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

Virtus Artificial Intelligence & Technology Opportunities Fund logo
$24.60 -0.69 (-2.71%)
Closing price 02/21/2025 03:58 PM Eastern
Extended Trading
$24.62 +0.03 (+0.12%)
As of 02/21/2025 07:35 PM Eastern
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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)
39
Total
Institutional Inflows
(last 12 months)
$21.19M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$9.47M
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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
2/17/2025 Bank of America Corp DE612,345$15.10M0.0%+9.6%0.000%
2/17/2025 Ameriprise Financial Inc.253,052$6.24M0.0%+2.8%0.000%
2/17/2025 Alteri Wealth LLC12,810$316K0.1%N/A0.000%
2/14/2025 Stifel Financial Corp93,272$2.30M0.0%-10.1%0.000%
2/14/2025 Shaker Financial Services LLC9,193$227K0.1%-74.7%0.000%
2/14/2025 First Trust Advisors LP40,342$995K0.0%+2.3%0.000%
2/13/2025 CreativeOne Wealth LLC45,093$1.11M0.0%N/A0.000%
2/13/2025 Rockefeller Capital Management L.P.18,964$468K0.0%+6.5%0.000%
2/13/2025 Raymond James Financial Inc.92,139$2.27M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN604,143$14.90M0.0%-0.3%0.000%
2/12/2025 Level Four Advisory Services LLC8,250$203K0.0%N/A0.000%
2/11/2025 LPL Financial LLC57,571$1.42M0.0%+1.6%0.000%
2/11/2025 Sykon Capital LLC41,300$1.02M0.4%-2.1%0.000%
2/11/2025 Virtu Financial LLC19,205$474K0.0%N/A0.000%
2/10/2025 Advisors Asset Management Inc.548,499$13.53M0.2%+2.6%0.000%
2/10/2025 GWN Securities Inc.10,412$264K0.1%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC17,389$429K0.0%+37.7%0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,197$473K0.1%+5.0%0.000%
2/6/2025 Raymond James Financial Inc.92,139$2.27M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC127,600$3.15M0.0%+9.9%0.000%
2/5/2025 Oppenheimer & Co. Inc.41,771$1.03M0.0%+25.0%0.000%
2/4/2025 World Equity Group Inc.10,500$259K0.1%N/A0.000%
1/31/2025 Kestra Investment Management LLC1,658$41K0.0%N/A0.000%
1/31/2025 Sanctuary Advisors LLC40,329$1.01M0.0%-54.6%0.000%
1/28/2025 Stockman Wealth Management Inc.8,431$208K0.0%N/A0.000%
1/28/2025 Serenus Wealth Advisors LLC22,119$545K0.1%N/A0.000%
1/24/2025 DAVENPORT & Co LLC32,700$806K0.0%N/A0.000%
1/22/2025 Kingswood Wealth Advisors LLC22,455$554K0.0%+25.1%0.000%
1/17/2025 Janney Montgomery Scott LLC28,409$701K0.0%+4.3%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.53,266$1.31M0.1%+72.4%0.000%
1/14/2025 SeaCrest Wealth Management LLC21,350$526K0.1%-11.6%0.000%
1/14/2025 David J Yvars Group12,154$300K0.2%+4.1%0.000%
11/25/2024 Sanctuary Advisors LLC88,779$2.09M0.0%-12.7%0.000%
11/15/2024 IHT Wealth Management LLC13,022$285K0.0%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.17,813$391K0.0%N/A0.000%
11/8/2024 Advisors Asset Management Inc.534,702$11.75M0.2%+3.8%0.000%
11/8/2024 Prospera Financial Services Inc17,890$393K0.0%+4.5%0.000%
11/6/2024 Oppenheimer & Co. Inc.33,429$734K0.0%+11.6%0.000%
10/31/2024 Shaker Financial Services LLC36,297$797K0.3%N/A0.000%
10/31/2024 David J Yvars Group11,672$256K0.2%N/A0.000%
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10/28/2024 US Bancorp DE2,156$47K0.0%-19.5%0.000%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,290$402K0.1%+8.8%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC48,370$1.06M0.0%+7.0%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.30,899$679K0.0%+221.9%0.000%
10/16/2024 SeaCrest Wealth Management LLC24,150$531K0.1%+45.9%0.000%
10/15/2024 NBC Securities Inc.8,756$192K0.0%-27.1%0.000%
9/5/2024 Sanctuary Advisors LLC101,740$2.21M0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.14,345$311K0.0%+10.2%0.000%
8/8/2024 Sykon Capital LLC43,050$935K0.4%-22.7%0.000%
8/8/2024 Prevail Innovative Wealth Advisors LLC37,561$815K0.3%N/A0.000%
8/5/2024 Blue Bell Private Wealth Management LLC4,042$88K0.0%-66.0%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.70,427$1.53M0.0%+12.4%0.000%
7/24/2024 &PARTNERS18,135$394K0.0%+36.5%0.000%
7/22/2024 SeaCrest Wealth Management LLC16,550$359K0.0%+65.5%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.9,600$208K0.0%N/A0.000%
7/19/2024 Chapin Davis Inc.17,900$389K0.1%+6.2%0.000%
7/19/2024Raymond James & Associates60,036$1.30M0.0%-8.7%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC45,199$981K0.0%N/A0.000%
7/9/2024 Kingswood Wealth Advisors LLC17,846$387K0.0%+32.8%0.000%
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%
1/16/2024Raymond James Financial Services Advisors Inc.18,929$329K0.0%+61.3%0.000%
1/16/2024Raymond 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%
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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%
11/8/2023 Oppenheimer & Co. Inc.25,309$418K0.0%-5.7%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, 64 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. ($13.53M), UBS Group AG ($6.69M), Ameriprise Financial Inc. ($6.24M), and Steward Partners Investment Advisory LLC ($3.15M).Learn more on AIO's institutional investors.

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

Of the 55 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: Raymond James Financial Inc. ($184.28K), Wolverine Asset Management LLC ($135.16K), Advisors Asset Management Inc. ($130.47K), Wells Fargo & Company MN ($121.74K), Shaker Financial Services LLC ($117.50K), Sanctuary Advisors LLC ($101.74K), and Karpus Management Inc. ($90.58K).

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

Institutional investors have bought a total of 1,756,111 shares in the last 24 months. This purchase volume represents approximately $35.73M 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), Sanctuary Advisors LLC ($61.41K), Elequin Securities LLC ($31.00K), Sykon Capital LLC ($28.55K), Shaker Financial Services LLC ($27.10K), Raymond James & Associates ($23.51K), and Advisors Asset Management Inc. ($22.88K).

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

Institutional investors have sold a total of 1,185,296 shares in the last 24 months. This volume of shares sold represents approximately $21.88M in transactions.


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This page (NYSE:AIO) was last updated on 2/22/2025 by MarketBeat.com Staff
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