Latest Institutional Purchases of Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO)
This list provides information on the latest institutional transactions involving Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
92.1KNew |
$2M - $2.34M
|
92.1K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.3K+ 7.37% |
$1.83M - $2.15M
|
1.23M
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.4K+ 9.56% |
$1.16M - $1.36M
|
612K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45.1KNew |
$979K - $1.15M
|
45.1K
$957K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
32.7KNew |
$710K - $832K
|
32.7K
$694K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22.4K+ 72.39% |
$486K - $569K
|
53.3K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
22.1KNew |
$480K - $563K
|
22.1K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.8K+ 27.06% |
$452K - $530K
|
97.8K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.2KNew |
$417K - $489K
|
19.2K
$408K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
17.8KNew |
$385K - $452K
|
17.8K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 5.49% |
$375K - $440K
|
332K
$7.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
13.8K+ 2.58% |
$300K - $351K
|
548K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
12.8KNew |
$278K - $326K
|
12.8K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.5K+ 9.92% |
$250K - $293K
|
128K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.5KNew |
$228K - $267K
|
10.5K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.4KNew |
$226K - $265K
|
10.4K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8.43KNew |
$183K - $215K
|
8.43K
$179K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.34K+ 24.95% |
$181K - $212K
|
41.8K
$886K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.25KNew |
$179K - $210K
|
8.25K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.98K+ 2.83% |
$151K - $178K
|
253K
$5.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.76K+ 37.73% |
$103K - $121K
|
17.4K
$369K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.5K+ 25.09% |
$97.8K - $115K
|
22.5K
$476K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.42K+ 9.13% |
$95.9K - $112K
|
52.8K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.4K+ 1.03% |
$95.6K - $112K
|
433K
$9.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.66KNew |
$36K - $42.2K
|
1.66K
$35.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.18K+ 4.33% |
$25.6K - $30K
|
28.4K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.15K+ 6.46% |
$25K - $29.3K
|
19K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.09KNew |
$23.6K - $27.7K
|
1.09K
$23.1K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
925+ 2.35% |
$20.1K - $23.5K
|
40.3K
$856K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
920+ 1.62% |
$20K - $23.4K
|
57.6K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
907+ 4.96% |
$19.7K - $23.1K
|
19.2K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
856+ 7.34% |
$18.6K - $21.8K
|
12.5K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
626New |
$13.6K - $15.9K
|
626
$13.3K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
482+ 4.13% |
$10.5K - $12.3K
|
12.2K
$258K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
302New |
$6.56K - $7.69K
|
302
$6.41K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
275+ 1.85% |
$5.97K - $7K
|
15.1K
$320K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
275New |
$5.97K - $7K
|
275
$5.84K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
175New |
$3.8K - $4.45K
|
175
$3.71K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
50New |
$1.09K - $1.27K
|
50
$1.06K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 4.01% |
$825 - $967
|
985
$20.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
35+ 0.2% |
$760 - $891
|
17.9K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
23+ 1.86% |
$499 - $585
|
1.26K
$26.7K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 0.85% |
$261 - $305
|
1.42K
$30.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$258K - $288K
|
13K
$276K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.38K+ 2.29% |
$27.3K - $30.4K
|
61.4K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
560+ 386.21% |
$11.1K - $12.4K
|
705
$15K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
37.6KNew |
$705K - $815K
|
37.6K
$797K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.6KNew |
$255K - $295K
|
13.6K
$289K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.5KNew |
$216K - $250K
|
11.5K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$211K - $244K
|
11.2K
$238K
|
|