VIRTUS GLOBAL MULTI-SEC INC shareholder history

Current and past VIRTUS GLOBAL MULTI-SEC INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.02%0.03%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Invesco Ltd. 40400.00%0.00%0.00%Q2 2013Q1 202340
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
CITIGROUP INC 34340.00%0.00%0.00%Q2 2013Q3 202134
Shaker Financial Services, LLC 1610.15%1.18%3.25%Q1 2014Q3 202330
Cambridge Investment Research Advisors, Inc. 2910.00%0.01%0.10%Q3 2014Q3 202330
SeaCrest Wealth Management, LLC 24240.02%0.05%0.09%Q4 2017Q3 202324
RAYMOND JAMES & ASSOCIATES 1710.00%0.00%0.01%Q3 2013Q3 202323
CENTAURUS FINANCIAL, INC. 22220.02%0.64%1.72%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 830.00%0.00%0.00%Q1 2016Q3 202321
Advisors Asset Management, Inc. 21210.00%0.03%0.08%Q2 2013Q2 201821
WOLVERINE ASSET MANAGEMENT LLC 840.00%0.01%0.02%Q4 2013Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1280.00%0.00%0.00%Q2 2013Q1 202220
RIVERNORTH CAPITAL MANAGEMENT, LLC 1510.04%0.30%0.52%Q2 2013Q3 202319
Winslow, Evans & Crocker, Inc. 18180.00%0.02%0.05%Q3 2016Q4 202018
USCA RIA LLC 18180.05%0.13%0.23%Q1 2017Q2 202118
Saba Capital Management, L.P. 610.00%0.05%0.22%Q4 2013Q2 202317
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.00%0.00%Q4 2015Q4 201917
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
1607 Capital Partners, LLC 860.07%0.21%0.31%Q2 2013Q3 202314
SIT INVESTMENT ASSOCIATES INC 950.02%0.16%0.26%Q2 2015Q3 202314
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
DOLIVER ADVISORS, LP 610.06%0.33%0.79%Q1 2013Q4 201813
LPL Financial LLC 610.00%0.00%0.00%Q4 2016Q3 202313
AMERIPRISE FINANCIAL INC 1120.00%0.00%0.00%Q2 2014Q4 201913
CIBC Private Wealth Group, LLC 710.00%0.00%0.00%Q2 2016Q4 201912
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.05%0.09%Q4 2018Q3 202112
Fiera Capital Corp 11110.00%0.00%0.00%Q1 2021Q3 202311
American Portfolios Advisors 11110.01%0.01%0.02%Q1 2020Q3 202211
MSI Financial Services Inc 11110.00%0.00%0.00%Q4 2013Q2 201611
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.02%0.03%0.06%Q3 2015Q3 202210
U S GLOBAL INVESTORS INC 820.02%0.03%0.04%Q2 2013Q2 201610
ArrowMark Colorado Holdings LLC 990.00%0.00%0.01%Q3 2016Q3 20189
PNC FINANCIAL SERVICES GROUP, INC. 520.00%0.00%0.00%Q3 2014Q2 20209
IFP Advisors, Inc 540.00%0.00%0.00%Q2 2017Q4 20229
COMMONWEALTH EQUITY SERVICES, LLC 310.00%0.00%0.01%Q4 2017Q3 20229
Laurion Capital Management LP 210.00%0.02%0.05%Q4 2014Q3 20188
CLOUGH CAPITAL PARTNERS L P 620.01%0.03%0.06%Q4 2018Q1 20218
Kerntke Otto McGlone Wealth Management Group 710.23%0.45%0.72%Q4 2019Q4 20218
NewEdge Advisors, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Matisse Capital 710.18%0.69%1.17%Q1 2020Q3 20238
FineMark National Bank & Trust 770.00%0.00%0.01%Q1 2015Q3 20167
MARINER INVESTMENT GROUP LLC 520.25%0.66%1.08%Q4 2013Q1 20197
Quad-Cities Investment Group, LLC 770.01%0.06%0.25%Q1 2018Q3 20197
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510.00%0.00%0.00%Q2 2017Q3 20237
FLAGSHIP HARBOR ADVISORS, LLC 770.00%0.00%0.01%Q4 2018Q2 20207
STEPHENS INC /AR/ 770.00%0.01%0.01%Q1 2022Q3 20237
Tower Research Capital LLC (TRC) 210.00%0.00%0.01%Q2 2013Q2 20236
RMB Capital Management, LLC 210.01%0.02%0.04%Q3 2015Q3 20206
UBS AG 660.01%0.02%0.02%Q2 2013Q3 20146
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2017Q3 20236
Liberty Capital Management, Inc. 660.02%0.03%0.03%Q3 2016Q4 20176
Moors & Cabot, Inc. 660.01%0.03%0.06%Q2 2022Q3 20236
AMERICAN INTERNATIONAL GROUP, INC. 510.00%0.00%0.00%Q1 2014Q1 20166
Firestone Capital Management 550.02%0.02%0.02%Q3 2020Q3 20215
Penserra Capital Management LLC 550.00%0.00%0.00%Q3 2016Q3 20175
CoreCap Advisors, LLC 550.05%0.06%0.06%Q4 2021Q4 20225
DEUTSCHE BANK AG\ 410.00%0.00%0.00%Q3 2013Q1 20155
Mutual Advisors, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
ROBINSON CAPITAL MANAGEMENT, LLC 320.12%0.55%1.20%Q1 2014Q3 20165
Karpus Management, Inc. 550.06%0.30%0.58%Q1 2016Q1 20175
GEODE CAPITAL MANAGEMENT, LLC 440.00%0.00%0.00%Q3 2018Q2 20194
NEXT Financial Group, Inc 310.00%0.01%0.04%Q3 2016Q3 20174
Sowell Financial Services LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Cypress Wealth Advisors LLC 440.04%0.61%1.82%Q1 2016Q4 20164
BDO Wealth Advisors, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Wagner Wealth Management, LLC 440.02%0.02%0.02%Q1 2021Q4 20214
SEI INVESTMENTS CO 310.00%0.00%0.00%Q3 2016Q2 20184
OPPENHEIMER & CO INC 440.01%0.01%0.01%Q1 2017Q4 20174
SG Americas Securities, LLC 210.00%0.00%0.00%Q4 2014Q3 20184
Virtu KCG Holdings LLC 210.00%0.01%0.01%Q4 2013Q4 20154
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Baird Financial Group, Inc. 310.01%0.01%0.01%Q2 2015Q4 20174
Creative Planning 210.00%0.00%0.00%Q2 2013Q3 20223
Merit Financial Group, LLC 330.01%0.01%0.02%Q2 2022Q4 20223
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q4 2017Q2 20183
Gemmer Asset Management LLC 330.00%0.00%0.00%Q1 2017Q3 20173
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2020Q1 20233
Claro Advisors LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 330.00%0.01%0.02%Q3 2017Q1 20183
1776 Wealth LLC 330.07%0.09%0.10%Q4 2019Q2 20203
Realta Investment Advisors 330.01%0.03%0.06%Q3 2019Q1 20203
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.03%Q2 2013Q4 20143
Raymond James Financial Services Advisors, Inc. 330.00%0.00%0.01%Q4 2019Q2 20203
FMR LLC 220.00%0.00%0.00%Q3 2018Q4 20182
NINE MASTS CAPITAL Ltd 220.13%0.17%0.20%Q2 2018Q3 20182
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q3 2019Q2 20222
Weiss Asset Management LP 110.02%0.04%0.05%Q4 2015Q4 20182
COMERICA BANK 110.00%0.00%0.01%Q3 2013Q3 20232
Logan Stone Capital, LLC 110.12%0.14%0.15%Q2 2022Q4 20222
OmniStar Financial Group, Inc. 220.10%0.10%0.11%Q2 2023Q3 20232
BOOTHBAY FUND MANAGEMENT, LLC 110.12%0.20%0.28%Q4 2014Q4 20152
Gradient Investments LLC 110.00%0.00%0.00%Q4 2021Q3 20222
U.S. Capital Wealth Advisors, LLC 220.03%0.04%0.06%Q3 2021Q4 20212
Brick & Kyle, Associates 220.02%0.02%0.02%Q1 2016Q2 20162
Sigma Planning Corp 110.04%0.04%0.04%Q3 2017Q3 20171
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q1 2021Q1 20211
Kamunting Street Capital Management, L.P. 110.05%0.05%0.05%Q2 2014Q2 20141
Sandy Spring Bank 110.00%0.00%0.00%Q3 2013Q3 20131
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Yorktown Management & Research Co Inc 110.20%0.20%0.20%Q1 2015Q1 20151
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2016Q1 20161
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Segantii Capital Management Ltd 110.00%0.00%0.00%Q1 2021Q1 20211
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Thomas J. Herzfeld Advisors, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
Squarepoint Ops LLC 110.03%0.03%0.03%Q4 2015Q4 20151
TWO SIGMA SECURITIES, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Quantedge Capital Pte Ltd 110.02%0.02%0.02%Q2 2022Q2 20221
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q4 2021Q4 20211
TD Capital Management LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Parallel Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.00%0.00%0.00%Q4 2017Q4 20171
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2014Q4 20141
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q2 20171
HighTower Advisors, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
NWAM LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2023Q2 20231
External links

This page lists all the filers that currently own VIRTUS GLOBAL MULTI-SEC INC or have owned VIRTUS GLOBAL MULTI-SEC INC in the past.