Public ownership evidence

Virtus Investment Partners, Inc. (VRTS) Ownership Disclosures

Read VRTS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Virtus Investment Partners, Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-15
Trade date
2026-09-15
Reporting owners
MORRIS W HOWARD
Code
S
Shares
435
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001385266-26-000008
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VRTS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VRTS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

Scroll sideways to compare all columns. Select a heading to sort.

2026-09-152026-09-15MORRIS W HOWARDS435Not reported
2026-08-052026-08-03Angerthal Michael AS120Not reported
2026-08-052026-08-03Angerthal Michael AS2,285Not reported
2026-08-052026-08-03Angerthal Michael AS2,643Not reported
2026-08-052026-08-03Angerthal Michael AS4,568Not reported
2026-08-052026-08-03Angerthal Michael AS2,758Not reported
2026-08-052026-08-03Angerthal Michael AS879Not reported
2026-08-052026-08-03Angerthal Michael AS1,722Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-294$574None
Cornerstone Financial Management LLC2026-03-312026-08-2911$1,478None
Cornerstone Financial Management LLC2025-12-312026-08-293$489None
Advisors Asset Management, Inc.2021-12-312026-08-281,073$318,788None
Advisors Asset Management, Inc.2022-06-302026-08-28968$166,000None
Advisors Asset Management, Inc.2021-09-302026-08-281,155$358,000None
Corient Private Wealth LP2026-06-302026-08-281,510$216,686None
Advisors Asset Management, Inc.2020-12-312026-08-271,098$238,000None
Advisors Asset Management, Inc.2022-03-312026-08-271,059$254,149None
Advisors Asset Management, Inc.2021-03-312026-08-271,163$273,887None
Advisors Asset Management, Inc.2021-06-302026-08-271,164$323,000None
Advisors Asset Management, Inc.2020-09-302026-08-27453$62,808None
Advisors Asset Management, Inc.2025-09-302026-08-27271$51,498None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-263,800$510,530None
Advisors Asset Management, Inc.2025-06-302026-08-2517$3,084None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-257,431$1,066,349None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,066,349$7,431,000None
Advisors Asset Management, Inc.2025-12-312026-08-22588$95,932None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-208,064$1,157,184None
Ensign Peak Advisors, Inc2026-03-312026-08-19565$75,908None
Ensign Peak Advisors, Inc2025-12-312026-08-19565$92,180None
Ensign Peak Advisors, Inc2025-09-302026-08-19965$183,379None
Fulcrum Asset Management LLP2026-06-302026-08-1928$4,034None
Caitlin John, LLC2026-06-302026-08-186$861None
Caitlin John, LLC2026-06-302026-08-18240$34,440None
AWH Capital, L.P.2026-06-302026-08-1824,742$3,550,477None
Empowered Funds, LLC2026-06-302026-08-1815,239$2,186,797None
Empowered Funds, LLC2026-06-302026-08-181,473$211,376None
Empowered Funds, LLC2026-06-302026-08-1880$11,480None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18105$15,068None
CAXTON ASSOCIATES LLP2026-06-302026-08-152,809$403,092None
SEI INVESTMENTS CO2026-06-302026-08-1517,310$2,483,985None
SEI INVESTMENTS CO2026-06-302026-08-15105$15,050None
JPL Wealth Management, LLC2026-06-302026-08-1511$1,579None
Advisors Asset Management, Inc.2026-06-302026-08-151,261$180,954None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-158$1,153None
Basecamp Wealth Advisors LLC2026-06-302026-08-1524$3,444None
Quarry LP2026-06-302026-08-1545$6,458None
Ameritas Advisory Services, LLC2026-06-302026-08-15117$16,790None
XTX Topco Ltd2026-06-302026-08-1515,591$2,237,309None
Aquatic Capital Management LLC2026-06-302026-08-151,190$170,765None
Prestige Wealth Management Group LLC2026-06-302026-08-157$1,005None
Clayton Partners LLC2026-06-302026-08-157,000$1,004,500None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15279,346$40,086,151None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15279,346$40,086,151None
ExodusPoint Capital Management, LP2026-06-302026-08-1512,533$1,798,486None
AWH Capital, L.P.2026-06-302026-08-1524,742$3,550,477None
OSAIC HOLDINGS, INC.2026-06-302026-08-151$146None
OSAIC HOLDINGS, INC.2026-06-302026-08-15135$19,568None
Schonfeld Strategic Advisors LLC2026-06-302026-08-152,805$402,517None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.