ZTR Virtus Total Return Fund (ZTR) Insider Trading, Ownership & Congress Trades
Funds & Trusts · Registered investment company · CIK 0000836412
Activist 13D
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
42
13F, latest reported quarter
What the filings say about ZTR
Activist stakes (13D), 180 days
1 filing
Largest: 5.0% of the class
Virtus Total Return Fund insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for Virtus Total Return Fund Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Sep 1, 2023.
- +1.1% median (+1.1% mean) 90-day return after 2 previous buys.
- The trade is 55.3% of the 9,043 shares held after it.
- No other insider bought within 30 days.
- 42 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CFO and Treasurer BRADLEY WILLIAM PATRICK III bought about $27.4K of ZTR on May 20, 2024; 42 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 100.0% of the 6,000 shares held after it.
- 1 other insider bought within 30 days.
- 42 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider WITTWER STEVEN GLENN bought about $31.0K of ZTR on Sep 18, 2023, the largest insider purchase at the company on our record; 1 other insider bought within 30 days and 42 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Sep 21, 2022.
- The trade is 55.7% of the 4,043 shares held after it.
- 1 other insider bought within 30 days.
- 42 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CFO and Treasurer BRADLEY WILLIAM PATRICK III bought about $11.8K of ZTR on Sep 1, 2023; 1 other insider bought within 30 days and 42 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 25.0% of the 667 shares held after it.
- 5 other insiders bought within 30 days.
- 42 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director MCNAMARA GERALDINE M bought about $1.2K of ZTR on Sep 21, 2022; 5 other insiders bought within 30 days and 42 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 25.0% of the 11,100 shares held after it.
- 5 other insiders bought within 30 days.
- 42 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director McLoughlin Philip R bought about $19.3K of ZTR on Sep 21, 2022; 5 other insiders bought within 30 days and 42 funds added in the latest 13F quarter.11 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
42 funds bought in last quarter
below 52% of Funds & Trusts
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
1.0 days to cover · settled 2026-09-30
The situation: each line is one rule over one dataset
Saba Capital Management, L.P. disclosed a 5%+ stake (5.04%) in the last six months.
What changed in the last 30 days
Sep 30Saba Capital Management, L.P. filed a 13D for 5.04%
Sep 30Boaz R. Weinstein filed a 13D for 5.04%
Sep 30Saba Capital Management GP, LLC filed a 13D for 5.04%
Watch ZTR
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+7.2%12M
13D/G stake
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns ZTR: institutional holders (13F)
13F holdings, latest reported quarter
1,936,491 sh
$13.2M
1,623,057 sh
$11.1M
1,279,341 sh
$8.7M
692,536 sh
$4.7M
370,223 sh
$2.5M
Congress trades in ZTR
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
13D: intends to influence · 13G: passive
Saba Capital Management, L.P.
Activist 13D · 2026-09-30
5.04%
Boaz R. Weinstein
Activist 13D · 2026-09-30
5.04%
Saba Capital Management GP, LLC
Activist 13D · 2026-09-30
5.04%
ZTR planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
ZTR mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Saba Closed-End Funds ETF
$5.2M position · as of 2026-05-31
1.2%
Amplify CEF High Income ETF
$6.0M position · as of 2026-06-30
0.8%
Modern Capital Tactical Income Fund
$169.2K position · as of 2026-06-30
0.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
An activist crossed the 5% line with declared intent.
The record shows 42 funds added last quarter. Each figure is a federal filing, dated the day it went public.
ZTR Stock Sonar score 1/7 axes
Find similar shapesCompare1 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
ZTR filings, in plain words
Read the full summary
1 activist Schedule 13D filing in the last 180 days declared an intent to influence the company, the largest for 5.0% of the class. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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