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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.9MNew |
$544M - $766M
|
30.9M
$758M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
15.7K+ 78.89% |
$276K - $390K
|
35.6K
$874K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.43K+ 8.15% |
$60.3K - $85K
|
45.4K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
875+ 1.99% |
$15.4K - $21.7K
|
44.8K
$1.1M
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
105K+ 17.12% |
$2.16M - $2.68M
|
717K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.3K+ 3.68% |
$459K - $569K
|
626K
$15.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.7K+ 47.22% |
$407K - $504K
|
61.5K
$1.51M
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.5K+ 5.33% |
$278K - $345K
|
267K
$6.54M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.3KNew |
$274K - $340K
|
13.3K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 2.9% |
$259K - $322K
|
446K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.4K+ 21.44% |
$236K - $292K
|
64.7K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.6K+ 32.42% |
$219K - $271K
|
43.3K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.65KNew |
$158K - $196K
|
7.65K
$188K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
7.11K+ 77.32% |
$147K - $182K
|
16.3K
$400K
|
|
|
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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.1K+ 4.78% |
$126K - $156K
|
134K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.79K+ 21.12% |
$78.1K - $96.8K
|
21.7K
$533K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.28K+ 5.7% |
$26.4K - $32.7K
|
23.7K
$583K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.24K+ 9.64% |
$25.5K - $31.6K
|
14K
$345K
|
|
|
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 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
579New |
$11.9K - $14.8K
|
579
$14.2K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
540+ 3.82% |
$11.1K - $13.8K
|
14.7K
$360K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
400New |
$8.25K - $10.2K
|
400
$9.82K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
345+ 1.98% |
$7.12K - $8.82K
|
17.7K
$435K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
283+ 1.87% |
$5.84K - $7.24K
|
15.4K
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
123New |
$2.54K - $3.15K
|
123
$3.02K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 0.85% |
$248 - $307
|
1.43K
$35.1K
|
|
| Q4 2024 | |||||||
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
22.1KNew |
$480K - $563K
|
22.1K
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.2KNew |
$417K - $489K
|
19.2K
$471K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.5KNew |
$228K - $267K
|
10.5K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.4KNew |
$226K - $265K
|
10.4K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8.43KNew |
$183K - $215K
|
8.43K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.25KNew |
$179K - $210K
|
8.25K
$203K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.66KNew |
$36K - $42.2K
|
1.66K
$40.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.09KNew |
$23.6K - $27.7K
|
1.09K
$26.7K
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
175New |
$3.8K - $4.45K
|
175
$4.3K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
100+ 0.82% |
$2.17K - $2.55K
|
12.3K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
50New |
$1.09K - $1.27K
|
50
$1.23K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$258K - $288K
|
13K
$320K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.38K+ 2.29% |
$27.3K - $30.4K
|
61.4K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
560+ 386.21% |
$11.1K - $12.4K
|
705
$17.3K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
37.6KNew |
$705K - $815K
|
37.6K
$922K
|
|
|
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
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$211K - $244K
|
11.2K
$276K
|
|