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AIO Insider Trading

Insider Ownership Percentage: N/A
Insider Buying (Last 12 Months): $50,017.50
Insider Selling (Last 12 Months): $0.00

Virtus Artificial Intelligence & Technology Opportunities Fund Insider Trading History Chart

This chart shows the insider buying and selling history at Virtus Artificial Intelligence & Technology Opportunities Fund by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

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

Current Price: $23.33
Price Change: ▲ Price Increase of +0.45 (1.97%)
As of 11/21/2024 01:00 AM ET

This chart shows the closing price history over time for AIO up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
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Virtus Artificial Intelligence & Technology Opportunities Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/11/2023Connie D McdanielDirectorBuy2,925$17.10$50,017.502,925View SEC Filing Icon  
6/28/2023Donald C BurkeDirectorBuy832$18.04$15,009.28832View SEC Filing Icon  
3/3/2022Deborah A DecotisDirectorBuy1,117$21.87$24,428.79View SEC Filing Icon  
2/25/2022Philip R McloughlinDirectorBuy500$21.60$10,800.00View SEC Filing Icon  
1/13/2022Sarah E. CoganDirectorBuy1,000$25.37$25,370.00View SEC Filing Icon  
12/21/2021George R. AylwardCEOBuy3,685$27.14$100,010.90View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE:AIO)

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at AIO by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Virtus Artificial Intelligence & Technology Opportunities Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024IHT Wealth Management LLC13,022$0.29M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/14/2024Rockefeller Capital Management L.P.17,813$0.39M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/8/2024Advisors Asset Management Inc.534,702$11.75M0.2%+3.8%0.000%Search for SEC Filing on Google Icon
11/8/2024Prospera Financial Services Inc17,890$0.39M0.0%+4.5%0.000%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer & Co. Inc.33,429$0.73M0.0%+11.6%0.000%Search for SEC Filing on Google Icon
10/31/2024Shaker Financial Services LLC36,297$0.80M0.3%N/A0.000%Search for SEC Filing on Google Icon
10/31/2024David J Yvars Group11,672$0.26M0.2%N/A0.000%Search for SEC Filing on Google Icon
10/28/2024US Bancorp DE2,156$47K0.0%-19.5%0.000%Search for SEC Filing on Google Icon
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,290$0.40M0.1%+8.8%0.000%Search for SEC Filing on Google Icon
10/24/2024Wealth Enhancement Advisory Services LLC48,370$1.06M0.0%+7.0%0.000%Search for SEC Filing on Google Icon
10/23/2024Hennion & Walsh Asset Management Inc.30,899$0.68M0.0%+221.9%0.000%Search for SEC Filing on Google Icon
10/16/2024SeaCrest Wealth Management LLC24,150$0.53M0.1%+45.9%0.000%Search for SEC Filing on Google Icon
10/15/2024NBC Securities Inc.8,756$0.19M0.0%-27.1%0.000%Search for SEC Filing on Google Icon
9/5/2024Sanctuary Advisors LLC101,740$2.21M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/19/2024B. Riley Wealth Advisors Inc.14,345$0.31M0.0%+10.2%0.000%Search for SEC Filing on Google Icon
8/8/2024Sykon Capital LLC43,050$0.94M0.4%-22.7%0.000%Search for SEC Filing on Google Icon
8/8/2024Prevail Innovative Wealth Advisors LLC37,561$0.82M0.3%N/A0.000%Search for SEC Filing on Google Icon
8/5/2024Blue Bell Private Wealth Management LLC4,042$88K0.0%-66.0%0.000%Search for SEC Filing on Google Icon
7/26/2024Cambridge Investment Research Advisors Inc.70,427$1.53M0.0%+12.4%0.000%Search for SEC Filing on Google Icon
7/24/2024&PARTNERS18,135$0.39M0.0%+36.5%0.000%Search for SEC Filing on Google Icon
7/22/2024SeaCrest Wealth Management LLC16,550$0.36M0.0%+65.5%0.000%Search for SEC Filing on Google Icon
7/20/2024Hennion & Walsh Asset Management Inc.9,600$0.21M0.0%N/A0.000%Search for SEC Filing on Google Icon
7/19/2024Chapin Davis Inc.17,900$0.39M0.1%+6.2%0.000%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates60,036$1.30M0.0%-8.7%0.000%Search for SEC Filing on Google Icon
7/16/2024Wealth Enhancement Advisory Services LLC45,199$0.98M0.0%N/A0.000%Search for SEC Filing on Google Icon
7/9/2024Kingswood Wealth Advisors LLC17,846$0.39M0.0%+32.8%0.000%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank1,361$27K0.0%-47.8%0.000%Search for SEC Filing on Google Icon
5/17/2024Creekmur Asset Management LLC2,373$48K0.0%-70.3%0.000%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.455,827$9.15M0.2%-4.8%0.000%Search for SEC Filing on Google Icon
5/14/2024Karpus Management Inc.687,887$13.81M0.4%-27.9%0.000%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer & Co. Inc.30,531$0.61M0.0%+14.3%0.000%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC30,094$0.60M0.0%+74.9%0.000%Search for SEC Filing on Google Icon
4/30/2024Hartline Investment Corp16,504$0.33M0.1%N/A0.000%Search for SEC Filing on Google Icon
4/24/2024Blue Bell Private Wealth Management LLC11,888$0.24M0.1%+162.0%0.000%Search for SEC Filing on Google Icon
4/18/2024SeaCrest Wealth Management LLC10,000$0.20M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/18/2024Claro Advisors LLC17,210$0.35M0.1%-45.5%0.000%Search for SEC Filing on Google Icon
4/15/2024Kingswood Wealth Advisors LLC13,436$0.27M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/5/2024NBC Securities Inc.11,329$0.23M0.0%-12.3%0.000%Search for SEC Filing on Google Icon
3/1/2024Creekmur Asset Management LLC7,989$0.14M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2024Karpus Management Inc.954,715$16.61M0.5%+3.8%0.000%Search for SEC Filing on Google Icon
2/13/2024Quantedge Capital Pte Ltd17,952$0.31M0.2%N/A0.000%Search for SEC Filing on Google Icon
2/12/2024Weiss Asset Management LP16,846$0.29M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/12/2024Steward Partners Investment Advisory LLC85,604$1.49M0.0%+11.3%0.000%Search for SEC Filing on Google Icon
2/9/2024Wells Fargo & Company MN600,063$10.44M0.0%+25.5%0.000%Search for SEC Filing on Google Icon
2/9/2024Cornerstone Advisors LLC26,425$0.46M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/9/2024UBS Group AG384,440$6.69M0.0%-5.0%0.000%Search for SEC Filing on Google Icon
2/7/2024Shaker Financial Services LLC81,204$1.42M0.6%+119.5%0.000%Search for SEC Filing on Google Icon
2/6/2024Sykon Capital LLC55,650$0.97M0.4%-21.2%0.000%Search for SEC Filing on Google Icon
2/5/2024Certuity LLC22,119$0.39M0.0%-42.5%0.000%Search for SEC Filing on Google Icon
2/2/2024Atria Wealth Solutions Inc.12,784$0.22M0.0%-51.8%0.000%Search for SEC Filing on Google Icon
2/1/2024Wolverine Asset Management LLC135,163$2.35M0.0%+1,881.3%0.000%Search for SEC Filing on Google Icon
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,594$0.27M0.1%+11.9%0.000%Search for SEC Filing on Google Icon
1/22/2024Claro Advisors LLC31,556$0.55M0.1%+2.4%0.000%Search for SEC Filing on Google Icon
1/16/2024Raymond James Financial Services Advisors Inc.18,929$0.33M0.0%+61.3%0.000%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates74,648$1.30M0.0%+38.7%0.000%Search for SEC Filing on Google Icon
1/12/2024FNY Investment Advisers LLC5,000$87K0.1%+25.0%0.000%Search for SEC Filing on Google Icon
11/15/2023Advisors Asset Management Inc.502,275$8.29M0.2%+13.9%0.000%Search for SEC Filing on Google Icon
11/13/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,937$0.23M0.1%+9.4%0.000%Search for SEC Filing on Google Icon
11/13/2023Wolverine Asset Management LLC6,822$0.11M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/13/2023Kestra Advisory Services LLC26,450$0.44M0.0%-22.1%0.000%Search for SEC Filing on Google Icon
11/13/2023PNC Financial Services Group Inc.25,345$0.42M0.0%-30.0%0.000%Search for SEC Filing on Google Icon
11/9/2023Karpus Management Inc.919,909$15.19M0.5%-36.1%0.000%Search for SEC Filing on Google Icon
11/9/2023Sykon Capital LLC70,650$1.17M0.5%+72.9%0.000%Search for SEC Filing on Google Icon
11/9/2023UBS Group AG404,744$6.68M0.0%+5.7%0.000%Search for SEC Filing on Google Icon
11/8/2023Janney Montgomery Scott LLC16,671$0.28M0.0%+36.4%0.000%Search for SEC Filing on Google Icon
11/8/2023Atria Wealth Solutions Inc.26,549$0.44M0.0%-2.3%0.000%Search for SEC Filing on Google Icon
11/8/2023Oppenheimer & Co. Inc.25,309$0.42M0.0%-5.7%0.000%Search for SEC Filing on Google Icon
11/4/2023NBC Securities Inc.12,878$0.21M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/2/2023Shaker Financial Services LLC36,994$0.61M0.3%N/A0.000%Search for SEC Filing on Google Icon
10/24/2023Raymond James Financial Services Advisors Inc.11,734$0.19M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/24/2023Raymond James & Associates53,827$0.89M0.0%-24.8%0.000%Search for SEC Filing on Google Icon
10/24/2023Dakota Wealth Management18,870$0.31M0.0%-4.1%0.000%Search for SEC Filing on Google Icon
10/24/2023Kingswood Wealth Advisors LLC14,114$0.23M0.1%+15.0%0.000%Search for SEC Filing on Google Icon
10/24/2023Cambridge Investment Research Advisors Inc.44,060$0.73M0.0%+41.3%0.000%Search for SEC Filing on Google Icon
8/11/2023Karpus Management Inc.1,439,193$26.48M0.8%-3.3%0.000%Search for SEC Filing on Google Icon
8/11/2023City of London Investment Management Co. Ltd.11,100$0.20M0.0%-18.4%0.000%Search for SEC Filing on Google Icon
8/11/2023Kestra Advisory Services LLC33,958$0.63M0.0%+4.1%0.000%Search for SEC Filing on Google Icon
8/10/2023Sykon Capital LLC40,850$0.75M0.5%N/A0.000%Search for SEC Filing on Google Icon
8/9/2023Kingswood Wealth Advisors LLC12,276$0.23M0.1%N/A0.000%Search for SEC Filing on Google Icon
8/8/2023Blue Bell Private Wealth Management LLC4,338$80K0.0%-12.2%0.000%Search for SEC Filing on Google Icon
8/3/2023Atria Wealth Solutions Inc.27,170$0.50M0.0%-7.8%0.000%Search for SEC Filing on Google Icon
8/3/2023Oppenheimer & Co. Inc.26,850$0.49M0.0%+16.7%0.000%Search for SEC Filing on Google Icon
7/31/2023LPL Financial LLC48,440$0.89M0.0%+9.1%0.000%Search for SEC Filing on Google Icon
7/27/2023B. Riley Wealth Advisors Inc.13,513$0.25M0.0%-40.7%0.000%Search for SEC Filing on Google Icon
7/26/2023Janney Montgomery Scott LLC12,221$0.23M0.0%-33.9%0.000%Search for SEC Filing on Google Icon
7/25/2023Raymond James & Associates71,603$1.32M0.0%+4.0%0.000%Search for SEC Filing on Google Icon
7/13/2023Cambridge Investment Research Advisors Inc.31,174$0.57M0.0%+62.0%0.000%Search for SEC Filing on Google Icon
7/11/2023FNY Investment Advisers LLC4,000$73K0.1%-20.0%0.000%Search for SEC Filing on Google Icon
7/10/2023Level Four Advisory Services LLC13,930$0.26M0.0%+9.4%0.000%Search for SEC Filing on Google Icon
6/5/2023Level Four Advisory Services LLC12,730$0.22M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/12/2023Advisors Asset Management Inc.493,798$8.59M0.2%+7.8%0.000%Search for SEC Filing on Google Icon
5/11/2023Karpus Management Inc.1,488,948$25.91M0.8%+3.9%0.000%Search for SEC Filing on Google Icon
5/11/2023Elequin Securities LLC1,539$27K0.0%-95.3%0.000%Search for SEC Filing on Google Icon
5/10/2023Oppenheimer & Co. Inc.22,998$0.40M0.0%+39.8%0.000%Search for SEC Filing on Google Icon
5/8/2023Blue Bell Private Wealth Management LLC4,938$86K0.0%-25.6%0.000%Search for SEC Filing on Google Icon
5/4/2023Stockman Wealth Management Inc.16,831$0.29M0.1%-3.7%0.000%Search for SEC Filing on Google Icon
5/1/2023CWM LLC1,521$26K0.0%+92.0%0.000%Search for SEC Filing on Google Icon
4/21/2023Kovack Advisors Inc.16,501$0.29M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/13/2023Chapin Davis Inc.18,600$0.32M0.2%+10.1%0.000%Search for SEC Filing on Google Icon
4/12/2023FNY Investment Advisers LLC5,000$87K0.1%+25.0%0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Virtus Artificial Intelligence & Technology Opportunities Fund logo
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.
Read More on Virtus Artificial Intelligence & Technology Opportunities Fund

Today's Range

Now: $23.33
Low: $22.85
High: $23.50

50 Day Range

MA: $22.27
Low: $20.82
High: $23.70

52 Week Range

Now: $23.33
Low: $16.70
High: $23.94

Volume

72,382 shs

Average Volume

107,309 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:
  1. Connie D Mcdaniel (Director)
  2. Donald C Burke (Director)
Learn More about top insider investors at Virtus Artificial Intelligence & Technology Opportunities Fund.

Who are the major institutional investors of Virtus Artificial Intelligence & Technology Opportunities Fund?

Virtus Artificial Intelligence & Technology Opportunities Fund's top institutional investors include:
  1. Advisors Asset Management Inc. — 0.00%
  2. Wealth Enhancement Advisory Services LLC — 0.00%
  3. Shaker Financial Services LLC — 0.00%
  4. Oppenheimer & Co. Inc. — 0.00%
  5. Hennion & Walsh Asset Management Inc. — 0.00%
  6. SeaCrest Wealth Management LLC — 0.00%
Learn More about top institutional investors of Virtus Artificial Intelligence & Technology Opportunities Fund stock.

Which institutional investors are selling Virtus Artificial Intelligence & Technology Opportunities Fund stock?

During the previous quarter, AIO stock was sold by these institutional investors:
  1. NBC Securities Inc.
  2. US Bancorp DE

Which institutional investors are buying Virtus Artificial Intelligence & Technology Opportunities Fund stock?

Within the last quarter, AIO stock was acquired by institutional investors including:
  1. Shaker Financial Services LLC
  2. Hennion & Walsh Asset Management Inc.
  3. Advisors Asset Management Inc.
  4. Rockefeller Capital Management L.P.
  5. IHT Wealth Management LLC
  6. David J Yvars Group
  7. SeaCrest Wealth Management LLC
  8. Oppenheimer & Co. Inc.
During the last year, these company insiders have bought Virtus Artificial Intelligence & Technology Opportunities Fund stock:
  1. Connie D Mcdaniel (Director)
  2. Donald C Burke (Director)
Learn More investors buying Virtus Artificial Intelligence & Technology Opportunities Fund stock.
Democrats Sold Out the American Dream - Are you ready?
From Behind the Markets   |   Ad
There's a massive housing crisis looming, and nobody on Main Street knows it yet... The Democrats sold out the American Dream - and now, millions of Americans are locked out of the housing market, forced to become "permanent renters."
Click here to see exactly what you need to do >>>