Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.84K- 0.51% |
$116K - $129K
|
1.14M
$26.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.25K- 27.06% |
$64.5K - $71.7K
|
8.76K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.7K- 10.06% |
$33.7K - $37.5K
|
15.2K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-875- 2.03% |
$17.4K - $19.3K
|
42.2K
$992K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-834- 97.77% |
$16.5K - $18.4K
|
19
$447
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-607- 1.52% |
$12K - $13.4K
|
39.4K
$927K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-523- 19.52% |
$10.4K - $11.5K
|
2.16K
$50.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-487- 4.01% |
$9.66K - $10.8K
|
11.7K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-255- 0.25% |
$5.06K - $5.63K
|
104K
$2.44M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-175- 1.22% |
$3.47K - $3.86K
|
14.2K
$333K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-86- 26.88% |
$1.71K - $1.9K
|
234
$5.51K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.2K- 91.15% |
$303K - $351K
|
1.57K
$36.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.85K- 66.0% |
$147K - $170K
|
4.04K
$95.1K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-267K- 27.95% |
$4.57M - $5.38M
|
688K
$16.2M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-133K- 98.63% |
$2.28M - $2.69M
|
1.85K
$43.6K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-59.6K- 62.52% |
$1.02M - $1.2M
|
35.7K
$841K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14.3K- 45.46% |
$246K - $289K
|
17.2K
$405K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.36K- 7.13% |
$23.2K - $27.3K
|
17.6K
$415K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-448- 18.71% |
$7.67K - $9.03K
|
1.95K
$45.8K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-16.4K- 42.55% |
$248K - $289K
|
22.1K
$520K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.3K- 94.53% |
$171K - $199K
|
655
$15.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-3.69K- 45.67% |
$55.8K - $65K
|
4.39K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-300- 1.51% |
$4.54K - $5.29K
|
19.5K
$459K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-124K- 58.92% |
$2.01M - $2.28M
|
86.4K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-2.5K- 18.38% |
$40.5K - $46.1K
|
11.1K
$261K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-50- 10.53% |
$810 - $921
|
425
$10K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-642- 3.67% |
$10.4K - $11.5K
|
16.8K
$396K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.3K- 35.25% |
$176K - $214K
|
20.8K
$489K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-18.7KClosed |
$295K - $418K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12KClosed |
$190K - $269K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.6K- 50.46% |
$182K - $258K
|
11.4K
$268K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.3KClosed |
$20.5K - $29K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-40Closed |
$630 - $892
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Robinson Capital Management, LLC
|
SELL
|
- |
-25KClosed |
$495K - $650K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-17.9KClosed |
$354K - $464K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.25KClosed |
$24.8K - $32.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-934Closed |
$18.5K - $24.3K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-309Closed |
$6.12K - $8.03K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-100Closed |
$1.98K - $2.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-40Closed |
$792 - $1.04K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-85.2KClosed |
$2.1M - $2.43M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-27KClosed |
$667K - $772K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-8KClosed |
$197K - $229K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-100Closed |
$2.47K - $2.86K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.5KClosed |
$39.5K - $42.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-400Closed |
$10K - $11.2K
|
0
$0
|
|