Virtus Global Multi-Sector Income Fund
Virtus Global Multi-Sector Income Fund (VGI) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · VGI · as of Dec 31, 2021
Ownership Breakdown
29
Institutional Holders
▲ 2 vs Q3
$34.23M
Total Inst. Value
▲ $885,234 vs Q3
11.31M
Shares Outstanding
freeFloat 97.29%
3.07M
13F Shares Held
▲ 234,208 vs Q3
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
VGI largest shareholders · institutional ownership
Q4 2021 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MORGAN STANLEY | 825.3K | 7.29% | 7.29% | $9.21B | Feb 14, 2022 | ▲ 89.0K |
CENTAURUS FINANCIAL, INC. | 629.8K | 5.57% | 5.57% | $7.03B | Feb 1, 2022 | ▼ 47.0K |
GUGGENHEIM CAPITAL LLC | 271.8K | 2.40% | 2.40% | $3.03B | Feb 14, 2022 | ▲ 7.7K |
SHAKER FINANCIAL SERVICES, LLC | 257.7K | 2.28% | 2.28% | $2.88B | Feb 7, 2022 | ▲ 27.3K |
INVESCO LTD. | 214.1K | 1.89% | 1.89% | $2.39B | Feb 14, 2022 | ▼ 3.4K |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 124.0K | 1.10% | 1.10% | $1.38B | Feb 15, 2022 | ▲ 2.0K |
NEWEDGE ADVISORS, LLC | 117.1K | 1.04% | 1.04% | $1.31B | Feb 17, 2022 | NEW |
CORECAP ADVISORS, LLC | 84.6K | 74.75% | 74.75% | $944.00M | Feb 10, 2022 | NEW |
UBS GROUP AG | 71.7K | 63.38% | 63.38% | $800.00M | Feb 14, 2022 | ▲ 28.1K |
U.S. CAPITAL WEALTH ADVISORS, LLC | 66.2K | 58.55% | 58.55% | $739.00M | Jan 21, 2022 | ▼ 48.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q4 2021 vs prior quarter
Q4 2021
11
Increased
+280.8K shares6
New Positions
first time holders10
Decreased
−139.1K shares7
Sold Out
fully exitedNet shares change (top 50)
+141.7K
+280.8K / −139.1K
Net new holders
+0
6 new / 7 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
VGI insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
2
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
MCDANIEL CONNIE D
| Mar 25, 2022 | Purchase | 1,763 | $9.62 | $17.0K | 2.8K | Form 4 ↗ |
Cogan Sarah E director | Jan 13, 2022 | Purchase | 2,000 | $11.10 | $22.2K | 2.0K | Form 4 ↗ |
WALTON R KEITH director | Feb 26, 2020 | Purchase | 1,250 | $12.84 | $16.0K | 1.3K | Form 4 ↗ |
ZINO BRIAN T director | Jan 15, 2019 | Purchase | 1,000 | $11.70 | $11.7K | 2.0K | Form 4 ↗ |
ROGERS JAMES B JR director | Nov 19, 2018 | Purchase | 500 | $11.84 | $5.9K | 1.0K | Form 4 ↗ |
ROGERS JAMES B JR director | Nov 19, 2018 | Purchase | 500 | $11.84 | $5.9K | 500 | Form 4 ↗ |
OATES JAMES M director | Jul 17, 2017 | Sale | 1,586 | $16.81 | $26.7K | 0 | Form 4 ↗ |
ZINO BRIAN T director | Dec 18, 2017 | Purchase | 50 | $17.50 | $874.75 | 1.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Virtus Global Multi-Sector Income Fund (VGI) is primarily owned by institutional investors, who hold approximately 27.1% of total shares outstanding. Company insiders own approximately 2.71%, while retail and public investors account for the remaining 70.17%.
The largest institutional shareholder of Virtus Global Multi-Sector Income Fund is MORGAN STANLEY, holding approximately 825,294 shares — equal to 7.29% of outstanding shares — as of December 31, 2021.
A total of 29 institutional investors currently hold VGI stock, with a combined institutional value of approximately $34,233,150 as of the most recent 13F filing period.
Frequently asked questions
VGI ownershipVirtus Global Multi-Sector Income Fund (VGI) is primarily owned by institutional investors, who hold approximately 27.1% of shares. The largest shareholder is MORGAN STANLEY with a 7.29% stake. Company insiders hold 2.71%. Data sourced from SEC Form 13F as of December 31, 2021.