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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
17.8KNew |
$385K - $452K
|
17.8K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.4K+ 9.56% |
$1.16M - $1.36M
|
612K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.82K- 25.45% |
$105K - $123K
|
14.1K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.8K+ 27.06% |
$452K - $530K
|
97.8K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.09KNew |
$23.6K - $27.7K
|
1.09K
$26.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.4K+ 1.03% |
$95.6K - $112K
|
433K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 5.49% |
$375K - $440K
|
332K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.98K+ 2.83% |
$151K - $178K
|
253K
$6.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
12.8KNew |
$278K - $326K
|
12.8K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.3K+ 7.37% |
$1.83M - $2.15M
|
1.23M
$30.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-134- 3.01% |
$2.91K - $3.41K
|
4.32K
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-27.1K- 74.67% |
$588K - $690K
|
9.19K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
35+ 0.2% |
$760 - $891
|
17.9K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45.1KNew |
$979K - $1.15M
|
45.1K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.15K+ 6.46% |
$25K - $29.3K
|
19K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 0.85% |
$261 - $305
|
1.42K
$34.9K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
925+ 2.35% |
$20.1K - $23.5K
|
40.3K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.5K- 10.11% |
$228K - $267K
|
93.3K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 4.01% |
$825 - $967
|
985
$24.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-66- 28.21% |
$1.43K - $1.68K
|
168
$4.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.25KNew |
$179K - $210K
|
8.25K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 26.32% |
$109 - $127
|
14
$344
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
50New |
$1.09K - $1.27K
|
50
$1.23K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.85K- 0.31% |
$40.2K - $47.1K
|
604K
$14.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-19.9K- 25.95% |
$432K - $506K
|
56.8K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.2KNew |
$417K - $489K
|
19.2K
$472K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-875- 2.07% |
$19K - $22.3K
|
41.3K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
920+ 1.62% |
$20K - $23.4K
|
57.6K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
23+ 1.86% |
$499 - $585
|
1.26K
$30.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
13.8K+ 2.58% |
$300K - $351K
|
548K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.4KNew |
$226K - $265K
|
10.4K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
175New |
$3.8K - $4.45K
|
175
$4.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.76K+ 37.73% |
$103K - $121K
|
17.4K
$428K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
856+ 7.34% |
$18.6K - $21.8K
|
12.5K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
907+ 4.96% |
$19.7K - $23.1K
|
19.2K
$472K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
92.1KNew |
$2M - $2.34M
|
92.1K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.5K+ 9.92% |
$250K - $293K
|
128K
$3.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.34K+ 24.95% |
$181K - $212K
|
41.8K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-44- 2.37% |
$955 - $1.12K
|
1.81K
$44.5K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.5KNew |
$228K - $267K
|
10.5K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-48.5K- 54.57% |
$1.05M - $1.23M
|
40.3K
$992K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
275+ 1.85% |
$5.97K - $7K
|
15.1K
$371K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.66KNew |
$36K - $42.2K
|
1.66K
$40.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8.43KNew |
$183K - $215K
|
8.43K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
22.1KNew |
$480K - $563K
|
22.1K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
32.7KNew |
$710K - $832K
|
32.7K
$804K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
626New |
$13.6K - $15.9K
|
626
$15.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.75K- 99.91% |
$190K - $223K
|
8
$197
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.5K+ 25.09% |
$97.8K - $115K
|
22.5K
$552K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.18K+ 4.33% |
$25.6K - $30K
|
28.4K
$699K
|