Latest Institutional Purchases of Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO)
This list provides information on the latest institutional transactions involving Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
182K+ 42.95% |
$3.61M - $4.02M
|
606K
$13.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
36.3KNew |
$720K - $801K
|
36.3K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.4K+ 11.88% |
$663K - $738K
|
315K
$7.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.2KNew |
$540K - $601K
|
27.2K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
24.6K+ 6.08% |
$488K - $543K
|
429K
$9.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
21.3K+ 221.86% |
$423K - $470K
|
30.9K
$698K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
19.5K+ 3.78% |
$386K - $430K
|
535K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.9K+ 3.31% |
$355K - $395K
|
559K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.8KNew |
$353K - $393K
|
17.8K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15K+ 6.47% |
$297K - $330K
|
246K
$5.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
14.8KNew |
$294K - $327K
|
14.8K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$258K - $288K
|
13K
$294K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6KNew |
$250K - $279K
|
12.6K
$285K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
11.7KNew |
$232K - $258K
|
11.7K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.48K+ 17.59% |
$168K - $187K
|
56.7K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.6K+ 45.92% |
$151K - $168K
|
24.2K
$545K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.57K+ 9.33% |
$130K - $145K
|
77K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.96K+ 4.47% |
$98.5K - $110K
|
116K
$2.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.49K+ 11.65% |
$69.2K - $77K
|
33.4K
$755K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.17K+ 7.02% |
$62.9K - $70K
|
48.4K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.09K+ 226.89% |
$61.3K - $68.2K
|
4.45K
$100K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.47K+ 8.76% |
$29.2K - $32.5K
|
18.3K
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.38K+ 2.29% |
$27.3K - $30.4K
|
61.4K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
803+ 4.43% |
$15.9K - $17.7K
|
18.9K
$428K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
775+ 4.53% |
$15.4K - $17.1K
|
17.9K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
620+ 0.81% |
$12.3K - $13.7K
|
76.7K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
560+ 386.21% |
$11.1K - $12.4K
|
705
$15.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
105+ 0.59% |
$2.08K - $2.32K
|
18K
$405K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
74+ 8.48% |
$1.47K - $1.63K
|
947
$21.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 2.07% |
$496 - $552
|
1.23K
$27.9K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14+ 1.01% |
$278 - $309
|
1.41K
$31.8K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
37.6KNew |
$705K - $815K
|
37.6K
$848K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.6KNew |
$255K - $295K
|
13.6K
$307K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.5KNew |
$216K - $250K
|
11.5K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$211K - $244K
|
11.2K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.46KNew |
$178K - $205K
|
9.46K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7.09KNew |
$133K - $154K
|
7.09K
$160K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.32K+ 10.16% |
$24.8K - $28.7K
|
14.3K
$324K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.05K+ 6.23% |
$19.7K - $22.8K
|
17.9K
$404K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
925New |
$17.4K - $20.1K
|
925
$20.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
549+ 1.56% |
$10.3K - $11.9K
|
35.8K
$809K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
16.5KNew |
$283K - $333K
|
16.5K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.09K+ 8.52% |
$18.7K - $22K
|
13.9K
$313K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
37.9K+ 361.72% |
$574K - $668K
|
48.4K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
26.4KNew |
$400K - $466K
|
26.4K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
18KNew |
$272K - $316K
|
18K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
16.8KNew |
$255K - $297K
|
16.8K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$166K - $194K
|
11K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.64KNew |
$70.2K - $81.8K
|
4.64K
$105K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1K+ 25.0% |
$15.1K - $17.6K
|
5K
$113K
|
|