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

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$13.90M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$17.95M
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AIO Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank1,361$27K0.0%-47.8%0.000%
5/17/2024 Creekmur Asset Management LLC2,373$48K0.0%-70.3%0.000%
5/14/2024 Advisors Asset Management Inc.455,827$9.15M0.2%-4.8%0.000%
5/14/2024 Karpus Management Inc.687,887$13.81M0.4%-27.9%0.000%
5/7/2024 Oppenheimer & Co. Inc.30,531$613K0.0%+14.3%0.000%
5/1/2024 Janney Montgomery Scott LLC30,094$604K0.0%+74.9%0.000%
4/30/2024 Hartline Investment Corp16,504$331K0.1%N/A0.000%
4/24/2024 Blue Bell Private Wealth Management LLC11,888$239K0.1%+162.0%0.000%
4/18/2024 SeaCrest Wealth Management LLC10,000$201K0.0%N/A0.000%
4/18/2024 Claro Advisors LLC17,210$345K0.1%-45.5%0.000%
4/15/2024 Kingswood Wealth Advisors LLC13,436$270K0.0%N/A0.000%
4/5/2024 NBC Securities Inc.11,329$227K0.0%-12.3%0.000%
3/1/2024 Creekmur Asset Management LLC7,989$139K0.0%N/A0.000%
2/13/2024 Karpus Management Inc.954,715$16.61M0.5%+3.8%0.000%
2/13/2024 Quantedge Capital Pte Ltd17,952$312K0.2%N/A0.000%
2/12/2024 Weiss Asset Management LP16,846$293K0.0%N/A0.000%
2/12/2024 Steward Partners Investment Advisory LLC85,604$1.49M0.0%+11.3%0.000%
2/9/2024 Wells Fargo & Company MN600,063$10.44M0.0%+25.5%0.000%
2/9/2024 Cornerstone Advisors LLC26,425$460K0.0%N/A0.000%
2/9/2024 UBS Group AG384,440$6.69M0.0%-5.0%0.000%
2/7/2024 Shaker Financial Services LLC81,204$1.42M0.6%+119.5%0.000%
2/6/2024 Sykon Capital LLC55,650$968K0.4%-21.2%0.000%
2/5/2024 Certuity LLC22,119$385K0.0%-42.5%0.000%
2/2/2024 Atria Wealth Solutions Inc.12,784$222K0.0%-51.8%0.000%
2/1/2024 Wolverine Asset Management LLC135,163$2.35M0.0%+1,881.3%0.000%
1/30/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,594$271K0.1%+11.9%0.000%
1/22/2024 Claro Advisors LLC31,556$549K0.1%+2.4%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.18,929$329K0.0%+61.3%0.000%
1/16/2024 Raymond James & Associates74,648$1.30M0.0%+38.7%0.000%
1/12/2024 FNY Investment Advisers LLC5,000$87K0.1%+25.0%0.000%
11/15/2023 Advisors Asset Management Inc.502,275$8.29M0.2%+13.9%0.000%
11/13/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,937$230K0.1%+9.4%0.000%
11/13/2023 Wolverine Asset Management LLC6,822$113K0.0%N/A0.000%
11/13/2023 Kestra Advisory Services LLC26,450$437K0.0%-22.1%0.000%
11/13/2023 PNC Financial Services Group Inc.25,345$418K0.0%-30.0%0.000%
11/9/2023 Karpus Management Inc.919,909$15.19M0.5%-36.1%0.000%
11/9/2023 Sykon Capital LLC70,650$1.17M0.5%+72.9%0.000%
11/9/2023 UBS Group AG404,744$6.68M0.0%+5.7%0.000%
11/8/2023 Janney Montgomery Scott LLC16,671$275K0.0%+36.4%0.000%
11/8/2023 Atria Wealth Solutions Inc.26,549$440K0.0%-2.3%0.000%
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11/8/2023 Oppenheimer & Co. Inc.25,309$418K0.0%-5.7%0.000%
11/4/2023 NBC Securities Inc.12,878$212K0.0%N/A0.000%
11/2/2023 Shaker Financial Services LLC36,994$611K0.3%N/A0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.11,734$194K0.0%N/A0.000%
10/24/2023 Raymond James & Associates53,827$889K0.0%-24.8%0.000%
10/24/2023 Dakota Wealth Management18,870$312K0.0%-4.1%0.000%
10/24/2023 Kingswood Wealth Advisors LLC14,114$233K0.1%+15.0%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.44,060$727K0.0%+41.3%0.000%
8/11/2023 Karpus Management Inc.1,439,193$26.48M0.8%-3.3%0.000%
8/11/2023 City of London Investment Management Co. Ltd.11,100$204K0.0%-18.4%0.000%
8/11/2023 Kestra Advisory Services LLC33,958$625K0.0%+4.1%0.000%
8/10/2023 Sykon Capital LLC40,850$752K0.5%N/A0.000%
8/9/2023 Kingswood Wealth Advisors LLC12,276$226K0.1%N/A0.000%
8/8/2023 Blue Bell Private Wealth Management LLC4,338$80K0.0%-12.2%0.000%
8/3/2023 Atria Wealth Solutions Inc.27,170$504K0.0%-7.8%0.000%
8/3/2023 Oppenheimer & Co. Inc.26,850$494K0.0%+16.7%0.000%
7/31/2023 LPL Financial LLC48,440$891K0.0%+9.1%0.000%
7/27/2023 B. Riley Wealth Advisors Inc.13,513$251K0.0%-40.7%0.000%
7/26/2023 Janney Montgomery Scott LLC12,221$225K0.0%-33.9%0.000%
7/25/2023 Raymond James & Associates71,603$1.32M0.0%+4.0%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.31,174$574K0.0%+62.0%0.000%
7/11/2023 FNY Investment Advisers LLC4,000$73K0.1%-20.0%0.000%
7/10/2023 Level Four Advisory Services LLC13,930$256K0.0%+9.4%0.000%
6/5/2023 Level Four Advisory Services LLC12,730$222K0.0%N/A0.000%
5/12/2023 Advisors Asset Management Inc.493,798$8.59M0.2%+7.8%0.000%
5/11/2023 Karpus Management Inc.1,488,948$25.91M0.8%+3.9%0.000%
5/11/2023 Elequin Securities LLC1,539$27K0.0%-95.3%0.000%
5/10/2023 Oppenheimer & Co. Inc.22,998$400K0.0%+39.8%0.000%
5/8/2023 Blue Bell Private Wealth Management LLC4,938$86K0.0%-25.6%0.000%
5/4/2023 Stockman Wealth Management Inc.16,831$293K0.1%-3.7%0.000%
5/1/2023 CWM LLC1,521$26K0.0%+92.0%0.000%
4/21/2023 Kovack Advisors Inc.16,501$287K0.0%N/A0.000%
4/13/2023 Chapin Davis Inc.18,600$324K0.2%+10.1%0.000%
4/12/2023 FNY Investment Advisers LLC5,000$87K0.1%+25.0%0.000%
3/15/2023 B. Riley Wealth Advisors Inc.21,162$346K0.0%-21.3%0.000%
3/13/2023 Claro Advisors LLC30,003$486K0.2%-10.7%0.000%
2/13/2023 Advisors Asset Management Inc.457,905$7.41M0.2%+7.0%0.000%
2/13/2023 Atria Wealth Solutions Inc.29,470$481K0.0%-8.5%0.000%
2/10/2023 PNC Financial Services Group Inc.35,905$581K0.0%+268.3%0.000%
2/9/2023 Landscape Capital Management L.L.C.35,639$577K0.1%+48.5%0.000%
2/9/2023 Elequin Securities LLC32,535$527K0.1%N/A0.000%
2/8/2023 Raymond James & Associates68,347$1.11M0.0%+14.5%0.000%
2/8/2023 UBS Group AG330,048$5.34M0.0%-5.0%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.17,740$287K0.0%N/A0.000%
2/8/2023 Oppenheimer & Co. Inc.16,445$266K0.0%+11.2%0.000%
2/8/2023 Dakota Wealth Management19,350$313K0.0%+43.9%0.000%
2/8/2023 Stockman Wealth Management Inc.17,473$283K0.1%-9.4%0.000%
2/7/2023 LPL Financial LLC46,009$745K0.0%-21.9%0.000%
2/7/2023 Moors & Cabot Inc.17,168$426K0.0%-13.8%0.000%
2/3/2023 Shaker Financial Services LLC26,666$436K0.2%+83.0%0.000%
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2/1/2023 Wolverine Asset Management LLC207,775$3.36M0.0%+5.8%0.000%
2/1/2023 Janney Montgomery Scott LLC18,940$307K0.0%-4.2%0.000%
1/31/2023 Kestra Advisory Services LLC31,879$516K0.0%-9.3%0.000%
1/30/2023 Chapin Davis Inc.16,900$274K0.2%N/A0.000%
11/15/2022 Karpus Management Inc.666,465$10.38M0.4%+171.6%0.000%
11/14/2022 Kovack Advisors Inc.13,301$207K0.0%N/A0.000%
11/10/2022 City of London Investment Management Co. Ltd.13,600$212K0.0%-45.6%0.000%
11/10/2022 Dakota Wealth Management13,445$209K0.0%N/A0.000%
11/10/2022 Wolverine Asset Management LLC196,421$3.06M0.0%+4.1%0.000%
11/10/2022 UBS Group AG347,256$5.41M0.0%-14.6%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, 46 institutional investors and hedge funds held shares of Virtus Artificial Intelligence & Technology Opportunities Fund. The most heavily invested institutionals were Karpus Management Inc. ($13.81M), Wells Fargo & Company MN ($10.44M), HighTower Trust Services LTA ($9.18M), Advisors Asset Management Inc. ($9.15M), UBS Group AG ($6.69M), Wolverine Asset Management LLC ($2.35M), and Thomas J. Herzfeld Advisors Inc. ($1.49M).Learn more on AIO's institutional investors.

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

Of the 38 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), Wolverine Asset Management LLC ($321.40K), Advisors Asset Management Inc. ($287.74K), Wells Fargo & Company MN ($121.74K), Shaker Financial Services LLC ($99.74K), Sykon Capital LLC ($70.65K), and Landscape Capital Management L.L.C. ($52.39K).

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

Institutional investors have bought a total of 2,225,359 shares in the last 24 months. This purchase volume represents approximately $36.90M in transactions.

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

Of the 28 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. ($835.87K), UBS Group AG ($226.44K), Elequin Securities LLC ($31.00K), Advisors Asset Management Inc. ($22.88K), Atria Wealth Solutions Inc. ($19.44K), Claro Advisors LLC ($17.93K), and Raymond James & Associates ($17.78K).

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

Institutional investors have sold a total of 1,344,473 shares in the last 24 months. This volume of shares sold represents approximately $23.37M in transactions.


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This page (NYSE:AIO) was last updated on 6/2/2024 by MarketBeat.com Staff

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