Type / Class
Equity / COM
Total 13F shares
5,327,305
Share change
-679,198
Total reported value
$92,712,610
Price per share
$17.40
Number of holders
50
Value change
-$10,880,300
Number of buys
26
Number of sells
22

Institutional Holders of Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) as of Q1 2023

As of 31 Mar 2023, Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) was held by 50 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,327,305 shares. The largest 10 holders included Karpus Management, Inc., MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Advisors Asset Management, Inc., BANK OF AMERICA CORP /DE/, UBS Group AG, Royal Bank of Canada, 1607 Capital Partners, LLC, AMERIPRISE FINANCIAL INC, and STIFEL FINANCIAL CORP. This page lists 50 institutional shareholders reporting positions in this security for the Q1 2023 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.