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Get Institutions for : 
Allianzgi Artificial Intelligence & Technology Opportunities Fund (AIO)  
$19.64 0.44 (2.19%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    4
Total shares held : 
5,249,921  
% of shares held : 
15.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  21  
Amount of shares held : 
589,493  
% of shares held change : 
  1.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$16.68  
Last Quarter's Ending Price : 
$17.40  
Last Quarter's Average Price
$16.65  
Change from last quarter's     
avg. price to the last closing  : 
2.99 (17.96%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 167,351
 3.19%
 
Increased Positions :
30
 556,617
 10.6%
 
Unchanged Positions :
4
 23,280
 0.44%
 
Decreased Positions :
13
-119,299
-2.27%
 
Closed Positions :
3
-15,176
-0.29%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HARTLINE INVESTMENT CORP/ 276 *New 2024-03-31 16,504 $331,000 16,504
   WEISS CAPITAL LLC 227 *New 2023-12-31 16,846 $293,000 16,846
   SeaCrest Wealth Management LLC 569 *New 2024-03-31 10,000 $201,000 10,000
   GTS SECURITIES LLC 1287 *New 2023-12-31 10,999 $191,000 10,999
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1956 *New 2023-12-31 3,481 $61,000 3,481
   J P MORGAN CHASE & CO 5062 *New 2024-03-31 348 $7,000 348

  6 Records found
  1    
  Page 1 of 1
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