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AIO Insider Trading

Insider Ownership Percentage: N/A
Insider Buying (Last 12 Months): $49,580.00
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.

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

Current Price: $23.04
Price Change: ▲ Price Increase of +0.175 (0.77%)
As of 02/20/2026 04:59 PM 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

Virtus Artificial Intelligence & Technology Opportunities Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
7/29/2025William Patrick Bradley IIIEVPBuy2,000$24.79$49,580.002,000View SEC Filing Icon  
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  
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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.

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Virtus Artificial Intelligence & Technology Opportunities Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2026Ameriflex Group Inc.8,400$0.18M0.1%-57.6%0.000%Search for SEC Filing on Google Icon
2/18/2026Readystate Asset Management LP139,148$3.03M0.1%+773.8%0.000%Search for SEC Filing on Google Icon
2/18/2026Rivernorth Capital Management LLC9,246$0.20M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026Evolve Private Wealth LLC11,157$0.25M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers51,644$1.12M0.0%+26.0%0.000%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.13,251$0.29M0.0%-23.0%0.000%Search for SEC Filing on Google Icon
2/17/2026&PARTNERS50,131$1.09M0.0%+246.5%0.000%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada427,602$9.30M0.0%+25.9%0.000%Search for SEC Filing on Google Icon
2/16/2026Landscape Capital Management L.L.C.154,073$3.35M0.2%N/A0.000%Search for SEC Filing on Google Icon
2/13/2026CreativeOne Wealth LLC25,943$0.56M0.0%-8.0%0.000%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp78,721$1.71M0.0%-7.4%0.000%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN628,201$13.66M0.0%-1.7%0.000%Search for SEC Filing on Google Icon
2/13/2026Summit Financial LLC100,157$2.30M0.0%+2.6%0.000%Search for SEC Filing on Google Icon
2/12/2026Advisors Asset Management Inc.349,789$7.61M0.1%-16.3%0.000%Search for SEC Filing on Google Icon
2/12/2026Jane Street Group LLC10,910$0.24M0.0%+19.5%0.000%Search for SEC Filing on Google Icon
2/12/2026Commonwealth Equity Services LLC20,065$0.44M0.0%+4.4%0.000%Search for SEC Filing on Google Icon
2/12/2026Steward Partners Investment Advisory LLC140,804$3.06M0.0%+1.2%0.000%Search for SEC Filing on Google Icon
2/11/2026Janney Montgomery Scott LLC28,421$0.62M0.0%-10.4%0.000%Search for SEC Filing on Google Icon
2/11/2026Strategic Advocates LLC21,935$0.48M0.1%-16.2%0.000%Search for SEC Filing on Google Icon
2/11/2026LPL Financial LLC99,050$2.15M0.0%+9.0%0.000%Search for SEC Filing on Google Icon
2/9/2026Prospera Financial Services Inc14,124$0.31M0.0%-7.9%0.000%Search for SEC Filing on Google Icon
2/2/2026Wolverine Asset Management LLC165,881$3.61M0.0%+150.4%0.000%Search for SEC Filing on Google Icon
2/2/2026Truist Financial Corp16,364$0.36M0.0%+2.8%0.000%Search for SEC Filing on Google Icon
2/2/2026Oppenheimer & Co. Inc.65,780$1.43M0.0%-1.2%0.000%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG452,479$9.84M0.0%-5.3%0.000%Search for SEC Filing on Google Icon
1/29/2026Calamos Advisors LLC29,393$0.64M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/29/2026NBC Securities Inc.7,153$0.16M0.0%+8.5%0.000%Search for SEC Filing on Google Icon
1/28/2026Kingswood Wealth Advisors LLC37,593$0.82M0.0%+15.0%0.000%Search for SEC Filing on Google Icon
1/28/2026PMG Family Office LLC32,884$0.72M0.8%+6.3%0.000%Search for SEC Filing on Google Icon
1/26/2026Shaker Financial Services LLC30,899$0.71M0.2%+143.9%0.000%Search for SEC Filing on Google Icon
1/22/2026Spirepoint Private Client LLC9,733$0.21M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/14/2026Hennion & Walsh Asset Management Inc.133,918$2.91M0.1%+10.1%0.000%Search for SEC Filing on Google Icon
1/14/2026Wealthcare Advisory Partners LLC10,231$0.22M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/12/2026SeaCrest Wealth Management LLC33,550$0.75M0.1%-2.4%0.000%Search for SEC Filing on Google Icon
1/12/2026DAVENPORT & Co LLC23,200$0.51M0.0%-27.0%0.000%Search for SEC Filing on Google Icon
1/8/2026Wealth Enhancement Advisory Services LLC44,497$1M0.0%+1.7%0.000%Search for SEC Filing on Google Icon
12/22/2025PMG Family Office LLC30,944$0.74M0.8%N/A0.000%Search for SEC Filing on Google Icon
11/26/2025Strategic Advocates LLC26,190$0.63M0.2%-42.3%0.000%Search for SEC Filing on Google Icon
11/17/2025NewEdge Advisors LLC12,773$0.31M0.0%+1,563.2%0.000%Search for SEC Filing on Google Icon
11/17/2025Susquehanna International Group LLP15,709$0.38M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/17/2025Northwestern Mutual Wealth Management Co.2,500$60K0.0%+150.0%0.000%Search for SEC Filing on Google Icon
11/17/2025Mercer Global Advisors Inc. ADV8,671$0.21M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE839,642$20.18M0.0%+11.1%0.000%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.369,920$8.89M0.0%+27.3%0.000%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.134,624$3.24M0.0%+25.2%0.000%Search for SEC Filing on Google Icon
11/13/2025SeaCrest Wealth Management LLC34,360$0.83M0.1%-3.5%0.000%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG477,626$11.48M0.0%+6.6%0.000%Search for SEC Filing on Google Icon
11/13/2025CreativeOne Wealth LLC28,185$0.68M0.0%-15.2%0.000%Search for SEC Filing on Google Icon
11/13/2025Ameriflex Group Inc.19,800$0.48M0.2%N/A0.000%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP44,258$1.06M0.0%+11.4%0.000%Search for SEC Filing on Google Icon
11/10/2025Alteri Wealth LLC17,395$0.42M0.1%+10.1%0.000%Search for SEC Filing on Google Icon
11/7/2025Readystate Asset Management LP15,924$0.38M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/6/2025Westbourne Investments Inc.8,800$0.22M0.1%N/A0.000%Search for SEC Filing on Google Icon
11/6/2025Advisors Asset Management Inc.418,094$10.05M0.2%-18.7%0.000%Search for SEC Filing on Google Icon
11/6/2025Prospera Financial Services Inc15,335$0.37M0.0%-20.3%0.000%Search for SEC Filing on Google Icon
11/6/2025Oppenheimer & Co. Inc.66,551$1.60M0.0%+7.5%0.000%Search for SEC Filing on Google Icon
11/5/2025J.W. Cole Advisors Inc.9,618$0.23M0.0%+19.0%0.000%Search for SEC Filing on Google Icon
11/4/2025Cornerstone Planning Group LLC1,116$27K0.0%+994.1%0.000%Search for SEC Filing on Google Icon
10/29/2025Wealth Enhancement Advisory Services LLC43,773$1.05M0.0%-2.2%0.000%Search for SEC Filing on Google Icon
10/28/2025Wolverine Asset Management LLC66,251$1.59M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,983$0.26M0.0%+12.7%0.000%Search for SEC Filing on Google Icon
10/23/2025Kingswood Wealth Advisors LLC32,686$0.79M0.0%+10.7%0.000%Search for SEC Filing on Google Icon
10/22/2025Shaker Financial Services LLC12,670$0.30M0.1%N/A0.000%Search for SEC Filing on Google Icon
10/22/2025Geneos Wealth Management Inc.1,790$43K0.0%N/A0.000%Search for SEC Filing on Google Icon
10/22/2025Hennion & Walsh Asset Management Inc.121,642$2.92M0.1%+19.9%0.000%Search for SEC Filing on Google Icon
10/15/2025CWM LLC8,099$0.20M0.0%+369.2%0.000%Search for SEC Filing on Google Icon
10/15/2025DAVENPORT & Co LLC31,800$0.76M0.0%-5.9%0.000%Search for SEC Filing on Google Icon
9/4/2025Osaic Holdings Inc.14,801$0.37M0.0%+21.4%0.000%Search for SEC Filing on Google Icon
8/19/2025Newbridge Financial Services Group Inc.5,974$0.15M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE755,627$18.76M0.0%+5.4%0.000%Search for SEC Filing on Google Icon
8/15/2025Ameriprise Financial Inc.290,542$7.21M0.0%+9.0%0.000%Search for SEC Filing on Google Icon
8/14/2025Jane Street Group LLC11,065$0.28M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.107,535$2.67M0.0%+8.9%0.000%Search for SEC Filing on Google Icon
8/13/2025First Trust Advisors LP39,719$0.99M0.0%-1.4%0.000%Search for SEC Filing on Google Icon
8/13/2025Northwestern Mutual Wealth Management Co.1,000$25K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/12/2025J.W. Cole Advisors Inc.8,079$0.20M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/12/2025Advisors Asset Management Inc.514,514$12.77M0.2%+4.8%0.000%Search for SEC Filing on Google Icon
8/12/2025Steward Partners Investment Advisory LLC141,197$3.51M0.0%+5.6%0.000%Search for SEC Filing on Google Icon
8/12/2025CreativeOne Wealth LLC33,250$0.83M0.0%-10.1%0.000%Search for SEC Filing on Google Icon
8/11/2025Alteri Wealth LLC15,795$0.39M0.2%+12.5%0.000%Search for SEC Filing on Google Icon
8/11/2025Sykon Capital LLC33,906$0.84M0.3%-17.9%0.000%Search for SEC Filing on Google Icon
8/8/2025Cetera Investment Advisers27,511$0.68M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/6/2025Prospera Financial Services Inc19,249$0.48M0.0%-11.3%0.000%Search for SEC Filing on Google Icon
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,744$0.24M0.0%-47.1%0.000%Search for SEC Filing on Google Icon
8/4/2025Spire Wealth Management1,300$32K0.0%N/A0.000%Search for SEC Filing on Google Icon
7/23/2025Kingswood Wealth Advisors LLC29,530$0.73M0.1%+24.4%0.000%Search for SEC Filing on Google Icon
7/22/2025DAVENPORT & Co LLC33,800$0.84M0.0%-21.9%0.000%Search for SEC Filing on Google Icon
7/17/2025Janney Montgomery Scott LLC33,975$0.84M0.0%+21.5%0.000%Search for SEC Filing on Google Icon
7/17/2025Stockman Wealth Management Inc.8,131$0.20M0.0%N/A0.000%Search for SEC Filing on Google Icon
7/14/2025Chapin Davis Inc.18,400$0.46M0.1%+2.8%0.000%Search for SEC Filing on Google Icon
7/11/2025SeaCrest Wealth Management LLC35,600$0.88M0.1%+78.9%0.000%Search for SEC Filing on Google Icon
7/11/2025Kingstone Capital Partners Texas LLC30,878,016$766.39M0.1%N/A0.000%Search for SEC Filing on Google Icon
7/10/2025Wealth Enhancement Advisory Services LLC44,777$1.11M0.0%+2.0%0.000%Search for SEC Filing on Google Icon
7/9/2025David J Yvars Group11,885$0.30M0.2%-10.6%0.000%Search for SEC Filing on Google Icon
7/8/2025Strategic Advocates LLC45,425$1.13M0.3%+8.2%0.000%Search for SEC Filing on Google Icon
5/16/2025Advisors Asset Management Inc.490,819$10.13M0.2%-10.5%0.000%Search for SEC Filing on Google Icon
5/15/2025Royal Bank of Canada314,300$6.49M0.0%-5.3%0.000%Search for SEC Filing on Google Icon
5/14/2025CreativeOne Wealth LLC36,977$0.76M0.0%-18.0%0.000%Search for SEC Filing on Google Icon
5/13/2025Elequin Capital LP7,653$0.16M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/12/2025Aveo Capital Partners LLC13,299$0.28M0.0%N/A0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

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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: $23.04
Low: $22.74
High: $23.12

50 Day Range

MA: $22.68
Low: $21.76
High: $23.50

52 Week Range

Now: $23.04
Low: $16.18
High: $25.47

Volume

53,938 shs

Average Volume

127,878 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. William Patrick Bradley III (EVP)
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. Wells Fargo & Company MN — 0.00%
  2. UBS Group AG — 0.00%
  3. Royal Bank of Canada — 0.00%
  4. Advisors Asset Management Inc. — 0.00%
  5. Wolverine Asset Management LLC — 0.00%
  6. Landscape Capital Management L.L.C. — 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. Advisors Asset Management Inc.
  2. UBS Group AG
  3. Ameriflex Group Inc.
  4. Wells Fargo & Company MN
  5. DAVENPORT & Co LLC
  6. Stifel Financial Corp
  7. Strategic Advocates LLC
  8. Osaic Holdings Inc.

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. Landscape Capital Management L.L.C.
  2. Readystate Asset Management LP
  3. Wolverine Asset Management LLC
  4. Royal Bank of Canada
  5. &PARTNERS
  6. Calamos Advisors LLC
  7. Shaker Financial Services LLC
  8. Hennion & Walsh Asset Management Inc.