Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO)

CUSIP: 92838Y100

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / COM
Total 13F shares
5,271,702
Share change
+589,570
Total reported value
$91,736,638
Price per share
$17.40
Number of holders
57
Value change
+$10,273,252
Number of buys
38
Number of sells
16

Quarterly Holders Quick Answers

What is CUSIP 92838Y100?
CUSIP 92838Y100 identifies AIO - Virtus Artificial Intelligence & Technology Opportunities Fund - COM in SEC institutional holdings data.

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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.