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
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Top 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 |
|---|---|---|---|---|---|
| Morgan Stanley | 4.0M | $28M | 100% | Jun 2025 |
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| Pathstone Holdings | 1.4M | $10M | -25% | Sep 2025 |
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| Sit Investment Associates | 1.3M | $9.2M | 29% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 981k | $6.9M | -2% | Sep 2025 |
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| Invesco | 951k | $6.7M | 6% | Sep 2025 |
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| Cohen & Steers Capital Management | 865k | $6.1M | 0% | Sep 2025 |
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| Shaker Financial Services | 504k | $3.6M | -14% | Sep 2025 |
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| Rivernorth Capital Management | 379k | $2.7M | -52% | Sep 2025 |
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| Rareview Capital | 375k | $2.6M | 13% | Sep 2025 |
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| UBS Group | 369k | $2.6M | 3% | Sep 2025 |
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| Thrivent Financial for Lutherans | 310k | $2.2M | 0% | Sep 2025 |
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| LPL Financial | 309k | $2.2M | 5% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 221k | $1.5M | 0% | Sep 2025 |
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| Marks Group Wealth Management | 176k | $1.2M | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 165k | $1.2M | -6% | Sep 2025 |
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| Principal Securities | 164k | $1.2M | 2% | Sep 2025 |
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| Levin Easterly Partners | 159k | $1.1M | 0% | Sep 2025 |
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| Luken Investment Analytics | 139k | $976k | 5% | Sep 2025 |
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| Envestnet Asset Management | 133k | $934k | -56% | Sep 2025 |
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| Fiera Capital Corporation | 126k | $883k | 13% | Sep 2025 |
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| Adapt Wealth Advisors | 108k | $759k | 100% | Sep 2025 |
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| Sowell Financial Services | 104k | $726k | 0% | Sep 2025 |
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| Advisor Group Holdings | 97k | $679k | 0% | Sep 2025 |
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| Raymond James Financial | 69k | $483k | -2% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 66k | $466k | 20% | Sep 2025 |
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| Lido Advisors | 65k | $461k | 16% | Sep 2025 |
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| Readystate Asset Management | 64k | $452k | 100% | Sep 2025 |
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| Royal Bank of Canada | 61k | $425k | 4% | Sep 2025 |
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| Stratos Wealth Partners | 58k | $404k | -2% | Sep 2025 |
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| PFG Investments | 57k | $402k | -3% | Sep 2025 |
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| Goss Wealth Management | 48k | $339k | -3% | Sep 2025 |
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| KPP Advisory Services | 29k | $203k | 2% | Sep 2025 |
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| Rsm Us Wealth Management | 26k | $184k | 0% | Sep 2025 |
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| Ameriprise Financial | 24k | $171k | -54% | Sep 2025 |
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| Accredited Investor Services | 23k | $159k | -4% | Sep 2025 |
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| Merit Financial Group | 23k | $158k | -1% | Sep 2025 |
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| Capital Investment Advisors | 22k | $156k | -3% | Sep 2025 |
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| Fingerlakes Wealth Management | 22k | $150k | 100% | Sep 2025 |
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| Hartland & Co | 20k | $140k | 0% | Sep 2025 |
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| Park Avenue Securities | 18k | $126k | -90% | Sep 2025 |
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| Jane Street | 18k | $126k | 9% | Sep 2025 |
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| Mariner Wealth Advisors | 18k | $126k | -20% | Sep 2025 |
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| NWF Advisory Services | 17k | $121k | 6% | Sep 2025 |
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| Hanson McClain Advisors | 16k | $112k | -3% | Sep 2025 |
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| Commonwealth Equity Services | 15k | $108k | -2% | Sep 2025 |
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| Collaborative Wealth Managment | 15k | $108k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 15k | $107k | -59% | Sep 2025 |
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| Cetera Investment Advisers | 15k | $105k | 100% | Sep 2025 |
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| Oppenheimer & Co | 14k | $101k | 100% | Sep 2025 |
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| West Michigan Advisors | 13k | $92k | 2% | Sep 2025 |
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| Sonora Investment Management Group | 13k | $91k | -57% | Sep 2025 |
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| Clear Creek Financial Management | 13k | $89k | -31% | Sep 2025 |
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| Apollon Wealth Management | 12k | $84k | 0% | Sep 2025 |
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| Kestra Private Wealth Services | 11k | $77k | 0% | Sep 2025 |
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| VSM Wealth Advisory | 11k | $76k | 9% | Sep 2025 |
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| Creative Planning | 11k | $75k | 100% | Sep 2025 |
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| Wolverine Asset Management | 9.5k | $67k | 100% | Sep 2025 |
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| Rockefeller Capital Management | 5.2k | $36k | 100% | Sep 2025 |
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| Strategic Advocates | 4.6k | $32k | 100% | Sep 2025 |
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| Pnc Financial Services | 4.3k | $30k | 245% | Sep 2025 |
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| CoreCap Advisors | 3.3k | $23k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 3.2k | $22k | 2% | Sep 2025 |
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| Advisory Services Network | 3.1k | $22k | 100% | Sep 2025 |
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| WPG Advisers | 2.7k | $19k | 100% | Sep 2025 |
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| Brian McDonald | 2.1k | $14k | -2% | Sep 2025 |
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| SRS Capital Advisors | 2.0k | $14k | 100% | Sep 2025 |
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| FNY Investment Advisers | 1.8k | $12k | 0% | Jun 2025 |
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| Creative Financial Designs | 1.7k | $12k | 0% | Sep 2025 |
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| HHM Wealth Advisors | 1.2k | $8.5k | 0% | Sep 2025 |
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| CWM | 631.00 | $4.0k | 0% | Sep 2025 |
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| Trust Co Of Vermont | 465.00 | $3.3k | 0% | Sep 2025 |
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| Us Bancorp | 409.00 | $2.9k | 0% | Sep 2025 |
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| Highline Wealth Partners | 400.00 | $2.8k | 100% | Sep 2025 |
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| IFP Advisors | 300.00 | $2.1k | 0% | Sep 2025 |
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| Harbour Investments | 59.00 | $413.997100 | 0% | Sep 2025 |
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| Chevoit Value Management | 19.00 | $132.000600 | 0% | Sep 2025 |
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| Wells Fargo & Company | 11.00 | $0 | 100% | Sep 2025 |
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| Cedar Mountain Advisors | 9.00 | $63.000000 | 0% | Sep 2025 |
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| Assetmark | 9.00 | $63.000000 | 0% | Sep 2025 |
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Who sold out of Wells Fargo Adv Inc Opport Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Integrated Capital Management | Jun 2025 | 34k | $242k |
| City of London Investment Management Company | Jun 2025 | 33k | $230k |
| Susquehanna International | Jun 2025 | 22k | $152k |
| Mml Investors Services | Jun 2025 | 17k | $123k |
| Geneos Wealth Management | Jun 2025 | 16k | $111k |
| Siligmueller & Norvid Wealth Advisors | Jun 2025 | 13k | $94k |
| Jones Financial Companies, L.L | Jun 2025 | 12k | $83k |
| Steward Partners Investment Advisory | Jun 2025 | 3.8k | $27k |
| Ameritas Advisory Services | Jun 2025 | 60.00 | $424.002000 |
| Tower Research Capital | Jun 2025 | 24.00 | $169.000800 |