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 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.43K+ 8.15% |
$60.3K - $85K
|
45.4K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
809+ 9.02% |
$14.2K - $20.1K
|
9.77K
$235K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
26+ 2.03% |
$458 - $645
|
1.31K
$31.4K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.8K- 19.63% |
$120K - $148K
|
23.7K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.2K- 6.76% |
$24.8K - $30.7K
|
16.6K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2KNew |
$313K - $388K
|
15.2K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.96K- 26.17% |
$102K - $127K
|
14K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18- 10.71% |
$371 - $460
|
150
$3.6K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
579New |
$11.9K - $14.8K
|
579
$13.9K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.3KNew |
$274K - $340K
|
13.3K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
7.11K+ 77.32% |
$147K - $182K
|
16.3K
$392K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-31- 1.44% |
$640 - $793
|
2.13K
$51.1K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-8- 57.14% |
$165 - $205
|
6
$144
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-85- 4.69% |
$1.75K - $2.17K
|
1.73K
$41.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
400New |
$8.25K - $10.2K
|
400
$9.61K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-221- 0.23% |
$4.56K - $5.65K
|
97.6K
$2.35M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.09KNew |
$23.6K - $27.7K
|
1.09K
$26.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
50New |
$1.09K - $1.27K
|
50
$1.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.25KNew |
$179K - $210K
|
8.25K
$198K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.2KNew |
$417K - $489K
|
19.2K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.4KNew |
$226K - $265K
|
10.4K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.5KNew |
$228K - $267K
|
10.5K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.66KNew |
$36K - $42.2K
|
1.66K
$39.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-48.5K- 54.57% |
$1.05M - $1.23M
|
40.3K
$969K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
22.1KNew |
$480K - $563K
|
22.1K
$532K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
626New |
$13.6K - $15.9K
|
626
$15K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
275New |
$5.97K - $7K
|
275
$6.61K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-175- 1.22% |
$3.47K - $3.86K
|
14.2K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$258K - $288K
|
13K
$313K
|
|
|
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
$365K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.38K+ 2.29% |
$27.3K - $30.4K
|
61.4K
$1.48M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
549+ 1.56% |
$10.3K - $11.9K
|
35.8K
$861K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$211K - $244K
|
11.2K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7.09KNew |
$133K - $154K
|
7.09K
$170K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.46KNew |
$178K - $205K
|
9.46K
$227K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
925New |
$17.4K - $20.1K
|
925
$22.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.2K- 91.15% |
$303K - $351K
|
1.57K
$37.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
37.6KNew |
$705K - $815K
|
37.6K
$903K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.85K- 66.0% |
$147K - $170K
|
4.04K
$97.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.5KNew |
$216K - $250K
|
11.5K
$276K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.6KNew |
$255K - $295K
|
13.6K
$327K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.09K+ 8.52% |
$18.7K - $22K
|
13.9K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-267K- 27.95% |
$4.57M - $5.38M
|
688K
$16.5M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-59.6K- 62.52% |
$1.02M - $1.2M
|
35.7K
$858K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
16.5KNew |
$283K - $333K
|
16.5K
$397K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.36K- 7.13% |
$23.2K - $27.3K
|
17.6K
$424K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14.3K- 45.46% |
$246K - $289K
|
17.2K
$414K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-300- 1.51% |
$4.54K - $5.29K
|
19.5K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
37.9K+ 361.72% |
$574K - $668K
|
48.4K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.64KNew |
$70.2K - $81.8K
|
4.64K
$111K
|
|