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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: $23.28
Price Change: ▲ Price Increase of +0.115 (0.50%)
As of 12/4/2025 04:58 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.

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
11/26/2025Strategic 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
5/9/2025Shaker Financial Services LLC16,301$0.34M0.1%+77.3%0.000%Search for SEC Filing on Google Icon
5/8/2025Strategic Advocates LLC42,000$0.87M0.3%N/A0.000%Search for SEC Filing on Google Icon
5/7/2025Alteri Wealth LLC14,045$0.29M0.1%+9.6%0.000%Search for SEC Filing on Google Icon
4/28/2025DAVENPORT & Co LLC43,300$0.89M0.0%+32.4%0.000%Search for SEC Filing on Google Icon
4/23/2025Oppenheimer & Co. Inc.61,496$1.27M0.0%+47.2%0.000%Search for SEC Filing on Google Icon
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,409$0.39M0.1%-4.1%0.000%Search for SEC Filing on Google Icon
4/21/2025Kingswood Wealth Advisors LLC23,734$0.49M0.0%+5.7%0.000%Search for SEC Filing on Google Icon
4/17/2025David J Yvars Group13,293$0.27M0.2%+9.4%0.000%Search for SEC Filing on Google Icon
4/16/2025Wealth Enhancement Advisory Services LLC43,902$0.91M0.0%-16.8%0.000%Search for SEC Filing on Google Icon
4/11/2025SeaCrest Wealth Management LLC19,900$0.41M0.0%-6.8%0.000%Search for SEC Filing on Google Icon
4/10/2025Hennion & Walsh Asset Management Inc.64,684$1.33M0.1%+21.4%0.000%Search for SEC Filing on Google Icon
4/9/2025NBC Securities Inc.8,965$0.18M0.0%+111,962.5%0.000%Search for SEC Filing on Google Icon
3/17/2025Wealth Enhancement Advisory Services LLC52,786$1.30M0.0%+9.1%0.000%Search for SEC Filing on Google Icon
2/24/2025Ameriflex Group Inc.17,750$0.44M0.2%N/A0.000%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE612,345$15.10M0.0%+9.6%0.000%Search for SEC Filing on Google Icon
2/17/2025Ameriprise Financial Inc.253,052$6.24M0.0%+2.8%0.000%Search for SEC Filing on Google Icon
2/17/2025Alteri Wealth LLC12,810$0.32M0.1%N/A0.000%Search for SEC Filing on Google Icon
2/14/2025Stifel Financial Corp93,272$2.30M0.0%-10.1%0.000%Search for SEC Filing on Google Icon
2/14/2025Shaker Financial Services LLC9,193$0.23M0.1%-74.7%0.000%Search for SEC Filing on Google Icon
2/14/2025First Trust Advisors LP40,342$1M0.0%+2.3%0.000%Search for SEC Filing on Google Icon
2/13/2025CreativeOne Wealth LLC45,093$1.11M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2025Rockefeller Capital Management L.P.18,964$0.47M0.0%+6.5%0.000%Search for SEC Filing on Google Icon
2/13/2025Raymond James Financial Inc.92,139$2.27M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2025Wells Fargo & Company MN604,143$14.90M0.0%-0.3%0.000%Search for SEC Filing on Google Icon
2/12/2025Level Four Advisory Services LLC8,250$0.20M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/11/2025LPL Financial LLC57,571$1.42M0.0%+1.6%0.000%Search for SEC Filing on Google Icon
2/11/2025Sykon Capital LLC41,300$1.02M0.4%-2.1%0.000%Search for SEC Filing on Google Icon
2/11/2025Virtu Financial LLC19,205$0.47M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/10/2025Advisors Asset Management Inc.548,499$13.53M0.2%+2.6%0.000%Search for SEC Filing on Google Icon
2/10/2025GWN Securities Inc.10,412$0.26M0.1%N/A0.000%Search for SEC Filing on Google Icon
2/10/2025Commonwealth Equity Services LLC17,389$0.43M0.0%+37.7%0.000%Search for SEC Filing on Google Icon
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,197$0.47M0.1%+5.0%0.000%Search for SEC Filing on Google Icon
2/6/2025Raymond James Financial Inc.92,139$2.27M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/6/2025Steward Partners Investment Advisory LLC127,600$3.15M0.0%+9.9%0.000%Search for SEC Filing on Google Icon
2/5/2025Oppenheimer & Co. Inc.41,771$1.03M0.0%+25.0%0.000%Search for SEC Filing on Google Icon
2/4/2025World Equity Group Inc.10,500$0.26M0.1%N/A0.000%Search for SEC Filing on Google Icon
1/31/2025Kestra Investment Management LLC1,658$41K0.0%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: $23.28
Low: $23.02
High: $23.45

50 Day Range

MA: $23.62
Low: $21.79
High: $24.71

52 Week Range

Now: $23.28
Low: $16.18
High: $25.69

Volume

49,639 shs

Average Volume

84,041 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. 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. Bank of America Corp DE — 0.00%
  2. UBS Group AG — 0.00%
  3. Advisors Asset Management Inc. — 0.00%
  4. Ameriprise Financial Inc. — 0.00%
  5. Raymond James Financial Inc. — 0.00%
  6. Hennion & Walsh Asset Management Inc. — 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. Strategic Advocates LLC
  3. CreativeOne Wealth LLC
  4. Prospera Financial Services Inc
  5. DAVENPORT & Co LLC
  6. SeaCrest Wealth Management LLC
  7. Wealth Enhancement Advisory Services LLC

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. Bank of America Corp DE
  2. Ameriprise Financial Inc.
  3. Wolverine Asset Management LLC
  4. UBS Group AG
  5. Raymond James Financial Inc.
  6. Hennion & Walsh Asset Management Inc.
  7. Ameriflex Group Inc.
  8. Readystate Asset Management LP
During the last year, these company insiders have bought Virtus Artificial Intelligence & Technology Opportunities Fund stock:
  1. Connie D Mcdaniel (Director)
  2. William Patrick Bradley III (EVP)
Learn More investors buying Virtus Artificial Intelligence & Technology Opportunities Fund stock.