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

Virtus Global Multi-Sector Income Fund logo
$7.32 -0.06 (-0.75%)
Closing price 05/18/2026 03:57 PM Eastern
Extended Trading
$7.48 +0.17 (+2.32%)
As of 08:15 AM 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 Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$5.66M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.15M
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Skip Chart & View Institutional Buying and Selling Data

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
5/18/2026 Royal Bank of Canada13,832$102K0.0%-9.9%0.000%
5/15/2026 Van Diest Capital LLC18,046$133K0.1%+46.4%0.000%
5/13/2026 Cetera Investment Advisers26,194$193K0.0%-15.9%0.000%
4/30/2026 Kestra Advisory Services LLC40,577$299K0.0%+24.8%0.000%
4/28/2026 Stephens Inc. AR75,159$555K0.0%+11.4%0.000%
4/17/2026 Worth Asset Management LLC32,641$241K0.1%+116.9%0.000%
2/25/2026 Sit Investment Associates Inc.2,057,760$16.13M0.3%+8.0%0.000%
2/19/2026 Van Diest Capital LLC12,330$97K0.1%N/A0.000%
2/18/2026NewEdge Advisors LLC130,206$1.02M0.0%-7.2%0.000%
2/18/2026 1607 Capital Partners LLC135,244$1.06M0.1%-20.1%0.000%
2/17/2026 Cetera Investment Advisers31,155$244K0.0%+9.6%0.000%
2/17/2026 Kovack Advisors Inc.12,024$94K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.77,351$606K0.0%+43.8%0.000%
2/13/2026 Stifel Financial Corp118,847$932K0.0%-24.2%0.000%
2/13/2026 Wells Fargo & Company MN36,767$288K0.0%+46.9%0.000%
2/12/2026 Sit Investment Associates Inc.2,057,760$16.13M0.3%+8.0%0.000%
2/12/2026 Founders Financial Alliance LLC18,526$145K0.0%+14.9%0.000%
2/12/2026 Kovack Advisors Inc.12,024$94K0.0%N/A0.000%
2/11/2026 LPL Financial LLC313,639$2.46M0.0%+9.1%0.000%
2/11/2026 Fiera Capital Corp156,236$1.23M0.0%+41.8%0.000%
2/11/2026 Closed End Fund Advisors Inc.13,216$104K0.1%N/A0.000%
2/11/2026 Total Wealth Planning & Management Inc.38,802$304K0.2%N/A0.000%
2/9/2026 Integrity Advisory Solutions LLC13,386$105K0.0%+17.1%0.000%
2/3/2026 International Assets Investment Management LLC6,780$53K0.0%N/A0.000%
1/26/2026 Shaker Financial Services LLC293,404$2.30M0.7%-5.6%0.000%
1/14/2026 Worth Asset Management LLC15,049$118K0.1%-24.2%0.000%
1/13/2026 CoreCap Advisors LLC146,133$1.15M0.0%+1.2%0.000%
11/17/2025 Kestra Private Wealth Services LLC16,635$132K0.0%-10.7%0.000%
11/17/2025NewEdge Advisors LLC140,371$1.12M0.0%+92.3%0.000%
11/17/2025Bank of America Corp DE10,440$83K0.0%+176.2%0.000%
11/17/2025 1607 Capital Partners LLC169,244$1.34M0.1%-62.3%0.000%
11/14/2025 Raymond James Financial Inc.156,063$1.24M0.0%-31.9%0.000%
11/14/2025Comerica Bank5,818$46K0.0%+28.9%0.000%
11/13/2025 SeaCrest Wealth Management LLC48,704$389K0.0%+5.0%0.000%
11/12/2025 Integrity Advisory Solutions LLC11,427$91K0.0%N/A0.000%
11/7/2025 Fiera Capital Corp110,188$875K0.0%+17.0%0.000%
11/7/2025 Founders Financial Alliance LLC16,122$128K0.0%N/A0.000%
11/5/2025 Envestnet Asset Management Inc.10,548$84K0.0%-32.0%0.000%
10/27/2025 Stephens Inc. AR68,029$540K0.0%-20.2%0.000%
10/22/2025 Shaker Financial Services LLC310,852$2.47M0.8%+4.3%0.000%
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10/22/2025 CoreCap Advisors LLC144,358$1.15M0.0%+3.9%0.000%
10/17/2025 Worth Asset Management LLC19,864$158K0.1%-10.6%0.000%
9/4/2025 Osaic Holdings Inc.53,803$422K0.0%+11.4%0.000%
8/15/2025Bank of America Corp DE3,780$30K0.0%-66.1%0.000%
8/14/2025NewEdge Advisors LLC73,000$572K0.0%-5.2%0.000%
8/5/2025 Claro Advisors LLC20,384$160K0.0%-28.8%0.000%
8/5/2025 Shaker Financial Services LLC297,936$2.34M0.8%-4.7%0.000%
8/1/2025 Envestnet Asset Management Inc.15,517$122K0.0%N/A0.000%
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%
4/11/2025SeaCrest Wealth Management LLC46,641$361K0.0%-3.3%0.000%
4/9/2025Worth 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%
1/14/2025SeaCrest 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%
10/16/2024SeaCrest Wealth Management LLC42,397$343K0.0%+6.2%0.000%
8/8/2024CoreCap Advisors LLC108,733$823K0.1%N/A0.000%
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%
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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%
4/18/2024SeaCrest 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%


VGI Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 institutional investors and hedge funds held shares of Virtus Global Multi-Sector Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($16.13M), LPL Financial LLC ($2.46M), Shaker Financial Services LLC ($2.30M), Raymond James & Associates ($1.36M), Raymond James Financial Inc. ($1.24M), Fiera Capital Corp ($1.23M), and CoreCap Advisors LLC ($1.15M).Learn more on Virtus Global Multi-Sector Income Fund's institutional investors.

Of the 32 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: Sit Investment Associates Inc. ($613.43K), Raymond James Financial Inc. ($387.53K), 1607 Capital Partners LLC ($184.50K), CoreCap Advisors LLC ($126.28K), Fiera Capital Corp ($71.36K), NewEdge Advisors LLC ($67.37K), and Shaker Financial Services LLC ($66.30K).

Institutional investors have bought a total of 721,719 shares in the last 24 months. This purchase volume represents approximately $5.66M in transactions.

Of the 13 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: 1607 Capital Partners LLC ($313.20K), Raymond James Financial Inc. ($72.95K), Stifel Financial Corp ($37.99K), Shaker Financial Services LLC ($32.25K), Stephens Inc. AR ($17.25K), NewEdge Advisors LLC ($14.17K), and Claro Advisors LLC ($8.26K).

Institutional investors have sold a total of 524,019 shares in the last 24 months. This volume of shares sold represents approximately $4.15M in transactions.



This page (NYSE:VGI) was last updated on 5/19/2026 by MarketBeat.com Staff.
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