Free Trial

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Institutional Ownership

Virtus Artificial Intelligence & Technology Opportunities Fund logo
$24.69 +0.09 (+0.37%)
Closing price 07/3/2025 03:30 PM Eastern
Extended Trading
$24.49 -0.20 (-0.81%)
As of 07/3/2025 04:09 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE:AIO)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$22.89M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.15M
Get AIO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Artificial Intelligence & Technology Opportunities Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

AIO Institutional Buying and Selling by Quarter

Virtus Artificial Intelligence & Technology Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Advisors Asset Management Inc.490,819$10.13M0.2%-10.5%0.000%
5/15/2025Royal Bank of Canada314,300$6.49M0.0%-5.3%0.000%
5/14/2025CreativeOne Wealth LLC36,977$763K0.0%-18.0%0.000%
5/13/2025Elequin Capital LP7,653$158K0.0%N/A0.000%
5/12/2025Aveo Capital Partners LLC13,299$284K0.0%N/A0.000%
5/9/2025Shaker Financial Services LLC16,301$336K0.1%+77.3%0.000%
5/8/2025Strategic Advocates LLC42,000$866K0.3%N/A0.000%
5/7/2025Alteri Wealth LLC14,045$290K0.1%+9.6%0.000%
4/28/2025DAVENPORT & Co LLC43,300$893K0.0%+32.4%0.000%
4/23/2025Oppenheimer & Co. Inc.61,496$1.27M0.0%+47.2%0.000%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,409$388K0.1%-4.1%0.000%
4/21/2025Kingswood Wealth Advisors LLC23,734$490K0.0%+5.7%0.000%
4/17/2025David J Yvars Group13,293$274K0.2%+9.4%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC43,902$906K0.0%-16.8%0.000%
4/11/2025SeaCrest Wealth Management LLC19,900$411K0.0%-6.8%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.64,684$1.33M0.1%+21.4%0.000%
4/9/2025NBC Securities Inc.8,965$184K0.0%+111,962.5%0.000%
3/17/2025Wealth Enhancement Advisory Services LLC52,786$1.30M0.0%+9.1%0.000%
2/24/2025Ameriflex Group Inc.17,750$444K0.2%N/A0.000%
2/17/2025Bank of America Corp DE612,345$15.10M0.0%+9.6%0.000%
2/17/2025Ameriprise Financial Inc.253,052$6.24M0.0%+2.8%0.000%
2/17/2025Alteri Wealth LLC12,810$316K0.1%N/A0.000%
2/14/2025Stifel Financial Corp93,272$2.30M0.0%-10.1%0.000%
2/14/2025Shaker Financial Services LLC9,193$227K0.1%-74.7%0.000%
2/14/2025First Trust Advisors LP40,342$995K0.0%+2.3%0.000%
2/13/2025CreativeOne Wealth LLC45,093$1.11M0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.18,964$468K0.0%+6.5%0.000%
2/13/2025Raymond James Financial Inc.92,139$2.27M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN604,143$14.90M0.0%-0.3%0.000%
2/12/2025Level Four Advisory Services LLC8,250$203K0.0%N/A0.000%
2/11/2025LPL Financial LLC57,571$1.42M0.0%+1.6%0.000%
2/11/2025Sykon Capital LLC41,300$1.02M0.4%-2.1%0.000%
2/11/2025Virtu Financial LLC19,205$474K0.0%N/A0.000%
2/10/2025Advisors Asset Management Inc.548,499$13.53M0.2%+2.6%0.000%
2/10/2025GWN Securities Inc.10,412$264K0.1%N/A0.000%
2/10/2025Commonwealth Equity Services LLC17,389$429K0.0%+37.7%0.000%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,197$473K0.1%+5.0%0.000%
2/6/2025Raymond James Financial Inc.92,139$2.27M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC127,600$3.15M0.0%+9.9%0.000%
2/5/2025Oppenheimer & Co. Inc.41,771$1.03M0.0%+25.0%0.000%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
2/4/2025World Equity Group Inc.10,500$259K0.1%N/A0.000%
1/31/2025Kestra Investment Management LLC1,658$41K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC40,329$1.01M0.0%-54.6%0.000%
1/28/2025Stockman Wealth Management Inc.8,431$208K0.0%N/A0.000%
1/28/2025Serenus Wealth Advisors LLC22,119$545K0.1%N/A0.000%
1/24/2025DAVENPORT & Co LLC32,700$806K0.0%N/A0.000%
1/22/2025Kingswood Wealth Advisors LLC22,455$554K0.0%+25.1%0.000%
1/17/2025Janney Montgomery Scott LLC28,409$701K0.0%+4.3%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.53,266$1.31M0.1%+72.4%0.000%
1/14/2025SeaCrest Wealth Management LLC21,350$526K0.1%-11.6%0.000%
1/14/2025David J Yvars Group12,154$300K0.2%+4.1%0.000%
11/25/2024Sanctuary Advisors LLC88,779$2.09M0.0%-12.7%0.000%
11/15/2024IHT Wealth Management LLC13,022$285K0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.17,813$391K0.0%N/A0.000%
11/8/2024Advisors Asset Management Inc.534,702$11.75M0.2%+3.8%0.000%
11/8/2024Prospera Financial Services Inc17,890$393K0.0%+4.5%0.000%
11/6/2024Oppenheimer & Co. Inc.33,429$734K0.0%+11.6%0.000%
10/31/2024Shaker Financial Services LLC36,297$797K0.3%N/A0.000%
10/31/2024David J Yvars Group11,672$256K0.2%N/A0.000%
10/28/2024US Bancorp DE2,156$47K0.0%-19.5%0.000%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,290$402K0.1%+8.8%0.000%
10/24/2024Wealth Enhancement Advisory Services LLC48,370$1.06M0.0%+7.0%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.30,899$679K0.0%+221.9%0.000%
10/16/2024SeaCrest Wealth Management LLC24,150$531K0.1%+45.9%0.000%
10/15/2024NBC Securities Inc.8,756$192K0.0%-27.1%0.000%
9/5/2024Sanctuary Advisors LLC101,740$2.21M0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.14,345$311K0.0%+10.2%0.000%
8/8/2024Sykon Capital LLC43,050$935K0.4%-22.7%0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC37,561$815K0.3%N/A0.000%
8/5/2024Blue Bell Private Wealth Management LLC4,042$88K0.0%-66.0%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.70,427$1.53M0.0%+12.4%0.000%
7/24/2024&PARTNERS18,135$394K0.0%+36.5%0.000%
7/22/2024SeaCrest Wealth Management LLC16,550$359K0.0%+65.5%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.9,600$208K0.0%N/A0.000%
7/19/2024Chapin Davis Inc.17,900$389K0.1%+6.2%0.000%
7/19/2024Raymond James & Associates60,036$1.30M0.0%-8.7%0.000%
7/16/2024Wealth Enhancement Advisory Services LLC45,199$981K0.0%N/A0.000%
7/9/2024Kingswood Wealth Advisors LLC17,846$387K0.0%+32.8%0.000%
5/17/2024Comerica Bank1,361$27K0.0%-47.8%0.000%
5/17/2024Creekmur Asset Management LLC2,373$48K0.0%-70.3%0.000%
5/14/2024Advisors Asset Management Inc.455,827$9.15M0.2%-4.8%0.000%
5/14/2024Karpus Management Inc.687,887$13.81M0.4%-27.9%0.000%
5/7/2024Oppenheimer & Co. Inc.30,531$613K0.0%+14.3%0.000%
5/1/2024Janney Montgomery Scott LLC30,094$604K0.0%+74.9%0.000%
4/30/2024Hartline Investment Corp16,504$331K0.1%N/A0.000%
4/24/2024Blue Bell Private Wealth Management LLC11,888$239K0.1%+162.0%0.000%
4/18/2024SeaCrest Wealth Management LLC10,000$201K0.0%N/A0.000%
4/18/2024Claro Advisors LLC17,210$345K0.1%-45.5%0.000%
4/15/2024Kingswood Wealth Advisors LLC13,436$270K0.0%N/A0.000%
4/5/2024NBC Securities Inc.11,329$227K0.0%-12.3%0.000%
Something very strange is happening... (Ad)

What a "Mar-a-Lago Accord" could mean for the U.S. dollar While protests dominate the news... hardly anyone noticed when the U.S. Senate granted sweeping powers to a Harvard economist who has some dangerous ideas about the U.S. dollar. Now, he's issued a blueprint for what a coming "Mar-a-Lago Accord" could look like. One analyst who predicted the 2008 crisis says this plan could see the dollar fall in value by 40% in months and become a national nightmare.

why you need to get OUT of cash and exactly where to move your money instead.
3/1/2024Creekmur Asset Management LLC7,989$139K0.0%N/A0.000%
2/13/2024Karpus Management Inc.954,715$16.61M0.5%+3.8%0.000%
2/13/2024Quantedge Capital Pte Ltd17,952$312K0.2%N/A0.000%
2/12/2024Weiss Asset Management LP16,846$293K0.0%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC85,604$1.49M0.0%+11.3%0.000%
2/9/2024Wells Fargo & Company MN600,063$10.44M0.0%+25.5%0.000%
2/9/2024Cornerstone Advisors LLC26,425$460K0.0%N/A0.000%
2/9/2024UBS Group AG384,440$6.69M0.0%-5.0%0.000%
2/7/2024Shaker Financial Services LLC81,204$1.42M0.6%+119.5%0.000%
2/6/2024Sykon Capital LLC55,650$968K0.4%-21.2%0.000%
(Data available from 1/1/2016 forward)

AIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AIO shares?

During the previous two years, 66 institutional investors and hedge funds held shares of Virtus Artificial Intelligence & Technology Opportunities Fund. The most heavily invested institutionals were Bank of America Corp DE ($15.10M), Wells Fargo & Company MN ($14.90M), Karpus Management Inc. ($13.81M), Advisors Asset Management Inc. ($10.13M), UBS Group AG ($6.69M), Royal Bank of Canada ($6.49M), and Ameriprise Financial Inc. ($6.24M).Learn more on Virtus Artificial Intelligence & Technology Opportunities Fund's institutional investors.

Which institutional investors have been buying Virtus Artificial Intelligence & Technology Opportunities Fund's stock?

Of the 57 institutional investors that purchased Virtus Artificial Intelligence & Technology Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($184.28K), Wolverine Asset Management LLC ($135.16K), Shaker Financial Services LLC ($124.61K), Wells Fargo & Company MN ($121.74K), Sanctuary Advisors LLC ($101.74K), Advisors Asset Management Inc. ($94.58K), and Sykon Capital LLC ($70.65K).

How much institutional buying is happening at Virtus Artificial Intelligence & Technology Opportunities Fund?

Institutional investors have bought a total of 989,428 shares in the last 24 months. This purchase volume represents approximately $22.89M in transactions.

Which of Virtus Artificial Intelligence & Technology Opportunities Fund's major shareholders have been selling company stock?

Of the 15 institutional investors that sold Virtus Artificial Intelligence & Technology Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sanctuary Advisors LLC ($61.41K), Advisors Asset Management Inc. ($57.68K), Shaker Financial Services LLC ($27.10K), Royal Bank of Canada ($17.74K), Sykon Capital LLC ($13.55K), Stifel Financial Corp ($10.50K), and Wealth Enhancement Advisory Services LLC ($8.88K).

How much institutional selling is happening at Virtus Artificial Intelligence & Technology Opportunities Fund?

Institutional investors have sold a total of 229,223 shares in the last 24 months. This volume of shares sold represents approximately $5.15M in transactions.



This page (NYSE:AIO) was last updated on 7/4/2025 by MarketBeat.com Staff
From Our Partners