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

Virtus Global Multi-Sector Income Fund logo
$7.38 -0.05 (-0.67%)
As of 01:51 PM Eastern
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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)
$6.01M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$4.15M
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VGI Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/29/2026 Kovack Advisors Inc.18,049$135K0.0%+17.1%0.000%
7/28/2026 Total Wealth Planning & Management Inc.46,936$352K0.2%+3.5%0.000%
7/28/2026 Kestra Private Wealth Services LLC12,225$92K0.0%-20.3%0.000%
7/27/2026 Cambridge Investment Research Advisors Inc.123,258$924K0.0%+106.8%0.000%
7/9/2026 Worth Asset Management LLC24,412$183K0.1%-25.2%0.000%
7/7/2026 CoreCap Advisors LLC173,428$1.30M0.0%+2.1%0.000%
6/3/2026NewEdge Advisors LLC116,548$860K0.0%-10.5%0.000%
5/18/2026Royal Bank of Canada13,832$102K0.0%-9.9%0.000%
5/15/2026 Van Diest Capital LLC18,046$133K0.1%+46.4%0.000%
5/13/2026Cetera 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%
2/25/2026Sit 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%
2/18/20261607 Capital Partners LLC135,244$1.06M0.1%-20.1%0.000%
2/17/2026Cetera Investment Advisers31,155$244K0.0%+9.6%0.000%
2/17/2026 Kovack Advisors Inc.12,024$94K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.77,351$606K0.0%+43.8%0.000%
2/13/2026Stifel Financial Corp118,847$932K0.0%-24.2%0.000%
2/13/2026Wells Fargo & Company MN36,767$288K0.0%+46.9%0.000%
2/12/2026Sit 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%
11/17/20251607 Capital Partners LLC169,244$1.34M0.1%-62.3%0.000%
11/14/2025Raymond James Financial Inc.156,063$1.24M0.0%-31.9%0.000%
11/14/2025Comerica Bank5,818$46K0.0%+28.9%0.000%
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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%
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%
9/4/2025Osaic 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%
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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%
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%


VGI Institutional Ownership - Frequently Asked Questions

During the previous two years, 36 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), CoreCap Advisors LLC ($1.30M), Raymond James Financial Inc. ($1.24M), Fiera Capital Corp ($1.23M), and 1607 Capital Partners LLC ($1.06M).Learn more on Virtus Global Multi-Sector Income Fund's institutional investors.

Of the 29 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), Fiera Capital Corp ($71.36K), NewEdge Advisors LLC ($67.37K), Shaker Financial Services LLC ($66.30K), and Cambridge Investment Research Advisors Inc. ($63.67K).

Institutional investors have bought a total of 770,434 shares in the last 24 months. This purchase volume represents approximately $6.01M in transactions.

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: 1607 Capital Partners LLC ($313.20K), Raymond James Financial Inc. ($72.95K), Stifel Financial Corp ($37.99K), NewEdge Advisors LLC ($27.82K), Shaker Financial Services LLC ($17.45K), Stephens Inc. AR ($17.25K), and Worth Asset Management LLC ($15.39K).

Institutional investors have sold a total of 525,966 shares in the last 24 months. This volume of shares sold represents approximately $4.15M in transactions.


Related Companies

Institutional ownership data for NYSE:VGI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/29/2026. New 13F filings are added each quarter as they're published.
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