Institutional Ownership Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO)
This table provides information about the institutional ownership of Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 5.44 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,726
shares
|
$39,076
0.0% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,570
shares
|
$35,544
0.0% of portfolio
|
Q2 2024
Reduced 91.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,431
shares
|
$32,397
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,282
shares
|
$29,024
0.0% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,190
shares
|
$26,941
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,089
shares
|
$24,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
600
shares
|
$13,584
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
579
shares
|
$13,108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
400
shares
|
$9,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
275
shares
|
$6,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
255
shares
|
$5,773
0.0% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
175
shares
|
$3,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
150
shares
|
$3,396
0.0% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
123
shares
|
$2,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
100
shares
|
$2,264
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
54
shares
|
$1,222
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
50
shares
|
$1,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
6
shares
|
$135
0.0% of portfolio
|
Q1 2025
Reduced 57.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|