Virtus Investment Advisers, Inc. 

CT

  SEC # 19481

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157  SEC Filings   from  4/17/02  to  2/15/24  (3 Months Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer
New-Filing E-Mail:			Send me notifications of all Filings involving  Virtus Investment Advisers, Inc.

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Forms , Documents & Exhibits  in  152 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
2/15/24			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management	99
8/12/22	OLD		13F-NT		Ownership:		Quarterly Holdings Notices by Money Managers — Form 13F  OLD  — Assets Under Management	7
4/6/18	OLD		SC 13G		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G  OLD	30
10/3/16	OLD		40-APP		Registration:		Applications for Exemption Orders and Other Relief by Investment Companies  OLD	12
2/12/16	OLD		CORRESP		Comment:		Comment-Response or Other Letter to the SEC  [ a.k.a. COVER ]  OLD  — All Correspondence with the SEC	1
8/30/10	OLD		APP ORDR		SEC:		Application for an SEC Exemption Order – ‘40-APP’ SEC Order  OLD	1
8/12/10	OLD		APP NTC		SEC:		Application for an SEC Exemption Order – ‘40-APP’ SEC Notice  OLD	1
4/17/02	OLD		40-6C		Registration:		Application for an Exemption or Other Relief by an Investment Company  OLD	1
					Form-Specific Documents:
2/15/24			INFO-TABLE		Portfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management			38
					Graphics:
2/12/16	OLD		GRAPHIC		Photos, Images and Graphs  OLD			2

History as a Money Manager:  Assets Under Management  ·  Related Money Managers

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager Manager with whom Investment Discretion is Shared
2/15/24			12/31/23		NA	of	407		NA		TX	NFJ Investment Group, LLC
2/15/24			12/31/23		274	of	691		$2,302,672		NY	Westchester Capital Management, LLC
2/14/24			12/31/23		28	of	69		$13,093,098		NY	Vontobel Asset Management Inc.
2/13/24			12/31/23		250	of	1,268		$12,902,762		CA	Kayne Anderson Rudnick Investment Management LLC
2/8/24			12/31/23		49	of	172		$1,366,307		WA	Zevenbergen Capital Investments LLC
2/6/24			12/31/23		NA	of	99		NA		CT	Sustainable Growth Advisers, LP
2/5/24			12/31/23		55	of	248		$5,683,508		IL	Duff & Phelps Investment Management Co.
10/24/23			9/30/23		NA	of	402		NA		GA	Silvant Capital Management LLC
8/9/22			6/30/22		NA	of	3		NA		CT	Newfleet Asset Management, LLC
2/12/21			12/31/20		NA	of	1		NA		CT	Rampart Investment Management Co., LLC
8/14/20			6/30/20		99	of	473		$19		NY	Horizon Kinetics Asset Management LLC [ formerly Horizon Asset Management LLC ]
8/12/20			6/30/20		18	of	290		$107		FL	Thomas J. Herzfeld Advisors, Inc.
2/14/19			12/31/18		162	of	691		$51		NY	Horizon Kinetics LLC
2/12/18			12/31/17		NA	of	83		NA		CT	Sasco Capital Inc./CT
8/15/16			6/30/16		551	of	573		$2,288		CT	Euclid Advisors LLC

Forms , Documents & Exhibits  in  22 Filings  Filed re:  Issuer / Subject Company

        

        

        

Filings History

Year		# of Filings
2024		1
2023		7
2022		4
2021		4
2020		4
2019		6
2018		7
2017		9
2016		12
2015		5
2014		5
2013		4
2012		4
2011		26
2010		8
2009		4
2008		8
2007		8
2006		4
2005		4
2004		15
2003		4
2002		4