund's stock?

Of the 24 institutional investors that purchased Virtus Global Multi-Sector Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($387.53K), Sit Investment Associates Inc. ($384.98K), 1607 Capital Partners LLC ($288.00K), Raymond James & Associates ($173.12K), International Assets Investment Management LLC ($138.93K), CoreCap Advisors LLC ($119.11K), and Shaker Financial Services LLC ($82.27K).

How much institutional buying is happening at Virtus Global Multi-Sector Income Fund?

Institutional investors have bought a total of 1,330,407 shares in the last 24 months. This purchase volume represents approximately $10.24M in transactions.

Which of Virtus Global Multi-Sector Income Fund's major shareholders have been selling company stock?

Of the 12 institutional investors that sold Virtus Global Multi-Sector Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($177.54K), Rivernorth Capital Management LLC ($124K), Claro Advisors LLC ($38.41K), Wells Fargo & Company MN ($16.71K), Moors & Cabot Inc. ($15K), 1607 Capital Partners LLC ($12.10K), and NewEdge Advisors LLC ($10.60K).

How much institutional selling is happening at Virtus Global Multi-Sector Income Fund?

Institutional investors have sold a total of 416,950 shares in the last 24 months. This volume of shares sold represents approximately $3.28M in transactions.



This page (NYSE:VGI) was last updated on 7/19/2025 by MarketBeat.com Staff
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