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

Virtus Artificial Intelligence & Technology Opportunities Fund logo
$24.14 +0.15 (+0.60%)
As of 01/17/2025 03:59 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)
30
Total
Institutional Inflows
(last 12 months)
$16.77M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$8.42M
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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
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%
11/25/2024Sanctuary 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%
10/31/2024 David 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%
10/24/2024 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%
10/15/2024NBC 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%
7/22/2024 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%
7/19/2024Chapin Davis Inc.17,900$389K0.1%+6.2%0.000%
7/19/2024Raymond James & Associates60,036$1.30M0.0%-8.7%0.000%
7/16/2024 Wealth 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%
5/1/2024 Janney 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%
4/18/2024 SeaCrest Wealth Management LLC10,000$201K0.0%N/A0.000%
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4/18/2024 Claro 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%
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%
2/5/2024Certuity LLC22,119$385K0.0%-42.5%0.000%
2/2/2024Atria Wealth Solutions Inc.12,784$222K0.0%-51.8%0.000%
2/1/2024Wolverine Asset Management LLC135,163$2.35M0.0%+1,881.3%0.000%
1/30/2024Bay 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%
11/15/2023Advisors Asset Management Inc.502,275$8.29M0.2%+13.9%0.000%
11/13/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,937$230K0.1%+9.4%0.000%
11/13/2023Wolverine Asset Management LLC6,822$113K0.0%N/A0.000%
11/13/2023Kestra Advisory Services LLC26,450$437K0.0%-22.1%0.000%
11/13/2023PNC Financial Services Group Inc.25,345$418K0.0%-30.0%0.000%
11/9/2023Karpus Management Inc.919,909$15.19M0.5%-36.1%0.000%
11/9/2023Sykon Capital LLC70,650$1.17M0.5%+72.9%0.000%
11/9/2023UBS Group AG404,744$6.68M0.0%+5.7%0.000%
11/8/2023 Janney Montgomery Scott LLC16,671$275K0.0%+36.4%0.000%
11/8/2023Atria Wealth Solutions Inc.26,549$440K0.0%-2.3%0.000%
11/8/2023Oppenheimer & Co. Inc.25,309$418K0.0%-5.7%0.000%
11/4/2023NBC Securities Inc.12,878$212K0.0%N/A0.000%
11/2/2023Shaker Financial Services LLC36,994$611K0.3%N/A0.000%
10/24/2023Raymond James Financial Services Advisors Inc.11,734$194K0.0%N/A0.000%
10/24/2023Raymond James & Associates53,827$889K0.0%-24.8%0.000%
10/24/2023 Dakota Wealth Management18,870$312K0.0%-4.1%0.000%
10/24/2023Kingswood Wealth Advisors LLC14,114$233K0.1%+15.0%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.44,060$727K0.0%+41.3%0.000%
8/11/2023Karpus Management Inc.1,439,193$26.48M0.8%-3.3%0.000%
8/11/2023City of London Investment Management Co. Ltd.11,100$204K0.0%-18.4%0.000%
8/11/2023Kestra Advisory Services LLC33,958$625K0.0%+4.1%0.000%
8/10/2023Sykon Capital LLC40,850$752K0.5%N/A0.000%
8/9/2023Kingswood Wealth Advisors LLC12,276$226K0.1%N/A0.000%
8/8/2023Blue Bell Private Wealth Management LLC4,338$80K0.0%-12.2%0.000%
8/3/2023Atria Wealth Solutions Inc.27,170$504K0.0%-7.8%0.000%
8/3/2023Oppenheimer & Co. Inc.26,850$494K0.0%+16.7%0.000%
7/31/2023LPL Financial LLC48,440$891K0.0%+9.1%0.000%
7/27/2023B. 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%
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7/25/2023Raymond James & Associates71,603$1.32M0.0%+4.0%0.000%
7/13/2023Cambridge 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%
7/10/2023Level Four Advisory Services LLC13,930$256K0.0%+9.4%0.000%
6/5/2023Level Four Advisory Services LLC12,730$222K0.0%N/A0.000%
5/12/2023Advisors Asset Management Inc.493,798$8.59M0.2%+7.8%0.000%
5/11/2023Karpus Management Inc.1,488,948$25.91M0.8%+3.9%0.000%
5/11/2023Elequin Securities LLC1,539$27K0.0%-95.3%0.000%
5/10/2023Oppenheimer & Co. Inc.22,998$400K0.0%+39.8%0.000%
5/8/2023Blue Bell Private Wealth Management LLC4,938$86K0.0%-25.6%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, 52 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), Advisors Asset Management Inc. ($11.75M), Wells Fargo & Company MN ($10.44M), UBS Group AG ($6.69M), Wolverine Asset Management LLC ($2.35M), Sanctuary Advisors LLC ($2.09M), and Cambridge Investment Research Advisors Inc. ($1.53M).Learn more on AIO's institutional investors.

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

Of the 45 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: Advisors Asset Management Inc. ($146.82K), Wolverine Asset Management LLC ($146.52K), Shaker Financial Services LLC ($129.59K), Wells Fargo & Company MN ($121.74K), Sanctuary Advisors LLC ($101.74K), Karpus Management Inc. ($90.58K), 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 1,468,171 shares in the last 24 months. This purchase volume represents approximately $27.15M in transactions.

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

Of the 27 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 ($37.51K), Elequin Securities LLC ($31.00K), Sykon Capital LLC ($27.68K), Raymond James & Associates ($23.51K), Advisors Asset Management Inc. ($22.88K), and Atria Wealth Solutions Inc. ($19.44K).

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

Institutional investors have sold a total of 1,138,024 shares in the last 24 months. This volume of shares sold represents approximately $20.36M in transactions.


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This page (NYSE:AIO) was last updated on 1/21/2025 by MarketBeat.com Staff
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