Allianzgi Artificial Intelli

Q4 2020 vs Q1 2021

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Archer Investment Corp

UNCHANGED

Shares230 from 230

Change0 (0%)

Value$6.1K (+$44)

Filed 2021-05-14

Karpus Management, Inc.

CLOSED

Shares0 from 1,531,609

Change-1,531,609 (-100%)

Value$0 (-$40.4K)

Filed 2021-05-17

Morgan Stanley

CLOSED

Shares0 from 836,273

Change-836,273 (-100%)

Value$0 (-$22.1K)

Filed 2021-05-17

UBS Group AG

CLOSED

Shares0 from 500,151

Change-500,151 (-100%)

Value$0 (-$13.2K)

Filed 2021-05-12

Bank of America Corp

CLOSED

Shares0 from 401,132

Change-401,132 (-100%)

Value$0 (-$10.6K)

Filed 2021-05-14

Wells Fargo & Company

CLOSED

Shares0 from 160,050

Change-160,050 (-100%)

Value$0 (-$4.2K)

Filed 2021-05-13

Royal Bank of Canada

CLOSED

Shares0 from 152,705

Change-152,705 (-100%)

Value$0 (-$4.0K)

Filed 2021-07-20

Matisse Capital

CLOSED

Shares0 from 147,446

Change-147,446 (-100%)

Value$0 (-$3.9K)

Filed 2021-05-17

Thomas J. Herzfeld Advisors, Inc.

CLOSED

Shares0 from 111,312

Change-111,312 (-100%)

Value$0 (-$2.9K)

Filed 2021-05-14

Raymond James & Associates

CLOSED

Shares0 from 104,660

Change-104,660 (-100%)

Value$0 (-$2.8K)

Filed 2021-05-14

City of London Investment Management Co LTD

CLOSED

Shares0 from 86,859

Change-86,859 (-100%)

Value$0 (-$2.3K)

Filed 2021-05-14

Ameriprise Financial Inc

CLOSED

Shares0 from 78,537

Change-78,537 (-100%)

Value$0 (-$2.1K)

Filed 2021-05-17

LPL Financial LLC

CLOSED

Shares0 from 75,258

Change-75,258 (-100%)

Value$0 (-$2.0K)

Filed 2021-05-14

First Trust Advisors LP

CLOSED

Shares0 from 72,920

Change-72,920 (-100%)

Value$0 (-$1.9K)

Filed 2021-05-14

Wedbush Securities Inc

CLOSED

Shares0 from 68,639

Change-68,639 (-100%)

Value$0 (-$1.8K)

Filed 2021-04-26

Shaker Financial Services, LLC

CLOSED

Shares0 from 42,798

Change-42,798 (-100%)

Value$0 (-$1.1K)

Filed 2021-05-14

Stifel Financial Corp

CLOSED

Shares0 from 38,417

Change-38,417 (-100%)

Value$0 (-$1.0K)

Filed 2021-05-14

Invesco Ltd.

CLOSED

Shares0 from 37,478

Change-37,478 (-100%)

Value$0 (-$988)

Filed 2021-05-17

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 32,950

Change-32,950 (-100%)

Value$0 (-$869)

Filed 2021-05-07

Claro Advisors Inc.

CLOSED

Shares0 from 32,595

Change-32,595 (-100%)

Value$0 (-$860)

Filed 2021-05-17

Ascentis Independent Advisors

CLOSED

Shares0 from 26,933

Change-26,933 (-100%)

Value$0 (-$710)

Filed 2021-05-13

Dakota Wealth Management

CLOSED

Shares0 from 26,875

Change-26,875 (-100%)

Value$0 (-$709)

Filed 2021-05-10

Truist Financial Corp

CLOSED

Shares0 from 26,150

Change-26,150 (-100%)

Value$0 (-$689)

Filed 2021-05-17

Kestra Advisory Services, LLC

CLOSED

Shares0 from 21,332

Change-21,332 (-100%)

Value$0 (-$557)

Filed 2022-07-27

Wunderlich Securities, Inc.

CLOSED

Shares0 from 17,300

Change-17,300 (-100%)

Value$0 (-$456)

Filed 2021-05-17

Osaic Holdings, Inc.

CLOSED

Shares0 from 17,267

Change-17,267 (-100%)

Value$0 (-$455)

Filed 2021-05-13

Oppenheimer & Co Inc

CLOSED

Shares0 from 13,544

Change-13,544 (-100%)

Value$0 (-$357)

Filed 2021-05-10

Janney Montgomery Scott LLC

CLOSED

Shares0 from 11,259

Change-11,259 (-100%)

Value$0 (-$297)

Filed 2021-04-27

Stockman Wealth Management, Inc.

CLOSED

Shares0 from 10,089

Change-10,089 (-100%)

Value$0 (-$266)

Filed 2021-05-05

Citigroup Inc

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$66)

Filed 2021-05-13

Next Financial Group, Inc

CLOSED

Shares0 from 1,869

Change-1,869 (-100%)

Value$0 (-$49)

Filed 2021-04-16

Parallel Advisors, LLC

CLOSED

Shares0 from 1,782

Change-1,782 (-100%)

Value$0 (-$47)

Filed 2021-04-23

Nfsg Corp

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$40)

Filed 2021-09-07

Creative Financial Designs Inc

CLOSED

Shares0 from 1,100

Change-1,100 (-100%)

Value$0 (-$29)

Filed 2021-04-19

Sugarloaf Wealth Management, LLC

CLOSED

Shares0 from 204

Change-204 (-100%)

Value$0 (-$5)

Filed 2021-04-19

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2021-05-13

	Status
Archer Investment Corp	UNCHANGED	230	230	0	0%	$6.1K	$6.1K	+$44	2021-05-14
Karpus Management, Inc.	CLOSED	0	1,531,609	-1,531,609	-100%	$40.4K	$0	-$40.4K	2021-05-17
Morgan Stanley	CLOSED	0	836,273	-836,273	-100%	$22.1K	$0	-$22.1K	2021-05-17
UBS Group AG	CLOSED	0	500,151	-500,151	-100%	$13.2K	$0	-$13.2K	2021-05-12
Bank of America Corp	CLOSED	0	401,132	-401,132	-100%	$10.6K	$0	-$10.6K	2021-05-14
Wells Fargo & Company	CLOSED	0	160,050	-160,050	-100%	$4.2K	$0	-$4.2K	2021-05-13
Royal Bank of Canada	CLOSED	0	152,705	-152,705	-100%	$4.0K	$0	-$4.0K	2021-07-20
Matisse Capital	CLOSED	0	147,446	-147,446	-100%	$3.9K	$0	-$3.9K	2021-05-17
Thomas J. Herzfeld Advisors, Inc.	CLOSED	0	111,312	-111,312	-100%	$2.9K	$0	-$2.9K	2021-05-14
Raymond James & Associates	CLOSED	0	104,660	-104,660	-100%	$2.8K	$0	-$2.8K	2021-05-14
City of London Investment Management Co LTD	CLOSED	0	86,859	-86,859	-100%	$2.3K	$0	-$2.3K	2021-05-14
Ameriprise Financial Inc	CLOSED	0	78,537	-78,537	-100%	$2.1K	$0	-$2.1K	2021-05-17
LPL Financial LLC	CLOSED	0	75,258	-75,258	-100%	$2.0K	$0	-$2.0K	2021-05-14
First Trust Advisors LP	CLOSED	0	72,920	-72,920	-100%	$1.9K	$0	-$1.9K	2021-05-14
Wedbush Securities Inc	CLOSED	0	68,639	-68,639	-100%	$1.8K	$0	-$1.8K	2021-04-26
Shaker Financial Services, LLC	CLOSED	0	42,798	-42,798	-100%	$1.1K	$0	-$1.1K	2021-05-14
Stifel Financial Corp	CLOSED	0	38,417	-38,417	-100%	$1.0K	$0	-$1.0K	2021-05-14
Invesco Ltd.	CLOSED	0	37,478	-37,478	-100%	$988	$0	-$988	2021-05-17
PNC Financial Services Group, Inc.	CLOSED	0	32,950	-32,950	-100%	$869	$0	-$869	2021-05-07
Claro Advisors Inc.	CLOSED	0	32,595	-32,595	-100%	$860	$0	-$860	2021-05-17
Ascentis Independent Advisors	CLOSED	0	26,933	-26,933	-100%	$710	$0	-$710	2021-05-13
Dakota Wealth Management	CLOSED	0	26,875	-26,875	-100%	$709	$0	-$709	2021-05-10
Truist Financial Corp	CLOSED	0	26,150	-26,150	-100%	$689	$0	-$689	2021-05-17
Kestra Advisory Services, LLC	CLOSED	0	21,332	-21,332	-100%	$557	$0	-$557	2022-07-27
Wunderlich Securities, Inc.	CLOSED	0	17,300	-17,300	-100%	$456	$0	-$456	2021-05-17
Osaic Holdings, Inc.	CLOSED	0	17,267	-17,267	-100%	$455	$0	-$455	2021-05-13
Oppenheimer & Co Inc	CLOSED	0	13,544	-13,544	-100%	$357	$0	-$357	2021-05-10
Janney Montgomery Scott LLC	CLOSED	0	11,259	-11,259	-100%	$297	$0	-$297	2021-04-27
Stockman Wealth Management, Inc.	CLOSED	0	10,089	-10,089	-100%	$266	$0	-$266	2021-05-05
Citigroup Inc	CLOSED	0	2,500	-2,500	-100%	$66	$0	-$66	2021-05-13
Next Financial Group, Inc	CLOSED	0	1,869	-1,869	-100%	$49	$0	-$49	2021-04-16
Parallel Advisors, LLC	CLOSED	0	1,782	-1,782	-100%	$47	$0	-$47	2021-04-23
Nfsg Corp	CLOSED	0	1,500	-1,500	-100%	$40	$0	-$40	2021-09-07
Creative Financial Designs Inc	CLOSED	0	1,100	-1,100	-100%	$29	$0	-$29	2021-04-19
Sugarloaf Wealth Management, LLC	CLOSED	0	204	-204	-100%	$5	$0	-$5	2021-04-19
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2021-05-13

Showing 36 of 36 institutions