// company-profile
Virtus Artificial Intelligence & Technology Opportunities Fund
AIOExchangeNYSEInc.MAFilings4Insiders3
// api This Virtus Artificial Intelligence & Technology Opportunities Fund insider-trading data is served live by the Form4API insider trading API. Get the same data via API.
// activity-summary
No insider transactions in the last 30 days.
No insider activity recorded for AIO in the last 90 days.
Institutional Ownership
Top 13F-HR holders of Virtus Artificial Intelligence & Technology Opportunities Fund as of 2026-03-31
Total reported AUM
$136.0M
QoQ change
+1.0%
Reporting period
2026-03-31
#1
MORGAN STANLEY
CIK 895421
$23.2M
1.1M shares
#2
BANK OF AMERICA CORP /DE/
CIK 70858
$17.5M
819K shares
#3
WELLS FARGO & COMPANY/MN
CIK 72971
$10.0M
465K shares
Data source: SEC Form 13F-HR filings. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →
Insider Transactions
Sourced from SEC EDGAR Form 4 filings. Updated hourly.
| Date | Insider | Company | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 20, 2026 | BRADLEY WILLIAM PATRICK III | AIO | Sale | 2,000 | $21.56 | $43K |
| Jul 29, 2025 | BRADLEY WILLIAM PATRICK III | AIO | Purchase | 2,000 | $24.79 | $50K |
| Dec 11, 2023 | MCDANIEL CONNIE D | AIO | Purchase | 2,925 | $17.10 | $50K |
| Jun 28, 2023 | BURKE DONALD C | AIO | Purchase | 831.541 | $18.04 | $15K |
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