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The company

Virtus Total Return Fund Inc.

ZTR · NYSE

FinancialsFunds, Shells & SPACs

ZTR stood above a rising 150-day average in 37 of the last 52 weekly readings, and has been out of that trend for the last 8 weeks. It is 3.3% below that average now. Financials: 49% of its 739 stocks in an uptrend (−4 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 8
Insider buys, 12 months
$0
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
88 (+3)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 37 of 52 weeks.

22 Apr – 21 Oct
43%52%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
−$1$0$1Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months0
Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders88+3 on the quarter
New · exited16 · 13
Reported value$65.3M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Saba Capital Management, L.P.added · filed 14 Aug 20261,936,491$13.2M+801,756+70.7%
LPL Financial LLCadded · filed 7 Aug 20261,623,057$11.1M+220,593+15.7%
GUGGENHEIM CAPITAL LLCadded · filed 12 Aug 20261,279,341$8.7M+12,834+1.0%
STIFEL FINANCIAL CORPadded · filed 12 Aug 2026692,536$4.7M+4,937+0.7%
CAPSTONE INVESTMENT ADVISORS, LLCunchanged · filed 17 Aug 2026370,223$2.5M00.0%
MORGAN STANLEYreduced · filed 13 Aug 2026276,486$1.9M-13,334−4.6%
BANK OF AMERICA CORPadded · filed 14 Aug 2026257,076$1.8M+10,525+4.3%
ENVESTNET ASSET MANAGEMENT INCreduced · filed 3 Aug 2026249,729$1.7M-3,058−1.2%
ASHTON THOMAS SECURITIES, LLCadded · filed 27 Jul 2026236,800$1.6M+10,000+4.4%
Sculptor Capital LPunchanged · filed 14 Aug 2026217,653$1.5M00.0%
31 Mar 2023 – 30 Jun 2026
667787Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

William Patrick Bradley III Company insiderEVP, CFO and Treasurer · last 20 May 20244 · 1
Steven Glenn Wittwer Company insiderOther · last 18 Sep 20231 · 0
Donald C. Burke Company insiderDirector · last 21 Sep 20221 · 0
F. Ford Drummond Company insiderDirector · last 21 Sep 20221 · 0
Geraldine M. McNamara Company insiderDirector · last 21 Sep 20221 · 0
John R. Mallin Company insiderDirector · last 21 Sep 20222 · 0
Philip R. McLoughlin Company insiderDirector · last 21 Sep 20222 · 0
Connie D. McDaniel Company insiderDirector · last 25 Mar 20221 · 0
Sarah E. Cogan Company insiderDirector · last 13 Jan 20221 · 0
R. Keith Walton Company insiderDirector · last 26 Feb 20206 · 10
Brian T. Zino Company insiderDirector · last 15 Jan 20193 · 0
Willliam R. Moyer Company insiderDirector · last 7 Mar 20171 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.