Who owns VIRTUS TERRANOVA?
- Ticker: JOET
- CUSIP Number: 92790a504
Tip: Access positions for across all investors
Analyze quarterly positions in Virtus Terranova with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold VIRTUS TERRANOVA this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Wells Fargo & Company | 197k | $7.3M | 8% | Sep 2024 |
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Financial Enhancement | 149k | $4.0M | 100% | Sep 2024 |
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Goss Wealth Management | 129k | $4.4M | -3% | Jun 2024 |
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LPL Financial | 116k | $4.3M | 0% | Sep 2024 |
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Total Clarity Wealth Management | 106k | $3.9M | 8% | Sep 2024 |
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Advisor Group Holdings | 76k | $2.8M | 93% | Sep 2024 |
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Morgan Stanley | 76k | $4.0M | 16% | Jun 2024 |
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Empirical Asset Management | 65k | $2.4M | 179% | Sep 2024 |
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Main Street Financial Solutions | 49k | $1.8M | 64% | Sep 2024 |
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Susquehanna International | 43k | $1.6M | 47% | Sep 2024 |
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Synergy Financial Management | 41k | $1.5M | 100% | Sep 2024 |
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Institute For Wealth Management | 41k | $1.5M | -3% | Sep 2024 |
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Palumbo Wealth Management | 39k | $1.4M | -1% | Sep 2024 |
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Goldman Sachs Group | 23k | $787k | 0% | Jun 2024 |
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Raymond James & Associates | 22k | $822k | -3% | Sep 2024 |
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Orion Portfolio Solutions | 15k | $566k | 100% | Sep 2024 |
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Grassi Investment Management | 15k | $554k | -3% | Sep 2024 |
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Royal Bank of Canada | 14k | $525k | 171% | Sep 2024 |
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Harbour Investments | 12k | $446k | -9% | Sep 2024 |
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Old Mission Capital | 11k | $384k | 100% | Jun 2024 |
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Bank of America Corporation | 9.5k | $349k | 0% | Sep 2024 |
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Comprehensive Portfolio Management | 7.1k | $262k | 2% | Sep 2024 |
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Cetera Investment Advisers | 6.0k | $205k | 100% | Jun 2024 |
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Brian McDonald | 3.4k | $127k | 72% | Sep 2024 |
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DHJJ Financial Advisors | 2.7k | $98k | 1% | Sep 2024 |
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Creative Financial Designs | 486.00 | $18k | 0% | Sep 2024 |
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Tower Research Capital | 436.00 | $15k | 0% | Jun 2024 |
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CWM | 360.00 | $13k | 100% | Sep 2024 |
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AdvisorNet Financial | 113.00 | $4.2k | 0% | Sep 2024 |
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Planning Capital Management Corp | 15.00 | $552.000000 | 36% | Sep 2024 |
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Davidson Capital Management | 8.00 | $295.000000 | 0% | Sep 2024 |
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Huntington National Bank | 1.00 | $37.000000 | 0% | Sep 2024 |
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Who sold out of Virtus Terranova?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Mml Investors Services | Jun 2024 | 13k | $443k |
Atria Wealth Solutions | Jun 2024 | 7.6k | $261k |
Milestone Investment Advisors | Jun 2024 | 3.2k | $111k |