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VRTS VIRTUS INVT PARTNERS INC

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Stock (common), issuer CIK 883237

234 managers (240 13F filers) reported a position in VRTS shares at 2024-12-31, 5,615,319 shares in all. 19 filers opened a position and 17 filers sold out during the quarter.

Managers
234
13F filers
240
New
19
Added
88
Reduced
77
Sold out
17
Shares held by filers
5,615,319

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Private Wealth Management Group, LLC18$3.97K<0.01%013F-HRTimeline
EASTERN BANK16$3.53K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC16$3.53K<0.01%13F-HRTimeline
Continuum Advisory, LLC15$3.31K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc15$3.31K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14$3.09K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.12$3K<0.01%013F-HRTimeline
Allworth Financial LP13$2.72K<0.01%+513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12$2.65K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC15$2.58K<0.01%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11$2.43K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK10$2.21K<0.01%+913F-HRTimelineGroup
True Wealth Design, LLC9$1.99K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9$1.99K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC7$1.54K<0.01%013F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…7$1.54K<0.01%013F-HRTimeline
Fairman Group, LLC6$1.32K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…5$1.1K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors5$1.1K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.5$1.1K<0.01%13F-HRTimeline
MAI Capital Management3$662<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC3$551<0.01%013F-HRTimeline
Parkside Financial Bank & Trust2$442<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2$441<0.01%013F-HRTimeline
IFP Advisors, Inc2$441<0.01%new13F-HRTimeline
Larson Financial Group LLC2$441<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1$221<0.01%013F-HRTimeline
SJS Investment Consulting Inc.1$221<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC1$221<0.01%013F-HRTimeline
Horizon Investments, LLC1$218<0.01%new13F-HRTimeline
Hemington Wealth Management4$00%+313F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd1$00%+113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • DIMENSIONAL FUND ADVISORS LP reported 369,858 VRTS shares, 5.6% of the class, as of 2026-09-30, in a 13G filed 2026-10-08. 0000354204-26-001068

    Accepted , ingested