Quick Takeaways
- ZTR - Virtus Total Return Fund Inc. has 12 insiders with reported activity on this page.
- No net insider buy/sell flow is currently reported for the last year.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 12 Insiders of Virtus Total Return Fund Inc.
- Symbol
- ZTR on NYSE
- Location
- Greenfield, MA
What Changed
- No meaningful buy/sell imbalance is currently visible in the one-year window.
- Activity will update as new Forms 3/4/5 are filed.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsInsider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 12 May 2025.
Buys
$0
Shares: 0
Insiders: 0
Sells
$0
Shares: 0
Insiders: 0
Net
$0
Shares: 0
Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Virtus Total Return Fund Inc. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| John R. Mallin | Director | $73,126 | Mixed | 21 Sep 2022 | ||
| Philip R. McLoughlin | Director | $58,337 | Mixed | 21 Sep 2022 | ||
| William Patrick Bradley III | EVP, CFO and Treasurer | $49,465 | Filing P/S | 20 May 2024 | ||
| Steven Glenn Wittwer | Portfolio Manager | $31,534 | Mixed | 18 Sep 2023 | ||
| Connie D. McDaniel | Director | $15,346 | Mixed | 25 Mar 2022 | ||
| Donald C. Burke | Director | $14,017 | Mixed | 21 Sep 2022 | ||
| Sarah E. Cogan | Director | $11,562 | Mixed | 13 Jan 2022 | ||
| F. Ford Drummond | Director | $7,841 | Mixed | 21 Sep 2022 | ||
| Geraldine M. Mcnamara | Director | $3,505 | Mixed | 21 Sep 2022 | ||
| VIRTUS INVESTMENT PARTNERS, INC. | Portfolio Manager (1) | $0 | Mixed | 09 Jun 2025 | ||
| Richard W. Smirl | Evp | Mixed | 19 May 2021 | |||
| Deborah A. DeCotis | Director | Mixed | 01 Jul 2021 |
Top shareholders of Virtus Total Return Fund Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13D/G
13F
|
Company |
2.7%
|
1,671,707
|
$9,980,091 | $0 | 31 Dec 2024 | |
| LPL Financial LLC |
13F
|
Company |
2.3%
|
1,434,012
|
$9,034,278 | — | 31 Dec 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
2%
|
1,246,096
|
$7,850,404 | — | 31 Dec 2025 | |
| Penserra Capital Management LLC |
13F
|
Company |
1.5%
|
922,683
|
$5,812,000 | — | 31 Dec 2025 | |
| ABSOLUTE INVESTMENT ADVISERS, LLC |
13F
|
Company |
1.1%
|
686,219
|
$4,312,886 | — | 31 Dec 2025 | |
| Karpus Management, Inc. |
13F
|
Company |
1.1%
|
677,225
|
$4,266,518 | — | 31 Dec 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
1.1%
|
672,991
|
$4,239,850 | — | 31 Dec 2025 | |
| CAPSTONE INVESTMENT ADVISORS, LLC |
13F
|
Company |
0.6%
|
370,223
|
$2,332,405 | — | 31 Dec 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.55%
|
337,575
|
$2,126,730 | — | 31 Dec 2025 | |
| Yakira Capital Management, Inc. |
13F
|
Company |
0.45%
|
281,673
|
$1,774,540 | — | 31 Dec 2025 | |
| Quarry LP |
13F
|
Company |
0.43%
|
265,646
|
$1,673,570 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.4%
|
245,239
|
$1,545,008 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.39%
|
244,527
|
$1,540,520 | — | 31 Dec 2025 | |
| North Ground Capital |
13F
|
Company |
0.36%
|
222,186
|
$1,399,772 | — | 31 Dec 2025 | |
| Sculptor Capital LP |
13F
|
Company |
0.35%
|
217,653
|
$1,371,214 | — | 31 Dec 2025 | |
| PARK AVENUE SECURITIES LLC |
13F
|
Company |
0.35%
|
216,213
|
$1,362,000 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.22%
|
138,949
|
$875,379 | — | 31 Dec 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.21%
|
130,444
|
$821,797 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.2%
|
124,894
|
$786,832 | — | 31 Dec 2025 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.19%
|
115,879
|
$730,038 | — | 31 Dec 2025 | |
| ASHTON THOMAS SECURITIES, LLC |
13F
|
Company |
0.18%
|
113,500
|
$715,050 | — | 31 Dec 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.17%
|
107,071
|
$668,290 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.14%
|
89,078
|
$561,189 | — | 31 Dec 2025 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.14%
|
85,717
|
$540,017 | — | 31 Dec 2025 | |
| CSS LLC/IL |
13F
|
Company |
0.13%
|
79,387
|
$500,138 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.12%
|
71,428
|
$450,013 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.11%
|
69,313
|
$436,672 | — | 31 Dec 2025 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.11%
|
68,391
|
$430,863 | — | 31 Dec 2025 | |
| OXFORD ASSET MANAGEMENT LLP |
13F
|
Company |
0.11%
|
65,945
|
$415,454 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.09%
|
56,031
|
$353,000 | — | 31 Dec 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.07%
|
44,514
|
$280,436 | — | 31 Dec 2025 | |
| INTEGRATED CAPITAL MANAGEMENT, INC. |
13F
|
Company |
0.07%
|
43,477
|
$273,904 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.07%
|
42,034
|
$264,820 | — | 31 Dec 2025 | |
| READYSTATE ASSET MANAGEMENT LP |
13F
|
Company |
0.05%
|
28,873
|
$181,900 | — | 31 Dec 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.05%
|
28,138
|
$177,270 | — | 31 Dec 2025 | |
| Beverly Hills Private Wealth, LLC |
13F
|
Company |
0.04%
|
26,947
|
$169,767 | — | 31 Dec 2025 | |
| Avise Financial Cooperative, Inc. |
13F
|
Company |
0.04%
|
26,864
|
$169,243 | — | 31 Dec 2025 | |
| MML INVESTORS SERVICES, LLC |
13F
|
Company |
0.04%
|
25,323
|
$159,537 | — | 31 Dec 2025 | |
| Stratos Wealth Advisors, LLC |
13F
|
Company |
0.04%
|
24,747
|
$155,908 | — | 31 Dec 2025 | |
| Creative Planning |
13F
|
Company |
0.04%
|
24,208
|
$152,510 | — | 31 Dec 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.03%
|
20,726
|
$131,000 | — | 31 Dec 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.03%
|
20,428
|
$128,693 | — | 31 Dec 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.03%
|
19,241
|
$121,219 | — | 31 Dec 2025 | |
| Shulman DeMeo Asset Management LLC |
13F
|
Company |
0.03%
|
18,912
|
$119,146 | — | 31 Dec 2025 | |
| AlphaStar Capital Management, LLC |
13F
|
Company |
0.03%
|
17,402
|
$109,633 | — | 31 Dec 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.03%
|
17,266
|
$109,000 | — | 31 Dec 2025 | |
| Dakota Wealth Management |
13F
|
Company |
0.03%
|
17,053
|
$107,434 | — | 31 Dec 2025 | |
| DECISION INVESTMENTS, INC |
13F
|
Company |
0.03%
|
16,100
|
$101,430 | — | 31 Dec 2025 | |
| Mariner, LLC |
13F
|
Company |
0.02%
|
13,956
|
$87,924 | — | 31 Dec 2025 | |
| Tactive Advisors, LLC |
13F
|
Company |
0.02%
|
13,895
|
$87,541 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for Virtus Total Return Fund Inc.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Virtus Investment Partners, Inc. | ZTR | Common Stock | 0 | 0 | 09 Jun 2025 | Direct | ||||
| Virtus Investment Partners, Inc. | ZTR | Common Stock | 0 | 15,376 | 30 May 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.