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 |
|---|---|---|---|---|---|
| Sit Investment Associates | 1.6M | $11M | 24% | Dec 2025 |
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| Pathstone Holdings | 1.5M | $10M | 7% | Dec 2025 |
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| Peak Planning Group | 1.1M | $7.4M | 100% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 1.0M | $7.1M | 6% | Dec 2025 |
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| Invesco | 963k | $6.5M | 1% | Dec 2025 |
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| Cohen & Steers Capital Management | 865k | $5.9M | 0% | Dec 2025 |
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| Shaker Financial Services | 587k | $4.0M | 16% | Dec 2025 |
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| UBS Group | 368k | $2.5M | 0% | Dec 2025 |
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| LPL Financial | 347k | $2.4M | 12% | Dec 2025 |
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| Thrivent Financial for Lutherans | 310k | $2.1M | 0% | Dec 2025 |
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| Rivernorth Capital Management | 291k | $2.0M | -23% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 205k | $1.4M | -7% | Dec 2025 |
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| Marks Group Wealth Management | 176k | $1.2M | 0% | Dec 2025 |
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| Fiera Capital Corporation | 173k | $1.2M | 37% | Dec 2025 |
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| Cambridge Investment Research Advisors | 169k | $1.1M | 2% | Dec 2025 |
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| Principal Securities | 168k | $1.1M | 2% | Dec 2025 |
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| Levin Easterly Partners | 159k | $1.1M | 0% | Dec 2025 |
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| Luken Investment Analytics | 142k | $959k | 2% | Dec 2025 |
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| Envestnet Asset Management | 137k | $930k | 3% | Dec 2025 |
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| Advisors Asset Management | 123k | $832k | 100% | Dec 2025 |
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| Adapt Wealth Advisors | 121k | $820k | 12% | Dec 2025 |
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| CI Private Wealth | 121k | $819k | 100% | Dec 2025 |
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| Sowell Financial Services | 104k | $671k | 0% | Mar 2026 |
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| Advisor Group Holdings | 102k | $692k | 6% | Dec 2025 |
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| Raymond James Financial | 88k | $599k | 28% | Dec 2025 |
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| Commonwealth Equity Services | 88k | $596k | 469% | Dec 2025 |
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| Readystate Asset Management | 88k | $594k | 36% | Dec 2025 |
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| Wolverine Asset Management | 85k | $579k | 798% | Dec 2025 |
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| PFG Investments | 70k | $474k | 22% | Dec 2025 |
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| Lido Advisors | 65k | $461k | 0% | Dec 2025 |
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| Rareview Capital | 56k | $395k | -85% | Dec 2025 |
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| Jane Street | 49k | $329k | 170% | Dec 2025 |
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| Goss Wealth Management | 47k | $321k | -2% | Dec 2025 |
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| Stratos Wealth Partners | 42k | $281k | -28% | Dec 2025 |
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| Logan Stone Capital | 40k | $269k | 100% | Dec 2025 |
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| Rsm Us Wealth Management | 25k | $174k | -2% | Dec 2025 |
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| Landscape Capital Management | 24k | $160k | 100% | Dec 2025 |
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| Ameriprise Financial | 24k | $160k | -3% | Dec 2025 |
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| Merit Financial Group | 22k | $142k | -1% | Mar 2026 |
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| Fingerlakes Wealth Management | 21k | $138k | 2% | Mar 2026 |
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| Accredited Investor Services | 21k | $137k | -5% | Mar 2026 |
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| Capital Investment Advisors | 21k | $135k | -3% | Mar 2026 |
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| Mariner Wealth Advisors | 21k | $139k | 14% | Dec 2025 |
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| Catalytic Wealth RIA | 19k | $128k | 100% | Dec 2025 |
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| Melfa Wealth Management | 18k | $116k | 0% | Mar 2026 |
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| Marex Group | 18k | $121k | 100% | Dec 2025 |
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| NWF Advisory Services | 17k | $117k | 0% | Dec 2025 |
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| Global Retirement Partners | 17k | $114k | 100% | Dec 2025 |
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| Oppenheimer & Co | 17k | $108k | 1% | Mar 2026 |
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| Hanson McClain Advisors | 16k | $109k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 16k | $107k | 3% | Dec 2025 |
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| Park Avenue Securities | 16k | $101k | -10% | Mar 2026 |
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| Cetera Investment Advisers | 16k | $105k | 4% | Dec 2025 |
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| Collaborative Wealth Managment | 15k | $105k | 0% | Dec 2025 |
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| West Michigan Advisors | 13k | $91k | 2% | Dec 2025 |
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| Sentinus | 13k | $90k | 100% | Dec 2025 |
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| Hartland & Co | 13k | $90k | -34% | Dec 2025 |
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| Colony | 13k | $89k | 100% | Dec 2025 |
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| Kestra Private Wealth Services | 11k | $71k | 0% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 7.2k | $49k | 100% | Dec 2025 |
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| Rockefeller Capital Management | 5.3k | $36k | 2% | Dec 2025 |
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| Strategic Advocates | 4.6k | $31k | 1% | Dec 2025 |
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| Pnc Financial Services | 4.4k | $30k | 2% | Dec 2025 |
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| CoreCap Advisors | 3.3k | $22k | -47% | Mar 2026 |
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| Noble Wealth Management PBC | 2.9k | $19k | 0% | Mar 2026 |
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| WPG Advisers | 2.7k | $18k | 0% | Dec 2025 |
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| FNY Investment Advisers | 1.8k | $11k | 100% | Mar 2026 |
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| Brian McDonald | 1.4k | $9.7k | -30% | Dec 2025 |
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| HHM Wealth Advisors | 1.2k | $7.8k | 0% | Mar 2026 |
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| SRS Capital Advisors | 1.0k | $6.8k | -50% | Dec 2025 |
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| Farther Finance Advisors | 798.00 | $5.2k | 100% | Mar 2026 |
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| CWM | 631.00 | $4.0k | 0% | Dec 2025 |
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| Trust Co Of Vermont | 465.00 | $3.2k | 0% | Dec 2025 |
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| Highline Wealth Partners | 440.00 | $2.9k | 10% | Mar 2026 |
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| Us Bancorp | 409.00 | $2.8k | 0% | Dec 2025 |
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| IFP Advisors | 300.00 | $1.9k | 0% | Mar 2026 |
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| Smithfield Trust Company | 122.00 | $0 | 100% | Dec 2025 |
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| Harbour Investments | 59.00 | $400.002300 | 0% | Dec 2025 |
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| Mather Group | 54.00 | $350.001000 | 100% | Mar 2026 |
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| Chevoit Value Management | 19.00 | $129.999900 | 0% | Dec 2025 |
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| Assetmark | 9.00 | $61.000200 | 0% | Dec 2025 |
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| Advocate Investing Services | 1.00 | $6.000000 | 100% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $10.000000 | -91% | Dec 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 |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 67k | $455k |
| KPP Advisory Services | Sep 2025 | 29k | $203k |
| VSM Wealth Advisory | Sep 2025 | 11k | $76k |
| Creative Planning | Sep 2025 | 11k | $75k |
| MAI Wealth Advisors | Sep 2025 | 3.2k | $22k |
| Advisory Services Network | Sep 2025 | 3.1k | $22k |
| Private Wealth Management Group | Dec 2025 | 200.00 | $1.4k |
| Cedar Mountain Advisors | Sep 2025 | 9.00 | $63.000000 |