| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 18% | $15,927,062 | 2,057,760 | Sit Investment Associates, Inc. | 31 Dec 2025 |
As of 30 Sep 2025, 32 institutional investors reported holding 4,127,054 shares of Virtus Global Multi-Sector Income Fund - Common Stock (VGI). This represents 37% of the company’s total 11,306,374 outstanding shares.
The largest institutional shareholders of Virtus Global Multi-Sector Income Fund - Common Stock (VGI) together control 36% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 17% | 1,906,070 | -2.1% | 0.31% | $15,141,000 |
| Shaker Financial Services, LLC | 2.7% | 310,852 | +4.3% | 0.85% | $2,469,253 |
| LPL Financial LLC | 2.5% | 287,583 | -0.45% | 0% | $2,284,415 |
| MORGAN STANLEY | 2.4% | 274,506 | +19% | 0% | $2,180,542 |
| 1607 Capital Partners, LLC | 1.5% | 169,244 | -62% | 0.1% | $1,344,390 |
| STIFEL FINANCIAL CORP | 1.4% | 156,833 | +26% | 0% | $1,245,805 |
| RAYMOND JAMES FINANCIAL INC | 1.4% | 156,063 | -32% | 0% | $1,239,685 |
| CoreCap Advisors, LLC | 1.3% | 144,358 | +3.9% | 0.04% | $1,146,708 |
| NewEdge Advisors, LLC | 1.2% | 140,371 | +92% | 0.01% | $1,115,035 |
| Fiera Capital Corp | 0.97% | 110,188 | +17% | 0% | $875,278 |
| STEPHENS INC /AR/ | 0.6% | 68,029 | -20% | 0.01% | $540,388 |
| Cambridge Investment Research Advisors, Inc. | 0.54% | 61,485 | -9.7% | 0% | $488,000 |
| OSAIC HOLDINGS, INC. | 0.48% | 53,803 | 0% | 0% | $426,640 |
| SeaCrest Wealth Management, LLC | 0.43% | 48,704 | +5% | 0.04% | $389,145 |
| Kestra Advisory Services, LLC | 0.29% | 32,443 | -5.6% | 0% | $257,708 |
| Cetera Investment Advisers | 0.25% | 28,430 | 0% | 0% | $225,834 |
| WELLS FARGO & COMPANY/MN | 0.22% | 25,027 | -1.5% | 0% | $198,798 |
| Worth Asset Management, LLC | 0.18% | 19,864 | -11% | 0.07% | $157,790 |
| UBS Group AG | 0.17% | 19,305 | -29% | 0% | $153,359 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.15% | 16,635 | -11% | 0% | $132,140 |
| Founders Financial Alliance, LLC | 0.14% | 16,122 | 0.02% | $128,065 | |
| ROYAL BANK OF CANADA | 0.14% | 15,479 | +20% | 0% | $123,000 |
| HighTower Advisors, LLC | 0.12% | 13,385 | 0% | 0% | $106,324 |
| Integrity Advisory Solutions, LLC | 0.1% | 11,427 | 0% | 0.01% | $90,770 |
| Mach-1 Financial Group, LLC | 0.1% | 11,427 | 0.01% | $90,770 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 209,257 | $1,642,954 | -$32,742 | $7.84 | 4 |
| 2025 Q3 | 4,127,054 | $32,784,546 | -$1,887,623 | $7.94 | 32 |
| 2025 Q2 | 4,353,543 | $34,132,341 | +$516,450 | $7.84 | 29 |
| 2025 Q1 | 4,288,468 | $33,181,619 | +$1,270,681 | $7.74 | 29 |
| 2024 Q4 | 4,126,424 | $31,526,823 | +$1,737,759 | $7.64 | 35 |
| 2024 Q3 | 3,876,026 | $31,377,177 | -$1,430,668 | $8.10 | 29 |
| 2024 Q2 | 4,067,051 | $30,787,932 | -$72,552 | $7.57 | 30 |
| 2024 Q1 | 4,076,490 | $31,225,512 | -$691,928 | $7.66 | 29 |
| 2023 Q4 | 4,165,562 | $32,607,450 | +$1,012,669 | $7.83 | 30 |
| 2023 Q3 | 4,037,038 | $29,631,802 | +$815,866 | $7.34 | 30 |
| 2023 Q2 | 3,924,508 | $29,315,664 | +$750,753 | $7.47 | 32 |
| 2023 Q1 | 3,725,832 | $28,861,010 | +$1,192,415 | $7.75 | 29 |
| 2022 Q4 | 3,663,904 | $28,404,826 | +$1,417,165 | $7.75 | 27 |
| 2022 Q3 | 3,498,605 | $26,168,659 | +$1,506,581 | $7.48 | 31 |
| 2022 Q2 | 3,292,838 | $27,197,217 | +$1,686,382 | $8.26 | 31 |
| 2022 Q1 | 3,222,831 | $31,970,569 | +$1,345,978 | $9.92 | 25 |
| 2021 Q4 | 3,067,564 | $34,232,904 | +$2,638,625 | $11.16 | 28 |
| 2021 Q3 | 2,842,903 | $33,459,393 | +$1,664,361 | $11.77 | 27 |
| 2021 Q2 | 2,700,569 | $32,244,312 | +$1,142,470 | $11.94 | 28 |
| 2021 Q1 | 2,607,939 | $31,006,715 | -$317,766 | $11.89 | 31 |
| 2020 Q4 | 2,635,869 | $31,917,453 | +$264,653 | $12.11 | 31 |
| 2020 Q3 | 2,619,195 | $28,241,571 | -$143,045 | $10.78 | 27 |
| 2020 Q2 | 2,613,755 | $29,089,941 | -$1,854,539 | $11.13 | 28 |
| 2020 Q1 | 2,819,470 | $27,204,444 | +$8,243,709 | $9.65 | 31 |
| 2019 Q4 | 1,938,313 | $24,231,000 | +$3,995,590 | $12.50 | 26 |
| 2019 Q3 | 1,612,271 | $20,315,000 | +$270,951 | $12.60 | 23 |
| 2019 Q2 | 1,590,482 | $20,132,000 | -$2,112,390 | $12.66 | 24 |
| 2019 Q1 | 1,393,803 | $17,071,000 | -$4,941,032 | $12.25 | 26 |
| 2018 Q4 | 1,828,996 | $20,257,000 | +$4,080,551 | $11.08 | 32 |
| 2018 Q3 | 1,450,144 | $19,168,132 | -$851,489 | $13.22 | 30 |
| 2018 Q2 | 1,514,340 | $20,272,000 | +$2,587,292 | $13.37 | 30 |
| 2018 Q1 | 1,308,063 | $20,080,298 | -$5,981,108 | $15.35 | 27 |
| 2017 Q4 | 1,655,143 | $28,956,500 | -$1,145,518 | $17.50 | 30 |
| 2017 Q3 | 1,671,018 | $30,209,058 | -$9,216,588 | $18.10 | 32 |
| 2017 Q2 | 2,196,862 | $37,564,510 | -$10,142,021 | $17.10 | 27 |
| 2017 Q1 | 2,807,157 | $45,422,328 | -$12,345,897 | $16.18 | 24 |
| 2016 Q4 | 3,592,103 | $55,072,834 | +$4,424,758 | $15.33 | 26 |
| 2016 Q3 | 3,302,225 | $52,471,056 | -$3,649,086 | $15.89 | 26 |
| 2016 Q2 | 3,532,829 | $53,559,000 | +$266,015 | $15.16 | 25 |
| 2016 Q1 | 3,539,084 | $50,150,000 | +$7,772,136 | $14.17 | 30 |
| 2015 Q4 | 2,991,012 | $42,260,000 | +$2,966,774 | $14.13 | 29 |
| 2015 Q3 | 2,781,035 | $39,768,000 | -$386,634 | $14.30 | 22 |
| 2015 Q2 | 2,801,537 | $43,931,248 | -$3,924,884 | $15.68 | 21 |
| 2015 Q1 | 2,971,764 | $49,655,381 | -$3,377,677 | $16.71 | 21 |
| 2014 Q4 | 3,228,504 | $51,168,000 | -$347,393 | $15.85 | 29 |
| 2014 Q3 | 3,309,181 | $56,489,000 | +$3,712,423 | $17.07 | 25 |
| 2014 Q2 | 3,116,790 | $55,642,325 | +$1,782,881 | $17.86 | 23 |
| 2014 Q1 | 3,036,050 | $51,309,495 | +$1,467,861 | $16.90 | 21 |