Virtus Investment Partners Inc

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Virtus Investment Partners Inc
TickerVRTS
CIK #0000883237
CUSIP92828Q109
SectorFinance - Investment Advice
Address100 Pearl Street 9th Floor, Hartford, CT 06103
Source [EDGAR]
CIK Filing 2011 - 2026
[0000883237] 10-K
[0000883237] 10-Q
[0000883237] 3
[0000883237] 4
[0000883237] 5
[0000883237] 8-K
[0000883237] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
State Street Corp Virtus Investment Partners Inc [2026-05-12] 0.0
Vanguard Portfolio Management LLC Virtus Investment Partners Inc [2026-04-29] 0.0
T Rowe Price Investment Management Inc Virtus Investment Partners Inc [2024-02-14] 5.6
T Rowe Price Investment Management Inc Virtus Investment Partners Inc [2023-02-14] 6.0
BlackRock Inc Virtus Investment Partners Inc [2023-01-24] 16.5
BlackRock Inc Virtus Investment Partners Inc [2021-01-25] 16.0
Price T Rowe Associates Inc /MD/ Virtus Investment Partners Inc [2019-02-14] 5.4
Lazard Asset Management LLC Virtus Investment Partners Inc [2018-02-09] 7.83
Victory Capital Management Inc Virtus Investment Partners Inc [2017-02-10] 6.59
Dimensional Fund Advisors LP Virtus Investment Partners Inc [2017-02-09] 6.5
Brown Advisory Inc Virtus Investment Partners Inc [2016-08-10] 5.37
Vulcan Value Partners LLC Virtus Investment Partners Inc [2015-02-17] 5.67
Huber Capital Management LLC Virtus Investment Partners Inc [2015-02-12] 2.69
FMR LLC Virtus Investment Partners Inc [2015-01-12] 0.0
FMR LLC Virtus Investment Partners Inc [2014-02-14] 0.0
Wellington Management Co LLP Virtus Investment Partners Inc [2014-02-14] 7.25
Vanguard Group Inc Virtus Investment Partners Inc [2014-02-12] 5.98
Huber Capital Management LLC Virtus Investment Partners Inc [2014-02-10] 5.58
Huber Capital Management LLC Virtus Investment Partners Inc [2013-02-12] 6.2
BlackRock Inc Virtus Investment Partners Inc [2012-02-09] 5.31
BMO Financial Corp Virtus Investment Partners Inc [2012-01-17] 0.0
Form 3/4/5 Filer 2011 - 2026
Mandinach Barry M
Virtus Investment Partners Inc
Jones Melody L
Greig Paul G
Holt Timothy A
Weisenseel John C
Bain Peter L
Morris W Howard
Angerthal Michael A
Lieberman Elizabeth A
Purkalitis Andra C
Smirl Richard W
Aylward George R
Cabrera Susan F
Virtus Global Dividend & Income Fund Inc
PENA Mardelle W
Zarrilli Stephen T
Hills Wendy J
Bradley William Patrick III
Waltman Francis G
Treanor Mark C
Hooda Sheila
BAIO James R
Flynn Mark S
Bank of Montreal /Can/
Roche Catherine Margaret
Coffey Diane M
Swan Edward M Jr
Cerutti Jeffrey
Roberston Russel C
Virtus Global Multi-Sector Income Fund
Sonoma Capital LLC
Thorp Jeffrey
Sonoma Capital Management LLC
Sonoma Capital LP
BMO Financial Corp
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Angerthal Michael A
Common Stock
2026-03-13 Grant 5,155 $126.11 650,097
Angerthal Michael A
Common Stock
2026-03-13 Tax withheld 772 $126.11 97,357
Lieberman Elizabeth A
Common Stock
2026-03-13 Tax withheld 143 $126.11 18,034
Purkalitis Andra C
Common Stock
2026-03-13 Grant 2,578 $126.11 325,112
Aylward George R
Common Stock
2026-03-13 Tax withheld 3,940 $126.11 496,873
Aylward George R
Common Stock
2026-03-13 Grant 12,688 $126.11 1,600,084
Mandinach Barry M
Common Stock
2026-03-13 Grant 3,093 $126.11 390,058
Mandinach Barry M
Common Stock
2026-03-13 Tax withheld 741 $126.11 93,448
Purkalitis Andra C
Common Stock
2026-03-13 Tax withheld 390 $126.11 49,183
Lieberman Elizabeth A
Common Stock
2026-03-13 Grant 2,448 $126.11 308,717
Smirl Richard W
Common Stock
2026-03-13 Tax withheld 1,121 $126.11 141,369
Smirl Richard W
Common Stock
2026-03-13 Grant 5,155 $126.11 650,097
Morris W Howard
Common Stock
2026-03-12 Buy 150 $129.23 19,384
Morris W Howard
Common Stock
2026-03-12 Buy 2,000 $129.35 258,700
Morris W Howard
Common Stock
2026-03-12 Buy 1,900 $129.62 246,278
Cabrera Susan F
Common Stock
2026-02-11 Sell 2,151 $142.32 306,130
Cabrera Susan F
Common Stock
2026-02-11 Sell 1,000 $142.22 142,220
Cabrera Susan F
Common Stock
2026-02-11 Sell 171 $142.75 24,410
Cabrera Susan F
Common Stock
2025-12-11 Sell 1,140 $167.98 191,497
Cabrera Susan F
Common Stock
2025-12-11 Sell 1,819 $168.49 306,483
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 238 5,618,451
2025-12-31 236 5,619,865
2025-09-30 230 5,694,557
2025-06-30 243 5,578,704
2025-03-31 237 5,527,259
2024-12-31 240 5,521,621
2024-09-30 231 5,687,700
2024-06-30 225 5,810,485
2024-03-31 214 5,804,348
2023-12-31 191 5,429,436
2023-09-30 176 5,345,223
2023-06-30 173 5,406,439
Form 13F Holdings
Firm Period DFND Voting Shares
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 464 8,680
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 5,531 5,531
Louisiana State Employees Retirement System [2026-06-30] SOLE 2,800 2,800
First Citizens Bank & Trust Co [2026-06-30] SOLE 2,393 2,393
Alaska Retirement Management Board [2026-06-30] SOLE 2,332 2,332
Envestnet Portfolio Solutions Inc [2026-06-30] SOLE 2,309 2,309
Merit Financial Group LLC [2026-06-30] OTR 0 1,715
Yousif Capital Management LLC [2026-06-30] SOLE 379 1,665
Focus Financial Network Inc [2026-06-30] SOLE 0 1,602
HM Payson & Co [2026-06-30] SOLE 1,000 1,000
Farther Finance Advisors LLC [2026-06-30] SOLE 0 777
Merit Financial Group LLC [2026-06-30] SOLE 7 406
Gamma Investing LLC [2026-06-30] DFND 270 270
IFP Advisors LLC [2026-06-30] SOLE 181 181
Nova Wealth Management Inc [2026-06-30] SOLE 136 136
Versant Capital Management Inc [2026-06-30] SOLE 115 115
Trust Co of Toledo NA /OH/ [2026-06-30] SOLE 90 90
True Wealth Design LLC [2026-06-30] SOLE 0 50
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 40 40
Sachetta LLC [2026-06-30] SOLE 0 26
Eastern Bank [2026-06-30] SOLE 16 16
Allied Private Wealth LLC [2026-06-30] SOLE 8 8
Country Trust Bank [2026-06-30] DFND 0 7
Farmers & Merchants Investments Inc [2026-06-30] SOLE 5 5
Corecap Advisors LLC [2026-06-30] SOLE 0 4
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 4
Retirement Wealth Solutions LLC [2026-06-30] SOLE 0 4
Hughes Financial Services LLC [2026-06-30] SOLE 3 3
Davis Capital Management [2026-06-30] SOLE 1 1
Princeton Global Asset Management LLC [2026-06-30] SOLE 0 1
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