Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
5,271,702
-
Share change
-
+535,657
-
Total reported value
-
$91,736,638
-
Price per share
-
$17.40
-
Number of holders
-
57
-
Value change
-
+$9,335,165
-
Number of buys
-
37
-
Number of sells
-
16
Institutional Holders of Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) as of Q4 2023
As of 31 Dec 2023,
Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) was held by
57 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,271,702 shares.
The largest 10 holders included
Karpus Management, Inc., MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Advisors Asset Management, Inc., UBS Group AG, BANK OF AMERICA CORP /DE/, ROYAL BANK OF CANADA, AMERIPRISE FINANCIAL INC, WOLVERINE ASSET MANAGEMENT LLC, and STIFEL FINANCIAL CORP.
This page lists
57
institutional shareholders reporting positions in this security
for the Q4 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.