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 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
16.8KNew |
$255K - $297K
|
16.8K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$166K - $194K
|
11K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.64KNew |
$70.2K - $81.8K
|
4.64K
$116K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1K+ 25.0% |
$15.1K - $17.6K
|
5K
$125K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
274+ 17.33% |
$4.15K - $4.83K
|
1.86K
$46.4K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.2K+ 9.43% |
$19.4K - $22.1K
|
13.9K
$349K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
693New |
$11.2K - $12.8K
|
693
$17.3K
|
|
| Q1 2023 | |||||||
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
16.5KNew |
$268K - $297K
|
16.5K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$1.63K - $1.8K
|
100
$2.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 2.92% |
$65 - $71.9
|
141
$3.53K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
1.46KNew |
$22K - $25.5K
|
1.46K
$36.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$1.51K - $1.75K
|
100
$2.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 2.56% |
$106 - $122
|
280
$7.01K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
17.9KNew |
$279K - $339K
|
17.9K
$449K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
600New |
$9.34K - $11.4K
|
600
$15K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
358+ 2.63% |
$5.57K - $6.77K
|
14K
$349K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
54New |
$841 - $1.02K
|
54
$1.35K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
44.3KNew |
$698K - $989K
|
44.3K
$1.11M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
3.44KNew |
$54.1K - $76.7K
|
3.44K
$86K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
425+ 144.07% |
$6.69K - $9.48K
|
720
$18K
|
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
174+ 0.7% |
$2.74K - $3.88K
|
24.9K
$622K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2New |
$31.5 - $44.6
|
2
$50
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
175New |
$4.32K - $5K
|
175
$4.38K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.19KNew |
$31.3K - $33.6K
|
1.19K
$29.8K
|
|
| Q2 2021 | |||||||
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
342New |
$8.57K - $9.59K
|
342
$8.56K
|
|