Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
SELL
|
- |
-1.41K- 10.59% |
$24.8K - $34.9K
|
11.9K
$292K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-57.7K- 10.52% |
$1.19M - $1.47M
|
491K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.8K- 4.21% |
$1.07M - $1.32M
|
1.18M
$28.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.8K- 22.27% |
$429K - $531K
|
72.5K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.7K- 5.34% |
$366K - $453K
|
314K
$7.72M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.12K- 18.0% |
$167K - $208K
|
37K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.96K- 26.17% |
$102K - $127K
|
14K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.2K- 6.76% |
$24.8K - $30.7K
|
16.6K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-985Closed |
$20.3K - $25.2K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-788- 4.1% |
$16.3K - $20.1K
|
18.4K
$452K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-453- 1.59% |
$9.35K - $11.6K
|
28K
$686K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-431- 0.76% |
$8.89K - $11K
|
56.4K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-221- 0.23% |
$4.56K - $5.65K
|
97.6K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-177- 4.1% |
$3.65K - $4.53K
|
4.14K
$102K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-85- 4.69% |
$1.75K - $2.17K
|
1.73K
$42.4K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-64- 0.16% |
$1.32K - $1.64K
|
40.3K
$989K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-47- 15.56% |
$970 - $1.2K
|
255
$6.26K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-31- 1.44% |
$640 - $793
|
2.13K
$52.2K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18- 10.71% |
$371 - $460
|
150
$3.68K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-8- 57.14% |
$165 - $205
|
6
$147
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-48.5K- 54.57% |
$1.05M - $1.23M
|
40.3K
$990K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-875- 2.07% |
$19K - $22.3K
|
41.3K
$1.01M
|
|
| Q3 2024 | |||||||
|
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
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-175- 1.22% |
$3.47K - $3.86K
|
14.2K
$348K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.2K- 91.15% |
$303K - $351K
|
1.57K
$38.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.85K- 66.0% |
$147K - $170K
|
4.04K
$99.2K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-267K- 27.95% |
$4.57M - $5.38M
|
688K
$16.9M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-59.6K- 62.52% |
$1.02M - $1.2M
|
35.7K
$877K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14.3K- 45.46% |
$246K - $289K
|
17.2K
$423K
|
|
|
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
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-16.4K- 42.55% |
$248K - $289K
|
22.1K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.3K- 94.53% |
$171K - $199K
|
655
$16.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-300- 1.51% |
$4.54K - $5.29K
|
19.5K
$479K
|
|
| 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
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-50- 10.53% |
$810 - $921
|
425
$10.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.3K- 35.25% |
$176K - $214K
|
20.8K
$510K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-18.7KClosed |
$295K - $418K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12KClosed |
$190K - $269K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.6K- 50.46% |
$182K - $258K
|
11.4K
$279K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.3KClosed |
$20.5K - $29K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-40Closed |
$630 - $892
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Robinson Capital Management, LLC
|
SELL
|
- |
-25KClosed |
$495K - $650K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-17.9KClosed |
$354K - $464K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.25KClosed |
$24.8K - $32.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-934Closed |
$18.5K - $24.3K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-309Closed |
$6.12K - $8.03K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-100Closed |
$1.98K - $2.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-40Closed |
$792 - $1.04K
|
0
$0
|
|