Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Virtus Artificial Intelligence & Technology Opportunities Fund inkluderar Saba Capital Management, L.P., XTX Topco Ltd, Fifth Third Bancorp, Chesapeake Asset Management Llc, Farther Finance Advisors, LLC, Motiv8 Investments LLC, och Smartleaf Asset Management LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Tidemark, LLC | 409 | 10,24 | 9 | 0,00 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 11 521 | 3,26 | 247 | −2,77 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 829 | 5,11 | 253 | 3,69 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 105 | 0,96 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 7 190 | 279,42 | 154 | 273,17 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 1 070 | 23 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1 084 779 | 0,78 | 23 225 | −0,79 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 79 146 | 0,54 | 1 694 | −1,05 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 108 651 | 8,48 | 2 326 | 1,26 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13 203 | 283 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 7 232 | 36 060,00 | 155 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 828 | 159,56 | 18 | 183,33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 58 022 | 15,74 | 1 242 | 13,94 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 12 383 | 1,95 | 265 | 0,38 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 10 379 | 1,45 | 222 | 0,00 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 39 423 | 4,87 | 844 | 3,30 | ||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 111 789 | 261,79 | 2 393 | 238,47 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 17 599 | 7,55 | 377 | 5,92 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 100 | 2 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 339 | 0 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 22 355 | 68,70 | 479 | 65,97 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 73 081 | 11,10 | 1 565 | 9,37 | ||||
| 2026-05-12 | 13F | Landscape Capital Management, L.l.c. | 162 634 | 5,56 | 3 482 | 3,88 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 51 010 | 14,54 | 1 092 | 12,81 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 20 110 | 431 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 135 770 | 9,56 | 2 907 | 7,83 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 12 674 | 30,22 | 271 | 28,44 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 976 | 85 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 150 221 | 6,69 | 3 216 | 5,03 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 20 065 | 4,41 | 436 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 76 802 | 33,80 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 639 062 | 1,73 | 13 682 | 0,14 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 26 485 | 2,09 | 567 | 0,53 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 575 | 13 | ||||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 193 632 | 4 146 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 11 556 | 247 | ||||||
| 2026-05-15 | 13F | Saba Capital Management, L.P. | 243 827 | 5 220 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 10 800 | 28,57 | 231 | 26,92 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 3 319 | 1,65 | 71 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 11 876 | 8,85 | 254 | 7,17 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 33 363 | 13,51 | 714 | 11,74 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9 938 | 213 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 105 400 | 6,41 | 2 257 | 4,74 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 36 820 | 11,97 | 788 | 10,21 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 14 273 | 1,05 | 306 | −0,65 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 26 | 1 |
