Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund AIO
Institutional shares held
4.71 Million
0
calls
0
puts
Total value of holdings
$94M
$0
calls
$0
puts
Market Cap
N/A
Institutional ownership
N/A
# of Institutions
54
We take great care to ensure that the data presented and summarized in this overview for Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding AIO
View all-
Morgan Stanley New York, NY839KShares$16.7 Million0.0% of portfolio
-
Karpus Management, Inc. Pittsford, NY688KShares$13.7 Million0.42% of portfolio
-
Advisors Asset Management, Inc. Monument, CO456KShares$9.1 Million0.18% of portfolio
-
Ubs Group Ag398KShares$7.95 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA397KShares$7.92 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC379KShares$7.56 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN288KShares$5.74 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6274KShares$5.48 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO99.9KShares$1.99 Million0.0% of portfolio
-
Steward Partners Investment Advisory, LLC93.8KShares$1.87 Million0.02% of portfolio
Latest Institutional Activity in AIO
Top Purchases
Top Sells
About AIO
Insider Transactions at AIO
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 11
2023
|
Connie D Mcdaniel Director |
BUY
Open market or private purchase
|
Direct |
2,925
+50.0%
|
$49,725
$17.1 P/Share
|
|
Jun 28
2023
|
Donald C Burke Director |
BUY
Open market or private purchase
|
Direct |
831
+50.0%
|
$14,958
$18.04 P/Share
|
|
Mar 03
2022
|
Deborah A De Cotis Director |
BUY
Open market or private purchase
|
Direct |
1,117
+50.0%
|
$23,457
$21.87 P/Share
|
|
Feb 25
2022
|
Philip R Mc Loughlin Director |
BUY
Open market or private purchase
|
Direct |
500
+50.0%
|
$10,500
$21.6 P/Share
|
|
Jan 13
2022
|
Sarah E Cogan Director |
BUY
Open market or private purchase
|
Direct |
1,000
+50.0%
|
$25,000
$25.37 P/Share
|
|
Dec 21
2021
|
George R Aylward President and CEO |
BUY
Open market or private purchase
|
Direct |
3,685
+50.0%
|
$99,495
$27.14 P/Share
|
|
Oct 01
2021
|
James S Macleod Director |
BUY
Open market or private purchase
|
Direct |
2,050
+33.61%
|
$53,300
$26.83 P/Share
|
|
Apr 29
2021
|
F Ford Drummond Director |
BUY
Open market or private purchase
|
Direct |
360
+50.0%
|
$9,720
$27.8 P/Share
|
|
Apr 27
2021
|
Alan Rappaport Director |
BUY
Open market or private purchase
|
Direct |
1,500
+50.0%
|
$40,500
$27.76 P/Share
|
|
Jan 20
2021
|
Allianz Global Investors U.S. LLC |
SELL
Open market or private sale
|
Direct |
5,573
-100.0%
|
$156,044
$28.05 P/Share
|
Last 12 Months Summary
Buy / Acquisition
3.76K
Shares
From
2
Insiders
| Open market or private purchase | 3.76K shares |
|---|
Sell / Disposition
0
Shares
From
0
Insiders