Latest Institutional Transactions on Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO)
This table provides information on the latest institutional transactions involving Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-19.2K- 42.34% |
$457K - $481K
|
26.2K
$602K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$2.38K - $2.5K
|
100
$2.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$373K - $393K
|
15.7K
$361K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
79.4K+ 27.32% |
$1.89M - $1.98M
|
370K
$8.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
97.7KNew |
$2.32M - $2.44M
|
97.7K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.62KNew |
$86K - $90.6K
|
3.62K
$83.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.4K+ 16.22% |
$57K - $60K
|
17.2K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5K+ 150.0% |
$35.6K - $37.5K
|
2.5K
$57.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-497- 3.32% |
$11.8K - $12.4K
|
14.5K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
23KNew |
$547K - $576K
|
23K
$529K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
84K+ 11.12% |
$2M - $2.1M
|
840K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.2K- 1.87% |
$528K - $556K
|
1.16M
$26.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12K+ 1563.15% |
$285K - $300K
|
12.8K
$294K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.1K+ 25.19% |
$643K - $677K
|
135K
$3.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.18K- 32.56% |
$75.6K - $79.6K
|
6.59K
$151K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.5K+ 49.04% |
$320K - $337K
|
41K
$942K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.67KNew |
$206K - $217K
|
8.67K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-50- 0.26% |
$1.19K - $1.25K
|
19.5K
$447K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.93K- 17.47% |
$45.9K - $48.3K
|
9.13K
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.4K+ 1.65% |
$246K - $259K
|
639K
$14.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 0.12% |
$166 - $175
|
5.98K
$137K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
29.4K+ 6.56% |
$698K - $735K
|
478K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.24K- 3.48% |
$29.5K - $31K
|
34.4K
$790K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-19- 0.46% |
$451 - $475
|
4.12K
$94.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.07K- 15.23% |
$120K - $127K
|
28.2K
$648K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.04K- 1.44% |
$48.4K - $50.9K
|
139K
$3.2M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.54K+ 11.43% |
$108K - $113K
|
44.3K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.3K+ 21.93% |
$388K - $409K
|
90.9K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-995- 1.16% |
$23.6K - $24.9K
|
85K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$470K - $495K
|
19.8K
$455K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.6K+ 10.13% |
$38K - $40K
|
17.4K
$400K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
15.9KNew |
$378K - $398K
|
15.9K
$366K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
325+ 20.7% |
$7.72K - $8.13K
|
1.9K
$43.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
8.8KNew |
$209K - $220K
|
8.8K
$202K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-96.4K- 18.74% |
$2.29M - $2.41M
|
418K
$9.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.91K- 20.33% |
$93K - $97.9K
|
15.3K
$352K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.03K- 3.74% |
$48.2K - $50.7K
|
52.2K
$1.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.65K+ 7.52% |
$111K - $116K
|
66.6K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.01K+ 994.12% |
$24.1K - $25.4K
|
1.12K
$25.6K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.54K+ 19.05% |
$36.6K - $38.5K
|
9.62K
$221K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
116+ 56.59% |
$2.76K - $2.9K
|
321
$7.38K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
233+ 1.49% |
$5.53K - $5.83K
|
15.9K
$366K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1K- 2.24% |
$23.8K - $25.1K
|
43.8K
$1.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
66.3KNew |
$1.57M - $1.66M
|
66.3K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.24K- 6.59% |
$53.2K - $56K
|
31.7K
$729K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
87+ 0.73% |
$2.07K - $2.18K
|
12K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.24K+ 12.72% |
$29.4K - $31K
|
11K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.16K+ 10.69% |
$75K - $78.9K
|
32.7K
$751K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
159+ 12.23% |
$3.78K - $3.98K
|
1.46K
$33.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.59K- 7.64% |
$37.8K - $39.8K
|
19.2K
$442K
|
|