Virtus Investment Advisers, LLC

Business address
One Financial Plaza, 26 Th Floor, Hartford, CT, 06103
Top securities (13F)
APP, TSLA, LRCX, HOOD, EA, NEM, GOOGL, ANET, OCCI, OXLC, TKO, KLAC, APH, PLTR, TJX, CMI, ORCL, WRB, IDXX, and WELL
State of incorporation
DE
Fiscal year end
31 December
Former names
Virtus Investment Advisers, Inc. (to 14 Feb 2025), PHOENIX INVESTMENT COUNSEL INC (to 02 Sep 2008)
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Virtus Investment Advisers, LLC has filed 169 SEC EDGAR filings since 17 Apr 2002

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
40-APP/A Open Document Open Filing 40-APP/A 12 Dec 2025 812-15619-03
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-00085
40-APP/A Open Document Open Filing 40-APP/A 03 Oct 2025 812-15619-03
N-PX Open Document Open Filing 27 Aug 2025 30 Jun 2025 028-00085
13F-HR Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-00085
40-APP/A Open Document Open Filing 40-APP/A 20 Jun 2025 812-15619-03
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-00085
40-APP/A Open Document Open Filing 40-APP/A 30 Apr 2025 812-15717-01
40-APP/A Open Document Open Filing 40-APP/A 14 Apr 2025 812-15717-01
40-APP/A Open Document Open Filing 40-APP/A 11 Apr 2025 812-15619-03
40-APP Open Document Open Filing 40-APP 07 Mar 2025 812-15717-01
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-00085
13F-HR Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-00085
N-PX Open Document Open Filing 28 Aug 2024 30 Jun 2024 028-00085
40-APP Open Document Open Filing 40-APP 28 Aug 2024 812-15619-03
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-00085
13F-HR Open Document Open Filing 16 May 2024 31 Mar 2024 028-00085
13F-HR Open Document Open Filing 15 Feb 2024 31 Dec 2023 028-00085
13F-HR Open Document Open Filing 08 Nov 2023 30 Sep 2023 028-00085
13F-HR Open Document Open Filing 14 Aug 2023 30 Jun 2023 028-00085
13F-HR Open Document Open Filing 15 May 2023 31 Mar 2023 028-00085
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-00085
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-00085
13F-NT Open Document Open Filing 12 Aug 2022 30 Jun 2022 028-00085
13F-NT Open Document Open Filing 16 May 2022 31 Mar 2022 028-00085
13F-NT Open Document Open Filing 14 Feb 2022 31 Dec 2021 028-00085
13F-NT Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-00085
13F-NT Open Document Open Filing 11 Aug 2021 30 Jun 2021 028-00085
13F-NT Open Document Open Filing 17 May 2021 31 Mar 2021 028-00085
13F-NT Open Document Open Filing 12 Feb 2021 31 Dec 2020 028-00085
13F-HR Open Document Open Filing 13 Nov 2020 30 Sep 2020 028-00085
13F-HR Open Document Open Filing 05 Aug 2020 30 Jun 2020 028-00085
13F-HR Open Document Open Filing 15 May 2020 31 Mar 2020 028-00085
13F-HR Open Document Open Filing 13 Feb 2020 31 Dec 2019 028-00085
13F-HR Open Document Open Filing 12 Nov 2019 30 Sep 2019 028-00085
13F-HR Open Document Open Filing 13 Aug 2019 30 Jun 2019 028-00085
13F-HR Open Document Open Filing 15 May 2019 31 Mar 2019 028-00085
13F-HR Open Document Open Filing 07 Feb 2019 31 Dec 2018 028-00085
13F-HR Open Document Open Filing 14 Nov 2018 30 Sep 2018 028-00085
13F-HR Open Document Open Filing 13 Aug 2018 30 Jun 2018 028-00085
13F-HR Open Document Open Filing 15 May 2018 31 Mar 2018 028-00085
SC 13G Open Document Open Filing SCHEDULE 13G 06 Apr 2018
13F-HR/A Open Document Open Filing 26 Feb 2018 31 Dec 2017 028-00085
13F-HR Open Document Open Filing 14 Feb 2018 31 Dec 2017 028-00085
SC 13G/A Open Document Open Filing SCHEDULE 13G AMENDMENT 12 Feb 2018
13F-HR Open Document Open Filing 14 Nov 2017 30 Sep 2017 028-00085
13F-HR Open Document Open Filing 14 Aug 2017 30 Jun 2017 028-00085
SC 13G/A Open Document Open Filing SCHEDULE 13G AMENDMENT 08 Jun 2017
13F-HR Open Document Open Filing 15 May 2017 31 Mar 2017 028-00085
SC 13G/A Open Document Open Filing SCHEDULE 13G/A 09 May 2017
13F-HR Open Document Open Filing 14 Feb 2017 31 Dec 2016 028-00085
SC 13G Open Document Open Filing SCHEDULE 13G 14 Feb 2017
SC 13G Open Document Open Filing SCHEDULE 13G 14 Feb 2017
SC 13G Open Document Open Filing SCHEDULE 13G 14 Feb 2017
13F-HR Open Document Open Filing 14 Nov 2016 30 Sep 2016 028-00085
40-APP/A Open Document Open Filing AMENDMENT NO. 2 TO 40-APP 03 Oct 2016 812-14603-02
40-APP/A Open Document Open Filing VIRTUS ALTERNATIVE SOLUTIONS TRUST, ET AL 09 Sep 2016 812-14538-02
13F-HR Open Document Open Filing 15 Aug 2016 30 Jun 2016 028-00085
40-APP/A Open Document Open Filing VIRTUS ALTERNATIVE SOLUTIONS TRUST, ET AL 09 Aug 2016 812-14538-02
40-APP/A Open Document Open Filing AMENDMENT NO. 1 TO 40-APP 23 Jun 2016 812-14603-02
13F-HR Open Document Open Filing 17 May 2016 31 Mar 2016 028-00085
13F-HR Open Document Open Filing 16 Feb 2016 31 Dec 2015 028-00085
40-APP/A Open Document Open Filing VIRTUS ALTERNATIVE SOLUTIONS TRUST 12 Feb 2016 812-14538-02
CORRESP Open Document Open Filing 12 Feb 2016
SC 13G Open Document Open Filing SCHEDULE 13G 12 Feb 2016
40-APP Open Document Open Filing 40-APP 15 Jan 2016 812-14603-02
13F-HR Open Document Open Filing 16 Nov 2015 30 Sep 2015 028-00085
40-APP Open Document Open Filing 40-APP 21 Aug 2015 812-14538-02
13F-HR Open Document Open Filing 13 Aug 2015 30 Jun 2015 028-00085
13F-HR Open Document Open Filing 15 May 2015 31 Mar 2015 028-00085
13F-HR Open Document Open Filing 17 Feb 2015 31 Dec 2014 028-00085
13F-HR Open Document Open Filing 14 Nov 2014 30 Sep 2014 028-00085
13F-HR/A Open Document Open Filing 19 Aug 2014 30 Jun 2014 028-00085
13F-HR Open Document Open Filing 07 Aug 2014 30 Jun 2014 028-00085
13F-HR Open Document Open Filing 15 May 2014 31 Mar 2014 028-00085
13F-HR Open Document Open Filing 14 Feb 2014 31 Dec 2013 028-00085