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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
100+ 0.82% |
$2.17K - $2.55K
|
12.3K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.09KNew |
$23.6K - $27.7K
|
1.09K
$26.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
50New |
$1.09K - $1.27K
|
50
$1.23K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.25KNew |
$179K - $210K
|
8.25K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-875- 2.07% |
$19K - $22.3K
|
41.3K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.2KNew |
$417K - $489K
|
19.2K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.4KNew |
$226K - $265K
|
10.4K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
175New |
$3.8K - $4.45K
|
175
$4.3K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.5KNew |
$228K - $267K
|
10.5K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.66KNew |
$36K - $42.2K
|
1.66K
$40.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-48.5K- 54.57% |
$1.05M - $1.23M
|
40.3K
$990K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8.43KNew |
$183K - $215K
|
8.43K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
22.1KNew |
$480K - $563K
|
22.1K
$543K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
626New |
$13.6K - $15.9K
|
626
$15.4K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
275New |
$5.97K - $7K
|
275
$6.75K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-175- 1.22% |
$3.47K - $3.86K
|
14.2K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$258K - $288K
|
13K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
560+ 386.21% |
$11.1K - $12.4K
|
705
$17.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.7K- 10.06% |
$33.7K - $37.5K
|
15.2K
$373K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.38K+ 2.29% |
$27.3K - $30.4K
|
61.4K
$1.51M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
549+ 1.56% |
$10.3K - $11.9K
|
35.8K
$880K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$211K - $244K
|
11.2K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7.09KNew |
$133K - $154K
|
7.09K
$174K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.46KNew |
$178K - $205K
|
9.46K
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
925New |
$17.4K - $20.1K
|
925
$22.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.2K- 91.15% |
$303K - $351K
|
1.57K
$38.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
37.6KNew |
$705K - $815K
|
37.6K
$922K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.85K- 66.0% |
$147K - $170K
|
4.04K
$99.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.6KNew |
$255K - $295K
|
13.6K
$334K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.5KNew |
$216K - $250K
|
11.5K
$282K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.05K+ 6.23% |
$19.7K - $22.8K
|
17.9K
$439K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-267K- 27.95% |
$4.57M - $5.38M
|
688K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.09K+ 8.52% |
$18.7K - $22K
|
13.9K
$341K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-59.6K- 62.52% |
$1.02M - $1.2M
|
35.7K
$877K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
16.5KNew |
$283K - $333K
|
16.5K
$405K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.36K- 7.13% |
$23.2K - $27.3K
|
17.6K
$433K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-448- 18.71% |
$7.67K - $9.03K
|
1.95K
$47.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14.3K- 45.46% |
$246K - $289K
|
17.2K
$423K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$166K - $194K
|
11K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.64KNew |
$70.2K - $81.8K
|
4.64K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
37.9K+ 361.72% |
$574K - $668K
|
48.4K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-300- 1.51% |
$4.54K - $5.29K
|
19.5K
$479K
|
|
|
Feb 13, 2024
Q4 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
18KNew |
$272K - $316K
|
18K
$441K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
16.8KNew |
$255K - $297K
|
16.8K
$414K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.3K- 94.53% |
$171K - $199K
|
655
$16.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
26.4KNew |
$400K - $466K
|
26.4K
$649K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-16.4K- 42.55% |
$248K - $289K
|
22.1K
$543K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1K+ 25.0% |
$15.1K - $17.6K
|
5K
$123K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-124K- 58.92% |
$2.01M - $2.28M
|
86.4K
$2.12M
|
|
|
Aug 11, 2023
Q2 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-2.5K- 18.38% |
$40.5K - $46.1K
|
11.1K
$273K
|
|