Who owns Wells Fargo Adv Inc Opport Fund?
- Ticker: EAD
- CUSIP Number: 94987B105
Tip: Access positions for across all investors
Analyze quarterly positions in Wells Fargo Adv Inc Opport Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of Wells Fargo Adv Inc Opport Fund stock
Who bought or sold Wells Fargo Adv Inc Opport Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
CNH Partners | 702k | $4.6M | 47% | Dec 2023 |
|
Shaker Financial Services | 567k | $3.7M | -2% | Dec 2023 |
|
Guggenheim Capital, LLC Managers | 529k | $3.5M | 14% | Dec 2023 |
|
City of London Investment Management Company | 475k | $3.1M | 100% | Dec 2023 |
|
Pathstone Holdings | 413k | $2.7M | 100% | Dec 2023 |
|
UBS Group | 324k | $2.1M | -4% | Dec 2023 |
|
Brown Advisory Holdings Incorporated | 221k | $1.5M | 0% | Mar 2024 |
|
Advisor Group Holdings | 221k | $1.4M | -5% | Dec 2023 |
|
Landscape Capital Management | 200k | $1.3M | 239% | Dec 2023 |
|
Principal Securities | 190k | $1.2M | 100% | Dec 2023 |
|
Cambridge Investment Research Advisors | 187k | $1.2M | -6% | Mar 2024 |
|
Park Avenue Securities | 175k | $1.2M | 0% | Mar 2024 |
|
Marks Group Wealth Management | 168k | $1.1M | 0% | Dec 2023 |
|
Levin Easterly Partners | 131k | $851k | -9% | Dec 2023 |
|
Fiera Capital Corporation | 114k | $742k | 0% | Dec 2023 |
|
Burroughs Hutchinson | 85k | $566k | 0% | Mar 2024 |
|
Stratos Wealth Partners | 81k | $534k | 4% | Mar 2024 |
|
Royal Bank of Canada | 60k | $393k | 1% | Dec 2023 |
|
Lido Advisors | 56k | $369k | 100% | Dec 2023 |
|
Rivernorth Capital Management | 53k | $347k | 100% | Dec 2023 |
|
PFG Investments | 53k | $351k | 100% | Mar 2024 |
|
Raymond James & Associates | 50k | $335k | 0% | Mar 2024 |
|
Luken Investment Analytics | 42k | $279k | -23% | Mar 2024 |
|
Bank of America Corporation | 40k | $260k | 35% | Dec 2023 |
|
Creative Planning | 40k | $258k | -41% | Dec 2023 |
|
Collaborative Wealth Managment | 33k | $213k | -6% | Dec 2023 |
|
Clear Creek Financial Management | 32k | $207k | -14% | Dec 2023 |
|
Wolverine Asset Management | 29k | $188k | -86% | Dec 2023 |
|
Integrated Capital Management | 27k | $179k | 0% | Mar 2024 |
|
Capital Investment Advisors | 23k | $152k | -2% | Mar 2024 |
|
Mariner Wealth Advisors | 23k | $148k | -4% | Dec 2023 |
|
CTC Alternative Strategies | 22k | $141k | 100% | Dec 2023 |
|
Jane Street | 19k | $122k | 100% | Dec 2023 |
|
Nomura Holdings | 17k | $110k | 100% | Dec 2023 |
|
Sheaff Brock Investment Advisors | 16k | $104k | -62% | Dec 2023 |
|
Genesee Capital Advisors | 16k | $106k | 0% | Mar 2024 |
|
Kestra Advisory Services | 14k | $89k | 7% | Dec 2023 |
|
Catalytic Wealth RIA | 12k | $78k | 100% | Dec 2023 |
|
HBK Sorce Advisory | 12k | $78k | 0% | Dec 2023 |
|
Commonwealth Equity Services | 11k | $72k | -49% | Dec 2023 |
|
Kestra Private Wealth Services | 11k | $72k | 0% | Dec 2023 |
|
Thoroughbred Financial Services | 11k | $71k | 0% | Dec 2023 |
|
Nbc Securities | 7.3k | $48k | 0% | Mar 2024 |
|
Proequities | 5.8k | $38M | 0% | Dec 2023 |
|
Advisory Services Network | 5.7k | $37k | 100% | Dec 2023 |
|
Elequin Capital | 5.3k | $35k | 23% | Dec 2023 |
|
CWM | 3.0k | $20k | 0% | Mar 2024 |
|
Farther Finance Advisors | 2.0k | $13k | 100% | Dec 2023 |
|
FNY Investment Advisers | 1.8k | $11k | 0% | Dec 2023 |
|
Creative Financial Designs | 1.7k | $11k | 0% | Dec 2023 |
|
Livelsberger Financial Advisory | 1.3k | $8.4k | 100% | Dec 2023 |
|
Pnc Financial Services | 1.3k | $8.2k | 0% | Dec 2023 |
|
Us Bancorp | 409.00 | $2.7k | 0% | Dec 2023 |
|
IFP Advisors | 300.00 | $2.0k | 0% | Dec 2023 |
|
Harbour Investments | 59.00 | $384.998600 | 0% | Dec 2023 |
|
Cedar Mountain Advisors | 9.00 | $60.000300 | 0% | Mar 2024 |
|
Wells Fargo & Company | 1.00 | $5.000000 | 0% | Dec 2023 |
|
Who sold out of Wells Fargo Adv Inc Opport Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Logan Stone Capital | Sep 2023 | 85k | $516k |
Jpmorgan Chase & Co | Sep 2023 | 16k | $100k |
Ieq Capital | Sep 2023 | 11k | $66k |
Cary Street Partner Investment Advisory | Sep 2023 | 3.2k | $20k |
Hollencrest Securities | Sep 2023 | 300.00 | $1.8k |