Q2 2022 13F Holders as of 6/30/2022
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Type / Class
-
Equity / COM
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Number of holders
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51
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Total 13F shares, excl. options
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4.7M
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Shares change
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+822K
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Total reported value, excl. options
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$76.2M
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Value change
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+$13.1M
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Number of buys
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24
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Number of sells
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-26
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Price
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$16.19
Significant Holders of Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) as of Q2 2022
57 filings reported holding AIO - Virtus Artificial Intelligence & Technology Opportunities Fund - COM as of Q2 2022.
Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) has 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.7M shares
.
Largest 10 shareholders include MORGAN STANLEY (927K shares), WELLS FARGO & COMPANY/MN (505K shares), UBS Group AG (407K shares), Advisors Asset Management, Inc. (391K shares), BANK OF AMERICA CORP /DE/ (365K shares), Cornerstone Advisors, LLC (303K shares), ROYAL BANK OF CANADA (296K shares), Karpus Management, Inc. (245K shares), WOLVERINE ASSET MANAGEMENT LLC (189K shares), and AMERIPRISE FINANCIAL INC (124K shares).
This table shows the top 51 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.