InsidersTradesSigma
Follow the Virtus Total Return Fund Inc. share price and the full directors' dealings record of the company, a publicly traded company based in United States. Shares are quoted on the US market, under the supervision of SEC (Form 4). Operating in the Finance & Banking sector, Virtus Total Return Fund Inc. has published 11 insider filings. The latest transaction was disclosed on 22 May 2024 (Acquisition). Among the most active insiders: BRADLEY WILLIAM PATRICK III. All data is free.
11
Insider Decl.
n/a
Thresholds
€154,057
11 ops.
Buy Volume
n/a
n/a
Sell Volume
44Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
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Last declaration on 22 May 2024
Declarations11 total
5,000 shares@ US$5.4765.7% of flowCommon StockSEC:0000883237-24-000071:0
Canonical exit: 18 Aug 2024 (T+90)
2,250 shares@ US$5.255628.4% of flowCommon StockSEC:0000883237-23-000131:0
Canonical exit: 30 Nov 2023 (T+90)
6,000 shares@ US$5.1657100.0% of flowCommon StockSEC:0000883237-23-000128:0
Canonical exit: 17 Dec 2023 (T+90)
320 shares@ US$6.965.9% of flowCommon StockSEC:0000883237-22-000224:0
Canonical exit: 20 Dec 2022 (T+90)
373 shares@ US$6.96100.0% of flowCommon StockSEC:0001628280-22-025404:0
Canonical exit: 20 Dec 2022 (T+90)
2,775 shares@ US$6.96100.0% of flowCommon StockSEC:0001628280-22-025407:0
Canonical exit: 20 Dec 2022 (T+90)
167 shares@ US$6.96100.0% of flowCommon StockSEC:0001628280-22-025408:0
Canonical exit: 20 Dec 2022 (T+90)
3,479 shares@ US$6.96100.0% of flowCommon StockSEC:0001628280-22-025405:0
Canonical exit: 20 Dec 2022 (T+90)
667 shares@ US$6.96100.0% of flowCommon StockSEC:0001628280-22-025403:0
Canonical exit: 20 Dec 2022 (T+90)
1,780 shares@ US$9.56100.0% of flowCommon StockSEC:0000883237-22-000105:0
Canonical exit: 23 Jun 2022 (T+90)
2,200 shares@ US$9.589850.0% of flowCommon StockSEC:0000883237-22-000047:0
Canonical exit: 13 Apr 2022 (T+90)
11 of 11 declarations
关于 Virtus Total Return Fund Inc.
Virtus Total Return Fund Inc. 是一只在美国上市的封闭式基金，在纽约证券交易所交易，股票代码为 ZTR。对于投资者而言，它应被视为一种资产管理工具，而非传统的银行、保险公司或运营型工业公司。该基金总部位于美国康涅狄格州哈特福德，隶属于 Virtus Investment Partners 平台。其公司渊源可追溯到几十年前的 The Zweig Fund，随后经过重组和更名，形成了目前的结构和品牌。近期基金披露证实，Virtus Total Return Fund Inc. 是一只多元化封闭式基金，其主要投资目标是资本增值，收益为次要目标。([ir.virtus.com](https://ir.virtus.com/news/news-details/2017/Merger-Of-Zweig-Fund-And-Virtus-Total-Return-Fund-Completed-Share-Conversion-Price-Announced/default.aspx?utm_source=openai)) 从投资角度来看，该基金被定位为一种多资产、总回报解决方案。它依赖于主动管理和专业的子顾问，包括 Duff & Phelps Investment Management Co. 和 Newfleet Asset Management，这使得投资组合在信贷导向和固定收益相关领域具有灵活性。在近期材料中，该基金强调根据市场条件和投资组合定位，对债务工具的敞口，包括可转换债券、受限证券和杠杆贷款。该框架旨在为寻求当前收益潜力和资本增值组合的投资者设计，其风险状况通常比普通债券基金更具动态性。([ir.virtus.com](https://ir.virtus.com/news/news-details/2025/Virtus-Total-Return-Fund-Inc.-Announces-Commencement-of-Tender-Offer/default.aspx?utm_source=openai)) 竞争定位最好在美国封闭式基金领域内理解，其中市场价格可能以低于或高于资产净值的价格交易。Virtus 已使用对股东友好的资本管理工具，包括要约收购，以支持流动性并可能缩小与资产净值的折价。在 2025 年，该基金宣布并实施了一项要约收购，以资产净值扣除费用后 98% 的价格收购最多 10% 的流通股，这突显了对资本结构的积极管理以及解决公开市场估值脱节的意愿。([ir.virtus.com](https://ir.virtus.com/news/news-details/2025/Virtus-Total-Return-Fund-Inc.-Announces-Commencement-of-Tender-Offer/default.aspx?utm_source=openai)) 该基金的主要上市地点是美国的纽约证券交易所，其对投资者的吸引力在于其分配政策、主动投资组合管理和信贷市场敞口的结合。近期值得关注的进展包括每月分配公告、2025 年的要约收购流程以及增加一名投资组合经理以加强策略。对于法国、比利时和瑞士的投资者而言，关键信息是 ZTR 是一只总部位于哈特福德的美国封闭式基金，具有信贷和总回报导向的使命，其投资概况可能对寻求收益的投资组合具有吸引力，但同时也伴随着与杠杆、信用利差和折价波动相关的重大风险。([ir.virtus.com](https://ir.virtus.com/news/news-details/2026/Virtus-Total-Return-Fund-Inc--Announces-Distributions/default.aspx?utm_source=openai))
