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Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)

NYSE - NYSE Delayed price. Currency in USD
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20.06+0.09 (+0.45%)
At close: 03:52PM EDT
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
0.03%% of shares held by all insiders
15.65%% of shares held by institutions
15.65%% of float held by institutions
58Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Morgan Stanley685,60830 Dec 20232.00%13,753,296
Karpus Management, Inc.687,88730 Mar 20242.00%13,799,012
Advisors Asset Management, Inc.455,82730 Mar 20241.33%9,143,889
Wells Fargo & Company396,90830 Mar 20241.16%7,961,974
UBS Group AG398,38530 Mar 20241.16%7,991,602
Bank of America Corporation336,36530 Dec 20230.98%6,747,481
Royal Bank of Canada264,74830 Dec 20230.77%5,310,844
Ameriprise Financial, Inc.246,54530 Dec 20230.72%4,945,692
Stifel Financial Corporation99,94430 Mar 20240.29%2,004,876
Steward Partners Investment Advisory, LLC85,60430 Dec 20230.25%1,717,216

Top mutual fund holders

HolderSharesDate reported% outValue
Cornerstone Total Return Fund18,90030 Dec 20230.06%379,133
First Trust Income Opportunity ETF15,46230 Mar 20240.05%310,167
Cornerstone Strategic Value Fund7,52530 Dec 20230.02%150,951
Series Portfolios Tr-Unusual Whales Subversive Republican Trading ETF930 Dec 20230.00%180