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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.73K- 10.08% |
$65.6K - $92.5K
|
33.3K
$799K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-5.77K- 75.45% |
$102K - $143K
|
1.88K
$45.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-7.39K- 17.9% |
$130K - $184K
|
33.9K
$815K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.67K- 47.07% |
$153K - $215K
|
9.74K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-9.5K- 21.94% |
$167K - $236K
|
33.8K
$812K
|