• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G/A filed by Virtus Investment Partners Inc. (Amendment)

    2/14/23 12:38:04 PM ET
    $VRTS
    Investment Managers
    Finance
    Get the next $VRTS alert in real time by email
    SC 13G/A 1 vrts13gadec22.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4) VIRTUS INVESTMENT PARTNERS (Name of Issuer) COMMON STOCK (Title of Class of Securities) 92828Q109 (CUSIP NUMBER) December 31, 2022 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to which this Schedule is filed: [x] Rule 13d - 1(b) Rule 13d - 1(c) Rule 13d - 1(d) 1. Name of Reporting Person T. ROWE PRICE ASSOCIATES, INC. 52-0556948 2. Check the Appropriate Box if a Member of a Group NOT APPLICABLE 3. SEC Use Only 4. Citizenship or Place of Organization Maryland Number of Shares Beneficially Owned by Each Reporting Person With 5. Sole Voting Power* 22,954 6. Shared Voting Power* 0 7. Sole Dispositive Power* 89,082 8. Shared Dispositive Power 0 9. Aggregate Amount Beneficially Owned by Each Reporting Person 89,082 10. Check Box if the Aggregate Amount in Row (9) Excludes Certain Shares NOT APPLICABLE 11. Percent of Class Represented by Amount in Row 9 1.2% 12. Type of Reporting Person IA *Any shares reported in Items 5 and 6 are also reported in Item 7. Item 1(a) Name of Issuer: VIRTUS INVESTMENT PARTNERS Item 1(b) Address of Issuer's Principal Executive Offices: ONE FINANCIAL PLAZA, 26TH FLOOR, HARTFORD, CONNECTICUT 06103 Item 2(a) Name of Person(s) Filing: (1) T. ROWE PRICE ASSOCIATES, INC. (Price Associates) Item 2(b) Address of Principal Business Office: 100 E. Pratt Street, Baltimore, MD 21202 Item 2(c) Citizenship or Place of Organization: (1) Maryland Item 2(d) Title of Class of Securities: COMMON STOCK Item 2(e) Cusip Number: 92828Q109 Item 3: The person filing this Schedule 13G is an: X Investment Adviser registered under Section 203 of the Investment Advisers Act of 1940 Item 4: Reference is made to Items 5-11 on the preceding pages of this Schedule 13G. Item 5: Ownership of Five Percent or Less of a Class This statement is being filed to report the fact that, as of the date of this report, the reporting person(s) has (have) ceased to be the beneficial owner of more than five percent of the class of securities. Item 6: Ownership of More than Five Percent on Behalf of Another Person (1) Price Associates does not serve as custodian of the assets of any of its clients; accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from the sale of, such securities. The ultimate power to direct the receipt of dividends paid with respect to, and the proceeds from the sale of, such securities, is vested in the individual and institutional clients which Price Associates serves as investment adviser. Any and all discretionary authority which has been delegated to Price Associates may be revoked in whole or in part at any time. Except as may be indicated if this is a joint filing with one of the registered investment companies sponsored by Price Associates which it also serves as investment adviser ("T. Rowe Price Funds"), not more than 5% of the class of such securities is owned by any one client subject to the investment advice of Price Associates. (2) With respect to securities owned by any one of the T. Rowe Price Funds, only the custodian for each of such Funds, has the right to receive dividends paid with respect to, and proceeds from the sale of, such securities. No other person is known to have such right, except that the shareholders of each such Fund participate proportionately in any dividends and distributions so paid. Item 7: Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company. Not Applicable Item 8: Identification and Classification of Members of the Group Not Applicable Item 9: Notice of Dissolution of Group Not Applicable Item 10: Certification By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. T. Rowe Price Associates, Inc. hereby declares and affirms that the filing of Schedule 13G shall not be construed as an admission that Price Associates is the beneficial owner of the securities referred to, which beneficial ownership is expressly denied. Signature. After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. T. ROWE PRICE ASSOCIATES, INC. Date: February 14, 2023 Signature: /s/ David Oestreicher Name & Title: David Oestreicher, Executive Vice President 12/31/2022
    Get the next $VRTS alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $VRTS

    DatePrice TargetRatingAnalyst
    8/27/2024$206.00Underweight
    Barclays
    4/8/2024$285.00 → $264.00Buy → Hold
    TD Cowen
    1/4/2024$289.00Outperform
    TD Cowen
    12/20/2023$264.00Overweight
    Piper Sandler
    3/27/2023$248.00 → $260.00Neutral → Overweight
    Piper Sandler
    2/6/2023$248.00Overweight → Neutral
    Piper Sandler
    4/8/2022$393.00 → $240.00Overweight → Underweight
    Morgan Stanley
    8/5/2021$400.00Equal-Weight → Overweight
    Morgan Stanley
    More analyst ratings

    $VRTS
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Duff & Phelps Utility and Infrastructure Fund Inc. Discloses Sources of Distribution – Section 19(a) Notice

      The Board of Directors of Duff & Phelps Utility and Infrastructure Fund Inc. (NYSE:DPG), a closed-end fund advised by Duff & Phelps Investment Management Co., previously announced the following monthly distribution on March 17, 2025: Per Share Amount Ex-Date Record Date Payable Date $0.07 April 30, 2025 April 30, 2025 May 12, 2025 The Fund adopted a managed distribution plan (the "Plan") in 2015. Under the Plan, the Fund will distribute all available investment income to its shareholders, consistent with the Fund's investment objective. If and when sufficient investment income is not available on a monthly basis, the Fund will distribute realized capital gains

      5/9/25 4:10:00 PM ET
      $DPG
      $VRTS
      Trusts Except Educational Religious and Charitable
      Finance
      Investment Managers
    • DNP Select Income Fund Inc. Discloses Sources of Distribution – Section 19(a) Notice

      The Board of Directors of DNP Select Income Fund Inc. (NYSE:DNP), a closed-end fund advised by Duff & Phelps Investment Management Co. (the "Adviser"), previously announced the following monthly distribution on March 17, 2025: Per Share Amount Ex-Date Record Date Payable Date $0.065 April 30, 2025 April 30, 2025 May 12, 2025 The Fund adopted a managed distribution plan (the "Plan") in 2007. Under the Plan, the Fund will distribute all available investment income to its shareholders, consistent with the Fund's primary objective. If and when sufficient investment income is not available on a monthly basis, the Fund will distribute long-term capital gains or retur

      5/9/25 4:05:00 PM ET
      $DNP
      $VRTS
      Investment Managers
      Finance
    • Virtus Total Return Fund Inc. Discloses Sources of Distribution – Section 19(a) Notice

      Virtus Total Return Fund Inc. (NYSE:ZTR) previously announced the following monthly distribution on March 6, 2025: Amount of Distribution Ex-Date/Record Date Payable Date $0.05 April 11, 2025 April 29, 2025 Under the terms of its Managed Distribution Plan, the Fund will seek to maintain a consistent distribution level that may be paid, in part or in full, from net investment income and realized capital gains, or a combination thereof. Shareholders should note, however, that if the Fund's aggregate net investment income and net realized capital gains are less than the amount of the distribution level, the difference will be distributed from the Fund's assets and will

      4/28/25 4:15:00 PM ET
      $VRTS
      $ZTR
      Investment Managers
      Finance

    $VRTS
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G filed by Virtus Investment Partners Inc.

      SC 13G - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Subject)

      2/14/24 10:04:37 AM ET
      $VRTS
      Investment Managers
      Finance
    • SEC Form SC 13G/A filed by Virtus Investment Partners Inc. (Amendment)

      SC 13G/A - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Subject)

      2/13/24 5:17:30 PM ET
      $VRTS
      Investment Managers
      Finance
    • SEC Form SC 13G filed by Virtus Investment Partners Inc.

      SC 13G - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Subject)

      2/14/23 12:41:00 PM ET
      $VRTS
      Investment Managers
      Finance

    $VRTS
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • EVP & Chief Operating Officer Smirl Richard W covered exercise/tax liability with 435 shares, decreasing direct ownership by 3% to 13,147 units (SEC Form 4)

      4 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Issuer)

      5/5/25 4:54:04 PM ET
      $VRTS
      Investment Managers
      Finance
    • EVP, Head of Distribution Mandinach Barry M. covered exercise/tax liability with 686 shares and was granted 1,731 shares, increasing direct ownership by 8% to 13,463 units (SEC Form 4)

      4 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Issuer)

      3/18/25 5:09:02 PM ET
      $VRTS
      Investment Managers
      Finance
    • EVP & Chief Operating Officer Smirl Richard W covered exercise/tax liability with 1,121 shares and was granted 2,885 shares, increasing direct ownership by 16% to 13,557 units (SEC Form 4)

      4 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Issuer)

      3/18/25 5:08:52 PM ET
      $VRTS
      Investment Managers
      Finance

    $VRTS
    Leadership Updates

    Live Leadership Updates

    See more
    • Virtus Investment Partners Announces Appointment of Board Member

      Virtus Investment Partners (NYSE:VRTS), which operates a multi-boutique asset management business, today announced that John C. Weisenseel, who has more than 20 years of experience in senior financial leadership roles, has been appointed to the company's Board of Directors and to its Audit Committee. Weisenseel, 64, retired as senior vice president and chief financial officer of AllianceBernstein LP, where he supervised all global finance activities for the publicly traded asset management company and was a member of its executive Operating Committee, which established and guided strategic direction for the firm. "We are pleased to welcome John to our board as he brings a significant ba

      12/11/24 4:05:00 PM ET
      $VRTS
      Investment Managers
      Finance
    • WWE® Elects Michelle McKenna & JoEllen Lyons Dillon to Board of Directors

      WWE® (NYSE:WWE) today announced that Michelle McKenna and JoEllen Lyons Dillon have been elected to its Board of Directors. McKenna spent more than two decades as a senior leader at Disney, Universal Studios and the NFL, working across technology, digital strategy and finance. From 2012 to 2022, McKenna served as Chief Information Officer for the NFL, where she was responsible for the league's technology strategy and served as the executive sponsor of the Women's Interactive Group. She serves on the Board of Directors of Ring Central (NYSE:RNG), where she is a member of the audit, compensation and nominating & governance committees. McKenna previously served on the Board of Directors of In

      9/16/22 9:15:00 AM ET
      $DM
      $NSP
      $RNG
      $VRTS
      Industrial Machinery/Components
      Technology
      Professional Services
      Consumer Discretionary
    • DTF TAX-FREE INCOME 2028 TERM FUND INC. ANNOUNCES APPOINTMENT OF CHIEF INVESTMENT OFFICER

      CHICAGO, March 24, 2022 /PRNewswire/ -- DTF Tax-Free Income 2028 Term Fund Inc. (NYSE:DTF) (the "Fund"), a closed-end fund advised by Duff & Phelps Investment Management Co. (the "Investment Adviser"), today announced that Lisa H. Leonard has been appointed by the Fund's Board of Directors as Chief Investment Officer, effective June 1, 2022. Ms. Leonard will succeed Timothy M. Heaney, Chief Investment Officer and Vice President of the Fund since 2004, who will retire from his position effective May 31, 2022. Ms. Leonard, who has been a Vice President of the Fund since 2006 and a member of its portfolio management team since 1998, has worked in the investment industry for more than 35 years.

      3/24/22 7:30:00 AM ET
      $DTF
      $VRTS
      Investment Managers
      Finance

    $VRTS
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Barclays initiated coverage on Virtus Investment Partners with a new price target

      Barclays initiated coverage of Virtus Investment Partners with a rating of Underweight and set a new price target of $206.00

      8/27/24 7:40:42 AM ET
      $VRTS
      Investment Managers
      Finance
    • Virtus Investment Partners downgraded by TD Cowen with a new price target

      TD Cowen downgraded Virtus Investment Partners from Buy to Hold and set a new price target of $264.00 from $285.00 previously

      4/8/24 8:03:41 AM ET
      $VRTS
      Investment Managers
      Finance
    • TD Cowen initiated coverage on Virtus Investment Partners with a new price target

      TD Cowen initiated coverage of Virtus Investment Partners with a rating of Outperform and set a new price target of $289.00

      1/4/24 8:52:18 AM ET
      $VRTS
      Investment Managers
      Finance

    $VRTS
    SEC Filings

    See more
    • Virtus Investment Partners Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

      8-K - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Filer)

      4/25/25 7:02:59 AM ET
      $VRTS
      Investment Managers
      Finance
    • SEC Form DEFA14A filed by Virtus Investment Partners Inc.

      DEFA14A - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Filer)

      4/2/25 5:12:53 PM ET
      $VRTS
      Investment Managers
      Finance
    • SEC Form DEF 14A filed by Virtus Investment Partners Inc.

      DEF 14A - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Filer)

      4/2/25 5:10:53 PM ET
      $VRTS
      Investment Managers
      Finance

    $VRTS
    Financials

    Live finance-specific insights

    See more
    • Duff & Phelps Utility and Infrastructure Fund Inc. Discloses Sources of Distribution – Section 19(a) Notice

      The Board of Directors of Duff & Phelps Utility and Infrastructure Fund Inc. (NYSE:DPG), a closed-end fund advised by Duff & Phelps Investment Management Co., previously announced the following monthly distribution on March 17, 2025: Per Share Amount Ex-Date Record Date Payable Date $0.07 April 30, 2025 April 30, 2025 May 12, 2025 The Fund adopted a managed distribution plan (the "Plan") in 2015. Under the Plan, the Fund will distribute all available investment income to its shareholders, consistent with the Fund's investment objective. If and when sufficient investment income is not available on a monthly basis, the Fund will distribute realized capital gains

      5/9/25 4:10:00 PM ET
      $DPG
      $VRTS
      Trusts Except Educational Religious and Charitable
      Finance
      Investment Managers
    • Virtus Investment Partners Announces Financial Results for First Quarter 2025

      Earnings Per Share - Diluted of $4.05; Earnings Per Share - Diluted, as Adjusted, of $5.73 Total Sales of $6.2B; Net Flows of ($3.0B); Assets Under Management of $167.5B Virtus Investment Partners, Inc. (NYSE:VRTS) today reported financial results for the three months ended March 31, 2025. Financial Highlights (Unaudited) (in millions, except per share data or as noted)   Three Months Ended       Three Months Ended       3/31/2025   3/31/2024   Change   12/31/2024   Change U.S. GAAP Financial Measures                   Revenues $ 217.9     $ 222.0     (2 %)  

      4/25/25 7:00:00 AM ET
      $VRTS
      Investment Managers
      Finance
    • Virtus Investment Partners to Announce First Quarter 2025 Results on Friday, April 25

      Conference Call at 10:00 a.m. Eastern Virtus Investment Partners, Inc. (NYSE:VRTS), which operates a multi-boutique asset management business, today announced that it will release its financial results for the first quarter of 2025 before the market opens on Friday, April 25, 2025. George R. Aylward, president and chief executive officer, and Michael A. Angerthal, executive vice president and chief financial officer, will host a conference call and webcast with the investment community at 10:00 a.m. Eastern. The presentation that will accompany the conference call will be available in the Presentations section of virtus.com. A replay of the call will be available in the Investor Relations

      4/11/25 4:05:00 PM ET
      $VRTS
      Investment Managers
      Finance