Type / Class
Equity / COM
Total 13F shares
6,007,296
Share change
+902,833
Total reported value
$97,266,424
Price per share
$16.19
Number of holders
55
Value change
+$14,653,819
Number of buys
29
Number of sells
21

Institutional Holders of Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) as of Q4 2022

As of 31 Dec 2022, Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) was held by 55 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 6,007,296 shares. The largest 10 holders included Karpus Management, Inc., MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Cornerstone Advisors, LLC, Advisors Asset Management, Inc., BANK OF AMERICA CORP /DE/, UBS Group AG, Royal Bank of Canada, WOLVERINE ASSET MANAGEMENT LLC, and 1607 Capital Partners, LLC. This page lists 55 institutional shareholders reporting positions in this security for the Q4 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.