Latest Institutional Transactions on Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO)
This table provides information on the latest institutional transactions involving Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
15.7K+ 78.89% |
$276K - $390K
|
35.6K
$874K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.9MNew |
$544M - $766M
|
30.9M
$758M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
875+ 1.99% |
$15.4K - $21.7K
|
44.8K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
SELL
|
- |
-1.41K- 10.59% |
$24.8K - $34.9K
|
11.9K
$292K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.43K+ 8.15% |
$60.3K - $85K
|
45.4K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
809+ 9.02% |
$14.2K - $20.1K
|
9.77K
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
26+ 2.03% |
$458 - $645
|
1.31K
$32.1K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.2K- 6.76% |
$24.8K - $30.7K
|
16.6K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
540+ 3.82% |
$11.1K - $13.8K
|
14.7K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.79K+ 21.12% |
$78.1K - $96.8K
|
21.7K
$533K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 0.85% |
$248 - $307
|
1.43K
$35.1K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
105K+ 17.12% |
$2.16M - $2.68M
|
717K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.8K- 4.21% |
$1.07M - $1.32M
|
1.18M
$28.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.7K- 5.34% |
$366K - $453K
|
314K
$7.72M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-57.7K- 10.52% |
$1.19M - $1.47M
|
491K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-985Closed |
$20.3K - $25.2K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.5K+ 5.33% |
$278K - $345K
|
267K
$6.54M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.96K- 26.17% |
$102K - $127K
|
14K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2KNew |
$313K - $388K
|
15.2K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-177- 4.1% |
$3.65K - $4.53K
|
4.14K
$102K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-64- 0.16% |
$1.32K - $1.64K
|
40.3K
$989K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.12K- 18.0% |
$167K - $208K
|
37K
$908K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.3K+ 3.68% |
$459K - $569K
|
626K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.1K+ 4.78% |
$126K - $156K
|
134K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.62K+ 7.18% |
$137K - $169K
|
98.8K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 2.9% |
$259K - $322K
|
446K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.65KNew |
$158K - $196K
|
7.65K
$188K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.8K- 22.27% |
$429K - $531K
|
72.5K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.3KNew |
$274K - $340K
|
13.3K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18- 10.71% |
$371 - $460
|
150
$3.68K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
579New |
$11.9K - $14.8K
|
579
$14.2K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
7.11K+ 77.32% |
$147K - $182K
|
16.3K
$400K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
345+ 1.98% |
$7.12K - $8.82K
|
17.7K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-31- 1.44% |
$640 - $793
|
2.13K
$52.2K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.11K+ 1.92% |
$22.8K - $28.3K
|
58.7K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.24K+ 9.64% |
$25.5K - $31.6K
|
14K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-431- 0.76% |
$8.89K - $11K
|
56.4K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-8- 57.14% |
$165 - $205
|
6
$147
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-85- 4.69% |
$1.75K - $2.17K
|
1.73K
$42.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
123New |
$2.54K - $3.15K
|
123
$3.02K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-47- 15.56% |
$970 - $1.2K
|
255
$6.26K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
283+ 1.87% |
$5.84K - $7.24K
|
15.4K
$378K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.6K+ 32.42% |
$219K - $271K
|
43.3K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
400New |
$8.25K - $10.2K
|
400
$9.82K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.7K+ 47.22% |
$407K - $504K
|
61.5K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-221- 0.23% |
$4.56K - $5.65K
|
97.6K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-788- 4.1% |
$16.3K - $20.1K
|
18.4K
$452K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.28K+ 5.7% |
$26.4K - $32.7K
|
23.7K
$583K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-453- 1.59% |
$9.35K - $11.6K
|
28K
$686K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.4K+ 21.44% |
$236K - $292K
|
64.7K
$1.59M
|
|