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

Virtus Artificial Intelligence & Technology Opportunities Fund logo
$19.42 +0.22 (+1.12%)
Closing price 04/17/2025 03:56 PM Eastern
Extended Trading
$19.40 -0.02 (-0.10%)
As of 04/17/2025 04:05 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.
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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)
40
Total
Institutional Inflows
(last 12 months)
$21.58M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$9.36M
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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
4/17/2025 David J Yvars Group13,293$274K0.2%+9.4%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC43,902$906K0.0%-16.8%0.000%
4/11/2025 SeaCrest Wealth Management LLC19,900$411K0.0%-6.8%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.64,684$1.33M0.1%+21.4%0.000%
4/9/2025 NBC Securities Inc.8,965$184K0.0%+111,962.5%0.000%
3/17/2025 Wealth 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%
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%
1/28/2025 Stockman 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%
1/17/2025 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%
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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%
10/15/2024 NBC 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%
4/18/2024Claro Advisors LLC17,210$345K0.1%-45.5%0.000%
4/15/2024Kingswood Wealth Advisors LLC13,436$270K0.0%N/A0.000%
4/5/2024 NBC 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%
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Twenty years ago, I made a decision that changed my life. Instead of sitting behind a desk analyzing mining stocks like most gold analyst CFAs, I decided to visit every significant gold mine I could. 10+ site visits later, I've confirmed my theory... That the most profitable mines share three specific characteristics. When you find all three together, the returns can be staggering.

Go here to learn about my Top Four picks for the coming bull mania.
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%
1/22/2024Claro 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%
(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, 65 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 56 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 1,797,091 shares in the last 24 months. This purchase volume represents approximately $36.67M in transactions.

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

Of the 29 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 1,186,310 shares in the last 24 months. This volume of shares sold represents approximately $21.94M in transactions.


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This page (NYSE:AIO) was last updated on 4/20/2025 by MarketBeat.com Staff
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