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 |
|---|---|---|---|---|---|---|---|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
84K+ 11.12% |
$2M - $2.1M
|
840K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
79.4K+ 27.32% |
$1.89M - $1.98M
|
370K
$8.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
66.3KNew |
$1.57M - $1.66M
|
66.3K
$1.52M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
30.9KNew |
$735K - $774K
|
30.9K
$711K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
29.4K+ 6.56% |
$698K - $735K
|
478K
$11M
|
|
|
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
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
23KNew |
$547K - $576K
|
23K
$529K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.2K+ 19.92% |
$480K - $505K
|
122K
$2.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$470K - $495K
|
19.8K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.3K+ 21.93% |
$388K - $409K
|
90.9K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
15.9KNew |
$378K - $398K
|
15.9K
$366K
|
|
|
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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.5K+ 49.04% |
$320K - $337K
|
41K
$942K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.7KNew |
$301K - $317K
|
12.7K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12K+ 1563.15% |
$285K - $300K
|
12.8K
$294K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.4K+ 1.65% |
$246K - $259K
|
639K
$14.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
8.8KNew |
$209K - $220K
|
8.8K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.67KNew |
$206K - $217K
|
8.67K
$199K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.37K+ 369.24% |
$151K - $159K
|
8.1K
$186K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.65K+ 7.52% |
$111K - $116K
|
66.6K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.54K+ 11.43% |
$108K - $113K
|
44.3K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.62KNew |
$86K - $90.6K
|
3.62K
$83.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.16K+ 10.69% |
$75K - $78.9K
|
32.7K
$751K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.4K+ 16.22% |
$57K - $60K
|
17.2K
$395K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.79KNew |
$42.5K - $44.8K
|
1.79K
$41.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.6K+ 10.13% |
$38K - $40K
|
17.4K
$400K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.54K+ 19.05% |
$36.6K - $38.5K
|
9.62K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5K+ 150.0% |
$35.6K - $37.5K
|
2.5K
$57.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.24K+ 12.72% |
$29.4K - $31K
|
11K
$252K
|
|
|
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 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
325+ 20.7% |
$7.72K - $8.13K
|
1.9K
$43.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
233+ 1.49% |
$5.53K - $5.83K
|
15.9K
$366K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
201New |
$4.77K - $5.03K
|
201
$4.62K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
159+ 12.23% |
$3.78K - $3.98K
|
1.46K
$33.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
116+ 56.59% |
$2.76K - $2.9K
|
321
$7.38K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$2.38K - $2.5K
|
100
$2.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
100New |
$2.38K - $2.5K
|
100
$2.3K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
87+ 0.73% |
$2.07K - $2.18K
|
12K
$275K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 0.12% |
$166 - $175
|
5.98K
$137K
|
|
| Q2 2025 | |||||||
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.9MNew |
$544M - $766M
|
30.9M
$710M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.4K+ 6.16% |
$341K - $480K
|
334K
$7.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.5KNew |
$219K - $309K
|
12.5K
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
12.4KNew |
$219K - $309K
|
12.4K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8.13KNew |
$143K - $202K
|
8.13K
$187K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
500+ 2.79% |
$8.81K - $12.4K
|
18.4K
$423K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
483New |
$8.51K - $12K
|
483
$11.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
389New |
$6.85K - $9.65K
|
389
$8.94K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
45New |
$792 - $1.12K
|
45
$1.03K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
26+ 2.03% |
$458 - $645
|
1.31K
$30.1K
|
|