Institutional Ownership Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO)
This table provides information about the institutional ownership of Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
626
shares
|
$15,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
600
shares
|
$15,240
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
275
shares
|
$6,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
234
shares
|
$5,943
0.0% of portfolio
|
Q3 2024
Reduced 26.88%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
100
shares
|
$2,540
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
54
shares
|
$1,371
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
19
shares
|
$482
0.0% of portfolio
|
Q3 2024
Reduced 97.77%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
8
shares
|
$203
0.02% of portfolio
|
Q4 2024
Reduced 99.91%
|