VIRTUS ALLIANZGI ARTIFICIAL shareholder history

Current and past VIRTUS ALLIANZGI ARTIFICIAL shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
UBS Group AG 11110.00%0.00%0.00%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
RAYMOND JAMES & ASSOCIATES 11110.00%0.00%0.00%Q1 2021Q3 202311
Janney Montgomery Scott LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Moors & Cabot, Inc. 11110.02%0.03%0.03%Q1 2021Q3 202311
WEDBUSH SECURITIES INC 11110.06%0.08%0.12%Q1 2021Q3 202311
ROYAL BANK OF CANADA 11110.00%0.00%0.00%Q1 2021Q3 202311
Parallel Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
BANK OF AMERICA CORP /DE/ 11110.00%0.00%0.00%Q1 2021Q3 202311
Karpus Management, Inc. 11110.01%0.69%1.14%Q1 2021Q3 202311
Kestra Advisory Services, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
OPPENHEIMER & CO INC 11110.01%0.01%0.01%Q1 2021Q3 202311
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
MORGAN STANLEY 11110.00%0.00%0.00%Q1 2021Q3 202311
FIRST TRUST ADVISORS LP 11110.00%0.00%0.00%Q1 2021Q3 202311
LPL Financial LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
STIFEL FINANCIAL CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
WELLS FARGO & COMPANY/MN 11110.00%0.00%0.00%Q1 2021Q3 202311
AMERIPRISE FINANCIAL INC 11110.00%0.00%0.00%Q1 2021Q3 202311
FNY Investment Advisers, LLC 730.02%0.06%0.10%Q1 2021Q3 202310
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 10100.02%0.04%0.07%Q1 2021Q2 202310
Sound Income Strategies, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
PNC FINANCIAL SERVICES GROUP, INC. 550.00%0.00%0.00%Q1 2021Q3 202310
Advisors Asset Management, Inc. 10100.02%0.12%0.18%Q2 2021Q3 202310
Claro Advisors LLC 10100.13%0.19%0.23%Q2 2021Q3 202310
Steward Partners Investment Advisory, LLC 810.00%0.01%0.02%Q1 2021Q3 20239
Stockman Wealth Management, Inc. 990.06%0.09%0.13%Q1 2021Q1 20239
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 990.01%0.02%0.04%Q3 2021Q3 20239
Dakota Wealth Management 540.01%0.04%0.07%Q1 2021Q3 20239
CREATIVE FINANCIAL DESIGNS INC /ADV 990.00%0.00%0.00%Q1 2021Q1 20239
HARBOUR INVESTMENTS, INC. 620.00%0.00%0.00%Q3 2021Q3 20238
Sugarloaf Wealth Management, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Rockefeller Capital Management L.P. 710.00%0.00%0.00%Q2 2021Q2 20238
Cambridge Investment Research Advisors, Inc. 440.00%0.00%0.00%Q1 2021Q3 20238
Larson Financial Group LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Shaker Financial Services, LLC 410.11%0.50%1.50%Q1 2021Q3 20238
WOLVERINE ASSET MANAGEMENT LLC 710.00%0.02%0.04%Q2 2021Q3 20238
B. Riley Wealth Advisors, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Quantedge Capital Pte Ltd 520.09%0.26%0.62%Q3 2021Q2 20237
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
CWM, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Invesco Ltd. 770.00%0.00%0.00%Q1 2021Q3 20227
Spire Wealth Management 770.00%0.00%0.00%Q1 2022Q3 20237
Thomas J. Herzfeld Advisors, Inc. 660.62%1.06%1.38%Q1 2021Q2 20226
Raleigh Capital Management Inc. 660.00%0.00%0.01%Q1 2022Q2 20236
Stolper Co 660.19%0.24%0.27%Q1 2021Q2 20226
B. Riley Wealth Management, Inc. 660.00%0.04%0.05%Q1 2021Q2 20226
COMMONWEALTH EQUITY SERVICES, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
FMR LLC 210.00%0.00%0.00%Q2 2021Q1 20235
Laidlaw Wealth Management LLC 550.04%0.07%0.12%Q3 2021Q3 20225
Equitable Holdings, Inc. 550.00%0.01%0.01%Q1 2021Q1 20225
Sargent Bickham Lagudis LLC 550.00%0.00%0.00%Q4 2020Q4 20215
TRUIST FINANCIAL CORP 550.00%0.00%0.00%Q1 2021Q1 20225
NEXT Financial Group, Inc 440.01%0.01%0.02%Q1 2021Q4 20214
CHAPIN DAVIS, INC. 440.14%0.16%0.17%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Lido Advisors, LLC 220.00%0.01%0.01%Q1 2021Q2 20224
Cornerstone Advisors, LLC 310.18%0.28%0.38%Q1 2021Q4 20224
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.05%0.07%0.09%Q4 2021Q4 20224
ROBINSON CAPITAL MANAGEMENT, LLC 330.39%0.52%0.72%Q2 2021Q4 20213
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Elequin Capital, LP 210.02%0.06%0.15%Q4 2022Q3 20233
UMB Bank, n.a. 330.00%0.00%0.00%Q4 2021Q2 20223
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Ancora Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Advisory Services Network, LLC 210.00%0.00%0.01%Q4 2022Q3 20233
1607 Capital Partners, LLC 330.11%0.18%0.26%Q4 2022Q2 20233
ALTFEST L J & CO INC 210.07%0.08%0.08%Q2 2021Q1 20223
SYKON CAPITAL LLC 220.50%0.51%0.52%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.04%0.06%0.07%Q2 2023Q3 20232
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q4 2022Q1 20232
Newbridge Financial Services Group, Inc. 220.03%0.03%0.03%Q1 2021Q2 20212
COHEN & STEERS, INC. 220.00%0.00%0.00%Q3 2022Q4 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
TRUST CO OF VERMONT 220.00%0.00%0.00%Q2 2023Q3 20232
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Covington Capital Management 220.00%0.00%0.00%Q2 2022Q3 20222
American Portfolios Advisors 220.00%0.00%0.00%Q2 2022Q3 20222
CERTUITY, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 220.06%0.06%0.06%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Kovack Advisors, Inc. 110.03%0.03%0.04%Q3 2022Q1 20232
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q2 2021Q3 20212
Golden State Equity Partners 220.29%0.29%0.29%Q2 2021Q3 20212
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Amplius Wealth Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Raymond James Financial Services Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
M&R CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2022Q4 20221
Moisand Fitzgerald Tamayo, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.12%0.12%0.12%Q3 2021Q3 20211
CITIGROUP INC 110.00%0.00%0.00%Q1 2022Q1 20221
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2023Q1 20231
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2022Q4 20221
FourThought Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
First National Bank of South Miami 110.00%0.00%0.00%Q3 2021Q3 20211
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
HighTower Trust Company, N.A. 110.96%0.96%0.96%Q2 2022Q2 20221
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q4 2021Q4 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
External links

This page lists all the filers that currently own VIRTUS ALLIANZGI ARTIFICIAL or have owned VIRTUS ALLIANZGI ARTIFICIAL in the past.