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

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$18.97

-0.13 (-0.68%)

(As of 04/18/2024 ET)

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Number of Institutional Buyers (last 12 months): 40
Total Institutional Inflows (last 12 months): $21.33M

Number of Institutional Sellers (last 12 months): 27
Total Institutional Outflows (last 12 months): $13.70M

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AIO Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/18/2024	SeaCrest Wealth Management LLC	10,000	$201K	0.0%	N/A	0.000%
4/18/2024	Claro Advisors LLC	17,210	$345K	0.1%	-45.5%	0.000%
4/15/2024	Kingswood Wealth Advisors LLC	13,436	$270K	0.0%	N/A	0.000%
4/5/2024	NBC Securities Inc.	11,329	$227K	0.0%	-12.3%	0.000%
3/1/2024	Creekmur Asset Management LLC	7,989	$139K	0.0%	N/A	0.000%
2/15/2024	GTS Securities LLC	10,999	$191K	0.0%	N/A	0.000%
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2/14/2024	Royal Bank of Canada	264,748	$4.61M	0.0%	-1.1%	0.000%
2/14/2024	Kestra Advisory Services LLC	34,503	$600K	0.0%	+30.4%	0.000%
2/14/2024	LM Advisors LLC	4,640	$81K	0.0%	N/A	0.000%
2/13/2024	Karpus Management Inc.	954,715	$16.61M	0.5%	+3.8%	0.000%
2/13/2024	Quantedge Capital Pte Ltd	17,952	$312K	0.2%	N/A	0.000%
2/13/2024	Oppenheimer & Co. Inc.	26,715	$465K	0.0%	+5.6%	0.000%
2/12/2024	Weiss Asset Management LP	16,846	$293K	0.0%	N/A	0.000%
2/12/2024	Stifel Financial Corp	102,602	$1.79M	0.0%	+12.5%	0.000%
2/12/2024	Steward Partners Investment Advisory LLC	85,604	$1.49M	0.0%	+11.3%	0.000%
2/9/2024	Cambridge Investment Research Advisors Inc.	54,760	$953K	0.0%	+24.3%	0.000%
2/9/2024	Wells Fargo & Company MN	600,063	$10.44M	0.0%	+25.5%	0.000%
2/9/2024	Cornerstone Advisors LLC	26,425	$460K	0.0%	N/A	0.000%
2/9/2024	UBS Group AG	384,440	$6.69M	0.0%	-5.0%	0.000%
2/8/2024	Janney Montgomery Scott LLC	17,210	$299K	0.0%	+3.2%	0.000%
2/7/2024	Shaker Financial Services LLC	81,204	$1.42M	0.6%	+119.5%	0.000%
2/6/2024	Sykon Capital LLC	55,650	$968K	0.4%	-21.2%	0.000%
2/5/2024	Certuity LLC	22,119	$385K	0.0%	-42.5%	0.000%
2/2/2024	Atria Wealth Solutions Inc.	12,784	$222K	0.0%	-51.8%	0.000%
2/1/2024	Wolverine Asset Management LLC	135,163	$2.35M	0.0%	+1,881.3%	0.000%
1/30/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	15,594	$271K	0.1%	+11.9%	0.000%
1/22/2024	Claro Advisors LLC	31,556	$549K	0.1%	+2.4%	0.000%
1/16/2024	Raymond James Financial Services Advisors Inc.	18,929	$329K	0.0%	+61.3%	0.000%
1/16/2024	Raymond James & Associates	74,648	$1.30M	0.0%	+38.7%	0.000%
1/12/2024	FNY Investment Advisers LLC	5,000	$87K	0.1%	+25.0%	0.000%
11/21/2023	Walleye Capital LLC	10,483	$173K	0.0%	N/A	0.000%
11/21/2023	Comerica Bank	2,414	$40K	0.0%	N/A	0.000%
11/15/2023	Royal Bank of Canada	267,681	$4.42M	0.0%	+2.2%	0.000%
11/15/2023	Ameriprise Financial Inc.	242,250	$4.00M	0.0%	+138.6%	0.000%
11/15/2023	Advisors Asset Management Inc.	502,275	$8.29M	0.2%	+13.9%	0.000%
11/13/2023	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	13,937	$230K	0.1%	+9.4%	0.000%
11/13/2023	Stifel Financial Corp	91,232	$1.51M	0.0%	-8.2%	0.000%
11/13/2023	LPL Financial LLC	50,967	$841K	0.0%	+5.2%	0.000%
11/13/2023	Wolverine Asset Management LLC	6,822	$113K	0.0%	N/A	0.000%
11/13/2023	Kestra Advisory Services LLC	26,450	$437K	0.0%	-22.1%	0.000%
Biden’s $374B Giveaway Into This Sector (Ad) Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here Click here for the full story
11/13/2023	PNC Financial Services Group Inc.	25,345	$418K	0.0%	-30.0%	0.000%
11/9/2023	Karpus Management Inc.	919,909	$15.19M	0.5%	-36.1%	0.000%
11/9/2023	Sykon Capital LLC	70,650	$1.17M	0.5%	+72.9%	0.000%
11/9/2023	UBS Group AG	404,744	$6.68M	0.0%	+5.7%	0.000%
11/8/2023	Janney Montgomery Scott LLC	16,671	$275K	0.0%	+36.4%	0.000%
11/8/2023	Atria Wealth Solutions Inc.	26,549	$440K	0.0%	-2.3%	0.000%
11/8/2023	Oppenheimer & Co. Inc.	25,309	$418K	0.0%	-5.7%	0.000%
11/4/2023	NBC Securities Inc.	12,878	$212K	0.0%	N/A	0.000%
11/2/2023	Shaker Financial Services LLC	36,994	$611K	0.3%	N/A	0.000%
10/24/2023	Raymond James Financial Services Advisors Inc.	11,734	$194K	0.0%	N/A	0.000%
10/24/2023	Raymond James & Associates	53,827	$889K	0.0%	-24.8%	0.000%
10/24/2023	Dakota Wealth Management	18,870	$312K	0.0%	-4.1%	0.000%
10/24/2023	Kingswood Wealth Advisors LLC	14,114	$233K	0.1%	+15.0%	0.000%
10/24/2023	Cambridge Investment Research Advisors Inc.	44,060	$727K	0.0%	+41.3%	0.000%
8/21/2023	Osaic Holdings Inc.	26,926	$495K	0.0%	-7.4%	0.000%
8/15/2023	Wells Fargo & Company MN	476,875	$8.78M	0.0%	-5.0%	0.000%
8/15/2023	Brick & Kyle Associates	56,739	$1.21M	0.6%	N/A	0.000%
8/15/2023	Prevail Innovative Wealth Advisors LLC	12,585	$232K	0.1%	N/A	0.000%
8/15/2023	Royal Bank of Canada	261,903	$4.82M	0.0%	-2.2%	0.000%
8/15/2023	Rockefeller Capital Management L.P.	5,794	$107K	0.0%	N/A	0.000%
8/15/2023	Stifel Financial Corp	99,348	$1.83M	0.0%	+4.4%	0.000%
8/15/2023	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	12,743	$234K	0.1%	N/A	0.000%
8/11/2023	Karpus Management Inc.	1,439,193	$26.48M	0.8%	-3.3%	0.000%
8/11/2023	City of London Investment Management Co. Ltd.	11,100	$204K	0.0%	-18.4%	0.000%
8/11/2023	Kestra Advisory Services LLC	33,958	$625K	0.0%	+4.1%	0.000%
8/10/2023	Osaic Holdings Inc.	26,926	$495K	0.0%	-7.4%	0.000%
8/10/2023	Sykon Capital LLC	40,850	$752K	0.5%	N/A	0.000%
8/9/2023	Kingswood Wealth Advisors LLC	12,276	$226K	0.1%	N/A	0.000%
8/8/2023	Blue Bell Private Wealth Management LLC	4,338	$80K	0.0%	-12.2%	0.000%
8/3/2023	Atria Wealth Solutions Inc.	27,170	$504K	0.0%	-7.8%	0.000%
8/3/2023	Oppenheimer & Co. Inc.	26,850	$494K	0.0%	+16.7%	0.000%
7/31/2023	LPL Financial LLC	48,440	$891K	0.0%	+9.1%	0.000%
7/27/2023	B. Riley Wealth Advisors Inc.	13,513	$251K	0.0%	-40.7%	0.000%
7/26/2023	Janney Montgomery Scott LLC	12,221	$225K	0.0%	-33.9%	0.000%
7/25/2023	Raymond James & Associates	71,603	$1.32M	0.0%	+4.0%	0.000%
7/13/2023	Cambridge Investment Research Advisors Inc.	31,174	$574K	0.0%	+62.0%	0.000%
7/11/2023	FNY Investment Advisers LLC	4,000	$73K	0.1%	-20.0%	0.000%
7/10/2023	Level Four Advisory Services LLC	13,930	$256K	0.0%	+9.4%	0.000%
6/5/2023	Level Four Advisory Services LLC	12,730	$222K	0.0%	N/A	0.000%
5/22/2023	Ameriprise Financial Inc.	115,834	$2.02M	0.0%	+41.5%	0.000%
5/17/2023	B. Riley Wealth Advisors Inc.	22,786	$400K	0.0%	+7.7%	0.000%
5/16/2023	Steward Partners Investment Advisory LLC	19,900	$346K	0.0%	-4.1%	0.000%
5/16/2023	First Trust Advisors LP	20,398	$355K	0.0%	-33.7%	0.000%
5/12/2023	Stifel Financial Corp	95,141	$1.66M	0.0%	+1.3%	0.000%
5/12/2023	Advisors Asset Management Inc.	493,798	$8.59M	0.2%	+7.8%	0.000%
5/12/2023	Bank of America Corp DE	357,717	$6.22M	0.0%	+1.5%	0.000%
5/12/2023	UBS Group AG	345,749	$6.02M	0.0%	+4.8%	0.000%
5/11/2023	Karpus Management Inc.	1,488,948	$25.91M	0.8%	+3.9%	0.000%
5/11/2023	Cambridge Investment Research Advisors Inc.	19,240	$335K	0.0%	+8.5%	0.000%
5/11/2023	Elequin Securities LLC	1,539	$27K	0.0%	-95.3%	0.000%
Biden’s $374B Giveaway Into This Sector (Ad) Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here Click here for the full story
5/11/2023	Commonwealth Equity Services LLC	14,714	$256K	0.0%	-20.0%	0.000%
5/10/2023	Oppenheimer & Co. Inc.	22,998	$400K	0.0%	+39.8%	0.000%
5/10/2023	LPL Financial LLC	44,407	$773K	0.0%	-3.5%	0.000%
5/8/2023	Blue Bell Private Wealth Management LLC	4,938	$86K	0.0%	-25.6%	0.000%
5/4/2023	Stockman Wealth Management Inc.	16,831	$293K	0.1%	-3.7%	0.000%
5/1/2023	CWM LLC	1,521	$26K	0.0%	+92.0%	0.000%
4/21/2023	Kovack Advisors Inc.	16,501	$287K	0.0%	N/A	0.000%
4/13/2023	Chapin Davis Inc.	18,600	$324K	0.2%	+10.1%	0.000%
4/12/2023	FNY Investment Advisers LLC	5,000	$87K	0.1%	+25.0%	0.000%
3/15/2023	B. Riley Wealth Advisors Inc.	21,162	$346K	0.0%	-21.3%	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, 68 institutional investors and hedge funds held shares of Virtus Artificial Intelligence & Technology Opportunities Fund. The most heavily invested institutionals were Karpus Management Inc. ($16.61M), Morgan Stanley ($12.87M), Wells Fargo & Company MN ($10.44M), HighTower Trust Services LTA ($9.18M), Advisors Asset Management Inc. ($8.29M), UBS Group AG ($6.69M), and Bank of America Corp DE ($6.22M).Learn more on AIO's institutional investors.
Which institutional investors have been buying Virtus Artificial Intelligence & Technology Opportunities Fund stock?: Of the 59 institutional investors that purchased Virtus Artificial Intelligence & Technology Opportunities Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($740.86K), Advisors Asset Management Inc. ($363.44K), Wolverine Asset Management LLC ($321.40K), Wells Fargo & Company MN ($175.10K), Ameriprise Financial Inc. ($174.66K), Shaker Financial Services LLC ($125.61K), and UBS Group AG ($73.17K).
How much institutional buying is happening at Virtus Artificial Intelligence & Technology Opportunities Fund?: Institutional investors have bought a total of 2,937,955 shares in the last 24 months. This purchase volume represents approximately $50.38M in transactions.

Which Virtus Artificial Intelligence & Technology Opportunities Fund major shareholders have been selling company stock?: Of the 36 institutional investors that sold Virtus Artificial Intelligence & Technology Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Karpus Management Inc. ($1.71M), UBS Group AG ($226.44K), Morgan Stanley ($134.86K), Bank of America Corp DE ($80.74K), Raymond James & Associates ($52.39K), First Trust Advisors LP ($40.16K), and Royal Bank of Canada ($38.41K).
How much institutional selling is happening at Virtus Artificial Intelligence & Technology Opportunities Fund?: Institutional investors have sold a total of 2,678,439 shares in the last 24 months. This volume of shares sold represents approximately $51.53M in transactions.

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This page (NYSE:AIO) was last updated on 4/18/2024 by MarketBeat.com Staff

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

AIO Institutional Buying and Selling by Quarter

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

AIO Institutional Ownership - Frequently Asked Questions

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

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

AIO Institutional Buying and Selling by Quarter

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

AIO Institutional Ownership - Frequently Asked Questions