Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.8K- 11.59% |
$60.8K - $71.3K
|
21.4K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.82K- 25.45% |
$105K - $123K
|
14.1K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.75K- 99.91% |
$190K - $223K
|
8
$196
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.5K- 10.11% |
$228K - $267K
|
93.3K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-19.9K- 25.95% |
$432K - $506K
|
56.8K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-27.1K- 74.67% |
$588K - $690K
|
9.19K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-48.5K- 54.57% |
$1.05M - $1.23M
|
40.3K
$990K
|