Q1 2021 13F Holders as of 3/31/2021
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Type / Class
-
Equity / COM
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Number of holders
-
40
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Total 13F shares, excl. options
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4.74M
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Shares change
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+4.74M
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Total reported value, excl. options
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$126M
-
Value change
-
+$126M
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Number of buys
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40
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Price
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$26.56
Significant Holders of Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) as of Q1 2021
40 filings reported holding AIO - Virtus Artificial Intelligence & Technology Opportunities Fund - COM as of Q1 2021.
Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.74M shares
.
Largest 10 shareholders include Karpus Management, Inc. (1.42M shares), MORGAN STANLEY (834K shares), BANK OF AMERICA CORP /DE/ (540K shares), UBS Group AG (508K shares), WELLS FARGO & COMPANY/MN (226K shares), ROYAL BANK OF CANADA (178K shares), Thomas J. Herzfeld Advisors, Inc. (114K shares), LPL Financial LLC (88.1K shares), WEDBUSH SECURITIES INC (81K shares), and Cornerstone Advisors, LLC (77.9K shares).
This table shows the top 40 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.