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

CUSIP: 92838Y100

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / COM
Total 13F shares
4,632,829
Share change
-173,286
Total reported value
$100,387,470
Price per share
$21.71
Number of holders
53
Value change
-$2,404,862
Number of buys
31
Number of sells
23

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 Q2 2024

As of 30 Jun 2024, Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) was held by 53 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,632,829 shares. The largest 10 holders included MORGAN STANLEY, BANK OF AMERICA CORP /DE/, Advisors Asset Management, Inc., WELLS FARGO & COMPANY/MN, UBS Group AG, Royal Bank of Canada, AMERIPRISE FINANCIAL INC, Steward Partners Investment Advisory, LLC, STIFEL FINANCIAL CORP, and Sanctuary Advisors, LLC. This page lists 53 institutional shareholders reporting positions in this security for the Q2 2024 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.