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

Virtus Global Multi-Sector Income Fund logo
$7.85 -0.07 (-0.88%)
As of 03:59 PM Eastern

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)
$10.30M
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
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%
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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%
4/18/2024SeaCrest 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%
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%
1/18/2024SeaCrest 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%
5/12/2023SeaCrest 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%
1/24/2023Matisse Capital145,000$1.12M1.0%+17.1%0.000%
Trump Makes Major Crypto Announcement (Ad)

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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%
11/16/2022SeaCrest 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%
11/2/2022Stephens Inc. AR51,055$382K0.0%+25.6%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 1,338,548 shares in the last 24 months. This purchase volume represents approximately $10.30M 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 7/7/2025 by MarketBeat.com Staff
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