Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund.
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
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
SELL
|
- |
-1.41K- 10.59% |
$24.8K - $34.9K
|
11.9K
$292K
|