AIO Insider Trading

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Insider Ownership Percentage: N/A

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $0.00

Virtus Artificial Intelligence & Technology Opportunities Fund Insider Trading History Chart

Virtus Artificial Intelligence & Technology Opportunities Fund Share Price & Price History

^$18.02

▲ +0.405 (2.30%)

As of 04/8/2025 04:59 PM ET

Days: 30 | 90 | 365

Virtus Artificial Intelligence & Technology Opportunities Fund Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
12/11/2023	Connie D Mcdaniel	Director	Buy	2,925	$17.10	$50,017.50	2,925
6/28/2023	Donald C Burke	Director	Buy	832	$18.04	$15,009.28	832

SEC Filings (Institutional Ownership Changes) for Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE:AIO)

Institutional Buying and Selling by Quarter

Virtus Artificial Intelligence & Technology Opportunities Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/17/2025	Wealth Enhancement Advisory Services LLC	52,786	$1.30M	0.0%	+9.1%	0.000%
2/24/2025	Ameriflex Group Inc.	17,750	$0.44M	0.2%	N/A	0.000%
2/17/2025	Bank of America Corp DE	612,345	$15.10M	0.0%	+9.6%	0.000%
2/17/2025	Ameriprise Financial Inc.	253,052	$6.24M	0.0%	+2.8%	0.000%
2/17/2025	Alteri Wealth LLC	12,810	$0.32M	0.1%	N/A	0.000%
2/14/2025	Stifel Financial Corp	93,272	$2.30M	0.0%	-10.1%	0.000%
2/14/2025	Shaker Financial Services LLC	9,193	$0.23M	0.1%	-74.7%	0.000%
2/14/2025	First Trust Advisors LP	40,342	$1M	0.0%	+2.3%	0.000%
2/13/2025	CreativeOne Wealth LLC	45,093	$1.11M	0.0%	N/A	0.000%
2/13/2025	Rockefeller Capital Management L.P.	18,964	$0.47M	0.0%	+6.5%	0.000%
2/13/2025	Raymond James Financial Inc.	92,139	$2.27M	0.0%	N/A	0.000%
2/13/2025	Wells Fargo & Company MN	604,143	$14.90M	0.0%	-0.3%	0.000%
2/12/2025	Level Four Advisory Services LLC	8,250	$0.20M	0.0%	N/A	0.000%
2/11/2025	LPL Financial LLC	57,571	$1.42M	0.0%	+1.6%	0.000%
2/11/2025	Sykon Capital LLC	41,300	$1.02M	0.4%	-2.1%	0.000%
2/11/2025	Virtu Financial LLC	19,205	$0.47M	0.0%	N/A	0.000%
2/10/2025	Advisors Asset Management Inc.	548,499	$13.53M	0.2%	+2.6%	0.000%
2/10/2025	GWN Securities Inc.	10,412	$0.26M	0.1%	N/A	0.000%
2/10/2025	Commonwealth Equity Services LLC	17,389	$0.43M	0.0%	+37.7%	0.000%
2/7/2025	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	19,197	$0.47M	0.1%	+5.0%	0.000%
2/6/2025	Raymond James Financial Inc.	92,139	$2.27M	0.0%	N/A	0.000%
2/6/2025	Steward Partners Investment Advisory LLC	127,600	$3.15M	0.0%	+9.9%	0.000%
2/5/2025	Oppenheimer & Co. Inc.	41,771	$1.03M	0.0%	+25.0%	0.000%
2/4/2025	World Equity Group Inc.	10,500	$0.26M	0.1%	N/A	0.000%
1/31/2025	Kestra Investment Management LLC	1,658	$41K	0.0%	N/A	0.000%
1/31/2025	Sanctuary Advisors LLC	40,329	$1.01M	0.0%	-54.6%	0.000%
1/28/2025	Stockman Wealth Management Inc.	8,431	$0.21M	0.0%	N/A	0.000%
1/28/2025	Serenus Wealth Advisors LLC	22,119	$0.55M	0.1%	N/A	0.000%
1/24/2025	DAVENPORT & Co LLC	32,700	$0.81M	0.0%	N/A	0.000%
1/22/2025	Kingswood Wealth Advisors LLC	22,455	$0.55M	0.0%	+25.1%	0.000%
1/17/2025	Janney Montgomery Scott LLC	28,409	$0.70M	0.0%	+4.3%	0.000%
1/15/2025	Hennion & Walsh Asset Management Inc.	53,266	$1.31M	0.1%	+72.4%	0.000%
1/14/2025	SeaCrest Wealth Management LLC	21,350	$0.53M	0.1%	-11.6%	0.000%
1/14/2025	David J Yvars Group	12,154	$0.30M	0.2%	+4.1%	0.000%
11/25/2024	Sanctuary Advisors LLC	88,779	$2.09M	0.0%	-12.7%	0.000%
11/15/2024	IHT Wealth Management LLC	13,022	$0.29M	0.0%	N/A	0.000%
11/14/2024	Rockefeller Capital Management L.P.	17,813	$0.39M	0.0%	N/A	0.000%
11/8/2024	Advisors Asset Management Inc.	534,702	$11.75M	0.2%	+3.8%	0.000%
11/8/2024	Prospera Financial Services Inc	17,890	$0.39M	0.0%	+4.5%	0.000%
11/6/2024	Oppenheimer & Co. Inc.	33,429	$0.73M	0.0%	+11.6%	0.000%
10/31/2024	Shaker Financial Services LLC	36,297	$0.80M	0.3%	N/A	0.000%
10/31/2024	David J Yvars Group	11,672	$0.26M	0.2%	N/A	0.000%
10/28/2024	US Bancorp DE	2,156	$47K	0.0%	-19.5%	0.000%
10/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	18,290	$0.40M	0.1%	+8.8%	0.000%
10/24/2024	Wealth Enhancement Advisory Services LLC	48,370	$1.06M	0.0%	+7.0%	0.000%
10/23/2024	Hennion & Walsh Asset Management Inc.	30,899	$0.68M	0.0%	+221.9%	0.000%
10/16/2024	SeaCrest Wealth Management LLC	24,150	$0.53M	0.1%	+45.9%	0.000%
10/15/2024	NBC Securities Inc.	8,756	$0.19M	0.0%	-27.1%	0.000%
9/5/2024	Sanctuary Advisors LLC	101,740	$2.21M	0.0%	N/A	0.000%
8/19/2024	B. Riley Wealth Advisors Inc.	14,345	$0.31M	0.0%	+10.2%	0.000%
8/8/2024	Sykon Capital LLC	43,050	$0.94M	0.4%	-22.7%	0.000%
8/8/2024	Prevail Innovative Wealth Advisors LLC	37,561	$0.82M	0.3%	N/A	0.000%
8/5/2024	Blue Bell Private Wealth Management LLC	4,042	$88K	0.0%	-66.0%	0.000%
7/26/2024	Cambridge Investment Research Advisors Inc.	70,427	$1.53M	0.0%	+12.4%	0.000%
7/24/2024	&PARTNERS	18,135	$0.39M	0.0%	+36.5%	0.000%
7/22/2024	SeaCrest Wealth Management LLC	16,550	$0.36M	0.0%	+65.5%	0.000%
7/20/2024	Hennion & Walsh Asset Management Inc.	9,600	$0.21M	0.0%	N/A	0.000%
7/19/2024	Chapin Davis Inc.	17,900	$0.39M	0.1%	+6.2%	0.000%
7/19/2024	Raymond James & Associates	60,036	$1.30M	0.0%	-8.7%	0.000%
7/16/2024	Wealth Enhancement Advisory Services LLC	45,199	$0.98M	0.0%	N/A	0.000%
7/9/2024	Kingswood Wealth Advisors LLC	17,846	$0.39M	0.0%	+32.8%	0.000%
5/17/2024	Comerica Bank	1,361	$27K	0.0%	-47.8%	0.000%
5/17/2024	Creekmur Asset Management LLC	2,373	$48K	0.0%	-70.3%	0.000%
5/14/2024	Advisors Asset Management Inc.	455,827	$9.15M	0.2%	-4.8%	0.000%
5/14/2024	Karpus Management Inc.	687,887	$13.81M	0.4%	-27.9%	0.000%
5/7/2024	Oppenheimer & Co. Inc.	30,531	$0.61M	0.0%	+14.3%	0.000%
5/1/2024	Janney Montgomery Scott LLC	30,094	$0.60M	0.0%	+74.9%	0.000%
4/30/2024	Hartline Investment Corp	16,504	$0.33M	0.1%	N/A	0.000%
4/24/2024	Blue Bell Private Wealth Management LLC	11,888	$0.24M	0.1%	+162.0%	0.000%
4/18/2024	SeaCrest Wealth Management LLC	10,000	$0.20M	0.0%	N/A	0.000%
4/18/2024	Claro Advisors LLC	17,210	$0.35M	0.1%	-45.5%	0.000%
4/15/2024	Kingswood Wealth Advisors LLC	13,436	$0.27M	0.0%	N/A	0.000%
4/5/2024	NBC Securities Inc.	11,329	$0.23M	0.0%	-12.3%	0.000%
3/1/2024	Creekmur Asset Management LLC	7,989	$0.14M	0.0%	N/A	0.000%
2/13/2024	Karpus Management Inc.	954,715	$16.61M	0.5%	+3.8%	0.000%
2/13/2024	Quantedge Capital Pte Ltd	17,952	$0.31M	0.2%	N/A	0.000%
2/12/2024	Weiss Asset Management LP	16,846	$0.29M	0.0%	N/A	0.000%
2/12/2024	Steward Partners Investment Advisory LLC	85,604	$1.49M	0.0%	+11.3%	0.000%
2/9/2024	Wells Fargo & Company MN	600,063	$10.44M	0.0%	+25.5%	0.000%
2/9/2024	Cornerstone Advisors LLC	26,425	$0.46M	0.0%	N/A	0.000%
2/9/2024	UBS Group AG	384,440	$6.69M	0.0%	-5.0%	0.000%
2/7/2024	Shaker Financial Services LLC	81,204	$1.42M	0.6%	+119.5%	0.000%
2/6/2024	Sykon Capital LLC	55,650	$0.97M	0.4%	-21.2%	0.000%
2/5/2024	Certuity LLC	22,119	$0.39M	0.0%	-42.5%	0.000%
2/2/2024	Atria Wealth Solutions Inc.	12,784	$0.22M	0.0%	-51.8%	0.000%
2/1/2024	Wolverine Asset Management LLC	135,163	$2.35M	0.0%	+1,881.3%	0.000%
1/30/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	15,594	$0.27M	0.1%	+11.9%	0.000%
1/22/2024	Claro Advisors LLC	31,556	$0.55M	0.1%	+2.4%	0.000%
1/16/2024	Raymond James Financial Services Advisors Inc.	18,929	$0.33M	0.0%	+61.3%	0.000%
1/16/2024	Raymond James & Associates	74,648	$1.30M	0.0%	+38.7%	0.000%
1/12/2024	FNY Investment Advisers LLC	5,000	$87K	0.1%	+25.0%	0.000%
11/15/2023	Advisors Asset Management Inc.	502,275	$8.29M	0.2%	+13.9%	0.000%
11/13/2023	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	13,937	$0.23M	0.1%	+9.4%	0.000%
11/13/2023	Wolverine Asset Management LLC	6,822	$0.11M	0.0%	N/A	0.000%
11/13/2023	Kestra Advisory Services LLC	26,450	$0.44M	0.0%	-22.1%	0.000%
11/13/2023	PNC Financial Services Group Inc.	25,345	$0.42M	0.0%	-30.0%	0.000%
11/9/2023	Karpus Management Inc.	919,909	$15.19M	0.5%	-36.1%	0.000%
11/9/2023	Sykon Capital LLC	70,650	$1.17M	0.5%	+72.9%	0.000%
11/9/2023	UBS Group AG	404,744	$6.68M	0.0%	+5.7%	0.000%
11/8/2023	Janney Montgomery Scott LLC	16,671	$0.28M	0.0%	+36.4%	0.000%

Data available starting January 2016

See Full Table

The Fund seeks to generate a stable income stream and growth of capital by focusing on one of the most significant long-term secular growth opportunities in markets today. A multi-asset approach based on fundamental research is employed, dynamically allocating to attractive segments of a company's debt and equity in order to offer an attractive risk/reward profile. Innovators and Disruptors -- The Fund invests in a growing universe of opportunities across a broad spectrum of technologies and sectors embracing the disruptive power of artificial intelligence and other new technologies. Differentiated Approach -- The Fund employs a differentiated, multi-asset approach which strives to create an attractive risk/reward profile through fundamental research and dynamically allocating across public and private investments in convertible securities and equities. Specialist Managers -- Co-managed by Allianz Global Investors' Artificial Intelligence and Income & Growth investment teams, the Fund leverages one of the leading global investment managers with deep expertise in technology, multi-asset, and closed-end fund strategies.

Today's Range

Now: $18.02

$17.78

$18.90

50 Day Range

MA: $22.70

$17.61

$25.57

52 Week Range

Now: $18.02

$16.18

$25.69

Volume

190,599 shs

Average Volume

98,185 shs

Market Capitalization

N/A

P/E Ratio

N/A

Dividend Yield

6.02%

Beta

N/A

Who are the company insiders with the largest holdings of Virtus Artificial Intelligence & Technology Opportunities Fund?: Virtus Artificial Intelligence & Technology Opportunities Fund's top insider investors include:
Connie D Mcdaniel (Director)
Donald C Burke (Director)
Learn More about top insider investors at Virtus Artificial Intelligence & Technology Opportunities Fund.